Project and Task Management
We implement systems (Planfix, Remonline) for project management, task setting, and deadline control.
Solutions for the Service Industry
Systematize customer accounting, manage projects and orders, automate document flow, and improve service quality.
Common Problems in the Service Industry
How We Solve This
Customer Base
We create a unified customer base with a complete history of interactions, deals, and documents.
Document Flow Automation
We set up automatic document generation from templates, saving hours of work.
Financial Accounting
We help control payments and track the profitability of projects and clients.
Online Booking & Communications
We integrate calendars, telephony, and messengers for convenient client interaction.
Managerial Reporting
We set up dashboards that show key business indicators in real time.
Related case studies
Case: How We Automated a Law Firm with Planfix and Make.com
Learn how automating document generation and task management allowed a law firm to reduce routine time by 80% and gain full control over cases.
Read more →Case: How to Bring Order to a Service Center with Remonline
Transition from chaos in Google Sheets to a full-fledged management system: order tracking, inventory, salaries, and automatic SMS notifications to clients.
Read more →What exactly we set up for a service business
Services sell specialist time and client trust, so the system is built around two things: the booking must not get lost, and the client must come back.
Bookings and calendar
Client, service, specialist, time and duration. Free slots and clashes are visible instead of "someone was there at three, I think".
Client reminders
An automatic message the day before. The cheapest way to cut no-shows, and usually the first thing that pays for the system.
Client card with history
What was done, when, by whom, with preferences and contraindications. A new administrator sees context instead of asking the client again.
Bringing clients back
A reminder N weeks after the service. It works better than advertising because it speaks to people who already paid.
Specialist workload
Bookings, hours and revenue per person — the basis for both motivation and expansion decisions.
Payments and packages
One-off services, packages and prepayments, with visibility of how much of a package is used and when to sell the next one.
Materials and costs
Materials written off against a service so margin is honest rather than "revenue minus salaries".
Enquiries from every channel
Instagram, messengers, website and calls in one list, so nobody is lost while the administrator answers another chat.
Analytics
Enquiry-to-booking conversion, no-show rate, repeat visits, average ticket, revenue per specialist.
How the implementation goes
1. Audit
How bookings are handled today, where clients come from, where enquiries get lost and what a no-show costs.
2. Model
Services, durations, specialists, schedule, reminder and follow-up rules.
3. Setup and migration
Client base, schedule, services, message templates.
4. Launch
We train administrators on the live booking flow and tune the setup during the first weeks.
Frequently asked questions
Our bookings live in a notebook and in Instagram DMs. Can that be migrated?
Yes, and this is where the biggest effect comes from: bookings from every channel end up in one calendar. The longest part is migrating the client base, but it is worth doing once and properly.
Do reminders really cut no-shows?
Yes, and it is the fastest payback in a service business. Every empty slot is money you cannot recover, while a message the day before costs almost nothing.
Specialists do not want to fill anything in. What is required from them?
The minimum: mark the visit as done and write off materials if needed. Everything else is handled by the administrator. Demand more and they will simply stop doing it.
Can we run several locations?
Yes: schedule, specialists and bookings are tracked per location while the owner sees the combined picture.
How long until launch?
Usually one to two weeks. Longer only if the client base is large and scattered across several sources.
Ready to Systematize Your Service Business?
Let's discuss your tasks and propose a personalized automation plan.