Built to protect your cash flow, your hours, and your reputation.
Three services, software agnostic, published fixed prices. No hourly guessing, no product subscriptions. The audit finds where you are leaking cash, the build fixes it, and care keeps it fixed.
Invoice reminders, payment chasing, and no-show follow-ups, so money owed to you doesn't sit waiting.
Fewer hours lost to quoting, scheduling, and data entry, so your team spends more time on billable work.
Consistent process and an audit trail, so missed deadlines and manual mistakes stop costing you.
Three services. One core focus.
We do not jump straight into building. Every engagement starts with listening, moves into building only when we understand the problem, and does not finish until your team is confident and the process is maintained. Every service is a fixed price, not an hourly guess, not a licence fee, not a per-seat subscription.
Quote-to-Cash Audit
Half a day inside your business. We time your actual quote turnaround, pull your actual days-to-payment out of your accounting system, and count what is currently sitting past 30 days. You get a written report with the three biggest leaks ranked by dollars. Yours to keep whether or not you build with us. It comes off the build if you go ahead.
The Build
One workflow, quoted as a fixed number before we start, live inside two weeks. Built on whatever accounting, CRM or job software you already run. Documented, so your office can run it without calling us.
Care
We watch it, we fix it when something upstream changes, and we train whoever joins your office. One month notice, no lock-in contract.
The full range we cover.
Quote-to-cash is where most businesses leak first, so it is where we start. The same approach then covers the rest of the admin, using the tools you already run.
Sales & CRM
Capture leads from every channel and keep them moving without anyone having to remember to chase.
- Lead capture from web, email, phone and social
- Automated follow-up sequences
- Pipeline and status updates
- Proposal and quote drafting
Finance & billing
Make sure completed work is invoiced and paid without someone tracking it by hand.
- Invoice generation from job or project records
- Payment reminders and overdue escalation
- Expense capture and reconciliation prep
- Recurring financial reporting
Marketing
Keep a consistent presence and nurture leads without adding headcount.
- Email nurture sequences
- Scheduled social posting
- Review and referral requests
- List segmentation and clean-up
Operations & scheduling
Coordinate the working day from the systems you already use.
- Job scheduling and dispatch
- Status notifications to customers and staff
- Inventory and stock-level alerts
- Recurring task and visit reminders
Customer support
Answer enquiries quickly without tying up your team.
- Ticket routing and prioritisation
- Automated first responses and acknowledgements
- Status and resolution updates
- Escalation to a person when it matters
HR & onboarding
Get new staff productive from their first day.
- New-hire forms and document collection
- Account and access setup requests
- Training and probation-review reminders
- Certification and compliance tracking
Hospitality
Protect covers and margin for cafes and restaurants.
- Reservation confirmations and no-show follow-ups
- Waitlists and booking reminders
- Supplier ordering and stock alerts
- Rostering, review generation and daily takings reporting
The four that shift everything.
Every Octawerks client ends up here. These four automations unlock more time than anything else because they fix the exact moments where your team loses hours. Quote walks to job, job site goes to admin, missed calls go to gold, jobs go unclosed. Get these right and the rest becomes straightforward.
Missed-Call Recovery Desk
Captures missed calls, voicemails, and silent enquiries, then turns them into a tracked follow-up so money does not disappear when nobody picks up. This is highly relatable for trades and field service businesses because missed calls are a common source of lost jobs.
Site-to-Office Handover
Turns job photos, site notes, completion details, and material updates into a clean office-ready record so admin does not have to chase the field team for missing info. Manual handoffs are a known operational weak point because information gets missed between people and departments.
Quote Approval Chase
Keeps quotes moving by nudging prospects who viewed but did not approve, without the team having to remember who to chase. Quote follow-up is a major source of lost revenue in trades and service businesses.
Job Closure Proof Pack
Collects the final photos, completion notes, customer sign-off, and invoice-ready details into one tidy packet so jobs close faster and disputes drop. This is impactful because incomplete job closure creates rework, payment delays, and messy office follow-up.
Common questions, honest answers.
Most of our clients had the same worries before they started. Here is what we tell them.
No. Most of our clients are not tech people, and that is exactly who we built Octawerks for. We write everything in plain language, train your team in short sessions, and use the tools you already know how to use. If you can use email and WhatsApp, you can use what we build.
Almost never. We work with the tools you already have. Your CRM, accounting system, WhatsApp, email, helpdesk, and connect to them rather than replace them. If we ever think a different tool would genuinely serve you better, we will tell you, explain why, and let you decide.
Most Process Automation Builds go live in two to six weeks, depending on complexity. The Discovery & Automation Audit comes first and takes a week or two, and it gives you a complete plan before any building starts. Many clients see measurable time savings within the first month of going live, sometimes within the first week.
Every automation we build is monitored after launch, so most issues are caught and fixed before they affect your business. If something does break, you can reach us directly. Clients on our retainer get faster turnaround, but no one is ever left stranded.
No. Automation takes the repetitive, low value work off your team's plate. The typing, the chasing, the copy pasting. Your people get their time back for the work that actually needs a human. Customer relationships, judgement calls, and growing the business. None of our clients have made anyone redundant after working with us. They have just stopped needing to hire to keep up.
Every system we build has human checks at the points where judgement matters. The system handles the routine work, and your team approves the parts that need a person's eye. You stay in control of what happens. We also test everything thoroughly before it goes live, so surprises are rare.
The audit is credited in full against a build if you go ahead. You get a fixed number in writing before anything starts.
Most automation projects fail because the team picked a tool first and tried to fit a problem to it, or because a vendor sold something too complex for the team to actually use. We start with your problems, not our tools. We start small, prove the value in weeks, and only expand once your team is confident. That is the difference.
Book the quote-to-cash audit.
Half a day inside your business. You get a written report ranking your three biggest leaks by dollars, whether you build with us or not.
$1,250 USD founding rate, first 10 clients in New Zealand and Singapore. Normally $2,500 USD. All prices in USD. Credited against the build if you go ahead, and if we do not find leaks worth 3x the fee, you do not pay.
Start with the audit →