Business automation for tradies.

Winning the work without sitting at a desk.

Most work is lost before anyone quotes it. The enquiry came in while you were on a roof, and by the time you rang back they had booked someone else. This is the part we usually automate first.

• Every enquiry answered. It gets a real reply within minutes, any time of day, and lands on one tracked list rather than in a pile.
• Missed calls. A missed call gets a text back within seconds and joins the same list as every other enquiry.
• Quotes followed up. Quotes are followed up on a set schedule, the message is drafted for you, and anything going cold is flagged while there is still time.
• A head start on the quote. AI can draft an estimate from your site notes and your own past pricing, for you to check and change before anything is sent.

From accepted quote to paid invoice.

Once the work is won, the same details get typed into the calendar, the job system, the purchase order and the invoice. Automation types them once.

• Work that arrives by email. A job sent by a partner company or a regular client is read, created in your job system and booked into the right technician's calendar, checked for clashes first.
• Accepted quote to booked job. The job is created and scheduled with nothing re-keyed, where your job software lets other systems do that step.
• Customers who remember you are coming. Reminders the day before and the morning of, with a way for the customer to flag a problem early.
• Variations that reach the invoice. The variation is recorded and the customer acknowledges it when it is agreed.
• Finished job, invoice raised. Work that is finished but not billed is found and chased until it is, and overdue invoices get followed up politely until they are paid.
• Recurring work. Maintenance and contracted work raises its own jobs on time.

More on service delivery automation →

Licences, subbies and safety paperwork.

The compliance side of a trade business is a list of dates and documents that nobody has time to watch. Automation watches them.

• Nothing expires without warning. Every licence, policy and certification is tracked, and you are warned well before any of them expire.
• Subcontractor paperwork. Each subbie's licence and insurance details are held in one place, the expiry dates they supply are tracked, and work is blocked when something has lapsed.
• Safety paperwork per job. The safety document for the job is assembled from your approved template, ready for a competent person to review and sign.
• Warranties you can find. A register of what was installed and when, so a claim takes minutes rather than an afternoon.

There are limits here, and we would rather say them now. We track the expiry dates on the certificates you are given. Whether an insurance policy is actually current is something only the insurer can confirm.

Built around the job software you already run.

We do not move you to a new job system. We have built on Simpro, and we connect to most job, quoting and accounting software that lets other systems in, including ServiceM8 and Xero. The catch is that not every plan allows it, so before we quote we check what your plan actually opens up.

Where your software does not let an outside system do a step, we tell you up front, and that step stays a button press for a person. The aim is that your team keeps working in the app they already know, and the paperwork stops being the thing they do after hours.

What automation costs a trade business.

The same as any business, because the price is set by how many automations you need. Three is $7,500, six is $13,500, and twelve or more starts from $20,000, all plus GST, each a fixed price quoted before we start. Most builds then cost $100 to $200 a month to run, paid to the software and AI providers.

The full cost breakdown → What your admin costs you now →