Tradies and home service businesses lose hours every week to manual quoting, chasing invoices, juggling job schedules, and answering customer enquiries on the phone. We automate these exact admin tasks so you can spend more time on the tools and less time on paperwork.
OUR SERVICES
Integration with ServiceM8, Tradify, Fergus, or similar job management apps. Jobs are automatically scheduled, technicians notified, and customers sent booking confirmations) without any manual coordination.
Connect your quoting tool to Xero or MYOB. When a job is completed, invoices are generated and sent automatically. Stop re-entering job data into your accounting software manually.
Automated responses to website enquiries, instant booking confirmations, and SMS follow-ups that keep customers informed. Capture leads 24/7 without needing to be on the phone.
Connect receipt-scanning tools (Dext, Hubdoc) to Xero or MYOB for automatic expense capture and reconciliation. Stop the shoebox of receipts at BAS time.
Automated post-job follow-up sequences that request reviews, prompt repeat bookings for maintenance work, and keep your name in front of past customers, all without manual outreach.
Smart call routing and voicemail-to-text that captures every lead even when you're on the tools. Missed calls trigger automatic SMS replies so customers know you'll call back.
Trades businesses we work with typically save 8–15 hours per week after automation.
WHY AUTOMATE
Save 8–15 hours per week on quoting, invoicing, and scheduling admin
Invoices go out same-day, improving cash flow and reducing late payments
Every customer enquiry gets an immediate automated response
No more re-entering job data between apps
BAS preparation time cut significantly with automated expense tracking
Missed calls never mean lost jobs with automatic SMS follow-up
QUESTIONS
We integrate with ServiceM8, Tradify, Fergus, AroFlo, simPRO, and similar job management platforms used by Australian tradies. We connect these to Xero, MYOB, your CRM, and customer communication tools.
Yes. This is one of our most common automations for trades businesses. When a job is marked complete in your job management app, we automatically generate and send the invoice in Xero (eliminating the double-entry that wastes hours every week).
Absolutely. Solo tradies often benefit the most because every hour spent on admin is an hour not billing. We work with single-person operations regularly, and the most common wins are automated quoting, invoice generation, and customer follow-up, tasks that eat 1–2 hours per day for most solo operators.
GET STARTED
Take our free Workflow Scorecard to find where your team is losing hours, or book a 15-minute call to discuss your automation needs.
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