Trades & Field Services
Your tools. One connected operation.
Bespoke implementation that brings your job software, accounts, communications and AI tools into a cohesive workflow.
From the first enquiry to the final invoice, the office has work to do. We connect the right systems and routines around the way your team works, so fewer details depend on someone remembering the next step.
Bespoke implementation
Built around the systems you already use.
We review your current setup, configure suitable existing integrations and build connections where the process needs them.
Job systems such as ServiceM8 or Simpro, accounting tools such as Xero, and your existing inbox, calendar and AI tools.
Job management
Jobs, scheduling, team and on-site updates.
Accounts
Invoicing, payments and reconciliation.
Inbox & calendar
Enquiries, communication and scheduling.
AI tools
Summaries, drafting and next steps.
Owner briefing
A clear view across the business.
Connections are assessed against your software, access and requirements. Your job and accounting records stay in the systems you already rely on.
How the implementation comes together.
- 01
Review what you have
We map how jobs move from enquiry to payment, and the tools and automations you already use.
- 02
Configure first, then connect
Suitable existing integrations come first. Custom connections or specialist AI fill the gaps where they genuinely help.
- 03
Document, train and support
A documented workflow, a trained team, an owner briefing if it is useful, and the support level you choose.
From enquiry to follow-up.
From enquiry to follow-up
EnquiryA new enquiry is captured with the customer and job details.
Decision for you
A quote follow-up is ready for you to approve and send.
What we can connect.
Enquiries & quotes
Capture enquiries consistently and keep quotes moving with timely follow-up.
Scheduling & handovers
Bookings, job details and handovers, so the team arrives prepared.
Jobs & team updates
Keep customers, staff and the office in step as each job progresses.
Accounts & payments
Invoices and payment reminders connected to job progress and your accounts.
Customer follow-up
Thank-yous, reviews and repeat work, prompted at the right moment.
Owner briefing
A clear morning view of enquiries, quotes, jobs and decisions.
A clearer start to the day.
Start the day with a clearer view of open enquiries, pending quotes, upcoming jobs and the items that need your decision.
- Review
New enquiries to review
Captured overnight with job details and photos attached.
- Approve
Quotes awaiting follow-up
Follow-up messages drafted and ready to send.
- Ready
Tomorrow’s jobs and handovers
Job information shared with the team.
- Check
Invoices due for a reminder
Reminders prepared under your agreed rules.
Let’s talk about your workflow.
Tell us how jobs move through the business today. We’ll help you find the right place to connect first.