AI chat agent on the website
Captures every after-hours enquiry while techs are on the tools — job details, address, urgency — and texts the team the moment it's qualified.
Tradies — Demo Workflow
Tradie Quote & Booking Automation
A demo workflow showing how a 4-tech plumbing business could capture every inbound call, quote in minutes, and chase invoices without lifting a finger.
The Challenge
The starting state.
A 4-tech plumbing business misses around 20% of inbound calls because techs are on-site. Quote turnaround is 24+ hours. Around 30% of accepted quotes never get followed up. Invoices go out late, payments come back later.
What We Built
Six automations, one integrated system.
Auto-quote generation
Quote drafted from the call details using your ServiceM8 pricebook, sent within 10 minutes.
Quote follow-up sequence
Day 1 thank-you, day 3 nudge, day 7 last-chance — until the customer books or opts out.
Dispatch automation
Accepted quote → ServiceM8 job → assigned to nearest tech → customer SMS'd with arrival window.
Invoice + payment chasing
Job complete → invoice raised → emailed → 7/14/21-day reminders with payment links.
Review request automation
2 hours post-job: friendly SMS asking for a Google review with one-tap link.
Sample Workflow
An enquiry, end to end.
Customer calls
AI captures job
Quote drafted
Site visit booked
Tech dispatched
Invoice + review
Expected Results
What this system is designed to deliver.
Projected outcomes based on industry benchmarks. Real numbers confirmed during pilots.
Tools Used
The stack behind this build.
Twilio
ElevenLabs
Xero
Make
Google Calendar