Automate your trade business so you can stay on the tools

We help trades and service businesses streamline bookings, scheduling, job management, and invoicing - using the right tools and automations for your workflow.

ServiceM8 Certified Partner & automation specialist for trades and contractors.

In 20 minutes, we'll show you 1-2 quick wins to save hours of admin each week.

Designed for busy trades and service businesses

We work with small and mid-sized trade and service businesses that are flat out on-site and don't have time to wrestle with software.

  • - Plumbers & gas fitters

  • - Electricians

  • - HVAC & refrigeration

  • - Property maintenance & handyman services

  • - Cleaning & facility services

  • - Landscaping & outdoor services

If this sounds familiar, you're in the right place:

  • - Job details are scattered across texts, emails, and notepads

  • - You're chasing your team for updates on every job

  • - Invoices go out late because you do them after hours

  • - You know software could help, but you don't have time to set it up properly

Setup, training, and support for your job management systems

Whether you're starting from scratch or already using tools like ServiceM8, we help you build a simple, reliable workflow that your team follows every day. The goal is less admin, clearer jobs, and faster invoicing.

How we work together

Step 1 - Quick Audit & Plan

We review how you currently handle enquiries, bookings, jobs, and invoicing. We map that into a practical workflow using the tools that fit your business best.

Step 2 - System Setup

We configure your job management system - job categories, workflows, templates, forms, and basic automations - so everything is ready for your team to use.

Step 3 - Training & Ongoing Support

We train you and your team, answer questions, and provide ongoing support as you get comfortable with the new way of working.

After working together, you can expect:

  • - A clear process from enquiry to payment

  • - Less double data entry and fewer mistakes

  • - A team that understands the system and actually uses it

  • - More time for paid work and less late-night admin

As a ServiceM8 Certified Partner, we can help you get the most out of ServiceM8 if it’s the right fit for your business – and connect it with the other tools you use every day.

Connect your tools and remove manual admin

Once your core job workflow is in place, we use automation to remove repetitive tasks and keep everything in sync. This often includes tools like Zapier to connect your job system with your CRM, accounting software, and communication channels.

Here's what that can look like:

  • - Send new enquiries directly into your job system and schedule them

  • - Sync invoices and payments with your accounting software automatically

  • - Trigger follow‑up emails or SMS after jobs are completed

  • - Get alerts when high‑value jobs are created or delayed

Example workflows we can set up in your business

Example 1: New enquiry to scheduled job

Steps:
Enquiry via form or phone → create job → assign to the right team → send confirmation to the customer → add to calendar
Result: Fewer missed enquiries and less back-and-forth.

Example 2: Completed job to paid invoice

Steps:
Job marked as done → create and send invoice → sync with accounting → log for reporting
Result: Faster invoicing and improved cash flow.

Example 3: After‑service follow‑up

Steps:
Job completed → wait a few days → send review request → capture feedback → notify you if something’s not right
Result: More 5‑star reviews and happy repeat customers.

We'll identify at least one workflow like this you can implement quickly.

Get your free 20-minute audit

Book your free audit or email us and we'll suggest a quick win within 24 hours.

No obligation – if we’re not a good fit, you’ll still walk away with a couple of practical ideas.

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