Automation / Trades & Field Services

Automation for trades & field services

Win more jobs and get paid faster. We automate quote follow-ups, job booking, reminders and invoicing so you can spend your day on the tools, not on paperwork.

Get a free automation auditSee case studies
2–4 weekstypical build time
From £495fixed-price quote
Xero · Calendarworks with your tools

How a typical workflow runs

1Customer requests a quote onlinetrigger
2Quote sent with a link to acceptauto
3Accepted jobs added to the calendarauto
4Invoice sent when the job is marked doneauto

Where your week disappears

The repetitive jobs we hear about most from trades & field services.

Lost quotes

Quotes sent and never followed up, so jobs go elsewhere.

Evening admin

Invoices and paperwork done after a long day on site.

Missed appointments

Customers not home because nobody reminded them.

What we automate for you

Built around the software you already use, with nothing new for your customers to learn.

Quote follow-ups

Polite follow-ups on every open quote until the customer replies.

Job scheduling

Accepted jobs booked into the calendar and shared with the team.

Customer reminders

Appointment reminders and “on my way” messages sent automatically.

Instant invoicing

Invoices sent as soon as a job is done, with payment links.

Review requests

Happy customers asked for a Google review after each job.

Enquiry handling

Website and WhatsApp enquiries answered and qualified 24/7.

Case studies

From the problem to the result: what automation changes day to day.

Example project · Plumbing & heating firm

Every quote followed up automatically

BeforeQuotes were sent and forgotten when the team got busy.
AfterCustomers get friendly follow-ups until they accept or decline.
EmailWhatsAppXero
Morequotes accepted
Zeromanual chasing
Example project · Electrical contractor

Invoices sent from the van

BeforeInvoices were written up at the weekend.
AfterMarking a job complete on a phone sends the invoice with a payment link.
Mobile formsXeroStripe
Same dayinvoicing
Weekendsback
Example project · Cleaning company

Bookings and reminders on autopilot

BeforeBookings were taken by phone and reminders sent by hand.
AfterCustomers book online and get automatic reminders before each visit.
Booking pageSMSCalendar
Fewermissed visits
~3 hrssaved per week

Example projects showing typical results. Every business is different, and your free audit gives you real estimates for yours.

Works with the tools you already use

XeroQuickBooksGoogle CalendarStripeWhatsAppGmailTradifyJobber

Common questions

I am a one-person business. Is it worth it?

Often, yes. Small automations like quote follow-ups and invoicing usually pay for themselves quickly for sole traders.

Do I need new software?

No. We build around the tools you already use, such as your calendar, email and accounts software.

Is my data kept secure?

Yes. We use secure, GDPR-compliant services and your own accounts. Your data is never sold or shared, and you stay in control of it.

How much does it cost?

Automations start from £495, and every project gets a fixed, written quote after a free audit. Most are built in 2–4 weeks.

See what you could automate

Get a free audit. We will review how your business runs and show you 3 automations, with the time you would save and the cost.

Book a 30-minute call