Customer enquiries
Reply sooner, collect the details and get enquiries to the right person, even when your team is busy.
A roofing enquiry reaches the right estimator.
Put AI to work
in your business.
We’ll handle
the rest.
We help small businesses save time, reduce admin and follow up with more customers using AI and automation.
We work out what can be automated, set everything up using your existing software, and keep it running.
No technical team or AI experience needed.
Set up for you. Managed for you.
A little less on your plate.
A new customer enquiry“Can I get a quote for a repair?”Just in
A helpful reply, sent.
Customer details collected.
Your customer record, updated.
No copying between systems.
A follow-up, ready to go.
The next step won’t be forgotten.
Handled by OfficeCaddy
You get on with the job.
We take care of the busywork.
Illustrative example, built around the way your business works.
Less repetitive adminFewer missed enquiries and follow-upsMore time for customers and growth
Running a business shouldn’t mean doing everything yourself.
The work behind the work adds up. And it usually lands on the busiest people.
01
Enquiries arrive while you’re with a customer.
02
Staff spend hours on emails and repetitive admin.
03
Quotes go quiet. Follow-ups get forgotten.
04
Your booking system, CRM and email don’t talk.
05
Important jobs slip through the cracks.
You know AI could help. Finding the time to figure it out is another job entirely.
There’s probably more we can take off your plate than you think.
Start with a task that slows you down. We’ll find a useful way to handle it.
Follow-ups and bookings
Let fewer opportunities slip away with timely quote follow-ups, booking confirmations and reminders.
A quote gets a timely, friendly follow-up.
Everyday administration
Reduce the time and cost of routine admin: organise forms, draft everyday emails and cut out repeated data entry.
New client details arrive ready for review.
Customer retention
Stay in touch with reminders, review requests and relevant invitations to book again.
A past customer gets a service reminder.
Connected systems
Spend less time copying information. Help your customer records, calendar, email and accounting tools stay up to date.
A confirmed booking updates your customer record.
Reports and operations
Bring together recurring reports, flag exceptions and keep routine work moving.
Your weekly update is ready without the spreadsheet chase.
Your tools, working better together.Email CRM Calendars Bookings Accounting
What’s taking up too much of your time?
Choose a task to see what a little help could look like.
A helpful first reply, even when you’re busy.
For a plumbing business, an enquiry can be acknowledged, the job details collected and the right person notified while the team is out on a call.
1An enquiry comes in
2Details are captured
Your team gets the next step
You run your business.
We handle the AI.
You don’t need another software project.
You need someone to take care of it.
Tell us what’s slowing you down.
We learn about your business, the software you use and the tasks taking up your team’s time.
We find the opportunities.
We identify everyday tasks where automation could save time, reduce costs or prevent missed business.
We set everything up.
We choose the right tools, connect them to your existing software and test everything before it goes into use.
We keep it running.
We monitor, maintain and improve what we’ve set up. Your team has someone to call, and we handle the technical side.
Built for small businesses without a technical team.
You don’t need to hire a developer, learn how AI works or spend your evenings setting up software.
OfficeCaddy is your external AI and automation team. We bring the expertise to make it useful, then take care of the setup and ongoing management.
For established small and local businesses, typically with 5 to 50 people.
Tell us about your businessHome services
Enquiry handling · Quote follow-ups · Service reminders
Clinics and practices
Booking reminders · Intake forms · Rebooking prompts
Property management
Maintenance requests · Tenant updates · Contractor coordination
Professional services
Client onboarding · Document collection · Routine reporting
Other small businesses
Customer follow-ups · Data entry · Connected systems
Examples of the everyday work we can help with, tailored to your business.
AI expertise without another project on your plate.
Done for you
You describe the problem. We find the right approach, set it up and take care of the technical work.
Your existing tools
We start with the software you already use. Replacing your systems isn’t the starting point.
Practical from the start
Start with a task that costs time or loses opportunities, and agree how to judge whether the change helps.
Looked after over time
We keep an eye on what’s running, deal with problems and make agreed improvements as your needs change.
You stay in control
We agree what runs, what it can access and which actions need your team’s approval.
Real people to help
A team you can speak to when something changes or you need support.
We don’t just set it up and disappear.
OfficeCaddy stays responsible for the technical side. Our monthly service covers monitoring, maintenance and support, with agreed improvements as your business changes. You have a team to turn to, without managing the technology yourself.
Discuss your businessChecking that everything is running
Troubleshooting and maintenance
Improvements over time
Support when your needs change
Reporting on useful outcomes
More opportunities to save you time
Implementation and monthly service scoped to your business. Clear costs agreed before we begin.Good questions.
Straight answers.
Want to talk it through?
Do I need to know anything about AI?
No, and you don’t need an in-house developer either. Tell us about your business and the work that takes too much time. We handle the assessment, setup and ongoing management, and explain the result in plain language.
Will this work with the software we already use?
We start with the email, calendars, customer records, booking and accounting software your team already uses. You don’t need to replace everything to get started. We check what can be connected before agreeing the work, and explain any limits or changes needed.
Is OfficeCaddy just a chatbot service?
No. A chatbot can be useful, but it is only one option. We also handle follow-ups, bookings, data entry, reminders, reporting and connections between your business systems.
What kinds of tasks can you automate?
Repeated tasks with clear steps are a good place to start: responding to enquiries, organising information, moving data, sending reminders and preparing reports. We review the steps with you and agree where your team should check or approve the result.
Will AI replace my employees?
Our focus is taking repetitive work off your team’s plate so they can spend more time helping customers and doing work that needs their judgement. We agree how the work should be handled, including where people stay involved.
What if something stops working or needs changing?
Contact us. Monitoring, troubleshooting, maintenance and agreed improvements are part of the ongoing service. We investigate issues, keep you informed and handle the technical changes. Before setup, we agree support expectations and backup ways to handle important tasks.
How much does it cost?
It depends on the tasks you want help with, the software involved and the level of ongoing support. After reviewing your needs, we provide a clear proposal covering implementation, the monthly service and any third-party software costs. There is no obligation to proceed.
How long does it take to get started?
We begin with a conversation about the tasks taking up your time. You don’t need a technical plan or a tool in mind. We check what’s involved, agree a realistic timeline and can start with one useful task.
What happens to my customer data?
You decide which business systems we can access and which actions need your approval. Before setup, we discuss what data is needed, which tools will process it and who requires access. We aim to limit access to what is needed and agree handling, retention and deletion requirements with you. Please avoid sending sensitive customer information through this enquiry form.
What’s one thing you’d love to stop doing manually?
You don’t need to know which AI tool or solution you need. Just tell us what’s slowing your business down. We’ll work out where automation could help.
A free review of a task taking up your time Practical ideas for your business No obligation to go ahead
Prefer to talk it through?
Get a free automation review
Describe the task. We’ll work out the solution.