Automation for Trades & Field Services in Australia
Run your trades business from the field, not a desk
Tradies spend their days on-site, not at a desk. But job quotes, scheduling, invoicing, and follow-ups still need to happen. We automate the business operations — from lead to invoice — so you can run your business from the ute, not a spreadsheet.
Common pain points
Quoting is slow — leads go cold while you write up estimates after hours
Invoicing happens late because you're too busy on-site to do admin
No consistent follow-up with past clients for repeat work or reviews
Scheduling and dispatch relies on phone calls and text messages
What we automate for trades & field services
Auto-generate quote templates from job details submitted via mobile form
Trigger invoicing in Xero automatically when a job is marked complete in your scheduling app
Automated review request sequences sent 3 days after job completion
Lead follow-up sequences — auto-respond to website enquiries, schedule site visits, send reminders
Tools we commonly use
Who this is for
Plumbers, electricians, builders, cleaners, and field service businesses in Australia who want professional operations without office admin staff.
Automation guides for trades & field services
Trades & Field Services automation FAQ
Ready to automate your trades & field services business?
Book a free 20-minute call. We'll map your workflows and show you what automation looks like for your industry.