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, streamlining the quoting process and improving response times to clients.
Tradify
AI job scheduling for trades: assign the right engineer, cut drive time and stop no‑shows
The article outlines how small to mid-sized UK trade teams can automate job scheduling using AI to improve efficiency, reduce no-shows, and optimise routes.
Micro-scheduling for one‑van plumbers: cut drive time and add one extra job a day
Micro-scheduling enables one-van plumbers to optimise their daily routes, reducing drive time and allowing for an additional job, enhancing overall efficiency.
Tool sign out system: QR and NFC setup for tracking tools without expensive software
The article outlines a cost-effective QR and NFC tool sign-out system for small contractors to track equipment, enhancing accountability and reducing tool theft.
Set up WhatsApp warranty activation reminders that turn into annual service work
The article outlines how gas engineers can automate WhatsApp reminders for boiler warranty registration and annual service bookings using ServiceM8 or Tradify.
WhatsApp-first lead triage for trades: auto-replies that book surveys in 10 minutes
The article outlines a streamlined WhatsApp Business lead triage system for trades, enabling quick auto-replies, efficient booking, and integration with ServiceM8 or Tradify.
Set up AI quotes from site photos: Tradify, ServiceM8 or a simple Google workflow
The article outlines various methods for tradespeople to efficiently generate draft quotes from site photos using tools like Tradify SmartTools, ServiceM8 AI, or a Google Drive and WhatsApp workflow.
Lead times and backorders in Tradify or Simpro: keep jobs on schedule
The article discusses managing lead times and backorders in Tradify and Simpro, offering strategies for scheduling, procurement, and effective communication with suppliers.
Build a simple compliance dashboard in Google Sheets for site jobs, certificates and photo evidence
A 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.
Tap to Pay on iPhone for trades: SumUp vs Dojo setup, fees and job‑system reconciliation
The article compares SumUp and Dojo for Tap to Pay on iPhone, detailing setup, fees, and job reconciliation with accounting software like Tradify and Xero.
Plant hire off-hire: step-by-step process, checklist and email template
The article outlines a comprehensive off-hire process for plant equipment, detailing steps, evidence requirements, templates, and dispute management for site managers and finance teams.
Turn supplier delivery notes and photo PODs into van stock updates automatically (Tradify or Simpro)
The article outlines an automated system for updating van stock using delivery notes and photo proof of delivery, aimed at builders and tradespeople using Tradify or Simpro.
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 seamlessly with accounting software like Xero and QuickBooks.
Maintenance contract renewals playbook: WhatsApp reminders, e‑sign, recurring jobs and Direct Debit in Xero or QuickBooks
The article outlines a comprehensive playbook for automating maintenance contract renewals using WhatsApp reminders, e-signatures, recurring jobs, and Direct Debit through Xero or QuickBooks.
Build a live job margin workflow: Tradify to Xero or QuickBooks without double entry
The article outlines a workflow for integrating Tradify with Xero or QuickBooks to streamline job costing, automate margin tracking, and eliminate double entry.
Voicemail to job: auto‑transcribe missed calls and create jobs in ServiceM8, Jobber or Tradify
The article outlines a 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)
This article outlines a 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
The article outlines a 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
A streamlined workflow enables roofers to efficiently generate photo-led inspection reports, reducing preparation time from 45 to 10 minutes using AI automation.
Turn voice notes into quotes: a simple pipeline for ServiceM8 or Tradify that posts invoices to Xero and QuickBooks
This article outlines a process for tradespeople to convert voice notes into structured quotes and invoices using ServiceM8 or Tradify, integrating with Xero or QuickBooks.
Create jobs from Outlook emails: ServiceM8, Jobber, Tradify and Simpro step-by-step
The article outlines methods for converting Outlook emails into job entries using platforms like ServiceM8, Tradify, Jobber, and Simpro, aimed at UK trade businesses.
How to follow up a quote: templates, timing and simple automations for trades
This guide provides UK tradespeople with effective follow-up strategies, templates, and automation tips to enhance quote approval rates without being pushy.
Outlook ↔ ServiceM8/Jobber/Tradify (UK): stop duplicate calendar entries and fix BST/GMT shifts
The article provides 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.
Tradify ↔ Xero (UK): how to stop duplicate invoices and contacts before they snowball
This guide outlines best practices for UK trades teams using Tradify and Xero to prevent duplicate invoices, payments, and contacts, ensuring streamlined job administration and accurate bookkeeping.