Trades & service businesses
Workflow automation for trades and service businesses
Spend less time in the office, more time on the job.
Whether you're a sparkie, a plumber, a landscaper, a cleaning crew or running skip bins — I connect the tools you already use so enquiries, jobs and invoicing flow through once. Quotes go out fast, invoices chase themselves, and the 9pm admin disappears.
Book a free chatTell me how a job moves through your business today, and where it gets painful. Free, 60 minutes, no jargon.
Sound familiar?
If you run a trades or service business,
some of this probably rings true.
- The same job details get typed in two or three times — the enquiry, the job sheet, then Xero after hours.
- Quotes take too long to get out, and the slow ones lose you the job.
- Invoices go out late and don't get chased, so you're effectively lending customers money.
- Confirmations, "on my way" texts and reminders either get done by hand or don't happen at all.
- Job photos, notes and sign-offs are scattered across phones, the ute and bits of paper.
- You're doing the books at 9pm because that's the only time there is.
None of this means you're doing it wrong. It means the busywork is living in people's heads and getting re-typed all day. That's the part software should be handling.
How I help trades & service businesses
Keep the work moving.
Without adding complexity.
- 01
Join your tools together
Your enquiries — from the website, a phone call, or Facebook — flow into your job list and through to Xero, entered once instead of three times. The invoice is half-built before the job's even finished.
I work with tools including Xero, Microsoft 365, MYOB, Google Workspace, Slack, Stripe, HubSpot, and payroll platforms such as Employment Hero, Smartly, PaySauce and iPayroll.
- 02
Automate the busywork
The repetitive messages and chasing can run on their own. Quote follow-ups keep warm leads from going cold. Booking confirmations and on-the-way texts go out automatically. Most importantly,invoices chase themselves, so you get paid without playing debt collector.
- 03
Use AI where it actually helps
AI earns its place in specific spots: drafting quotes and customer replies, tidying up rough job notes, sorting incoming enquiries, and reading supplier invoices or dockets. It doesn't replace your team — it takes the tedious bits off their plate so they can get on with the work only they can do.
A faster quote-to-paid flow
Get quotes out fast —
and get paid faster.
For most trades, two numbers move the business more than anything: how quickly a quote goes out, and how quickly the invoice gets paid. Slow quotes lose jobs to whoever replied first. Late, un-chased invoices quietly wreck your cash flow. I can set up your quote-to-paid flow so quotes go out the same day. Invoices follow up on their own — no hardware, no new habits, just less money left on the table.
What a typical project looks like
One booking in.
Less admin all the way through.
A typical cleaning company might take bookings by phone and email, write them into a diary, then re-enter each one into Xero to invoice. A simple setup connects the enquiry form to the job list and Xero. Each booking arrives once, and most of the invoice is ready before the job finishes. The after-hours data entry goes away, and invoices can go out the same day instead of a week later.
Questions trades & service operators ask
Straight answers.
"I run everything off a diary and a whiteboard — is that a problem?"
It's not wrong, and it works — but it means everything lives in one person's head and gets re-entered down the line. We can keep things simple and just stop the double handling.
"Do I have to buy new software?"
Usually not. We start with Xero and whatever you already use to take jobs. New tools only come in if they clearly pay for themselves.
"Can you actually help me get paid faster?"
Yes — it's often the fastest money back. Invoices go out sooner and chase themselves when they're overdue, without you having to be the bad guy.
"Will this replace my staff?"
No. It takes the repetitive admin off their plate so they can do the part that needs a person.
"Do I have to change how I work?"
As little as possible. The point is to fit around how you already run, not force you into someone else's system.
"I'm not techy."
That's exactly who this is for. You'll understand what it does and why — the plumbing's my job, not yours.
Let's get the admin
off your plate.
Tell me how a job moves through your business today, and where it gets painful. We'll start with a simple conversation and work out what would actually save you time — no jargon, no obligation.