Services
Explore
Free AI assessmentAnswer 15 questions about one process and see where AI could help.
Start an assessmentTrade businesses
AI for trade businesses and field services
Quotes, bookings, customer messages and invoices take time away from paid work. We help trade businesses spend less time on quotes, bookings and paperwork.
Where the time goes
Tasks AI can take on in trade businesses
- 01Quotes take a long time to prepare, especially for complex or unfamiliar jobs
- 02Scheduling gaps and double bookings cost money and frustrate customers
- 03Customer questions about availability, progress and price arrive through the working day
- 04Invoicing, payment chasing and record-keeping often fall on the owner
- 05Lead follow-up and customer records are left until there is time
Possible uses
Tasks AI can take on in trade businesses
Tasks we can test with your team. The first tab shows a workflow from a related client project.
Quote drafting
Quoting tools that use your price list, materials costs and past jobs to prepare a draft quote for you to check before sending.
- Check engineer availability by locationFrom the job management systemJobs
- Price the job from the rate cardsThe business’s standard ratesRate cards
- Send the quoteWith the available slotsEmail
- Customer accepts the quoteReply or link in the emailEmail
- Book the engineer and confirmAdded to the engineer’s diaryDiary
Scheduling assistant
A scheduling tool that suggests diary slots, handles booking requests and sends confirmations and reminders.
Customer query automation
Agents that answer routine questions about availability, prices and job progress through your website or messaging channels, including outside working hours, and pass anything else to you.
Invoice and admin automation
Invoices created from completed jobs, sent to the customer and followed by payment reminders.
Lead follow-up and CRM
Agents that follow up enquiries, ask qualifying questions and keep a simple customer record up to date from your messages and job notes.
Overview
How we work in trade businesses
Trade businesses spend office time on quoting, scheduling, customer messages and invoicing. We work with sole traders, small teams and regional operators to automate parts of that work, using the tools and job records they already have and keeping the way the team works on site.
Trade work can involve certification schemes such as Gas Safe and NICEIC, and customer data is covered by UK GDPR. We identify the rules that apply to the work with you and agree how customer data is stored, kept and deleted before anything goes live. Certificates and safety paperwork stay under the control of the qualified person.
What changes
- 01
Less time spent on quotes and paperwork each week
- 02
Fewer gaps and clashes in the diary
- 03
Quicker replies to customer enquiries
- 04
Invoices and payment reminders sent on a schedule
How we help
Services for trade businesses
For tasks your team repeats every dayAgent DeploymentsAI agents that carry out agreed steps across your tools, with a named person approving their work.
For software built around your processApplication DevelopmentSoftware designed and built around your processes, users and existing systems, then tested with the people who will use it.
For teams starting with AIAI WorkshopsPractical sessions where your team uses AI on its own tasks and learns what needs checking.Talk to us
How does the work run in your business?
Bring one job your office repeats, such as quoting or booking. We will tell you which steps AI can take on and who signs them off.