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Industries/Construction and industrial/Trades

AI consulting for trade businesses

Trade businesses lose jobs on the quote and lose margin on the admin. The quote takes four days because the owner does it at night. The job sheet gets typed up twice. The invoice goes out late and gets paid later. None of that is a skills problem. It is a time problem, and it lands on the two or three people who run the office.

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Use cases
Quoting, Billing and receivables, Payables, Estimating
Runs on
Your servers, on premises
Connects to
simPRO, AroFlo, ServiceM8, Tradify
Rules cited
05, each with its source
Decides
A person, every time

Architecture

We build beside the software you already run

We work with trade businesses from five to a couple of hundred staff to take the repeated work off those people. Quotes drafted from the job description and your pricing history. Job paperwork that flows from the field to the invoice without retyping, and follow up that runs on time.

  1. SourcessimPRO / AroFlo / ServiceM8 / Tradify / Fergus
  2. Your serversQuoting → Billing and receivables → Payables
  3. ReviewYour team
  4. OutputQuoting / Scheduling / Billing / Payables / Follow up

The hours in trades go to work that repeats

  1. 01

    Quoting

    Writing quotes from site visits and job descriptions, looking up pricing, and formatting them, usually after hours.

  2. 02

    Scheduling and dispatch

    Moving jobs between technicians, chasing parts and confirming with customers, every morning.

  3. 03

    Job sheets to invoices

    Rekeying job notes, materials and time into the accounting system and chasing missing paperwork from the field.

  4. 04

    Follow up

    Quotes that went quiet and are never chased, and customers who did not book again because nobody asked.

We take these jobs off your team

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Trades runs under its own rules

  1. 01

    Home warranty insurance

    Home warranty cover applies to residential building work above a figure each state sets itself. NSW and Western Australia set it at $20,000, Queensland at $3,300 and South Australia at $12,000. Victoria runs its own scheme. Cover is taken out before a deposit or before work starts.

    Queensland Building and Construction Commission ↗
  2. 02

    Written contracts

    NSW requires a written contract above $20,000 under the Home Building Act 1989, and the owner has five clear business days to cancel after receiving the signed copy. Queensland runs tiers at $3,300 and $20,000. Its own contract guidance sets out no cooling off period.

    Queensland Building and Construction Commission ↗
  3. 03

    Electrical compliance certificates

    Victoria requires a Certificate of Electrical Safety, lodged with Energy Safe Victoria within two days of certification. Queensland uses a Certificate of Test that goes to the customer and stays on the contractor's file for five years.

    Energy Safe Victoria ↗
  4. 04

    Taxable payments report

    A business that provides building and construction services and pays contractors for that work lodges a Taxable Payments Annual Report by 28 August each year. The exemption for businesses where the work is under 10 percent of income does not apply to building and construction.

    Australian Taxation Office ↗
  5. 05

    ABN and GST

    A payment over $75 excluding GST to a supplier who does not quote an ABN has 47 percent withheld and paid to the ATO. GST registration is required once turnover reaches $75,000. The ABN check sits on the first invoice from every new subcontractor, before it is paid.

    Australian Taxation Office ↗

Questions

We use ServiceM8 or simPRO already. Does this replace it?

No. We build around the job management platform you already run. It stays the system of record. What we remove is the manual work that happens before and after it.

Is this worth it for a business our size?

Sometimes. A ten person trade business where the owner spends fifteen hours a week on quotes and admin usually gets a clear return. A three person business often gets more from a process fix. The intro call is where we tell you which one you are.

Will the quotes sound like us?

Yes. Drafts are built from your own past quotes and pricing, in your template. Nothing goes to a customer without someone in your business approving it.

How long does it take?

Discovery is usually a couple of weeks. A first build for a trade business is typically live within a few weeks after that. We scope and quote each stage before it starts.

Tell us where your hours go.

We map the work, size the hardware and price what is worth automating.

Talk to our team →