Insurance repair triage over WhatsApp: photo checklist, XactAnalysis upload steps and a simple UK playbook
Process for insurance repairs using WhatsApp, covering quick photo collection, triage workflows, and portal uploads to improve claim handling.
Automations
Reactive maintenance priorities for contractors: simple P1, P2, P3 rules, UK SLAs and evidence you can trust
Reactive maintenance priorities for UK contractors, covering P1, P2, and P3 classifications, recommended SLAs, evidence collection methods, and compliance strategies.
Quote follow‑up templates for trades that actually get a reply: WhatsApp, SMS and email, plus a simple 7‑day cadence
Effective follow-up strategies and templates for tradespeople to engage customers after sending quotes via WhatsApp, SMS, and email, keeping compliance and improved response rates.
As-built drawings for small contractors: quick wins, what to include and simple digital workflows
Essential practices for small contractors in creating as-built drawings, including quick wins, digital workflows, and common mistakes to avoid.
Chase unpaid invoices: scripts for email, SMS, WhatsApp and phone plus simple automations that work
Scripts and automation strategies for chasing unpaid invoices via email, SMS, WhatsApp, and phone, tailored for small businesses and contractors.
Build a WhatsApp onboarding chatbot for site starters: fast setup, scripts and compliance basics
How small contractors can efficiently onboard new starters using a WhatsApp chatbot, covering setup, compliance, and operational workflows.
Variation approvals on WhatsApp: message templates, legal points and a simple workflow
Simple workflow for obtaining binding variation approvals via WhatsApp, covering clear communication, legal considerations, and effective record-keeping for contractors.
Golden thread made simple: a practical setup for small contractors
Practical approach for small UK contractors to set up the golden thread using accessible tools like Google Drive and QR codes for compliance.
Construction site internet: 4G/5G router, external antenna and static IP setup that actually works
Guide on setting up reliable 4G/5G internet for construction sites, covering equipment, installation, and troubleshooting for optimal connectivity.
Set up WhatsApp warranty activation reminders that turn into annual service work
How gas engineers can automate WhatsApp reminders for boiler warranty registration and annual service bookings using ServiceM8 or Tradify.
QR equipment inspection checklist for construction: setup with AI photo checks and auto work orders
QR code and AI-based inspection system for construction equipment, improving compliance with PUWER regulations through automated checks and work orders.
WhatsApp subcontractor compliance: fast setup that checks CSCS, right to work and insurance automatically
Process for verifying subcontractor compliance via WhatsApp, automating checks for CSCS cards, right to work, and insurance, significantly reducing administrative burdens.
Shift handover log for construction: free template, WhatsApp voice note script and QR setup
Guide for construction site managers on effective shift handovers, including templates, WhatsApp scripts, and QR code setups to simplify communication.
Email supplier invoices into Xero, QuickBooks or Sage: fast setup for trades
UK trades can efficiently manage supplier invoices by emailing them directly into accounting software like Xero, QuickBooks, or Sage, simplifying the accounts payable process.
Automate HSE safety alerts into WhatsApp and Teams: set-up, scripts and a tidy audit trail
How to automate HSE safety alerts into Microsoft Teams and WhatsApp using Power Automate, keeping compliance and maintaining an audit trail.
Copy text from photos on site: iPhone Live Text or Google Lens for serial plates, manuals and certificates
Modern smartphones enable users to extract text from images using iPhone's Live Text or Android's Google Lens, simplifying documentation for various industries.
Missed call text back for trades: setup, scripts, ROI and UK rules (PECR, WhatsApp)
How to set up missed call text-back systems to recover lost enquiries, improve customer engagement, and ensure compliance with UK regulations.
Materials ordering in Google Sheets: Bill of Materials, reorder points and auto‑emailing suppliers
How to create an quick materials ordering system in Google Sheets, including setting reorder points and automating supplier emails for UK trades teams.
Heat pump commissioning checklist and live COP monitoring: simple UK workflow that saves callbacks
Heat pump commissioning workflow for UK firms, covering live COP monitoring to improve performance and reduce callbacks.
AI cameras for PPE checks on site: hard hats and hi vis without the hype
AI cameras can monitor hard hat compliance on construction sites, while hi vis detection requires custom models and careful setup for optimal results.
Set up a shared WhatsApp Business inbox for a small trade team (free and paid options)
How small trade teams can set up a shared WhatsApp Business inbox using free and paid options, covering features, workflows, and troubleshooting tips.
Add WhatsApp to Google Business Profile: step‑by‑step for trades (plus Text and auto‑replies)
Google Business Profile chat was removed in July 2024, allowing businesses to add WhatsApp or SMS options for customer communication instead.
Power tool pre‑use checks and PUWER: simple daily checklist, QR logging and when to record inspections
Essential pre-use checks and recording requirements for power tools under PUWER regulations, including daily inspections, risk-based intervals, and QR/NFC logging methods.
Health and safety file: what to include and a simple digital workflow that builds itself
How small contractors can efficiently create a legally compliant health and safety file using Google Workspace, keeping accessibility and adherence to CDM 2015 regulations.
No-show fees and cancellation policy for trades: UK-legal wording, sliding scales and automated reminders
UK businesses can charge no-show and cancellation fees if they are fair, transparent, and reflect genuine losses, adhering to Consumer Rights Act guidelines.
Call tracking for trades: simple setup that won’t hurt your Google rankings
Effective call tracking strategies for UK trade firms, covering setup methods that preserve local SEO while measuring marketing effectiveness.
PSTN switch off survival plan for trades: move to VoIP in 10 simple steps
As the UK phases out the PSTN by January 2027, trades must transition to VoIP, following a ten-step survival plan to ensure smooth communication.
Tap to Pay on iPhone for trades: SumUp vs Dojo setup, fees and job‑system reconciliation
SumUp and Dojo for Tap to Pay on iPhone, covering setup, fees, and job reconciliation with accounting software like Tradify and Xero.
Interim valuation evidence pack: photos, paperwork and timeline (JCT and NEC)
Guidance for UK construction professionals on creating effective interim valuation evidence packs, covering necessary components, timelines, and photo protocols for JCT and NEC contracts.
Best way to follow up a quote: WhatsApp templates, timing and automations that win the job
Effective quote follow-up strategies include timely WhatsApp messages, automation tools, and compliance with UK regulations to improve customer engagement and conversion rates.
Bluetooth multimeter logging: how to capture and export readings (Fluke Connect, Megger MFT-X1, Kewtech, UNI-T)
How electricians can use Bluetooth-enabled multimeters to log and export readings via various apps, improving documentation and speed on-site.
Extract data from certificate PDFs straight into a Google Sheets compliance register (no code)
How to automate data extraction from certificate PDFs into a Google Sheets compliance register, including email reminders and optional OCR integration.
Google Business Profile Q&A: turn common questions into booked jobs
How to use Google Business Profile's Q&A feature to pre-qualify leads, improve customer engagement, and ultimately increase bookings.
Get customers to accept quotes on WhatsApp: create a one‑tap link that books the job
Businesses can simplify quote acceptance via WhatsApp by creating a one-tap link that automatically books jobs and captures necessary customer information.
Turn supplier delivery notes and photo PODs into van stock updates automatically (Tradify or Simpro)
Automated system for updating van stock using delivery notes and photo proof of delivery, aimed at builders and tradespeople using Tradify or Simpro.
VAT threshold for trades: rolling 12‑month calculator and simple workflow to avoid fines
UK tradespeople with guidance on tracking their VAT threshold using a rolling 12-month calculator in Google Sheets to ensure compliance.
Scan to quote with your iPhone: a simple LiDAR workflow UK builders actually use
UK builders can efficiently use iPhone LiDAR technology to scan rooms in under five minutes for quick quotes, achieving reasonable accuracy with proper techniques.
VAT bad debt relief for construction: step-by-step for Xero and QuickBooks (with templates)
Guide on reclaiming VAT through bad debt relief for construction businesses using Xero and QuickBooks, covering necessary steps and common pitfalls.
Auto-file WhatsApp photos straight into Google Drive job folders (no faff)
Guidance on automatically filing WhatsApp photos into Google Drive job folders using the WhatsApp Business API or alternative methods for UK trades.
Set up an AI receptionist that books jobs: Twilio Studio + Calendly for trades
How trades firms can set up an AI receptionist using Twilio Studio and Calendly to efficiently manage calls and bookings, improving lead capture.
Auto-generate RAMS PDFs from a simple Google Form: a 60‑minute setup for small contractors
60-minute process for small contractors to automate RAMS PDF generation using Google Forms, Sheets, and Apps Script, improving speed and compliance.
Auto‑collect deposits when a quote is accepted: ServiceM8, Jobber and Tradify options
ServiceM8, Jobber, and Tradify offer various methods for automatically collecting deposits upon quote acceptance, integrating with accounting software like Xero and QuickBooks.
Set up VAT self-billing for CIS subcontractors: Xero and QuickBooks step-by-step
Guide on setting up VAT self-billing for CIS subcontractors using Xero and QuickBooks, including necessary agreements and automation options.
Set up weather-based WhatsApp alerts for roofing jobs: wind and rain thresholds, rescheduling and client updates
Setting up weather-based WhatsApp alerts for roofing jobs can significantly reduce aborted visits and improve scheduling speed by automating client updates and crew notifications.
WhatsApp payment reminders for trades: link to pay with Stripe or GoCardless and get cash in fast
WhatsApp users can simplify payment collection by sending Stripe or GoCardless links for invoices, keeping compliance with UK regulations while helping with faster transactions.
Google Docs to WhatsApp PDF: send a job pack automatically with Zapier
Using Zapier, you can automate sending job pack PDFs from Google Docs to WhatsApp, simplifying communication for RAMS and method statements.
Speed‑Quote Formula: Turn WhatsApp enquiries into paid jobs in 15 minutes
Process for converting WhatsApp enquiries into paid bookings within 15 minutes by standardising messages, quotes, and deposit links.
Send a ServiceM8 invoice on WhatsApp with a Pay now link (fast UK setup)
ServiceM8 users can quickly send invoices via WhatsApp with a Pay now link, enabling faster payments through Apple Pay, Google Pay, or card transactions.
Part L photo evidence: the simple workflow to capture, geotag and auto-build a BREL-ready PDF pack
Simple workflow for capturing, geotagging, and compiling photographic evidence into a BREL-ready PDF pack for Building Control compliance.
Set up a purchase order approval flow for trades: Xero, QuickBooks and ApprovalMax (UK-friendly steps)
How trades firms can establish purchase order approval workflows using Xero or QuickBooks, covering the importance of controlling spending and maintaining compliance.
Build an AI site diary from photos and voice notes: compliant records without the paperwork
AI site diary utilises photos and voice notes to create compliant, structured daily records for construction projects, improving speed and accuracy in documentation.
Set up a Google reviews QR code for your vans and invoices: build the link, print it and automate follow ups
To improve customer feedback, create a Google reviews QR code for your business, print it on various materials, and automate follow-up requests via WhatsApp.
Maintenance contract renewals playbook: WhatsApp reminders, e‑sign, recurring jobs and Direct Debit in Xero or QuickBooks
Playbook for automating maintenance contract renewals using WhatsApp reminders, e-signatures, recurring jobs, and Direct Debit through Xero or QuickBooks.
Construction fatigue risk management: RAG scoring, shift rules and a quick setup in Google Sheets
Effective fatigue risk management in construction involves setting up a RAG scoring system, shift rules, and monitoring procedures to ensure safety compliance and reduce hazards.
AI invoice chasing with WhatsApp: set up Xero or QuickBooks payment links and cut DSO in 14 days
Integrating WhatsApp for AI-driven invoice chasing with Xero or QuickBooks can significantly reduce days sales outstanding (DSO) within 14 days.
Emergency plumber leads from Google Local Services Ads: convert to booked jobs in 48 hours
Emergency plumbers must adapt their strategies for Local Services Ads to prioritise rapid response, clear communication, and effective follow-up to improve customer engagement and conversion.
Automate supplier quotes and POs with Xero: compare prices, approve fast and avoid overpaying
Xero automates supplier quotes and purchase orders, simplifying procurement processes, improving speed, and keeping accurate job costing for UK trades.
Build a live job margin workflow: Tradify to Xero or QuickBooks without double entry
Workflow for connecting Tradify with Xero or QuickBooks to simplify job costing, automate margin tracking, and eliminate double entry.
Electrical certificate software for UK electricians: best options, setup, and a no‑double‑entry workflow
Various electrical certificate software options for UK electricians, covering features, setup tips, and strategies to avoid double data entry.
WhatsApp booking bot for trades: setup, costs and Xero deposit links
How to efficiently use a WhatsApp booking bot for scheduling jobs, collecting deposits via Xero, and keeping compliance with regulations.
EPA portfolio evidence for construction apprentices: what to collect, monthly review workflow and simple automations
Essential evidence collection and management strategies for construction apprentices in England to successfully prepare for their End-point Assessment.
LOLER and PUWER on site: simple plant inspection setup with QR codes, WhatsApp and a printable checklist
Simple plant inspection process using QR codes, WhatsApp, and checklists to ensure compliance with LOLER and PUWER regulations.
Automate CIS returns from job sheets: Xero and QuickBooks setup, rules and statements
How to automate CIS returns using Xero and QuickBooks by capturing job data, setting up workflows, and keeping compliance with HMRC regulations.
Gas safety and EICR reminders for landlords: simple automation for trades
How small firms can automate expiry date reminders and booking processes using Google Sheets, Google Calendar, and various job management systems.
Domestic Reverse Charge on mixed invoices: how to handle labour and materials in Xero and QuickBooks
How to manage Domestic Reverse Charge VAT on mixed invoices in Xero and QuickBooks, covering invoice requirements, setup processes, and common mistakes.
WhatsApp Business catalog for trades: set up services, prices and a booking flow
WhatsApp Business catalog enables tradespeople to showcase services, simplify customer inquiries, and help with bookings through a user-friendly setup within the app.
Lone worker check-in system for construction: QR and WhatsApp setup, intervals and HSE rules
Practical QR and WhatsApp check-in system for lone workers in construction, covering setup, intervals, HSE compliance, and escalation procedures.
Skills matrix for construction: link Google Sheets to your calendar to block unsafe bookings
Linking a skills matrix in Google Sheets to scheduling via Zapier automates competence checks, keeping only qualified operatives are assigned to jobs, improving safety and compliance.
WhatsApp enquiry QR to job: set up a 5 minute intake that creates jobs in ServiceM8 or Jobber
Method for using WhatsApp QR codes to simplify job enquiries and automate job creation in ServiceM8 or Jobber, improving speed.
Website chat to job: capture address and photos, then auto‑create jobs in ServiceM8 or Jobber
How to automate job creation in ServiceM8 or Jobber using Tidio chat, Zapier, and client data capture, improving speed and reducing admin tasks.
CIS automation playbook: collect timesheets, auto‑verify subs, email statements and file your CIS300 on time
Automation playbook for managing CIS subcontractor payments, significantly reducing administrative time and errors through processes and software integration.
Construction photo report from your phone: simple workflow, templates and tools
Allows contractors to create professional construction photo reports in under ten minutes using their smartphones, cloud storage, and simple templates.
Voicemail to job: auto‑transcribe missed calls and create jobs in ServiceM8, Jobber or Tradify
Process for automating the transcription of missed calls into job creation within CRM systems like ServiceM8, Jobber, or Tradify.
Build a trade price book: step-by-step template, formulas and examples
Guide for small UK contractors on creating a trade price book to ensure consistent and profitable pricing for repeatable tasks.
Email to job: set up automatic job creation from enquiry emails (ServiceM8, Jobber, Tradify)
Step-by-step guide for automating job creation from enquiry emails using mailbox forwarding, an email parser, and field service applications.
Generate a materials list from plans or photos with AI: fast takeoffs for small contractors
AI tools enable small UK contractors to quickly generate accurate materials lists from photos or plans, simplifying the estimating process and improving speed.
Cut no access visits with WhatsApp confirm and photo triage: a step-by-step playbook for trades
Step-by-step guide for tradespeople to reduce no access visits and improve first-time fixes using WhatsApp confirmations and photo triage.
CIS subcontractor verification: what to collect, where to check and a simple automation to log rates
Process for verifying subcontractors under the Construction Industry Scheme, covering necessary information, verification methods, and automation options for record-keeping.
Roof inspection report from photos: a simple workflow that tags defects and builds a PDF
Simple workflow enables roofers to efficiently generate photo-led inspection reports, reducing preparation time from 45 to 10 minutes using AI automation.
Predictive van stock: how to lift first-time fix and cut repeat visits
Method for plumbing and multi-trade firms to improve first-time fix rates and minimise repeat visits by improving van stock through predictive analytics.
Turn voice notes into quotes: a simple pipeline for ServiceM8 or Tradify that posts invoices to Xero and QuickBooks
Process for tradespeople to convert voice notes into structured quotes and invoices using ServiceM8 or Tradify, connecting with Xero or QuickBooks.
Send invoices on WhatsApp: QuickBooks and Xero setup for trades
How sole traders and small contractors can send invoices via WhatsApp using QuickBooks or Xero, keeping compliance and speed.
Route planning for trades: simple setup to cut drive time and fit in one extra job per day
Simple approach for UK trades teams to improve daily routing, reducing drive time and increasing job speed using various apps and AI.
Auto text back for missed calls: simple setup for iPhone, Android, WhatsApp and VOIP lines
Simple methods for tradespeople to set up automatic text responses for missed calls on iPhone, Android, WhatsApp, and VOIP systems.