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.
Where the hours go
- Quoting
- Writing quotes from site visits and job descriptions, looking up pricing, and formatting them, usually after hours.
- Scheduling and dispatch
- Moving jobs between technicians, chasing parts and confirming with customers, every morning.
- Job sheets to invoices
- Rekeying job notes, materials and time into the accounting system and chasing missing paperwork from the field.
- Follow up
- Quotes that went quiet and are never chased, and customers who did not book again because nobody asked.
How we build
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.
Software we usually meet
- simPRO
- AroFlo
- ServiceM8
- Tradify
- Fergus
- Xero
- MYOB
What we build
Faster quotes
Drafting quotes from the job description, photos and your own pricing history in your template, ready for the owner to check and send.
Field to invoice without retyping
Turning job notes, materials and time from the field into a draft invoice in your accounting system, with the exceptions flagged.
Follow up
Chasing open quotes and prompting repeat work at the right time, in your voice, with a human deciding what gets sent.
Answers from your own history
Making past jobs, pricing and customer history searchable so the office does not have to ask the owner.
Case studies
How it works
- 01
Intro call
A short call to talk through your objectives, goals and timeframes, and agree what success looks like. No problem is too big or too small, whether that is construction estimation, materials procurement, job quoting or AI SEO.
- 02
Discovery
We sit with your team for an extended stretch to understand your business, the systems you run and how the work gets done day to day.
- 03
Roadmap
We put together a roadmap of action items, in order, that takes you from where you are today to what we agreed success looks like.
- 04
Execution
We do the work, check it against the goals we set on the first call and do not call it finished until you are satisfied.
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.
Solutions we build here
Other industries
Next step
We map where your hours go and price the work that is worth automating.