Pre-visit photos over WhatsApp that attach to the job: a one-day setup for ServiceM8 and Jobber
How to efficiently request and manage pre-visit photos from customers via WhatsApp for ServiceM8 and Jobber, keeping compliance with privacy regulations.
Jobber
Voice notes to quotes: the fastest way for trades to get quotes out from your phone
Tradespeople can efficiently generate quotes using voice dictation on their phones, simplifying the quoting process and improving response times to clients.
AI job scheduling for trades: assign the right engineer, cut drive time and stop no‑shows
How small to mid-sized UK trade teams can automate job scheduling using AI to improve speed, reduce no-shows, and improve routes.
Build a simple compliance dashboard in Google Sheets for site jobs, certificates and photo evidence
Guide to creating a compliance dashboard in Google Sheets for managing site jobs, certificates, and evidence, suitable for small to mid-sized UK trades businesses.
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.
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.
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.
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.
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.
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.
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.
Create jobs from Outlook emails: ServiceM8, Jobber, Tradify and Simpro step-by-step
Methods for converting Outlook emails into job entries using platforms like ServiceM8, Tradify, Jobber, and Simpro, aimed at UK trade businesses.