Go digital guide
From paperwork to online software, step by step
Moving online does not have to be scary. Here is exactly how we take a business from paper forms and spreadsheets to simple software, and how you will track sales and follow-ups once it is live.
Is your business ready to go online?
If two or more of these sound familiar, paper is costing you time and sales.
- !Your team fills in the same details on paper more than once
- !Customers have to call or email to get a price or book a time
- !You lose track of who needs a call back
- !Month-end sales totals take days to add up
- !Files live in cabinets, inboxes and personal laptops
- !You cannot see today’s sales without asking someone
The guide
Six steps from paper to online
Each step is done with you, not to you. You approve every stage before we move on.
Step 1
Review your paperwork
We sit with your team and collect every form, register, spreadsheet and phone process you use today.
Step 2
Map how work flows
We draw who does what, in what order, and where time and money leak. You approve the plan.
Step 3
Turn forms into screens
Paper forms become simple online forms on phone and computer, with signatures and photo uploads.
Step 4
Move your records online
We import your old files and spreadsheets so nothing is lost and everything is searchable.
Step 5
Train your team
Hands-on training and short videos. Most staff are comfortable within a few days.
Step 6
Track sales and follow-ups
Your dashboard shows monthly sales, open leads and who needs a call back today.
After you go live
Watch monthly sales grow and never miss a follow-up
Your own dashboard shows sales month by month, new leads, and which customers need a call back today.
Sales & follow-ups
Example business · first year online
Sales this month
$58k
▲ 222% vs Jan
New leads
146
▲ 3.1×
Follow-ups due
7
2 overdue
Avg. reply time
12 min
was 1 day
Monthly sales ($k)
PaperOnline
Follow-ups
2 due today- SM
Sarah M.
Sent quote · call back
DueToday 2:00 PM
- BR
Blue Ridge Builders
Asked for a demo
DueToday 4:30 PM
- OK
Omar K.
Invoice reminder
NextTomorrow
- LD
Lakeside Dental
Renewal in 14 days
LaterFri
- PM
Prime Movers LLC
Paid · send thank-you
DoneDone
Example figures for illustration. Results depend on each business.
What your dashboard tracks for you
Monthly sales
See every month side by side and spot growth or a slow month the moment it happens.
New leads
Every website, phone and walk-in enquiry lands in one list, with where it came from.
Follow-ups due
The dashboard reminds your team who to call today, so no customer is forgotten.
Reply time
Track how fast customers hear back. Faster replies win more jobs.
What changes in your day
Start here
Ready to leave paperwork behind?
Book a free call. We will look at your current paperwork and show you what going online could look like for your business.