EV charger installs playbook: WhatsApp quotes, site‑survey checklist, deposits and OZEV grant (installer pack)
Guide for small electrical contractors on installing EV chargers, covering WhatsApp quotes, site surveys, deposits, and OZEV grants.
Operations
Artex asbestos: how to test, NNLW vs non-licensed, safe drilling and removal steps
Guidance on handling Artex containing asbestos, including testing, safety protocols, and compliance with HSE regulations for various work scenarios.
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.
Follow up quotes that win: call, WhatsApp and email cadences that stop ghosting
14-day follow-up plan using calls, WhatsApp, and emails to prevent quote ghosting and improve lead conversion rates.
Release of retention in construction: JCT and NEC payment timeline, letters and automation tips
Retention release processes under JCT and NEC contracts, including payment timelines, necessary documentation, and automation tips to ensure timely payments.
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.
Construction performance reviews: templates, KPIs and how to run them on site
Importance of structured performance reviews on construction sites, covering KPIs, templates, and processes to improve safety, quality, and productivity.
Price increase letter for trades: templates, timing and how to keep customers
Guidance on notifying clients about price increases, including templates, timing, justifications, and strategies for managing customer pushback .
CSCS digital skills passport: setup, site checks and a 30 day rollout plan
CSCS digital skills passport, accessible via the My CSCS app, streamlines site access by storing qualifications and enabling real-time verification through CSCS Smart Check.
Subcontractor onboarding checklist: right to work, CIS, induction and paperwork (UK construction)
Subcontractor onboarding checklist for UK construction, covering essential compliance steps including right to work, CIS verification, insurance, contracts, RAMS, and site induction.
Work out your trade charge‑out rate: simple formula, examples and calculator links
Guide for sole traders and small contractors on calculating their charge-out rates, including formulas, examples, and common pitfalls to avoid.
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.
Deposits, staged payments and progress invoices for building jobs: what’s normal and how to set it up
Standard practices for deposits, staged payments, and progress invoicing in UK building jobs, covering clear agreements and client expectations.
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.
Near miss reporting on construction sites: simple steps, examples and a QR code setup
Effective near miss reporting procedures for construction sites, covering the importance of a simple process, QR code usage, and team training.
Automate CSCS, CPCS and SMSTS renewals: simple rota holds and reminders that keep sites compliant
Process for automating the renewals of CSCS, CPCS, and SMSTS certifications to ensure compliance on construction sites.
Construction site diary template: what to include, examples and a fast digital setup
Construction site diary template should include daily records of weather, labour, materials, work completed, incidents, and variations to support claims and manage disputes .
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.
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.
O&M manual for construction: what to include, UK checklists and a fast handover process
Essential components and processes for creating an Operations and Maintenance manual in construction, aimed at helping with quick handover and documentation for UK contractors.
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.
Geofencing timesheets on construction sites: auto clock in, stop buddy punching and stay compliant
Geofencing timesheets automate clocking in and out for field service teams, improving accuracy and reducing administrative tasks while keeping compliance with UK data protection laws.
Assign the right engineer every time: a simple skills‑matching rota that lifts first‑time fix
Skills-matching rota system for efficiently assigning engineers to jobs, improving first-time fix rates and reducing operational stress.
Variation order in construction: simple JCT procedure, pricing and templates that get paid
JCT procedure for variation orders in construction, covering steps for pricing, documentation, and keeping timely payments for subcontractors and contractors.
How to set up van stock control with barcodes: printers, labels and a 60 minute setup
Simple 60-minute setup for van stock control using barcodes, improving speed for small to mid-sized service businesses.
Starlink for building sites: setup, power from a van, best plans and CCTV tips
Guidance for site managers and contractors on using Starlink for reliable internet connectivity, including setup, power options, and CCTV integration.
How to follow up a quote: templates, timing and simple automations for trades
UK tradespeople with effective follow-up strategies, templates, and automation tips to improve quote approval rates without being pushy.
Voice notes to job report: step-by-step for trades with templates and tools
Tradespeople a process for creating job reports using voice notes, transcription tools, and templates to improve speed and accuracy.
WhatsApp appointment reminders for trades: message templates, Google Calendar setup and a 7‑day follow‑up plan
Small construction and maintenance businesses practical strategies using WhatsApp reminders to reduce missed appointments and improve customer communication.
Snagging list template for construction: free checklist, photos to capture and a 5‑step closeout flow
Snagging list template and guidelines for construction professionals in the UK to ensure quality checks before project completion.
Outlook ↔ ServiceM8/Jobber/Tradify (UK): stop duplicate calendar entries and fix BST/GMT shifts
Guidance for UK plumbing, electrical, HVAC, and building firms on resolving duplicate calendar entries and time zone issues in Outlook with ServiceM8, Jobber, or Tradify.
Jobber to WhatsApp (UK): automate booking confirmations with Make.com and cut no-shows
UK plumbing, electrical, HVAC, and building firms can automate appointment confirmations via WhatsApp using Jobber and Make.com to reduce no-shows.
ServiceM8 to WhatsApp Business UK: automate booking confirmations with Make.com and cut no‑shows
ServiceM8 enables UK plumbing and electrical firms to automate appointment confirmations via WhatsApp, reducing no-shows and improving customer communication through Make.com integration.
ServiceM8 to Google Drive with Zapier UK how to auto save job photos into client folders
How UK trades teams can automatically save job photos from ServiceM8 to Google Drive using Zapier, without requiring coding skills.
SumUp ↔ Xero (UK): bullet‑proof reconciliation and VAT on fees for trades
UK plumbing, electrical, and HVAC firms with a process for reconciling SumUp payments and managing VAT in Xero.
ServiceM8 ↔ Google Calendar (UK): fix one‑hour shifts, duplicates and missing jobs around BST/GMT
Common issues UK trades teams face when connecting ServiceM8 with Google Calendar, including time shifts, duplicates, and missing jobs, offering practical solutions.
How Structured Training Cut Repeat Visits by 32%
How structured training, skills tracking, and microlearning can reduce repeat visits from industry-average 20-30% down to 12-15%, saving thousands in fuel and labour costs while boosting customer satisfaction.