AI automation by industry

AI automation for trades and home services

Missed calls answered, jobs booked, receipts and invoices handled from the van.

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AI automation by industry

The three automations that pay back first

Each one is a small, fixed build. A person stays in charge of anything that leaves the building.

  1. Missed call text back

    A missed call gets a text within a minute, with a link to book or a question to answer, and the conversation continues by message.

    Starts when
    A call rings out or hits voicemail.
    What you get
    Fewer lost leads from the calls nobody could take.
    Works with
    WhatsApp, Google Calendar, HubSpot
    Missed call text back

    One run, step by step

    1. 00:00Call missed during a site visit.
    2. 00:45Text sent: who we are, sorry we missed you, and a booking link.
    3. 03:10Caller replies by message asking for a quote on a boiler service.
    4. 03:30The agent asks three qualifying questions and captures the address.
    5. 07:00Quote request logged, slot proposed, the engineer notified for the morning.

  2. AI receptionist

    Answers the phone in your voice, takes the booking or the message, and writes it into the calendar and CRM.

    Starts when
    An inbound call, any hour.
    What you get
    Every call answered, every booking in the diary, a transcript on the record.
    Works with
    Google Calendar, HubSpot, WhatsApp
    AI receptionist

    One run, step by step

    1. 00:00Call arrives at 18:42, after the front desk has gone home.
    2. 00:03The agent answers, confirms the caller’s name and what they need: a repair visit this week.
    3. 00:40It checks the engineers’ calendars and offers Thursday 10:00 or Friday 14:30.
    4. 01:05Caller picks Thursday. The booking is created, the address confirmed back.
    5. 01:20Confirmation sent by WhatsApp. CRM contact updated. Transcript filed for the morning.

  3. Expense capture

    Receipts sent by photo or email are read, coded, matched to cards and posted, with policy checks applied.

    Starts when
    A receipt is sent in by anyone on the team.
    What you get
    No expense pile at month end.
    Works with
    WhatsApp, Xero, Google Drive
    Expense capture

    One run, step by step

    1. 00:00An engineer photographs a fuel receipt and sends it by WhatsApp.
    2. 00:04Amount, date, VAT and merchant read. Matched to the card transaction.
    3. 00:05Coded to Vehicle costs for the job they were on that day.
    4. 00:06Posted as a draft. The engineer gets a thumbs up.
    5. FridayWeekly summary to the manager with anything outside policy highlighted.

Solutions

Where these sit in a bigger build

When one automation is working, these are the systems it usually grows into.

The AI audit

Not sure where to start?

The AI audit maps a normal week in your business, gives you three quick wins and a fixed quote. The report is yours to keep whether or not we build anything.

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