Someone emails a PDF.
You type it into another system.
Built for the work between your tools
Less admin. More actual work.
Fortellect connects the software you already use and takes care of the repetitive work between them.
Start with one workflow. Keep your systems. Stay in control.
Example workflow
A customer message. A job ready to review.
CUSTOMER ENQUIRY → JOBF / 001
CUSTOMER MESSAGENew
“Hey, switchboard keeps tripping. Can someone come Thursday?”Alex · Sample customer
Voice note: “I’m around after ten.”
Fortellect understands
- Job
- Electrical fault
- Requested
- Thursday, after 10
- Missing
- Site address
Customer matchedAlex · site address missing
Draft job readyPhoto and voice note attached
Draft reply readyAsks for the site address
Ready for review
DRAFT JOB · TIME TO CONFIRMExample workflow · sample data
No one had to type it all in again.
Watch this example step by step
- Read message & filesStep 1
- Details extractedStep 2
- Customer matchedStep 3
- Job preparedStep 4
- Response draftedStep 5
- Human approvalStep 6
- Example completeStep 7
A
New service enquiryAlex · Sample customer
“Hey, switchboard keeps tripping. Can someone come Thursday?”
1 switchboard photo + 1 voice note Illustrative attachments
Sample voice note: “I’m around after ten.” The photo is linked to the draft for a person to inspect.
See what happens next.— / 07
Follow the message through to a draft job and reply. You approve the next step.
ReadPrepareReview
AI prepares. People approve. Illustrative demo only; no jobs are booked or messages sent.
Sound familiar?
What do you still copy,
check or chase by hand?
A job comes in.
You enter the same details more than once.
The same spreadsheet. Every week.
Someone rebuilds it by hand.
A job goes over budget.
You find out when it’s nearly finished.
Useful, everyday AI
So what can AI actually do here?
01
Read
Emails, PDFs, invoices.
Understand
Photos, notes, forms.
02
Check
Whether things match.
Find
What’s missing.
03
Prepare
Jobs, reports, replies.
Flag
What needs your attention.
Think of it as another pair of hands for the computer work.
What that could look like
Three ways to get work off your desk.
For trades, construction, clinics and professional services.
Message + photos + voice noteFrom email, SMS or a form
Job draftedDraft
Reply draftedReview
Example workflow
Customer enquiry → Job
Understand the request. Find the customer. Flag missing details. Draft a job and reply.
Ready for review.- Supplier / amount
- Example Supply · $1,280
- Job match
- Needs confirmation
- Suggested category
- Materials · review
Your approval comes next
Example workflow
Supplier invoice → Job cost
Read the invoice. Suggest a job and cost category. Flag mismatches.
Ready to approve.Billing inputs
Costs compared
Variation flagged
Ready for review
Project + accounting + labour Records
Example workflow
Project progress → Billing
Compare costs. Check variations. Prepare progress and billing inputs for your approval.
See the project exampleIllustrative workflows using sample data, built around your records and approval rules.
A closer look · construction
Your project data is already there.
Why rebuild it by hand?
Example workflow using systems such as Procore and Sage.
Procore
- Contracts
- Variations
- Project costs
Sage
- Actual spend
- Accounting
Labour
- Hours
- Cost
Fortellect: Match · Check · Compare · Prepare · Flag
Ready for review
- Costs aligned
- Labour summarised
- Variations checked
- Progress prepared
- Billing inputs ready
- Exceptions need attention
One variation needs attention.
Extra work is recorded, but no approved variation matches it.
Held out of billing until your team checks it.
What to check
Confirm the work, approval and amount before including it in billing.
You approve the important parts.
Check the sources and exceptions before billing or accounting updates.
Connections depend on your products, permissions and setup. Accounting decisions remain with your authorised team.
Example workflow · labour alert
Know a job is going wrong before it’s finished.
JOB 1847 · ILLUSTRATIVE ESTIMATE- Quoted labour
- 42 hrs
- Current labour
- 39 hrs
- Estimated remaining
- 11 hrs
Estimated labour exceeds the quote.
39 + 11 = 50 hours · 8 above the quote.
39 + 11 = 50 hours · 8 above the quote.
Surface the problem while there is still time to act, instead of finding out after the job is finished.
A useful heads-up
Know what needs a look.
- Variation approved, but missing from billing
- Supplier invoice has no matching project
Designed to fit in
You probably don’t need
more software.
You need the software you already have to work together. Fortellect works around your business.
Keep the tools you already use.SYSTEMS LIKE…
OutlookGmailExcelGoogle Sheets
FortellectLess manual work between your systems
XeroMYOBSageProcoreServiceM8
Representative systems. Connections depend on your version, access and setup.
A practical approach
Start with one annoying workflow.
You don’t need to replace your systems.
You don’t need a company-wide AI project.
01
One annoying workflow
Pick one repetitive process.
02
A small working prototype
We build a small working version first.
03
Try it on real work
Your team tests it with review checks.
04
Keep it, improve it or expand it.
You decide the next step.
Prove it works before making it bigger.
You stay in control
Automation where it’s safe.
Approval where it matters.
You set the rules with us. You stay in control.
Read, organise, check, prepare
Automatic, within your rules.
Financial actions & accounting updates
You approve.
Customer commitments
You choose what needs approval.
Let’s start with your work
What do you hate
doing every week?
If your team keeps copying, checking, chasing or re-entering the same information, show us how you do it today.
We’ll tell you what could realistically be automated.