Customer records and CRM setup
Keep enquiries, contact details, notes and next actions together. Make it easier to see who needs a reply and what has already been agreed.
EaseWright · Didcot, Oxfordshire
Business apps and workflow support
Bring customer information, quotes, jobs and documents into a clearer way of working. EaseWright helps small businesses understand the problem, simplify the process and build the tools they need.
Build around the work you actually do.
When the same details live in emails, spreadsheets and messages, it becomes harder to know what happens next. We start with one process and agree what a useful improvement would look like.
Bespoke business apps
Create the views and actions your team needs for quotes, project records, scheduling and documents. Agree permissions and responsibilities around the people doing the work.
Customer portals and connections
Give customers access to agreed information and connect the systems involved where practical. Define who can see or change each part before implementation.
A clearer route from enquiry to completed work.
For builders, installers and other service businesses, the handovers between stages often create the admin. We help define where information belongs and what must be ready before the next step.
An example job workflow
- Enquiry: capture the customer, requirements and next action.
- Estimate and quote: use the agreed scope and keep the quote with the project.
- Accepted work: carry the customer details and documents into the job.
- Schedule and deliver: assign work and retain notes, photos and evidence.
- Invoice and follow up: keep the payment status and outstanding actions visible.
This is an illustrative workflow. The stages, connections and features for your business are agreed in your project scope.
See how the work can fit together.
The short EaseWright demo shows an example of bringing jobs, actions and information into one working view.
Explore the short demo
Understand, implement and improve.
- Map the current process: find where information is repeated, lost or difficult to retrieve.
- Agree the first useful change: define the workflow, users, records and outputs it needs.
- Configure or build: use an appropriate existing tool or develop the agreed app and connections.
- Try it with real work: check the handovers, train the people using it and agree any follow-on support.
If the first step is improving how customers find and contact you, start with our website design and refresh service.
Questions about business systems.
Do I need a completely new app?
Not necessarily. A clearer process or better use of your current tools may solve the problem. We assess that before proposing a new build.
Can you work with the tools we already use?
We review your current tools and the access or connection options they provide. The proposal sets out which systems can be connected and any manual steps that remain.
Can this help with compliance records?
We can organise evidence, forms, approvals and document history around the work. Your business remains responsible for the applicable requirements, and any professional sign-off is agreed separately.
How is the work priced?
We agree the initial review or implementation scope and provide a quote. Additional features and any ongoing support or software charges are clearly identified.
Let’s find the right starting point.
Tell Nick what you want to improve and how you work today. We’ll agree the scope and provide a quote before work begins.
Tell us about your process