Reformat Labs

    Automated job scheduling and quoting for a national trades business

    Agent DeploymentsTrades

    Agent Deployments

    Trades

    Snapshot

    About this engagement

    A national trades business managing hundreds of field engineers was losing significant operational capacity to manual job scheduling, quoting, and client communication. Coordinator teams were spending over three hours per day on administrative tasks that offered no real leverage for the business, limiting growth and compressing margins.

    Challenge

    What we were asked to solve

    A national trades business was losing over three hours per day per coordinator to manual job scheduling, quote generation, and follow-up communications with clients and field engineers.

    Solution

    How we approached it

    We deployed an AI agent integrated with their job management system to auto-generate quotes from scope inputs, schedule jobs based on engineer availability and location, and send real-time status updates to clients and site managers.

    Coordinator admin time reduced by 60%. Quote turnaround dropped from 4 hours to under 20 minutes. The business identified £180,000 in annualised efficiency savings within the first quarter.

    Results

    The numbers that tell the story

    60%less admin time
    20minquote turnaround
    £180kannual efficiency savings

    Why us?

    Why clients choose Reformat Labs

    SME-focused by design

    Our practice is built around the realities of growing businesses, not enterprise budgets. Every framework and engagement is calibrated to what works at your scale.

    Vendor-agnostic, always

    No reseller agreements, no preferred vendors, no margin incentives. Our only interest is finding the right solution for your specific situation.

    Outcome-led, not hour-led

    We scope work tightly, avoid unnecessary complexity, and stay focused on what will genuinely move the needle - not what looks impressive in a report.

    End-to-end capability

    From first AI workshop to production deployment to ongoing managed operations, we cover the full journey without you needing to assemble a patchwork of specialists.