AI Job Management, Quoting and Invoicing for Trade Services
An AI-assisted job management platform connecting customer enquiries with quoting, scheduling and invoicing. Job details are read from emails, draft quotes use approved labour and material rates, and technician notes become structured completion reports for invoicing.
- Perth Based. Australia Wide.
- 18+ Years in Custom Software
- Fixed-Price Delivery
- Full Code Ownership
Built here. Your data stays here.
- No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
- Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
- Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
At a glance
- Client
- Trade services business: building, electrical and plumbing work
- Industry
- AI for Tradies
- The problem
- Quoting and job set-up depended on office staff reading every request and typing the details into several systems.
- What we built
- An AI-assisted job management platform, developed to connect incoming customer enquiries with quoting, scheduling and invoicing, and with the existing field service systems such as Simpro and ServiceM8.
- Systems and technology
- Generative AI, Microsoft 365, Simpro, ServiceM8, Xero, Workflow Automation
- Results
-
- Faster quotes AI-assisted quotation preparation reduces manual interpretation and data entry.
- Connected Customer details and job requirements flow through the connected operational systems.
- Quicker invoices Structured completion records help office staff invoice promptly after jobs are finished.
- Less admin Automation reduces repetitive work across enquiry handling, job creation and financial processing.
Trade services business: building, electrical and plumbing work
A trade services business receiving job enquiries through email, phone calls and website forms.
Office staff interpreted each request by hand, prepared quotes, scheduled technicians and transferred job details into the field service system.
What needed to change
Quoting and job set-up depended on office staff reading every request and typing the details into several systems.
After a job, technicians sometimes submitted handwritten or incomplete notes, which delayed invoices and created more administration.
What we built
An AI-assisted job management platform, developed to connect incoming customer enquiries with quoting, scheduling and invoicing, and with the existing field service systems such as Simpro and ServiceM8.
Enquiry extraction
Customer and job information is extracted from emails and attachments.
Draft quotes
Draft quotations are prepared from approved labour rates and material pricing.
Job creation
Supports the creation of jobs in the existing field service systems.
Completion reports
Technician job notes are converted into structured completion reports.
Invoice preparation
Completion records support invoice preparation and approval, with Xero.
How it works
An enquiry comes in
Customer and job details are read from the email and its attachments.
A quote is drafted
A draft quote is prepared from approved labour rates and material pricing, for the office to check.
The job is set up
The job is created in the field service system with the details already filled in.
The technician finishes
Their job notes are turned into a structured completion report.
The invoice is prepared
The office reviews and approves the invoice promptly after the job.
What changed
Want something similar for your business?
Tell us about your industry, your workflows, and what you want to achieve. We will scope it, quote it fixed-price, and build it.
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Tell us what you want to fix
What industry are you in? What systems do you use? What is the biggest operational problem you want solved? We will come back with a plan and fixed-price quote.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
Kasun Wijayamanna, founderYou deal with Kasun from scope to delivery. No account managers and no offshore handoff.