You do the job. Datify does the rest.
The assistant every tradesperson needs.
One message.
The admin’s done.
Tell Datify what you need. It finds what it needs, checks with you, does the work and tells you what it did.
- Owner: Invoice John for the boiler installation
- Datify: Found John’s Worcester Bosch installation at 14 King Street. You normally charge £2,400 for this, labour and materials included. Shall I send the invoice with your usual 14-day terms?
- Owner: Yeah, go ahead.
- Datify: Done. John has the invoice, it’s recorded in Xero and his record is updated. I’ll chase it if it’s not paid by 2 November.
Can’t get to the phone?
Datify can pick up.
Call answering is one of the things Datify does, and it’s optional. It takes the details, books what fits your rules and puts the next step in your WhatsApp, next to the rest of your admin.
Message it. It sorts your admin.
Nothing new to learn and nothing to set up from scratch. Datify works with the tools you already use, learns how you run things, and needs less from you the longer you use it.
Your assistant works in the tools you already use.
Xero, Gmail, Google Calendar, ServiceM8 or your CRM. Datify reads your customers, jobs and invoices from them and does the work inside them.
It learns how your business works.
Your customers, your prices, your payment terms and how you like things done. When it spots a pattern, it asks before using it.
It gets more useful every week.
It knows more, so it asks less. In week one you might explain how you price a service. A couple of months in, one line is enough.
It spots what needs doing before you ask
Overdue invoices, quotes nobody answered, services coming due. Datify tells you what matters and leaves out what can wait.
A morning update on WhatsApp
Choose what goes in it: money owed, quotes waiting, services due, jobs finished but not invoiced. It’s optional, and you can change it any time.
Reply “sort it” and it’s done
Datify chases the invoices, offers service slots and follows up quotes, then tells you who replied. Nothing goes out until you say yes.
You ask your assistant on WhatsApp. The workspace shows what it’s done.
Your customers, jobs, diary, quotes and invoices in one place, with everything Datify has done for you.
Your diary, kept up to date
Datify books visits into Google Calendar within the hours and area you set, and tells the customer.
What needs your attention
Customers, properties, engineers and job status together, with anything that needs your decision at the top.
Quotes and invoices, ready to approve
Priced from your usual rates and your terms. Anything missing comes back to you as one short question.
“What have you done for me today?”
Ask, and get a straight answer: what was done, what is waiting for you and anything that didn’t work.
You decide what your assistant does on its own
Everyone starts with Datify asking first. Hand over more when you’re ready, and change it any time.
Ask me first
Datify prepares the work and waits for your yes. Invoices over £1,000 can always ask, whatever else you allow.
Go ahead with these
Jobs you’ve signed off, like appointment reminders or payment chasers, it just does.
Tell me the truth
It only says something is done when it is. If an email fails, it tells you why and how to fix it.
Bring us the admin you want off your plate
We’ll show you Datify doing it with your own jobs and tools, and where your approval stays in the loop.
Ask the way you’d ask your own assistant
Illustrative examples, not customer testimonials or measured results.
Your assistant works in the tools you already use
Where you ask for things, approve them and hear what got done. Text or voice notes.
ServiceM8
Your customers, jobs and visits. John in ServiceM8 and John in Xero are one customer to Datify.
Google Calendar
Your diary. Datify books visits inside the hours and area you set.
Xero
Invoices and payments. Every invoice Datify sends is recorded here.
The more you use it, the less you explain
Your customers and prices
It learns who your customers are, what you charge and how you like things done, and asks before using a new pattern.
Rules and one-offs
“No discounts on callouts” becomes a rule. “15% off for John” stays a one-off.
Your sign-off stays yours
You carry out the inspection and sign the certificate. Datify files it, sends it and reminds you when the next one is due.
Everything written down
Every action is in your workspace: done, waiting for you, or failed and why.
Invoice John. Xero, the diary and his record all update.
You ask once on WhatsApp. Datify does the work across your connected tools and keeps one record of the customer, the job and the money.
One plan. £37 a month.
£0
£37
Questions owners ask
Most of the admin: quotes, invoices, chasing payments, bookings, service reminders, certificates and customer records. Message it on WhatsApp the way you would message someone in the office.
No. Datify connects to the tools you already have, such as Xero, Gmail, Google Calendar and ServiceM8, and does the work inside them. We check each connection with you during setup.
Only what you’ve allowed. Everyone starts with Datify asking before anything goes out. You can let it handle routine jobs, like appointment reminders, on its own, and keep things like invoices over £1,000 on approval.
From your connected tools and the work you give it. When it notices a pattern, like the price you usually charge for a combi install, it asks before using it. It knows a rule (“no discounts on callouts”) from a one-off (“15% off for John”).
Datify files finished certificates with the right customer and property, sends them on and reminds you and your customers when the next one is due. You carry out the inspection and sign the certificate.
Yes, if you want it to. Choose all calls, missed calls or out of hours. We check your number, your business details and a test call with you before it goes live.
£37 a month after a 14-day free trial. One plan, cancel any time. Setting it up with our team is included.
