ServicesBusiness systems

Less retyping. More getting things done.

Bring customer records, work in progress and the numbers together. Headway selects, implements and connects the systems your team needs, then helps people put them to use.

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Start with one workflow. Build around the way your business works.

Make the work flow.

Accounting, CRM and payments

Connect enquiries, customer records, quotes, invoices and payments. Agree which system owns each record and how exceptions reach the right person.

Portals and custom development

Give customers a place to request work or check progress. Give staff the tools to manage it. Build tailored applications and integrations where existing software falls short.

Reporting

Bring sales, costs and work in progress into a useful view, with agreed sources and refresh timing.

How the work connects

Remove the retyping. Keep the decisions.

An example of a controlled automation, scoped to your systems.

  1. Capture

    An approved source supplies the enquiry, document or task.

  2. Prepare

    Automation extracts, organizes or drafts the next action.

  3. Review

    A person checks exceptions and approves consequential changes.

  4. Record

    The approved result reaches the destination with the agreed activity history.

Access, approval points and failure handling are part of the design.

Use AI where it helps.

Draft email replies, answer routine customer questions, prepare payables in QuickBooks or your accounting system, or turn meeting notes into tasks. Define the information AI can use and when a person takes over.

Explore eight starter workflows or see broader business examples.

Keep everyday tools affordable.

Email, files, websites and meetings belong in the same cost conversation. We consider open-source options first where they fit, including alternatives to Google Workspace and Microsoft 365. Compare migration, hosting, support and ongoing cost before deciding.

Built, tested and handed over.

Map the workflow, agree scope and costs, then implement with your team. Test the handoffs and exceptions before launch, document the setup and agree ongoing support separately.

For FreshWagon, the work included rebuilding ecommerce, QuickBooks and Stripe/Square integrations, and web, email and file hosting. See the client work.