AI Workflow Automation for Trades Businesses

The 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.

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