Quotes and proposals
Enquiry details turned into a first draft quote or proposal in your template, priced from your rate card.
For plumbers, electricians and builders
AI for trades: quotes out, invoices paid, evenings back.
We build AI workflows for UK plumbers, electricians, builders and other trades that answer enquiries, draft quotes, book jobs, chase invoices and request reviews, so the admin stops eating your evenings.
Today
of 4 done
- Enquiry answered while on a job
- Quote drafted for your check
- Job confirmed for Tuesday
- Invoice chased, payment in
The admin
Where the admin in a trades business goes.
None of it is hard. All of it takes hours, and most of it follows the same steps every time.
-
01
Enquiries while you’re on a job
Messages that wait until the evening, by which time the customer has asked someone else.
Lead follow up workflow -
02
Quotes written at night
Every quote typed up after a full day on the tools.
Quotes and proposals workflow -
03
Chasing payment
Invoices that go unpaid because chasing is awkward and there’s never time.
Invoice chasing workflow -
04
Bookings and reminders
Juggling the diary by phone and text, and customers who forget you’re coming.
What we build
Workflows we build for trades.
Each one runs inside the tools you already use. Your free audit ranks them by the hours they would give back.
-
01
Enquiry replies
Web and email enquiries get a reply straight away, with a few questions to scope the job.
-
02
Quote drafting
Job details become a first draft quote from your price list, ready to check and send from your phone.
-
03
Job booking
Customers pick a slot, the job goes in the diary and reminders go out the day before.
-
04
Invoice chasing
Unpaid invoices are chased politely on a schedule until they are paid.
-
05
Review requests
Happy customers are asked for a Google review once the job is signed off.
-
06
Paperwork
Certificates, photos and job notes are filed against the job and sent to the customer.
Works with
- ServiceM8
- Jobber
- Xero
- QuickBooks
- Google Calendar
- Gmail
- Google Sheets
- WhatsApp Business
Using something else? If a tool can send email or connect to other apps, we can usually work with it. We confirm on your audit call.
Workflows
Good places to start.
Each workflow page shows how it runs, step by step.
Invoice chasing
Overdue invoices chased on schedule from your own inbox, with payments matched as they land.
Lead follow up
Every new enquiry answered, logged in your CRM and followed up until it replies or books.
Other industries
Hours calculator
How many hours go on admin each week?
Count everyone who quotes, books, invoices or answers enquiries. The starting figures are only an example.
People who do admin in a normal week
Each week: chasing, copying, sorting, replying
Wages plus employer costs, in pounds
Assumes a workflow takes on 40% of that admin, over 46 working weeks a year. Your audit gives you the real figure.
Hours back per week
4.8hrs
About 0.6 working days, every week
Hours back per year
221hrs
Value per year
£5,530
Not ready for a call? Send us your numbers on WhatsApp.
Send my numbers on WhatsAppYour figures are filled in for you. Nothing is sent until you press send.
How can AI help a small trades business?
By handling the admin around the job: replying to enquiries, drafting quotes, booking work, chasing invoices and asking for reviews. You stay on the tools, and the paperwork stops spilling into your evenings.
Can I approve quotes from my phone?
Yes. Drafts arrive by email or in your job management app, so you can check and send them from the van.
Does it work with ServiceM8 or Jobber?
Yes, both allow connections, as do Xero and QuickBooks. If you run the business from email and a spreadsheet, we can work with that too.
I’m a one person business. Is this for me?
It can be. If admin is taking more than a few hours a week, a single workflow such as quote drafting or invoice chasing can pay for itself. The free audit tells you either way.
How much does it cost?
The audit is free, and so is the 90 day pilot. Before we build, we agree an hours target and the monthly price in writing. If the workflow hits the target by day 90, it stays on at that price. If it doesn’t, you owe nothing.
17:00 · Done
Your evenings start at five.
Book a free 30 minute workflow audit. You leave with your top three workflows and the hours each would give back, in writing.
Book a free audit