Admin hours/week
22 hours
5 hours
Invoice payment time
18 days avg
6 days avg
Client retention
78%
94%
Annual savings
—
$38,000
The Challenge
A growing cleaning company with 15 staff across Wellington was spending 20+ hours per week on admin — scheduling shifts, chasing invoices, replying to emails, and following up with leads. The owner was working until 9pm most nights just to keep up. Staff scheduling alone took 5 hours a week due to last-minute changes and sick calls.
Our Solution
We automated the entire lead-to-booking pipeline: instant enquiry response, automated quoting, calendar-based shift scheduling, and an invoice reminder sequence through Xero. We also set up a weekly automated report for at-a-glance business performance.
How It Works In Practice
- 1Xero integration sends automated invoice reminders at 3, 7, and 14 days — reducing average payment time from 18 to 6 days
- 2Shift scheduling automation handles sick-call replacements by notifying available staff and confirming fill-ins automatically
- 3Lead enquiry response dropped from 6+ hours to under 60 seconds with automated email and SMS acknowledgement
- 4Automated quoting system generates estimates based on property size and service type, sent within minutes
- 5Client retention improved from 78% to 94% thanks to consistent follow-up and service quality tracking
- 6Owner reclaimed 17 hours per week — equivalent to hiring a part-time admin at $25/hr ($22,000/year saved)
“I was spending 20+ hours a week on admin. Now it's all automated. I actually got to coach my kid's rugby game on a Wednesday for the first time in years.”
Business Owner
Commercial Cleaning, Wellington
Next Case Study
Plumbing Company
$2,000/month in recovered leads from one simple workflow
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