datifyhq

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1. 10/11/2026

   Updated: best for, export formats, features, free plan, integrations, limitations, plans, sources, summary, switching, use cases, walkthrough

   See recorded changes

   bestFor

   Before: ["Businesses seeking to automate recurring operational tasks such as job management, customer communication, and invoicing without replacing existing software.","Users who want to delegate routine business workflows to AI operatives that learn and remember business-specific rules and preferences."]

   After: ["UK Gas Safe engineers who want to automate office tasks and manage jobs via WhatsApp while staying on site."]

   exportFormats

   Before: ["User data and records are exportable on any plan, including the free plan."]

   After: []

   features

   Before: ["Operatives automate specific business tasks like chasing new work, answering calls, and chasing money simultaneously.","Operatives integrate with existing job software, inbox, diary, and phone line without requiring migration or replacement.","Operatives remember user-specific details such as pricing, tone, and preferred communication channels to avoid repetition.","Switchboard operative answers missed calls, books appointments into real diary gaps, and drafts quotes for approval."]

   After: ["Phone receptionist service to handle calls when engineers are busy.","Scheduling assistant that checks diary availability and books visits.","Preparation and management of quotes and invoices linked to jobs.","Customer records management linking enquiries, properties, and appointments.","Unlimited manual use of all tools including records, quotes, invoices, and outreach on the free plan."]

   freePlan

   Before: "Not recorded"

   After: true

   integrations

   Before: []

   After: ["Integrates with Gmail, Google Calendar, and Xero to connect office workflows."]

   limitations

   Before: ["Actions that leave the building require user approval before execution; the system does not act autonomously without consent."]

   After: ["Actions depend on supported connections, verification, and approved rules; not all features may be available without proper setup.","The software requires user approval before sending any communication or making changes; no action leaves the system without explicit approval."]

   plans

   Before: []

   After: [{"name":"Free","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":0,"monthly":0,"perSeat":false,"currency":"GBP","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false}]

   sources

   Before: [{"url":"https://www.datifyhq.com/","label":"Datify — hire an operative, not another dashboard"},{"url":"https://www.datifyhq.com/pricing","label":"Pricing — free while you do it yourself | Datify | Datify"}]

   After: [{"url":"https://www.datifyhq.com/","label":"Datify — the AI office assistant for Gas Safe engineers"},{"url":"https://www.datifyhq.com/pricing","label":"Pricing — free while you do it yourself | Datify"},{"url":"https://www.datifyhq.com/how-it-works","label":"How Datify works for gas engineers | Datify"}]

   summary

   Before: "Datify automates business workflows such as quotes, chasing payments, certificates, bookings, and invoices by integrating with existing systems without requiring migration. It plans work, seeks user approval before execution, and reports outcomes, improving efficiency by remembering user preferences and business rules."

   After: "Datify is a software platform designed specifically for UK Gas Safe engineers to manage enquiries, job scheduling, quotes, invoices, and customer follow-ups through WhatsApp integration. It automates office tasks while allowing engineers to stay focused on their work, connecting with tools like Gmail, Google Calendar, and Xero."

   switching

   Before: []

   After: ["Users can cancel from inside the app anytime and keep access until the end of the paid period, then drop to free plan with data retained."]

   useCases

   Before: ["Automating end-of-month close-out routines including invoicing completed jobs, chasing overdue payments, and reporting weekly numbers."]

   After: ["Managing gas service enquiries and booking appointments efficiently while on the job.","Automating follow-ups and paperwork to reduce administrative burden for gas engineers."]

   walkthrough

   Before: ["Operatives hand work to each other: a booking made on the phones lands in the diary, the engineer gets the job sheet, and the invoice follows on completion, all requiring user approval.","The system writes the plan based on business data, waits for user approval, then executes the plan and reports what happened."]

   After: ["Datify captures enquiry and customer details, summarizes them in WhatsApp for the engineer to approve next steps.","Datify checks the engineer's diary and proposes available slots for booking, then confirms the visit and sends customer confirmation.","After work is done, the engineer inputs findings and costs; Datify prepares a quote for approval before sending to the customer."]