worksorder.aiProduct — the email app
Your inbox, briefed.
See the customer’s jobs, quotes and invoices beside their email. Draft a reply from live records, or turn a new request into a works order.
For Gmail and Outlook. Ask us about setup →
Inbox — worksorder add-in
matched
From: Beresfords Lettings
Re: EICR for 14 Mill Lane — any update?
Hi — the landlord is chasing on this one. Where are we with the inspection, and has the last invoice gone across?
Draft reply — from live data
Booked for Wednesday 3–5pm with the tenant confirmed. INV-00019 was sent on the 2nd and is due Friday…
Beresfords — live
WO-000118
EICR — booked Wed
WO-000121
Gas safety — on site
INV-00019
£240 — due Friday
Q-00014
£278.40 — awaiting acceptance
01 - Context
Open the email. See the account.
The add-in matches the sender to the customer and shows the state of the relationship beside the thread: open jobs and where each sits in the pipeline, outstanding invoices, quotes awaiting acceptance. No tab-switching, no asking around the office.
- Works in Gmail and Outlook
- Sender matched to the customer automatically
- Open jobs, invoices and quotes at a glance
- Staff sign in with their work account — no API keys
Inbox — worksorder add-in
matched
From: Beresfords Lettings
Re: EICR for 14 Mill Lane — any update?
Hi — the landlord is chasing on this one. Where are we with the inspection, and has the last invoice gone across?
Draft reply — from live data
Booked for Wednesday 3–5pm with the tenant confirmed. INV-00019 was sent on the 2nd and is due Friday…
Beresfords — live
WO-000118
EICR — booked Wed
WO-000121
Gas safety — on site
INV-00019
£240 — due Friday
Q-00014
£278.40 — awaiting acceptance
02 - Drafting
Replies drafted from real data.
One click drafts a response grounded in the actual diary and job records — what's booked, what's outstanding, what it costs. The draft lands in the compose window for a human to read, edit and send. It never sends by itself.
- Grounded in the live diary and job data
- Lands as a draft — a person always sends
- Edit the draft to suit your customer
- Review the details before sending
Compose — draft inserted
you press send
Hi Sarah — the EICR at 14 Mill Lane is booked for Wednesday 3–5pm and the tenant has confirmed. INV-00019 (£240) went across on the 2nd and is due Friday. The remedial quote Q-00014 is with the landlord for acceptance.
The draft uses live job records. Your team reviews the details, edits the wording and chooses when to send.
03 - Into the pipeline
Or turn the email into the job.
When the email is a works order, one click sends it into the platform: parsed, matched to customer, property and tenant, raised on the pipeline and ready for booking — the same intake that handles forwarded mailboxes and PDFs.
- Works orders parsed out of email bodies and attachments
- Customer, property and tenant matched automatically
- Deduped against jobs already raised
- Anything uncertain queued for human review
Intake
3 new
Parsed & matched — 94% confidence
14 Mill Lane, Flat BWO-000123
See it working
It starts with
one works order.
Start with a 10-minute introductory call about your business and the work you want to improve. If there’s a fit, we’ll arrange a one-hour session to scope your requirements and discuss a proposal.
Book a demo10 minutes · An introductory Google Meet call- ReceivedWorks order in01
- BookedTenant confirmed02
- CompletedSite records saved03
- InvoicedAgreed rates applied04