For trades & home services
AI agents and automation for tradies — win more jobs without the phone tag.
Plumbers, electricians, builders, landscapers and cleaners lose jobs when they're on the tools and can't answer. Here's what to automate, what an AI agent can handle, and what should stay with you.
Automate it
Same steps every time — set it and forget it.
Quote follow-ups
Automatic nudges 2 and 7 days after a quote goes out.
Job confirmations and on-my-way texts
Sent from your job schedule, no typing needed.
Invoice reminders
Polite chasers when an invoice passes its due date.
Review requests
Ask for a Google review once the job is marked complete.
Service reminders
Annual servicing or maintenance reminders for past customers.
Give it to an AI agent
Two-way conversations that follow your rules.
Missed-call text back
Text every caller you miss while on site and capture the job details.
Enquiry qualifying
Ask suburb, job type, photos and timing before you call back.
Initial price ranges
Give ballpark pricing from your rules so time-wasters drop off.
After-hours web and social chat
Book site visits at night and on weekends.
Keep it human
- • Final quotes and site assessments
- • Complaints, defects and warranty claims
- • Payment disputes
- • Safety or emergency jobs
Illustrative example
A three-person plumbing business
- Missed calls and call-backs: about 5 hrs/week
- Writing and chasing quotes: about 4 hrs/week
- Invoicing and payment chasing: about 3 hrs/week
- Realistically automatable: around 60–75% of that time
Common questions
Will an AI agent sound like a robot to my customers?
Not if you set it up well. The planner walks you through tone, the questions it should ask and when it hands over to you.
Does it work with my job management software?
Most automations connect to common tools like ServiceM8, Tradify, simPRO or a shared calendar. List yours in the planner's tool stack step.
What's the quickest win for a trade business?
Missed-call text back and quote follow-ups — they recover jobs you'd otherwise lose to whoever answered first.
Map your own plan in one sitting
Pick your industry, tick off the manual work at each stage, score it, design your first agent and leave with a 30-day plan.
Start the free planner →