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Trades workflow

Trades Live Job Board.

See one job change from enquiry to completed. The content evolves at every stage so the team can see exactly what has moved.

Trades professional working with a customer beside a service vehicle

Job Progression

A single job. Real progress. Total visibility.

⚡
Moving work forward.
Less admin. More jobs done.
✉ NEW ENQUIRY 3
Leaking kitchen tap
#2584Today, 9:14am

Leaking kitchen tap

Customer reports a constant drip and wants a quote and availability.

● Mosman, NSW◆ Plumbing · Tap Repair● Standard priority
View enquiry →
≡ READY 5
Quote information being reviewed
#2584Today, 10:02am

Quote ready

Prepared and sent to the customer. Awaiting approval to book.

● Mosman, NSW◆ Plumbing · Tap Repair● $220 incl. GST
View quote →
▣ BOOKED 8
THU 24 · 9:00–11:00
#2584Today, 11:28am

Job scheduled

Quote accepted. Booking confirmed and synced to the schedule.

▣ Thu 24 Apr · 9–11am● Mosman, NSW
Assigned technicianSam Carter
Plumber
View in schedule →
⌖ ON SITE 4
Technician on site
#2584Today, 9:12am

On site

Technician has arrived with the job history and customer context.

● Mosman, NSW● In progress
Assigned technicianSam Carter
Plumber
View job details →
✓ DONE 12
Completed tap repair
#2584Today, 10:48am

Job completed

Repair tested. Customer updated. Invoice and feedback follow-up recorded.

✓ Completed▤ Invoice #INV-10432✓ Paid★ Great feedback
View job outcome →
Trades · Practical AI & automation

Less admin.
More jobs moving.

Practical systems for busy trades businesses where the work cannot stop for paperwork.

When the phone rings while you are under a house, on a ladder or halfway through a job, the problem is not effort. It is that the admin still expects you to be sitting at a desk.

Job system friendlyQuote follow upField team handoffs
Trades business
Inside a real trades workflow · From friction to flow
From friction to flowNew enquiry → job ready to move

See the operational problem. Then see what changes.

ElevateAI
system layer
New enquiryTeam is on site
Quote sentNo reply yet
→
Details capturedUrgency understood
Follow up triggeredReady reply handed over
01 CaptureNotice the signal
02 MoveHandle the routine step
03 SurfaceBring the person in
Keep customer communication moving while the team stays focused on the job.
Keep customer communication moving while the team stays focused on the job.
A trade workflow should feel like a job moving forward, not another admin system.
A trade workflow should feel like a job moving forward, not another admin system.
This is where we recognise your world

Not generic AI problems. Your actual operational friction.

The point is to understand where the work becomes harder, slower or more manual than it needs to be before deciding what technology belongs there.

01

You cannot answer everything

Customer enquiries land while the team is already doing paid work.

The work on site is valuable, but every interruption creates another trade off.
02

Quote follow up slips

Good quotes can go cold because nobody has time to chase every one.

Strong opportunities quietly disappear between jobs.
03

Booking back and forth

Simple scheduling turns into a chain of calls and texts.

Every reschedule or availability check steals more time from the day.
04

The same questions repeat

Pricing ranges, service areas and availability come up constantly.

The information is simple, but answering it hundreds of times is not.
05

Job details scatter

Information can live across calls, messages, notes and job systems.

The team wastes time reconstructing context that already exists.
You should not need to stop doing the work just to keep the work moving.
01EnquiryCapture the job
02QualifyGet the basics
03ScheduleMove it forward
04TradieStep in where needed
Trades workflow: new job enquiry, quote follow up and service reminders
TRADES WORKFLOW

Keep every job moving

From new enquiries to quotes and ongoing service, ElevateAI helps you stay organised and deliver exceptional customer care.

New job enquiry workflow panel Quote follow up workflow panel Service reminders workflow panel
The ElevateAI approach

Built for the way field service actually works.

The goal is not to automate the trade. It is to keep the work moving while your team is doing the work.

People. Process. Better flow.
01
Capture the details Get useful information up front.
→Designed around your workflow
02
Keep quotes alive Follow up at the right interval.
→Designed around your workflow
03
Reduce coordination Make scheduling easier.
→Designed around your workflow
04
Escalate exceptions Bring the team in for judgement.
→Designed around your workflow
See it in action

This is where the system proves itself.

Click through three realistic examples. The conversation is only the visible layer. Behind it, the system is capturing context, following rules, moving information and knowing when a person should take over.

The situation

A customer messages while the team is on site.

Without the system

The enquiry waits until someone checks the phone and the customer may try the next business.

With the system

The system captures the job type, urgency and location, then routes the right next step.

ElevateAI example · Trades
Hi, our kitchen tap is leaking badly. Do you service Marrickville?
Yes, we do. Is the water currently flooding the room or can it still be isolated?
No flooding, but it is getting worse.
Thanks. Is it the tap itself or the pipework underneath that appears to be leaking?
Looks like underneath.
Got it. I’ve captured Marrickville, worsening leak under the sink, no active flooding. Are you looking for the earliest available appointment?
Yes please.
Perfect. I can move this to the booking step without making you repeat the details.
Great, thanks.
What changes

Missed calls stop becoming missed jobs.

The enquiry is captured, the customer gets a useful response and the team sees the opportunity when they are free.

  • More enquiries are captured while the team is on site
  • Customers get a faster first response
  • Job details arrive with the enquiry
  • The field team is interrupted less
The situation

A quote was sent several days ago with no response.

Without the system

Someone has to remember to reopen outstanding quotes and chase them manually.

With the system

The system follows up at the agreed time and hands positive replies back to the team.

ElevateAI example · Trades
Hi Sam, just checking in on the quote we sent for the switchboard work. Did anything need clarifying?
No questions. We just need to line up timing.
No problem. Are you hoping to get the work done next week or later in the month?
Next week if possible.
Understood. I’ll flag that you are ready to proceed if the schedule works.
That would be great.
I’ll pass the quote reference and your preferred timing to the team so they can confirm availability.
Thanks.
You’re welcome. You won’t need to resend the quote details when they contact you.
What changes

Quotes keep moving after they are sent.

Follow-up happens at the agreed time and the team steps back in when the customer has a question or is ready to proceed.

  • More quotes receive timely follow-up
  • Customer replies are captured against the job
  • Sales opportunities stay visible
  • The team focuses on customers ready to move
The situation

A job is running later than expected.

Without the system

The customer waits without an update or staff stop work to make manual calls.

With the system

An approved update goes out automatically and any issue is routed back to the team.

ElevateAI example · Trades
Hi Alex, a quick update. The team is running about 45 minutes behind on the previous job.
Thanks. I need to leave by 4.
Understood. Your current appointment window may be too tight if you need to leave at 4.
Can we move it if needed?
Yes. I’ve flagged the timing issue so scheduling can either confirm today still works or offer the next suitable option.
Perfect.
They’ll have your existing booking details attached, so you won’t need to explain it again.
Great, thank you.
You’re welcome. I’ll keep the conversation linked to the booking until it is resolved.
What changes

Schedule changes stay coordinated.

Customers are updated automatically and exceptions are routed to the right person.

  • Fewer manual update calls
  • Customers know what is happening sooner
  • Schedule changes carry the right context
  • Office and field teams stay aligned
More possibilities

Three more ways this could show up in trades.

Specific operational problems, the kind of system we could build around them, and what would actually change for the business.

New job enquiry
Lead capture
Example 01New job enquiry
FrictionA new enquiry arrives while the team is on site and nobody can stop to respond properly.
What we buildA defined enquiry workflow that captures the job type, location and urgency, gives the customer an immediate acknowledgement and routes qualified details to the right person.
What changesFewer good enquiries go cold simply because the team was working when the phone rang.
Business first. Technology second. Built around the workflow.
Quote follow up
Sales follow up
Example 02Quote follow up
FrictionA quote is sent, but follow-up depends on remembering which customers have replied and which have gone quiet.
What we buildA quote follow-up workflow that checks status, sends timed reminders and stops or escalates when the customer responds.
What changesQuotes keep moving without someone manually checking the list every day.
Business first. Technology second. Built around the workflow.
Service reminders
Retention
Example 03Service reminders
FrictionJob details arrive through calls, texts and emails, leaving office and field staff working from different information.
What we buildA structured intake and handoff workflow that captures key job details once and moves them into the right operational record.
What changesThe team starts jobs with clearer information and spends less time chasing missing details.
Business first. Technology second. Built around the workflow.
If some of this feels familiar

Keep the team on the tools. Make the work around the job easier to run.

Bring us the part of the business that feels clunky, repetitive or harder than it should be. We will look at how the work actually moves, identify the strongest opportunity, and if it makes sense, design and implement the system around it.

Start with the problemNo need to know which AI tool you need.
See what is worth fixingPrioritise the opportunities that genuinely matter.
Build around your businessThe system fits the way your team actually works.
A practical next step

Show us where the friction is.

We can talk through the workflow, what is happening now, and whether there is a smarter way to run it.

Book a ConversationTake the Health Check

A practical conversation about the workflow, the friction and what may be worth improving.