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Trades & Field Services

You got into trades to do the work, not to sit in the office filling out forms

Trades and field service businesses lose hours every day to quoting, scheduling, invoicing, and chasing payments. Automation handles the paperwork so you can stay on the tools.

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Free
discovery call & audit
Fixed
price projects
2-4 wks
typical delivery time
Quoting takes too longBuilding quotes manually from scratch for every job, following up by phone and email
Scheduling is a daily headacheJuggling jobs, staff availability, and client windows in your head or a whiteboard
Chasing payments is unpaid workInvoices sent late, follow-up calls taking hours every week
20%
increase in technician productivity with field service automation
Aberdeen Group
10hrs
per week saved on admin by average trades business with automation
Xero SME Report
30%
reduction in invoice-to-payment time with automated follow-up
MYOB Business Monitor
15%
improvement in first-time fix rates with automated job briefing
Aberdeen Group
Common Pain Points

Where Trades & Field Services businesses lose the most time

These are the most common automatable tasks we see across trades & field services businesses. The hours add up fast.

Quoting and estimating

Every quote built from scratch, emailed manually, tracked in a spreadsheet, followed up by phone when you remember to.

6-10 hrs/week wasted

Job scheduling and dispatch

Matching jobs to staff availability, travel time, skills, and client windows - all juggled manually with calls and texts.

5-8 hrs/week wasted

Client communication

Booking confirmations, arrival notifications, job completion updates, and follow-up for feedback all done by hand.

3-5 hrs/week wasted

Invoicing and payment collection

Invoices raised after the job is done, chased by phone and email, payments matched manually to jobs.

5-8 hrs/week wasted

Compliance and certification tracking

OH&S records, licences, insurance certificates, SWMS, and WHS documentation managed in folders or not at all.

3-5 hrs/week wasted

Subcontractor management

Briefing subbies, collecting timesheets, verifying licences, and processing invoices done individually for each contractor.

4-6 hrs/week wasted
Why Now

The tools that make this affordable now didn't exist five years ago

Platforms like n8n, Make, and Power Automate have brought enterprise-grade automation within reach of any business. Combined with AI models that can read documents, answer questions, and make decisions, the cost of automating has dropped by 80-90% compared to five years ago. The businesses that move now will have a significant operational advantage over those that wait.

1

Free AutomationROI

Answer 5 questions online. Get a personalised list of automation opportunities for your specific business.

2

Discovery Call

A free 45-minute call where we map your top 3-5 opportunities in detail, answer every question, and give you a clear picture of what's possible.

3

Fixed-Price Build

We scope it, price it, build it, test it, and hand it over. Ongoing retainer support available after delivery.

Solutions

What we build for Trades & Field Services businesses

Each of these is a real, deployable solution we can build for your business. Every price and time-saving estimate is based on actual client delivery.

High Impact
Workflow

Quote-to-Invoice Job Automation

Customer request triggers a quote from your templates, client approves digitally, job is scheduled and assigned, completion triggers an invoice automatically.

10 hrs/week saved
$4K-$10K setup
High Impact
Workflow

Smart Scheduling & Dispatch

Jobs matched to technician availability and skills, route optimised, job brief sent to tech's phone, client gets arrival notification automatically.

5 hrs/week saved
$3K-$8K setup
Medium Impact
Workflow

Automated Client Communications

Booking confirmation, day-before reminder, on-the-way notification, completion message, and review request - all sent automatically.

3 hrs/week saved
$2K-$5K setup
High Impact
Workflow

Invoice & Payment Automation

Invoices generated on job completion, emailed with payment link, reminders scheduled automatically, payments reconciled in Xero or MYOB.

5 hrs/week saved
$2.5K-$6K setup
Medium Impact
Workflow

Compliance Document Automation

SWMS generated from job type, compliance certificates tracked and renewed automatically, WHS records maintained with no manual filing.

4 hrs/week saved
$3K-$7K setup
High Impact
AI Agent

AI Booking & Enquiry Bot

Handles after-hours enquiries, collects job details, books site visits, and answers common questions via your website and Facebook.

5 hrs/week saved
$4K-$10K setup

Example ROI

An electrical contracting business with 8 technicians and 1 office admin. Admin staff spends 22 hours per week on automatable tasks.

✓ 22 hours saved per week across 4 solutions

✓ At $30/hr: $34,320 saved in admin labour per year

✓ Faster invoice payment reducing average debtor days by 30%

✓ Estimated setup cost: $16,000

Admin hours saved/week 22 hrs
Annual labour saving $34,320
Setup investment $16,000
Payback period < 6 months
Questions

Common questions from trades & field services businesses

Do you work with ServiceM8, Tradify, Simpro, and Fergus?
Yes. We integrate with all major Australian field service management platforms. If it has an API or webhook support, we can connect it to your other tools and build automation around it.
We're not very tech-savvy - will this work for us?
Absolutely. We design every solution around how your team actually works. We handle all the technical setup and provide training and documentation. Your team just uses the tools they already have.
Can we automate quoting for multiple trade types with different pricing?
Yes. We can build quote templates for as many job types as you have, with automatic material and labour calculations, margin rules, and multi-tier pricing.

Explore other industries

Accounting & Legal Healthcare Real Estate & Property E-Commerce & Retail Financial Services Marketing & Creative Education & Training

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