Tradie AI and lead setup

Connect enquiries, quotes, reminders, and job notes so fewer leads get missed.

I help tradies and small service businesses set up practical systems that bring the moving parts together: website forms, messages, quote notes, follow-ups, job details, simple dashboards, and AI helpers for everyday admin.

What can connect

Simple business systems for busy tradies.

The setup can be light and practical: start with the gaps that are costing time or missed jobs, then add only what the business will actually use.

01

Lead capture

Website forms, quote requests, callback requests, photos, job details, and customer notes collected cleanly.

02

Follow-up reminders

Keep new leads, quoted jobs, booked jobs, and follow-ups visible so work does not get lost in texts or email.

03

Quote and job notes

Store the useful details: customer, address area, photos, measurements, notes, status, next step, and rough value.

04

AI admin help

Draft replies, summarise job notes, turn messy details into checklists, and prepare clearer quote or booking messages.

05

Dashboards

See what is new, waiting, quoted, booked, and overdue from a phone, iPad, computer, or small office screen.

06

Local-first options

For some businesses, a simple owner-controlled system on a computer or Raspberry Pi can be better than another subscription.

Start with the missed leads

Tell me where the business currently loses track.

Good starting points: enquiries from the website, Facebook messages, texts, missed calls, quote follow-ups, job photos, job notes, or remembering who needs a reply.