Industry Solutions · Trades

AI for trades and field service: never miss a job, quote faster, get paid sooner.

Trades businesses lose money on the phone they did not answer and the quote they did not send. We design AI systems that capture every enquiry, draft quotes from a site visit voice note, and chase payment without the owner doing it at 9pm.

What we see in trades & field service

Common Challenges

  • Missed calls = missed jobs, especially after hours
  • Owner-operator quoting bottleneck
  • Job scheduling chaos across vans and crews
  • Late payment crushing cash flow
  • Compliance certificates (gas, electrical, EPC) issued slowly
  • Reviews and referrals left on the table
Highest-leverage moves

AI Opportunities

24/7 AI receptionist

High impact

Answer every call, qualify, book or escalate — even at 11pm on Sunday.

Voice-note to quote

High impact

Site visit voice note → itemised, branded quote in the customer's inbox within minutes.

Smart scheduling

High impact

Allocate jobs by skill, location and parts availability across the fleet.

Payment chase agent

High impact

Polite, branded payment reminders that actually get paid.

Review request agent

Medium impact

Trigger Google review requests at the right moment in the job journey.

Named, deployable agents

Example AI Agents

Front Desk Agent

Answers calls, qualifies the job, books the visit or routes urgent work to the on-call engineer.

Quoting Agent

Turns a voice memo + photos into a branded, itemised quote inside ServiceM8 / Commusoft / Tradify.

Scheduling Agent

Allocates jobs across the fleet by skill, location and parts on the van.

Cash Collection Agent

Automates invoice reminders by SMS, WhatsApp and email with payment links.

Trigger → Process → Outcome

Automation Opportunities

Missed call rescue
Missed call → SMS within 30 seconds → AI conversation → booked job in the calendar.
Site visit to invoice
Voice note + photos → quote drafted → customer accepts → job booked → invoice issued.
Compliance certs
Job marked complete → gas / electrical / EPC cert drafted → emailed to customer + filed in folder.
Reviews
Invoice paid → Google review request sent → positive responses promoted on socials.
Benchmark outcomes

Expected ROI

Captured enquiries
+30-50%

From missed-call rescue and out-of-hours coverage.

Quote turnaround
Days → under 1 hour

From site visit to customer inbox.

Average days to pay
42 → 11

On post-job invoicing with automated chase.

What we typically deploy

Technology Stack

OpenAI / Anthropic ClaudeServiceM8 · Commusoft · Tradify · JobberTwilio Voice + SMS / WhatsAppn8n / MakeXero · QuickBooksStripe
Representative outcomes

Case Study Examples

Plumbing & heating company, 9 engineers
37% more booked jobs from the same lead volume

Missed call rescue + AI receptionist integrated with ServiceM8.

Electrical contractor
Average days-to-pay fell from 39 to 12

Automated chase via SMS and WhatsApp with Stripe payment links.

Get your own Trades AI Implementation Blueprint

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