For trades and field services
Automation for trades and field services
You cannot answer the phone with both hands in a ceiling. We build the systems that answer for you, book the job, chase the quote and invoice when the work closes.
Where it goes wrong today
Most trades businesses do not lose work because they are worse than the competitor. They lose it because the call came in at 10:40am when they were on a ladder, and the caller rang the next name on the list.
Then the paperwork compounds: job details in a text message, photos in the camera roll, hours remembered on Friday, invoices raised whenever there is a quiet afternoon that never arrives.
The same job, before and after.
The systems we build
Missed call to booked job
- Missed calls answered by text within minutes, not hours
- Enquiry qualified with job type and suburb before you call back
- Booking offered against your real availability
Quote and approval trail
- Quotes sent with a clear accept link and reminders
- Approvals recorded so there is never an argument later
- Variations captured on site with photos attached
Job documentation
- Photos, notes and measurements captured at the site
- Everything attached to the job record, not to somebody's phone
- Handover notes generated for the office
Invoice on close
- Invoice drafted the moment the job is marked complete
- Payment terms and reminders handled automatically
- Unpaid jobs visible on a single list
How it fits together
It runs on the phone number and calendar you already have, whether that is a simple booking calendar, a field service tool or a spreadsheet that finally gets structured. We do not ask you to change how you quote in the first week. We start with missed calls, because that is the cheapest recovery of lost revenue in any trades business.
How an enquiry moves once the system is in place.
What actually changes
The phone stops being a lottery. Every missed call gets a response, every quote has a follow up trail, and invoicing stops depending on a quiet Friday. Most owners notice the change in the first week as a shorter list of things they are worried about forgetting.
Questions we get asked
Does a robot answer my customers?
Not for a conversation. It responds instantly to a missed call and gathers the basics, then you or your team take over the actual call.
Will it work with my booking system?
Yes, if it has an API or a calendar feed. If not, we start with a simple booking record and add the tool later.
What about after hours?
The same system handles it. Emergencies are flagged by rules you set, and everything else is booked for the next working slot.
Do I need to change my quoting?
No. Quotes can stay as they are. The change is what happens after they are sent.
Next Step
Twenty minutes finds the first two jobs worth automating.
We will tell you which ones to leave alone as well, and why.