See How Much Time Custom Systems Could Save

A better end result

Connect each stage of the work

This is not simply about replacing your existing systems with cheaper versions of the same thing. It is an opportunity to create something new: one connected, automated workflow designed around how your company actually operates.

Information can move from enquiry to quote, project planning, delivery, invoicing and reporting without being repeatedly copied, rebuilt or handed over by memory.

What manual jobs do you have that you wish you could automate?

Case study

O'Neill Trees & Timber: one connected system from enquiry to finished job

Where they started

OT&T had been running on HubSpot and Google Drive alongside separate pricing, document and operational processes, the same kind of patchwork most businesses end up with as they grow: one tool for tracking leads, another for files, and a manual process stitching the rest together by hand. Their documents, quotes, invoices and risk assessments were all created manually without one unified template. Staff used whatever they had to hand, which caused confusion when onboarding somebody new, and there was no single dashboard showing the real money coming in or going out.

What was built

A single joined-up system connecting the CRM, bespoke estimating rules, AI-assisted quote creation, client proposals, risk assessments, invoices and follow-up todos - all built around one job record, so nothing has to be re-entered or copied between tools as a job moves from enquiry to completion:

CRM and job pipeline
Bespoke pricing calculator
AI-assisted quoting
Proposals and approvals
Risk assessments
Invoices and todos

See the full workflow ↓ See the cost

Case study workflow

A guided walkthrough of the OT&T workflow

Follow the steps in order to see how one enquiry becomes a priced quote, a client-facing proposal, the internal documents needed to deliver the work, and the follow-up tasks that keep the job moving. Everything linked below is live and working, not a mockup.

📋 Open the CRM 📄 View a client proposal ✨ Try an instant magic quote

1

Capture every enquiry in the CRM

Track leads, site visits, proposals, booked work, invoices, reviews and follow-ups in one visual pipeline.

Each job stores the client, job title, address, quote code, todos and risk assessment link.
The board gives a fast sales overview while the table view gives a cleaner job list.

Open the CRM ↗

2

Price work using your own operating rules

The calculator turns work type, tree size, arisings, access, distance, crew size and programme assumptions into a structured quote.

Quotes are based on measurable business processes rather than guesswork.
Saved quote data can feed proposals, invoices, risk assessments and todos.

Open pricing ↗ Saved quotes ↗

AI-enabled magic button

Turn rough site notes into a first-draft quote in seconds

The magic button uses AI to read typed notes or a voice recording, then converts them into structured quote data using the estimating metrics worked out for the business.

Pulls out tree names, work required, access issues, arisings, distance and likely crew assumptions.
Uses the business's own pricing logic, so AI speeds up the admin without replacing the estimator's judgement.
Everything remains editable, so the estimator keeps control before anything is saved or sent.

Try the AI magic button ↗

3

Send a polished client proposal

A saved quote can become a professional proposal with project background, site address, scope, access notes, programme assumptions, costs, booking acceptance and terms.

The client link can be shared directly without rebuilding the document manually.
Views, approvals and booking details can be tracked against the quote.

View a client proposal ↗

4

Generate documents from the same job data

The same job record can populate contracts, invoices, method statements, risk assessments, work instructions and client-facing documents.

Job title, address, scope, price, terms, access notes and risk information stay consistent.
The office spends less time copying details between spreadsheets, documents and emails.

Open the CRM ↗

5

Create a risk assessment

Build site-specific risk assessments from the job information already captured, then keep the risk document linked to the job.

Client, site address, work scope, access notes and controls can be carried through.
The system supports a cleaner handover between quoting, planning and site delivery.

Create a risk assessment ↗

6

Keep follow-ups visible with todos

Todos make quote chasing, site checks, document preparation, invoice reminders and review requests visible across the workflow.

Follow-ups can sit against the job rather than being lost in notes or inboxes.
The todo board gives a quick operational view of what needs action.

Open the todo board ↗

What happens next

Automating the client communication around the workflow

The next layer is automated email sending for documents, proposals, invoices and reminders, so the system can follow up at the right time without relying on manual chasing.

Proposal links, booking reminders, invoice emails and review requests can be triggered from job status.
The result is a system that helps the team act, not just store information.

Built to be owned, not rented

No monthly software subscription

The system can be deployed as your own tool rather than another rented SaaS product.

Custom workflow, not a forced template

Stages, fields, quote logic, documents, branding and permissions are shaped around exactly how the business operates.

Your processes become reusable software

The knowledge normally held in spreadsheets, Word templates and people's heads becomes a repeatable workflow.

One record powers the whole journey

CRM, pricing, proposals, risk, invoices and todos all pull from the same job information.

Your data stays under your control

The information sits in a system you own, rather than being trapped inside somebody else's platform.

Routine handovers can happen automatically

Reminders, documents and next steps can be triggered by the job status instead of somebody having to remember them.

Thinking outside the box

Not every system looks like a spreadsheet replacement

Production Attic also builds bespoke interactive tools when a project calls for it, including branching video experiences where every choice a viewer makes is logged to a database, exported for the client and reviewable through its own portal. Underneath, the user is essentially editing a spreadsheet, but it does not feel like it.

That is what we aim to do: keep the useful structure of the data while making the experience clear, natural and difficult to break. Two real examples are live below.

The King's Trust

Start Something

An interactive adventure film that branches to a different video on every choice, logging the viewer's path so The King's Trust can see which skills the audience already recognises in themselves.

Diffley Partnership & Revive

The Big Land Question

An interactive survey told through branching video - every response is captured to a database, with data exports the client can pull whenever they need them.

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