WhatsApp-first lead triage for trades: auto-replies that book surveys in 10 minutes
Simple WhatsApp Business lead triage system for trades, letting you quick auto-replies, quick booking, and integration with ServiceM8 or Tradify.
Zapier
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-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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.