Autom8Way for Services

Client work keeps moving.
Your admin should not slow it down.

Quotes, invoices, expenses, payroll, collections, bank reconciliation and reports — automated step by step, until nothing routine is left.

Book a demo on WhatsApp Book a call

First month freeNo payment now

No setup feeWe set it up and import your data

Built with controlYour data is secure and you stay in control

A quote requested on WhatsApp is sent, invoiced and matched

Ready to automate your service business

From first quote to final payment — Autom8Way handles it all.

See all features →

QuotesCreate and send professional quotes.

JobsTrack job progress and updates.

ExpensesCapture and approve expenses.

InvoicesSend invoices and automate reminders.

CollectionsTrack payments and match receipts.

PayrollStaff, contracts and payroll.

Bank & cashReconcile accounts automatically.

Month endReports, P&L and management packs.

Ask the botGet answers instantly.

All your service operations, automated end to end

One platform. Less manual work. More progress.

Quotes and proposals

Create, send and track quotes and proposals in minutes.

Job or task updates

Update job status, add notes, share photos and track time.

Expense capture and approvals

Capture bills, submit for approval and post to the right supplier.

Customer invoices and reminders

Send invoices, automate reminders and keep track of what's unpaid.

Collections matching

Match customer payments and clear invoices automatically.

Staff onboarding, payroll and requests

Add staff, manage contracts, process payroll and handle requests.

Bank & cash reconciliation

Connect your bank accounts and reconcile transactions automatically.

Month-end reports

P&L, cash flow and management reports, ready when you are.

What you do / What the system does

Turn everyday work into automated results.

You do this...Autom8Way does this...

Request a quote in chatCreates and sends the quote.

Share an expense billPosts it to the right supplier or cost line.

Customer pays by bank transferMatches the receipt and clears the invoice.

Ask “Who still owes us?”Shows aged receivables instantly.

Built for control, not chaos

Full visibility, clear approvals and a complete audit trail.

Complete audit trailEvery document, entry and action is tracked with time, user and source.

Approval workflowsSet approval levels for quotes, expenses, invoices and more.

Exceptions to reviewWe handle the routine and flag what needs your attention.

Permissions by roleGive the right access to owners, managers, accountants and staff.

Ready now

Live and ready to use for service businesses.

Quotes and proposal templates
Jobs tracking and field updates
Expense capture and approvals
Customer invoices and reminders
Payment matching and collections
Staff, contracts and payroll
Bank feeds and reconciliation
Month-end reports and dashboards
Ask the bot (chat, voice or photo)
Mobile friendly for field teams

Coming next

More powerful automations on the way.

Recurring contract renewals
Client portal for quotes, invoices and payments
AI scheduling assistant
Proposal generation from voice notes
Cross-channel task intake (WhatsApp, email, web)
Auto renewals and dunning flows

Ask the bot

Get instant answers about your clients, jobs, costs and payments.

Ask anything about your clients, jobs, expenses or payments.

What is outstanding this month?

Outstanding invoicesUSD 18,450 7 invoices3 clients Show details →

Which clients are overdue?

5 clients overdueUSD 12,600 Oldest46 days View aged receivables →

Show gross margin by job.

HVAC Maintenance42% Revenue12,400Cost7,200 View job report →

See how Autom8Way can run your service business.

Less manual work. More time for your clients.