AI Workflow Automation for Trades Businesses
A technical blueprint for automating trades business operations from enquiry to invoice. Learn how AI handles quoting, scheduling, and job management for any trade.
Get in touchThe Modern Trades Back-Office Blueprint
Running a trades business means juggling quotes, scheduling, job updates, and invoicing all at once. This solution design automates the admin layer so your team stays on the tools — not on the phone or chasing paperwork. Works for any trade: electrical, plumbing, HVAC, building, landscaping, and more.
Standard Workflow Implementation
Detailed Technical Approach
We integrate with the job management tools your team already uses and add an automation layer that handles the handoffs between enquiry, quoting, scheduling, and invoicing:
- Enquiry Capture: Missed calls, web forms, and Facebook messages are all funnelled into one triage system that qualifies and prioritises jobs.
- Automated Quoting: For standard job types, AI drafts a quote from your rate card and sends it for approval before dispatch.
- Smart Scheduling: Jobs are assigned to available staff based on location, skill set, and current workload — no manual diary juggling.
- Invoice Automation: On job completion, invoices are generated and sent automatically, with payment reminders triggered on overdue accounts.
Integration Ecosystem
How it works
Tell us how it works now
A short call about the task, the tools involved and who does it today.
We build one workflow
Connected to your tools and tested with your team before it goes live.
Keep improving
If it helps, we look after it and add the next workflow.
AI Workflow Pilot
One workflow, built and connected to your tools.
Managed AI Operations
Monitoring, support and monthly improvements.
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