How Perth Trades Businesses Save 10+ Hours a Week with Automated Job Workflows

The Trade Bottleneck: On Tools vs. On Admin

Ask any plumber, builder, or HVAC technician in Perth what their biggest bottleneck is, and they won't tell you it's the physical work. It's the paperwork. When you're busy running from a job in Joondalup to a quote in Fremantle, your computer stays closed. Calls go to voicemail. Quotes sit in draft format. Invoices go unpaid.

Step 1: Automated Lead Capture

Instead of letting website forms or emails sit unread, our specialized AI worker, Alex, monitors your inbox 24/7. When a new enquiry arrives, Alex instantly checks your calendar, drafts a booking confirmation, and sends a calendar invite and SMS reminder to the customer. All without you touching your phone.

Step 2: Quote Follow-ups That Actually Happen

Many tradies lose up to 30% of their open quotes simply because they forget to call the customer back. Our AI worker, Sarah, tracks every open quote in ServiceM8 or Simpro. After 3 days, Sarah drafts a friendly follow-up email asking if they want to proceed. It sits in your email drafts—you review it, click send, and watch the schedule fill up.

Step 3: Direct Xero Sync and Payment Chase

When a job is marked complete, the data flows to Xero automatically. If an invoice remains unpaid past its due date, our compliance worker, Linda, drafts a gentle reminder SMS. No awkward phone calls, and no manual invoice chasing. You get paid faster, and your cash flow stays healthy.