The library
99 fixes for small-business problems.
Every page is one example of something I'd build or untangle, in plain English, with an honest idea of the size of the job. Search it, or browse by the part of your business that hurts.
Invoicing and getting paid
Connect Stripe payouts to Xero automaticallyI connect Stripe to Xero so every payout reconciles itself, fees and all. No more guessing why the bank…
Automatic invoice reminders in QuickBooksI switch on automatic invoice reminders in QuickBooks, in your wording, and add an AI step that reads replies…
Collect invoices by Direct Debit with GoCardlessRegular invoices shouldn't need chasing. I connect GoCardless so they're collected by Direct Debit on the due…
Add a Stripe payment link to every invoiceI put a Pay Now button on every invoice you send, powered by Stripe. Customers pay in seconds by card, and…
How to chase unpaid invoices politelyHow to chase unpaid invoices politely: AI-drafted reminders in your own tone that know who's paid, plus a…
Job sheet software that invoices for youLooking for job sheet software for your trade? I set up job sheets where an AI step turns site notes into a…
How to invoice for a deposit or part paymentNot sure how to invoice for a deposit or part payment? I set your invoicing up so deposits and staged…
GuideSet up automatic invoice reminders in XeroTurn on Xero's invoice reminders: the exact menu path, a tiered chase schedule, per-customer exclusions…
Making Tax Digital for Income Tax explainedMaking Tax Digital for Income Tax in plain English: the real thresholds and start dates, quarterly updates…
How to take card payments as a small businessHow to take card payments as a small business: readers, tap-to-pay, links and online checkout compared on…
Best free invoicing software for small business UKBest free invoicing software for small business UK, as of July 2026: Zoho Invoice, QuickFile, FreeAgent and…
Charging interest on late payments in the UKCharging interest on late payments in the UK: statutory interest at 8% plus base rate, the six-month…
Quotes and winning work
Quote follow up emails that win the jobQuote follow up emails that win the job: AI drafts each chaser from the actual quote, follows up on time, and…
Quoting apps for builders and tradesI set up a quoting app for builders and trades: speak the job into your phone, get a drafted quote to check…
Turn accepted quotes into Xero invoicesI set up the Xero quote to invoice flow properly: even a "go ahead" email gets spotted and the invoice…
Set up a sales pipeline in HubSpotI set up a HubSpot sales pipeline that updates itself: an AI step reads each deal's emails, moves the card…
Send and track estimates in QuickBooksQuickBooks estimates are built in. I set yours up properly so you can send one in minutes, see what's…
Add a price calculator to your websiteI build price calculators for your website or your own quoting, working out made-to-measure prices by size…
How to price a job so you make moneyWondering how to price a job properly? I build you a simple job-costing setup so you can see the real cost…
Quote vs estimate: what's binding in the UKI explain the quote vs estimate difference under UK law, when each is binding, and how I set up systems that…
How to write a quote for a job (UK)How to write a quote for a job in the UK: what a proper quote contains, common mistakes, and how I set up…
Quote tracking: ditch the spreadsheetQuote tracking without the spreadsheet: statuses update from replies, quiet quotes get a drafted chase to…
Email and enquiries
Stop losing leads in a shared inboxStop losing leads in a shared inbox: every enquiry gets an owner, AI sorts and drafts the first reply, and…
GuideSort emails automatically with Outlook rulesSet up Outlook rules on Microsoft 365 so enquiries, invoices and newsletters sort themselves, on shared…
GuideSet up a shared info@ inbox in GmailRun a shared info@ inbox in Google Workspace using a Collaborative Inbox group: create it, assign…
Move your business email to Microsoft 365I'll move your business email onto Microsoft 365, bringing your old mail across with you, so you get proper…
Set up an auto reply for new enquiriesI'll set up an auto reply that lands within a minute, with AI triage that drafts real answers and a small…
GuideStop your emails going to spamHow to find out if your emails land in junk and fix it: test sends, SPF/DKIM/DMARC, Spamhaus blocklist…
Canned responses for your common enquiriesI'll set up canned responses in Gmail or Outlook, with an AI step that picks the right one and drafts each…
Fix contact form emails that never arriveContact form to email not working? I fix WordPress forms that don't send, sort delivery properly and add…
GuideSet up SPF, DKIM and DMARC for your emailSPF, DKIM and DMARC set up step by step: the exact records for Google Workspace or Microsoft 365, how to test…
GuideMissed call text back for your businessMissed a call, lost the job? Set up missed-call text-back for a UK small business: a free habit, a virtual…
Bookings and scheduling
GuideSet up Calendly so clients book themselvesHow to set up Calendly for a small firm: connect your calendar, build one event type with buffers and notice…
Stop double booking jobs and appointmentsI'll get everyone booking into one shared calendar so two jobs never land in the same slot, whether it's…
Stop no-shows with booking depositsIf you want to stop no shows, take a deposit at the point of booking. I'll set that up with fair terms agreed…
Send appointment reminders by textI'll set up automatic appointment reminders by text so fewer people forget, with an AI step that reads…
Use Google Calendar for staff schedulingI'll set up your work schedule in Google Calendar so staff scheduling for a small team runs from one shared…
GuideSet up Microsoft Bookings for appointmentsHow to set up Microsoft Bookings on the 365 plan you already pay for: booking page, services, staff hours…
Remind customers when their MOT is dueI'll set up automatic reminders before each MOT is due, with an AI step that reads replies, drafts booking…
A class booking system for your small gymI'll set up a class booking system for your small gym or studio, with waiting lists that fill cancellations…
Sort staff rotas and holiday requests onlineI'll get your rota and holiday requests off the spreadsheet, so staff see their shifts on their phones and…
Job management software for tradesmenJob management software for tradesmen compared: what these tools do, the honest trade-offs, and how I set…
Online booking systems for small businessesOnline booking systems for small businesses compared: free vs paid, deposits, reminders and calendar sync…
Customers and CRM
Move customers from Excel into a proper CRMI'll move your customers from Excel into a proper CRM, with an AI clean-up reading the messy rows on the way…
Set up the free HubSpot CRM for your businessI'll set up the free HubSpot CRM around how you actually work, import your contacts and cut the clutter. A…
Store customer details without breaking GDPRI'll get your customer details into one tidy place and sort the GDPR basics in plain English: purpose, lawful…
Choosing a CRM for tradesmenI'll help you pick job management software for tradesmen that puts every job, quote and invoice on one…
Can you use Outlook as a CRM?Can you use Outlook as a CRM? Sort of. I'll show you where it falls short and how I'd turn your Microsoft 365…
Clean up duplicate customer recordsClean up duplicate customer records, connect your systems so they stay clean, and let AI flag new duplicates…
Pick a CRM that integrates with XeroI'll help you pick a CRM that integrates with Xero properly, so new customers and changed details are entered…
Choosing a CRM for letting agentsI'll help you choose a CRM for letting agents that links landlords, tenants and properties, so you can see…
Track Companies House and HMRC deadlinesI'll build you a Companies House deadline tracker that covers HMRC dates too, with reminders, so client…
A simple customer database for your businessLooking for a customer database for your small business? I set up a simple one, migrate your history from…
Numbers and dashboards
A live dashboard from your Xero numbersI'll build a Xero dashboard you can check in ten seconds: money in, money out, who owes you and what's…
Build a business dashboard in Google SheetsBuild a business dashboard in Google Sheets that fills itself from your accounts or till, with a monthly…
A cash flow forecast that updates itselfI'll build a cash flow forecast that pulls from your real numbers, learns when each customer actually pays…
Job profitability: which jobs make you moneyI'll set up a job profitability report where an AI step files each cost against the right job, so you see…
Get a daily sales report emailed every morningI'll set up a daily sales report email that lands every morning with yesterday's takings from your till…
Automatic Shopify sales reports in your inboxI'll set up an automatic Shopify sales report that lands in your inbox weekly, with a plain-English note on…
Monthly management reports from QuickBooksI'll put together a monthly management pack from QuickBooks that sends itself, so you get a proper read on…
Aged debtors: see who owes you moneyI'll build an aged debtors report that shows who owes you money, how overdue it is, and what each late payer…
Profit and loss explained for small businessesProfit and loss explained in plain English: gross vs net, and a monthly P&L that assembles itself from Xero…
Paperwork and documents
Get documents signed electronicallyI set up e-signatures so contracts and consent forms get signed on a phone in seconds. No printing, no…
Digital job sheets: swap the paper padI replace paper pads with digital job sheets filled in on site, then an AI step drafts the invoice from each…
Capture receipts with Dext, not a shoeboxI set up Dext so receipts get photographed and filed the moment you get them. Your bookkeeper stops chasing…
Set up Word templates staff can't breakI build locked Word templates so every letter and quote looks right and staff only fill in what changes. No…
A SharePoint folder structure that worksI set up a SharePoint folder structure your firm actually uses, with an AI pass that files years of scattered…
Electrical and gas certificates from your phoneI turn certificates into forms you complete from your phone before leaving site, with remedial quotes drafted…
GuideMake scanned PDFs searchable in Google DriveScanned PDFs are pictures search can't read. Make them searchable with Google Drive's built-in OCR, fix the…
New starter forms without the printingI turn your new starter forms into a phone-friendly checklist, with uploads checked and problems flagged…
Automate course certificates and follow-upsAutomate course certificates and follow-ups: finishing a course triggers the certificate, the feedback ask…
Websites and online orders
Connect Shopify to Xero and stop retypingI connect Shopify to Xero so every order, refund and payout lands in your accounts by itself. No more copying…
Speed up a slow WooCommerce siteYour WooCommerce shop feels sluggish and shoppers won't wait. I find what's actually slowing it down and fix…
Move off Wix without losing your SEOPlanning a move from Wix to WordPress or Squarespace? I handle the migration and redirects so you leave Wix…
Set up click and collect for your shopI set up click and collect for small business shops so local customers can order online, pick up in person…
Link Amazon to Xero and stop retyping ordersI link Amazon to Xero or QuickBooks so settlements, fees and VAT land in your accounts correctly, with no…
Fix the not secure warning on your websiteThat not secure label scares customers off before they read a word. I sort the certificate properly so your…
Recover abandoned carts with automatic emailsSet up abandoned cart emails on Shopify or WooCommerce. I build a polite recovery flow, with AI-drafted…
How much does a website cost in the UK?How much does a website cost in the UK? An honest look at DIY, freelancer and agency prices, the ongoing…
Reviews and repeat business
GuideHow to ask customers for Google reviewsGet your Google review link and QR code, ask customers the same day, copy-paste message templates, and the…
GuideSet up and optimise your Google Business ProfileGoogle Business Profile set up step by step: claiming it, the address rules that get firms suspended, video…
Set up a customer newsletter in MailchimpI'll set up a proper customer newsletter in Mailchimp, list, template and sign-up form included, plus a…
How to win back lost customers by emailI'll show you how to win back lost customers by email, spotting who's quietly drifted off and drafting a…
Digital loyalty cards for small businessesI set up digital loyalty cards for small businesses, the scheme lives on the customer's phone, nothing to…
Set up a referral scheme customers actually useI'll set up a simple referral scheme customers actually use, plus a step that spots "Dave sent me" in…
GuideGDPR email marketing rules for UK businessesThe email marketing rules are in PECR, not GDPR. What consent and the soft opt-in require, who's protected…
Add Google reviews to your websiteI'll add your Google reviews to your website with a widget that updates on its own, so visitors see real…
Get your Google review link and QR codeI'll generate your direct Google review link and a QR code, then put it where customers actually see it. My…
GuideTrack AI chatbots visiting your website with MatomoAI assistants like ChatGPT fetch your pages to answer people, and normal analytics miss it. How to track AI…
AI assistants and chat
Use AI to write email replies in Outlook and GmailI'll set up AI to write email replies inside your own Outlook or Gmail. It reads each message and drafts a…
Is ChatGPT safe for customer data under GDPR?Is ChatGPT safe for customer data under GDPR? A straight answer on which versions train on your data, and…
Is Copilot worth it for your small business?Is Microsoft 365 Copilot worth it for a small business? Plain UK licence costs (July 2026), what the free…
Automatic notes from Teams meetingsI'll set up automatic notes and action points from your Teams meetings, so decisions get written down and…
Use AI to summarise documents and contractsI'll set up AI to summarise documents and contracts for you, pulling out key dates, obligations and risks so…
Turn voice notes into job records with AII'll set up AI that turns the voice note you leave in the van into a tidy job record, so paperwork gets done…
Train an AI on your own business documentsI'll train an AI on your own documents and procedures, so staff get instant answers from your actual manuals…
Turn job photos into reports with AIA phone full of job photos and no report to show for it. I'd set up an AI step that sorts them by job and…
Use AI for bid and tender writingI'd set up AI for bid and tender writing the sensible way, an answer library from your past bids with AI…
The best AI tools for small businessesMy honest pick of the best AI tools for small business, with real prices checked July 2026, free-tier limits…
Nothing matches that. Try a different word, or just ask me directly.
Not sure which fix is yours?
Bring the problem to a free half-hour review. We'll find the two or three fixes worth doing first, and the one-page plan with a price against each follows within a couple of days.