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The agents

Seven agents. One job each.

Each one looks after one part of your flooring business, works day and night, and brings you only the decisions. Tap one to meet them.

  1. BeaRuns the team
  2. EllaAnswers enquiries
  3. SadieChases quotes
  4. OttoMakes the orders
  5. StanWatches stock
  6. DexBooks fittings
  7. IvyGets you paid
The agents' office in Seamvo: each agent at a desk, with the ones asking a question marked in yellow
The office: see who is working and who is waiting for your yes.

Bea

Runs the team

Bea · Morning stand-up · 07:303 fittings today, 2 quotes to approve, 1 clash: the Thursday fitting is before Kronospan delivers.

What Bea sends you

What Bea does

  • Hands out the day's work at the 07:30 stand-up
  • Spots clashes, such as a fitting booked before the stock arrives
  • Checks the team's work before it reaches you
  • Sends you the end-of-day report
Always asks you firstBrings you anything two agents disagree on.

Never: changes your records herself.

Ella

Email and customers

Ella · Quote ready to approveMrs Patel, lounge · 42.5 m² VSPC Oak, 20 packs · £1,846.80

What Ella sends you

What Ella does

  • Reads every email that comes into your business inbox
  • Drafts replies and quotes in m² and whole packs
  • Opens a damage claim with the customer's photos
  • Emails trade references for new trade accounts
Always asks you firstEvery reply and quote waits for your approval.

Never: sends to a customer without your yes.

Sadie

Sales follow-up

Sadie · Quote follow-upQT-00117 to Mr Hughes, no answer for 5 days. Follow-up email ready.

What Sadie sends you

What Sadie does

  • Chases quotes with no answer
  • Warns before quotes run out
  • Gets samples back from customers
  • Follows up the leads that went quiet
Always asks you firstEach follow-up email can wait for your approval.

Never: offers a discount on her own.

Otto

Orders and accounts

Otto · Order madeSO-00031 for Mrs Patel · 20 packs held · deposit £600 asked for

What Otto sends you

What Otto does

  • Turns an accepted quote into an order that holds the stock
  • Checks orders are complete
  • Keeps customer records tidy and spots duplicates
  • Checks trade account applications
Always asks you firstTrade accounts are always your decision.

Never: merges or deletes a customer on his own.

Stan

Stock and buying

Stan · Running lowVSPC Oak 190: 6 packs left, 26 needed this month. Draft PO to Kronospan ready.

What Stan sends you

What Stan does

  • Watches stock in m² and whole packs, by batch
  • Drafts purchase orders before you run short
  • Reads supplier price lists and suggests new selling prices
  • Claims damaged deliveries back from the supplier
Always asks you firstPurchase orders and supplier claims are shown to you first.

Never: orders stock without your yes (unless you allow it).

Dex

Diary, deliveries and fitting

Dex · Fitting bookedThursday 08:00 with Sam · stock confirmed in by Wednesday

What Dex sends you

What Dex does

  • Keeps the diary right: fittings, measure-ups, deliveries
  • Catches double bookings
  • Books the fitting once the stock is in
  • Reminds you to invoice finished jobs
Always asks you firstMoving a customer's fitting is your call.

Never: cancels a job.

Ivy

Invoicing and credit

Ivy · £2,140 came in today4 invoices paid · 1 overdue chased politely · 1 bank line matched

What Ivy sends you

What Ivy does

  • Chases overdue invoices, politely, on time
  • Matches bank payments to the invoices they pay
  • Watches new trade accounts for their first 90 days
  • Adds supplier invoices from email as bills
Always asks you firstMoney going out always waits for you.

Never: pays anyone.

You set the rules

For each kind of work, you decide.

On its ownThe agent just does it and tells you after.
Ask me firstThe agent prepares it; you tap yes. The default.
Just tell meThe agent only lets you know.

Money going out, deleting and merging always ask, whatever you choose. Every record says who made it.

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