Our Workflows

Quote Intake Agent

Customers hire the first tradie who responds. An AI agent that captures, qualifies, and quotes while you're on the tools means you stop losing jobs to faster competitors.

~10

hrs/week saved

Quote response time from hours or days to under 60 seconds

Book a discovery call

The Problem

You're up a ladder when the quote request hits your phone.

By the time you climb down, drive to the next job, and remember to reply, the customer has already booked the tradie who answered first. Speed wins jobs. The problem is you physically can't be on the tools and on the phone at the same time. Hiring an office admin costs more than the jobs you're losing, but losing the jobs isn't sustainable either.

How It Works

Step-by-step.

Lead arrives

New quote request lands via SMS, email, web form, or social media DM. The agent picks it up immediately, day or night.

Qualifying questions

Agent asks the right follow-ups based on trade type: 'Is the leak hot or cold water?' 'Single or double storey?' 'When did you first notice it?' Conversational, not robotic.

Urgency detection

Keywords like 'burst pipe', 'electrical sparking', or 'no power' trigger an urgent flag and an immediate notification to your phone, jumping the queue.

Ballpark estimate

Based on your pricing rules, the agent sends an immediate ballpark range to keep the lead warm. 'Sounds like a Type 2 hot water repair, typically $400-650 depending on the unit. Want to lock in a site visit?'

Owner approval

Agent drafts the formal quote and pings you for one-click approval before anything firm goes out. You stay in control, you just stop typing.

Booking and handoff

Once approved, the agent books a site visit slot from your calendar, sends the confirmation, and creates the job in Jobber, ServiceM8, or whichever software you use.

~10

hrs/week saved

Quote response time from hours or days to under 60 seconds

What's Included

SMS, email, and web form intake (social DMs available on request)
Custom qualifying questions for your specific trade
Urgency keyword detection and instant escalation
Pricing rules calibrated to your job types and rates
Integration with Jobber, ServiceM8, Housecall Pro, or your existing CRM
Calendar integration for live booking
Owner approval workflow for every quote sent
Team training and 30 days of post-launch support

What's Not Included

Final pricing decisions (agent gives ballpark, you approve formal quotes)
On-site work (we automate the office, not the trade)
Marketing or lead generation (we handle the leads you already get)
Ongoing AI API costs (typically $30-80/month)

Timeline

Three weeks, start to launch.

Week 1

Discovery and pricing rules

We map your common job types, pricing logic, qualifying questions, and current intake channels. You sign off on the spec before we build.

Week 2

Build and integration

Agent built, intake channels connected, CRM integration tested. We dry-run with a handful of test enquiries to validate response quality.

Week 3

Live launch

Agent goes live for real customer enquiries with you monitoring closely for the first few days. Refinements, training, then full handover with 30 days of standby support.

Best Fit For

Is this the right workflow for you?

Tradies and home services receiving 10+ quote requests per week
Operators who lose work because they can't respond fast enough
Single operators or small teams without dedicated office staff
Trades using Jobber, ServiceM8, Housecall Pro, or similar field service software

Questions

Specific to this workflow.

Client Onboarding Automation

Onboard new clients in 10 minutes instead of 2 hours.

~7 hrs/week savedLearn more

BAS Prep Assistant

Cut BAS prep time by 75% with AI-powered transaction triage.

~12 hrs/week savedLearn more

Document Auto-Filing

Client documents named, filed, and tagged the second they arrive.

~15 hrs/week savedLearn more

Workpaper Pre-Prep

Walk into tax season with workpapers already prepped.

~20 hrs/week savedLearn more

Client Email Draft Assistant

Every client email gets a thoughtful draft response, ready for review.

~8 hrs/week savedLearn more

Job Follow-up Agent

Quotes that go cold get warmed up. Past customers get remembered.

~6 hrs/week savedLearn more

Want to talk about this workflow?

30-minute discovery call. We'll figure out if this workflow fits your business, what the actual ROI would look like for you, and whether there's a better starting point.