Automation

Connect the software you already pay for.

Your email, CRM, calendar, accounting and spreadsheets each hold part of the job. Gestech wires them together, so an enquiry, a booking or an invoice moves from one to the next without anyone typing it twice.

your-systems.mapafter
Website formEmailPhoneCRMCalendarSpreadsheetAccountingFilesYour businessconnected by GestechWebsite formEmailPhoneCRMCalendarSpreadsheetAccountingFilesYour businessconnected by Gestech

Common connections

Name the thing you retype. That’s the build.

FromToWhat stops happening
Website form CRM + calendarRetyping every new enquiry, then chasing a time to call
Email requests Job listCopying requests out of the inbox by hand
Job marked done InvoiceHunting for paperwork before you can bill
Bookings Text remindersReminder calls and no-shows
Receipts Your booksTyping a month of receipts at month end
Spreadsheets One live viewBuilding the same report every Friday
Intake forms Client fileRe-entering the same client into three systems
Rate confirmations Loads + invoicesDispatch living in Excel and two inboxes

Works with what you have

  • Microsoft 365
  • Outlook
  • SharePoint
  • Excel
  • Google Workspace
  • Gmail
  • Google Calendar
  • QuickBooks
  • Your CRM
  • Website forms
  • Text messaging
  • Online payments

How a build runs

Everything in writing before work starts.

01 · Look

A 30-minute call.

Walk through how a job moves today: where it starts, who retypes it, where it ends up. No cost.

02 · Scope

A written scope.

Exactly what gets connected, the fixed price, and the finish date. Nothing starts until you sign it.

03 · Build

Tested before it’s live.

Built inside your accounts and tested on copies, so your real data is never the experiment.

04 · Run

Monthly care.

It keeps running, and it changes when your business does. You get a plain record of what’s connected.

A real build

A GTA trucking company

Dispatch that used to live in Excel and two inboxes.

Rate confirmations now become loads. Delivery photos land on the right load, ready to confirm in one click. Invoices go out from the same screen, with replies going to accounting.

Connected
Outlook, SharePoint, Excel
Inboxes read
2 shared
POD to invoice
1 click
dispatch.flowlive
Inboxrate conLoadPODconfirmInvoiceemaileddispatch-build: Inbox → Load → POD → Invoice
  1. Inboxrate con
  2. Load
  3. PODconfirm
  4. Invoiceemailed

Questions owners ask

Straight answers.

  • YoursBuilt in your accounts. Your data stays where it is.
  • WrittenA plain record of what’s connected to what.
  • No lock-inBring in someone else any time. Nothing is a mystery.
Do I need to buy new software?

Usually not. Most builds connect tools you already pay for. New software only comes in when what you have can't do the job, and the scope says so before anything is bought.

What does it cost?

Each build gets a fixed price, written into the scope after the 30-minute call and before any work starts. You know the number up front, and monthly care is listed separately.

How long does a build take?

It depends on how many tools are involved. The written scope gives the finish date before work starts, so you're never guessing.

What if something breaks or my business changes?

Monthly care covers it. If a tool changes or you add a new step to how you work, the connections change with it.

Who can see my data?

Everything is built inside your own accounts. You decide what access Gestech has, and you can remove it whenever you like.

Is this just for trades?

No. The same retyping shows up in offices, practices, clinics, accounting firms, brokers, carriers and trades. If your team copies the same information between tools, it can be connected.

Bring the task you retype.

Thirty minutes, no cost. You’ll leave knowing whether it can run itself and what connecting it would take.

Book a 30-minute call