Business Process Automation for a Petersfield Builder: From Quote to Payment Without the Retyping
The back-office chain in a small firm: enquiry, quote, diary, invoice, late payment. Which links Dean Keating automates, and what stays with you.
For business process automation in a small company, Dean Keating builds AI agents that take on repeated back-office jobs such as sending quotes, booking the diary, raising invoices and chasing late payments, installed in your existing systems. He is in Horndean, Hampshire. Call or WhatsApp 07418 627304.
A process is a chain
Small firms rarely have one big process. They have a chain of small ones, and the cost is in the joins: the same customer's details typed three times, a quote waiting for a reply, an invoice raised a week late.
Following one builder down the chain
The directory lists 17 builders (10 October 2026), on the builders page. Picture a small building firm. An enquiry comes in on a Monday. The chain runs like this:
1. The enquiry is answered and sorted.
2. A site visit is booked into the diary.
3. A quote is written and sent.
4. If nobody replies, someone chases it.
5. The accepted job's details are copied into the invoicing system.
6. An invoice is raised, and later a late one is chased.
7. At the end of the week the owner wants to know how it went.
Which links Dean Keating can take on
His website lists most of them: replying to new enquiries within minutes, sending quotes and chasing unanswered ones, booking jobs into the diary, copying details between systems, raising invoices, chasing late payments and the weekly report. It also lists sorting and routing messages and escalating to a person.
The site visit, the pricing judgement and the awkward conversation about a disputed invoice stay with the owner. Automation here means removing the retyping and the forgetting, not the builder.
Pick the weakest link first
You do not automate the whole chain at once. Dean Keating starts with the single task that makes the most difference. For many firms that is the quote nobody chases, because a quote that sits unanswered is usually a lost job. For others it is late payments. Spend a week noting where you wait, forget or retype, and that list is your answer.
How it is delivered
Free call, an audit of the work worth automating, build and install, then training and support. The agents are installed in the tools you already use. No named software is required, and it is installed for you, not handed over. It is not a course.
Where he is, and cost
He is in Horndean, Hampshire, the same county as the town. The setup is remote, and his website says he can visit Hampshire businesses in person. No price is published; the cost follows the free call, with no obligation.
See also admin automation for a small business and AI for trades.
Contact
Call or WhatsApp Dean Keating on 07418 627304, or email dean@deankeating.com. See the Dean Keating profile on Petersfield.co. Websites: ai-agent.deankeating.com and deankeating.com.
About this guide
Petersfield.co is published by Dean Keating, who also runs the service described here. He is based in Horndean, Hampshire, the same county as Petersfield, and sets everything up remotely. His website says he can visit businesses in Hampshire or nearby in person. This guide recommends our own service, so compare it with other providers before you decide.
From the publisher of Petersfield.co
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Free, no obligation. With Dean Keating, the publisher of Petersfield.co. Based in Horndean, Hampshire, the same county; sets up remotely and can visit Hampshire businesses.
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