Industry
Tradies & contractors
Most trade businesses don't lose work on price — they lose it on speed. The quote that goes out same-day wins, and the admin that decides that speed happens after hours on a laptop.
Where the week goes
Quotes written at 9pm
Site notes live in a notebook or a phone photo, then get re-typed into a template long after the visit.
Follow-up depends on memory
A quote goes out and then nothing, unless someone happens to remember to chase it.
Clients ring for status
"Is the tech still coming?" calls interrupt the office all day because nobody sends an update.
The three we usually build first
Same-day quote pipeline
Site-visit form generates a pre-filled quote for review and sending in minutes, not evenings.
Three-touch quote follow-up
Automatic nudges on day 1, 3, and 7 that stop the moment the client replies or accepts.
Job status texts
Booked, on the way, completed, invoiced — sent automatically off the job record.
Tools we connect
- ServiceM8
- simPRO
- Tradify
- Xero
- MYOB
- SMS
What that looks like
An electrical contractor went from three-day quotes to same-day, with follow-up rate up from 40% to 95%.
See the case studiesBook a free audit
Thirty minutes on your workflows, then a written plan of the automations worth building first.
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