Knowledge Centre
Practical guides, quick-read insights and the Friday Five. Everything you need to get the best out of Build Concierge's AI-powered customer engagement platform.
Friday Fives: your AI Receptionist will soon make calls
Coming soon: AI Receptionist calls to confirm jobs and reach on-call engineers. Plus CRM contact syncing, calculated job durations and invoice costing.
Book a job once. It's ready in Xero automatically.
When a new job is booked, Build Concierge creates the matching item in Xero, with your accounts and VAT already set. Finance can code every bill to the right job from day one.
Add supplier invoices to job costs automatically
Keep project costs moving with the work. Build Concierge reads supplier invoices and adds their line items to the relevant job, reducing manual entry and giving your team a clearer view of recorded costs without requiring a purchase order.
Calculate job durations from labour hours automatically
Give your planners more time to organise the work. Build Concierge turns labour hours from incoming instructions into job durations, applying your agreed planning rules before the job reaches your job management system.
Sync CRM contacts to your job management system
Give your team time back from the very first customer contact. Build Concierge connects your CRM to your job management system, so new customer details can be matched or created automatically and your team can get on with arranging the work.
Friday Fives: write-ups tidied, quotes built, site history attached
Five Build Concierge automations for the week of 11 September: tidier write-ups, matched job requirements, faster quotes, site history and recall visits.
Turn a Recall Notice Into a Booked Visit, Automatically
No more a recall notice sitting in an inbox because nobody had ten minutes to turn it into a job. No more missing the deadline a notice actually asked for, because the urgency wasn't clear from the paperwork. No more retyping the same order number, site address and instructions by hand before a visit can even be booked.
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Know What's Already Been Done at a Site, Before You Arrive
No more an engineer turning up with no idea what happened on the last three visits to that site. No more repeating a repair that was already tried and already failed. No more asking the client to explain the history because nobody wrote it down anywhere your team could find.
The DBS Check and the Roof Rack, Known Before Scheduling
No more engineers turning up to a school without a DBS check, only to be turned away at the gate. No more vans arriving without the roof rack, ladder or tow bar the job actually needed. No more finding out what a job required only after someone has already wasted a morning finding out the hard way.
TW Drainage Case Study
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