Scaile Up

What changes, trade by trade

Representative projects, rebuilt from what we set up for our clients. Find your trade, recognize your days.

Electrical contractor

8 employees

Quotes were done in the evening after site work, often a week after the request. Schedules lived on a whiteboard, and the invoice went out whenever someone thought of it, sometimes a month after the job ended.

What we wired up

01

Quotes in 24 h

Structured price library: the client's request, even three photos sent by WhatsApp, becomes a quote draft ready to review.

02

Scheduling and reminders

Interventions grouped by zone, client notified by SMS the day before. Cancelled slots are reassigned automatically.

03

Invoice on completion

Marking the job done triggers the invoice and its reminder cycle. No more unpaid invoices by omission.

  • WhatsApp
  • Google Agenda
  • Qonto
  • Make
Read the full case

What it delivers

  • The quote goes out the day after the request instead of a week later
  • Not a single forgotten invoice after a job
  • Administrative evenings have all but disappeared

6 h of admin work saved per week

Accounting firm

12 people

Every month-start, staff spent hours chasing missing client documents: manual reminders, files received by email, by post, sometimes as photos. Closings ran late because of ten receipts.

What we wired up

01

Automatic document collection

Graduated reminders by email and WhatsApp with a direct upload link. Every received document is filed in the right client folder.

02

Entry pre-assignment

Recurring operations are recognized and pre-assigned. Staff validate instead of typing.

03

Frictionless client onboarding

New client: engagement letter, access, document list and tax calendar go out on their own, in the right order.

  • Pennylane
  • WhatsApp
  • Google Drive
  • Zapier
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What it delivers

  • 8 out of 10 documents arrive without human reminders
  • Monthly closings no longer hang on three lost receipts
  • Staff spend time on advisory, not document chasing

80% of documents collected without intervention

E-commerce shop

5 people

Half of client messages were "where is my order?". Nobody asked for reviews after delivery, and the Monday review was built from three spreadsheets crossed by hand.

What we wired up

01

Support wired to the carrier

Order tracking questions get an immediate answer with the parcel's real status. The team only sees genuine disputes.

02

Post-delivery reviews

Three days after delivery, the satisfied client is invited to leave a review. Unhappy ones are intercepted before going public.

03

Sales and margin dashboard

Sales, margins, returns and ads consolidated nightly. The Monday review reads in ten minutes.

  • Shopify
  • Zendesk
  • Airtable
  • Make
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What it delivers

  • 7 out of 10 tickets handled without human intervention
  • Positive reviews finally come in, disputes are defused in private
  • No more Monday morning spreadsheet crossing

70% of support tickets resolved automatically

Real estate agency

6 people

Portal leads landed in a shared inbox and were called back one or two days later, often too late. Viewings were set by phone, and tenant files arrived incomplete on viewing day.

What we wired up

01

Lead response in 5 minutes

Every portal contact is qualified and immediately receives a personalized reply with bookable viewing slots.

02

Complete tenant file before the viewing

The document list goes out automatically, reminders too. The agent arrives with a verifiable file.

03

Automatic seller updates

Viewing reports and weekly updates sent to owners without anyone writing them.

  • HubSpot
  • Calendly
  • Gmail
  • Make
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What it delivers

  • First contact drops from 48 h to a few minutes
  • Useless viewings drop: files are filtered beforehand
  • Seller mandates renew better thanks to regular updates

First contact in 5 minutes instead of 48 h

Event caterer

15 employees

Quote requests came by phone, email and Instagram, and some got lost. Team briefs went out the night before, and purchasing was done by feel, event by event.

What we wired up

01

Structured briefs and quotes

Every request converges to one brief form. The quote builds from standard offerings and goes out within 24 h.

02

Automatic mission sheets

Event signed: every team member receives their mission sheet on WhatsApp, with times, place and equipment.

03

Purchasing forecast

Quantities computed from the month's signed events. Supplier orders go out grouped.

  • Notion
  • WhatsApp
  • Google Sheets
  • Stripe
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What it delivers

  • No more lost quote requests, response within 24 h
  • The team knows its missions a week ahead
  • Purchases match real events, waste drops

100% of requests handled within 24 h

HVAC maintenance company

20 employees

Contract visit deadlines lived in a spreadsheet only one person could really read. Intervention reports were filled on paper in the truck, and contracts expired without anyone triggering the renewal.

What we wired up

01

Auto-scheduled periodic visits

Each contract generates its maintenance visits in the schedule, spread by zone and technician. Nothing falls through.

02

One-tap intervention report

The technician fills it on their phone, the client gets a clean PDF within the hour, invoicing is triggered.

03

Renewals under control

Alert 90 days before expiry, renewal proposal generated, automatic follow-up if silence.

  • Airtable
  • Google Agenda
  • Qonto
  • n8n
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What it delivers

  • Zero missed contractual visits since setup
  • The report reaches the client same day, the invoice follows
  • Renewals are negotiated on time, never in a rush

0 missed contractual visits

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