Make it yours.
Keep it useful.
Build the exact operating standard Hermia follows for your business. Select as much as you need, add your own rules, and choose who receives each prepared enquiry.
Start with the
way you work.
Select every trade this configuration covers. You are not locked to one card: choose the standard trade areas you need and add more in your own words.
Choose the inbox.
Choose the people.
Connect one business inbox for the Configuration Journey, then decide exactly who receives each prepared lead. Add as many email and WhatsApp recipients as your office needs.
Email docket
Choose every person or team mailbox that should receive the completed qualification email. The prepared lead is delivered by email only.
Ask what matters.
Add what is yours.
Start with the core job facts only. Select the established topics you need, remove the ones you do not, and add unlimited questions that reflect how your business qualifies an enquiry. Availability, media, access, site safety, and estimate handling are set once in Customer Rules.
Select from the core qualification topicsBuild the rules.
Keep the control.
Set the follow-up detail your team needs after the core job facts. Availability, estimate handling, media, access, and site safety are configured here once only, alongside your own rules.
Their time.
Your control.
Hermia captures when the customer is available in the Open Lead Notes, hands the prepared story to the right person, and only places a confirmed time into the schedule when your setup permits it.
Your prices.
Your rules.
Hermia never invents, sets or changes a price. If you permit an estimate, it works only from the approved pricing PDF or price guide you provide, matched to the affected asset type and the customer’s fault description. You then choose whether it asks the customer for an estimate amount.
Give Hermia the guide, not a guess.
When you let Hermia ask about an estimate amount, add the exact wording or PDF it may use. Hermia matches the asset and fault to your approved material, keeps uncertain pricing with your office, and never treats an estimate as a final quote.
See it first.
Arrive prepared.
Hermia brings the job evidence, access details, hazards, and site conditions into the same prepared story so your team knows what to expect before the next move.
Your operating
standard, ready.
Review what Hermia will use for this customer. Your configuration can contain as many selected trades, custom rules and alert recipients as your team needs. The price stays fixed.
By continuing, this configuration is marked as Configuration for your business record before you review the service agreement.