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Service 04 of 5 / OpsFlow

Nobody got into HVAC to do data entry.

OpsFlow prepares quotes, invoices and routine documents, moves data between your systems, and flags the work that needs a person.

Book a callSee what it handles

Free consultation. Typically live in 7 to 10 working days.

85%Automation targetOn the workflows in scope
4 weeksFirst reviewWhat ran, what changed, what is next
7-10 daysTypical setupSubject to access and scope
The problem

Small tasks that nobody wants, done by the busiest people.

Updating a record. Preparing a document. Moving the same information from one system to another. None of it is difficult. All of it takes time, and it lands on the two people in the office who already have the most to do. The schedule runs a day behind the work.

What it does

  1. Prepares quotes, invoices and routine documents from your templates.
  2. Moves data between the systems you already use.
  3. Sends reminders and routes internal tasks to the right person.
  4. Keeps a record of what ran, so nothing is silent.
  5. Reviews the automation with you each month and tunes it.
Why it works

Built around your rules, not a template.

Admin work is invisible until it is measured. Once the repetitive steps are handled by automation, the numbers stop being an opinion: you can see what ran, what it replaced, and what is still manual. That is also how the next automation gets chosen instead of guessed.

Client note

What changed for them.

“We had so many small admin things that nobody really wanted to do. Exohush automated a lot of that for us, and I’d say it cut down our manual admin work by around 70%, which honestly surprised me.”
undefined/5August, WY

Individual client experience. Not a guarantee of future results.

Questions

Before you book.

If your question is not here, ask it on the call.

What counts as back-office work?

Quotes, invoices, job notes, routine documents, reminders and moving agreed data between systems.

Does it send documents without approval?

No. You decide which documents need review. The service prepares the work and routes it for approval.

What happens when it makes a mistake?

Every run is logged, and exceptions are flagged for a person. The monthly review covers what ran, what failed and what should change.

Can it connect to our current tools?

Yes, when they have an API, webhook or import. LegacyBridge covers older systems that do not.

Often paired with

ClientConnect

Customers chase you for updates. They get them before they ask, and the review request goes out after.

View ClientConnect

LegacyBridge

Nothing talks to anything. We build the layer that connects the software you already own.

View LegacyBridge

Take the paperwork off your team.

Book a call and we will list the small tasks that repeat every week, then price the ones worth automating first.

Book a call
What happens next
  1. 01
    Map the current workflow
  2. 02
    Agree the first scope
  3. 03
    Go live in 7 to 10 days