The full automation playbook for Australian trades businesses

Never lose another lead

After-hours leads get an instant SMS/email reply instead of going to a competitor.

Job-done triggers an SMS asking for a Google review.

Unaccepted quotes get automatic nudges at day 2, 5 and 10 until the client says yes or no.

Drafts a personalised reply to every Google review, so you’re not staring at a blank box at 9pm.

An unaccepted quote nearing its expiry date sends the client an automatic still-want-this nudge.

Happy clients get asked for a referral a week after the job, while the good experience is still fresh.

Emails subbies automatically before their insurance or licence expires, so nothing lapses on your job.

Clients due for their annual smoke-alarm or test-and-tag check get a reminder and a booking link.

Recent jobs and reviews auto-post to your Google listing, so it looks active without you remembering.

Every web enquiry gets an instant text and a follow-up email within a minute of landing.

Phone enquiries get transcribed and summarised into your CRM automatically, so nothing said gets lost.

Quote faster, get paid faster

Templated quotes auto-sent and auto-followed-up, so you reply first and win more jobs.

Invoice fires on job completion and unpaid invoices auto-remind themselves.

Client pays on the spot by tapping a card on your phone; the invoice closes itself the moment they pay.

Ongoing maintenance clients get invoiced automatically on the same date every month.

Turns your rough job notes into a client-ready quote email in your voice, not a generic template.

Client approves a priced variation by tapping a link — no chasing a signature on-site.

Progress claims generate off the build schedule and go straight to the client for approval.

Overdue invoices escalate from a friendly reminder to a firm follow-up without you sending an email.

Turns a tender document and your standard rates into a first draft you edit, not write from scratch.

Recurring service clients get billed automatically each month instead of one-off invoicing.

Invoices unpaid past 60 days escalate automatically to a formal notice, so you’re not the one chasing.

Quote, schedule, invoice and payroll all run off one system instead of five disconnected tools.

A calendar that runs itself

Cut no-shows and "where’s the tradie?" calls with automatic reminders.

Client gets an automatic SMS with your ETA the moment you’re dispatched to the job.

Client gets an automatic text at each milestone — booked, on the way, complete — no calls needed.

Clients confirm or reschedule a booking by replying to a text, no phone tag to lock in a time.

Clients book straight into your real availability online, no back-and-forth texting to find a time.

Logs every warranty claim against the original job and auto-schedules the callback.

Site address, SWMS, materials list and client notes bundle into one pack sent to the crew overnight.

Flags what’s running low against upcoming jobs, so you order before you’re stuck mid-job.

Prompts each crew to log what’s left on the van at week’s end, so restocking happens before Monday.

One screen shows every job’s stage, crew and budget status instead of five separate phone calls.

Jobs auto-assign to the nearest available tradie by skill and location — no phone-tag dispatching.

Kill the admin & data entry

Photograph a supplier invoice and it lands in your accounts, coded and ready, no manual entry.

Every job’s photos are timestamped, geotagged and organised automatically, not lost in a camera roll.

Snap a fuel or hardware receipt from the ute and it’s coded to the right job automatically.

Records the site-visit conversation and turns it into a scope summary you can quote straight from.

Crew ticks off a digital checklist before leaving site — proof if a client ever disputes the job.

Crew clock on and off from their phone and hours flow straight into payroll, no paper timesheets.

Builds a compliant SWMS from a job template in minutes instead of a blank document each time.

New clients get what to expect, payment terms and how to reach you the moment the job’s booked.

Job data, invoices and payments sync both ways, so your books match your job system automatically.

Tracks every licence, insurance and test-and-tag certificate in one place and flags what’s expiring.

GST-coded job costs roll up automatically, so your BAS numbers are ready before the bookkeeper asks.

Stop answering the same questions

Answers your most-asked questions — pricing range, service area, callout fee — before the phone rings.

Sorts incoming complaints by urgency and drafts a first response, so nothing sits unanswered overnight.

Know your numbers without the paperwork

Every job auto-tallies labour, materials and time against the quote, so you know what it made.

A plain-English profit summary lands in your inbox on the 1st — no bookkeeper wait, no spreadsheet.

Shows which ads, referrals or listings actually turn into booked jobs, not just phone calls.