Services Order flow

Type it once.

The same order typed into email, the order system and the books. Three times, every time. Order flow carries it from the inbox to the books once, and flags anything that doesn’t add up.

Book a fit checkHow it works

Order flow, under the hood.

What leaks today

  • Orders arrive by email, phone and web form, each in a different shape.
  • Someone retypes every one, and a typo becomes a wrong shipment.
  • Customers call to ask where their order is, because nobody told them.

What the bots do

  1. Incoming orders are read and turned into one clean order record.
  2. The order system and the books are updated from that one record.
  3. Mismatches (prices, quantities, missing items) are flagged before anything ships.
  4. Customers get status updates at the moments you choose.

What stays with you

  • Odd orders and special requests.
  • Substitutions and backorder calls.
  • Anything a long-time customer would want a person to handle.

Built on what you already have: Your inbox, web forms, order or inventory system, QuickBooks or your accounting software, and shipping tools.

Fair questions

What about orders that come in by phone?

A person still takes the call; a short form or a virtual agent captures it once, and the bots do the rest.

Will it catch mistakes?

It checks every order against your price list and stock and flags what doesn’t match, before it ships.

Do customers know a bot is involved?

Status updates come from your business, in your words. Any question goes to a person.

Not every business needs every module.

The fit check shows which ones pay for themselves in your shop. Here are the others.

Start with the process that annoys you most. We’ll take it from there.

Book a fit check