Business Automation for Trade & Engineering Companies

STOP DOING EVERYTHING YOURSELF.
START AUTOMATING.

You're spending 10-20 hours every week on tasks that software could handle in minutes. Quoting, invoicing, customer updates, lead follow-up - it's all automatable. Let me show you how.

SOUND FAMILIAR?

Every evening or weekend goes the same way: buried in paperwork, hunting down job costs, sending status updates, and wondering where your family or free time went.

"I spend hours every week just doing quotes. By the time I send them, the customer's gone elsewhere."

Slow quoting = lost jobs

"I'm always chasing invoices. I've got £20k outstanding and no time to chase it."

Cash flow nightmare

"Customers keep calling asking 'when are you coming?' I don't have time to update everyone."

Constant interruptions

"I know there's stuff that could be automated but I don't have time to figure it out."

Stuck in the weeds

"We've tried software before but it never sticks. People just go back to their old ways."

Failed implementations

"I'm the only one who knows how to quote properly. If I'm not here, no quotes go out."

You ARE the bottleneck

WHAT CAN BE AUTOMATED IN YOUR BUSINESS?

Here's the truth: most of the admin eating your time can be handled by software. You just need someone to set it up properly.

Admin & Paperwork

Quote Generation

2-3 hours per quote, starting from scratch
5 minutes using templates with auto-populated pricing
Save 5+ hours/week

Invoice Creation

Manual entry, copy-paste from job sheets
Auto-generated from completed jobs, sent instantly
Zero manual invoicing

Payment Chasing

Awkward phone calls, forgotten follow-ups
Automated reminders at 7, 14, 30 days
Get paid 2x faster

Timesheet Collection

Chasing paper timesheets, manual entry
GPS clock-in/out, auto-synced to payroll
3+ hours/week saved

Customer Communication

Appointment Reminders

No-shows, wasted journeys
Auto SMS/email 24hrs and 1hr before
50% fewer no-shows

On-My-Way Alerts

Customers calling 'where are you?'
Auto text when engineer leaves previous job
Zero 'where are you' calls

Job Complete Updates

Customer doesn't know job's done
Instant notification with photos/notes
Happier customers

Review Requests

Never remember to ask for reviews
Auto-sent 24hrs after job completion
5x more reviews

Sales & Lead Management

Lead Capture

Enquiries lost in emails/voicemails
All leads auto-logged in CRM with source
Never lose a lead

Quote Follow-Up

Forget to chase, lose the job
Auto-reminder at 3, 7, 14 days
Win 30% more quotes

Lead Nurturing

Cold leads go cold forever
Automated email sequences keep you top of mind
Revive dead leads

Pipeline Visibility

No idea what's in the pipeline
Real-time dashboard of all opportunities
Forecast accurately

Operations & Job Management

Job Scheduling

Whiteboard, spreadsheets, chaos
Drag-drop scheduling with route optimisation
20% more jobs/day

Job Costing

Find out you lost money after the job
Real-time profit tracking as costs come in
Protect your margins

Stock Alerts

Run out of parts mid-job
Auto-reorder when stock hits minimum
Never run out

Compliance Tracking

Certificates expire, you don't notice
Auto-alerts 30 days before expiry
Stay compliant
Next-Level Automation

AI AGENTS & ADVANCED AUTOMATION

Beyond basic automation, I help businesses implement AI-powered workflows that handle complex tasks:

  • AI that reads enquiry emails and auto-creates quotes
  • Chatbots that answer customer questions 24/7
  • Smart scheduling that optimises routes automatically
  • AI-powered job costing that predicts profitability
  • Automated reporting that surfaces insights you'd miss

"I'd love to see what can be automated out of my day to day workload" - That's exactly what I help you figure out.

Tools I Work With

n8n (workflow automation)
Make (Integromat)
Zapier
simPRO
ServiceM8
Tradify
HubSpot CRM
Xero/QuickBooks
Custom AI agents
WhatsApp Business API

Don't see your software? I can work with almost any platform that has an API or integration capability.

THE NUMBERS DON'T LIE

Here's what automation typically saves a £500k-£2m trade business:

10-15
Hours/week saved on admin
£15-25k
Annual labour cost savings
2x
Faster payment collection
30%
More quotes converted

The uncomfortable truth: You're probably already paying for software that can do most of this. You just need someone to set it up properly and train your team to use it.

HOW WE IMPLEMENT AUTOMATION

No "set it and forget it" nonsense. Proper implementation that actually sticks.

01

Audit & Map

We document your current processes. Where does data get entered manually? Where do handoffs happen? Those are your automation opportunities.

02

Build & Test

We set up the automations, integrations, and workflows. Everything gets tested thoroughly before going live.

03

Train & Support

Your team gets proper training - not a 30-minute demo. We provide ongoing support until the new systems become second nature.

"BUT WHAT ABOUT..."

"We've tried software before and it never sticks"

That's usually because it was implemented wrong. We don't just flip a switch - we document processes, train your team properly, and provide ongoing support. Most failed implementations skip the change management piece. We don't.

"My team won't use it"

They will if it makes their life easier. We focus on automating the stuff they hate doing. When they see quotes going out in 5 minutes instead of 2 hours, they'll be converts.

"It's too expensive"

You're probably already paying for software that can do this - you're just not using it properly. And even if you need new tools, the ROI is typically 3-6 months. After that, it's pure profit.

"I don't have time to implement this"

That's exactly why you need it. You don't have time because you're doing everything manually. We handle the implementation - you just need to show up for a few training sessions.

"What if it breaks?"

We build in redundancies and monitoring. If something goes wrong, we get alerted and fix it. Plus, you'll have documentation so your team can troubleshoot basic issues.

READY TO STOP DOING EVERYTHING YOURSELF?

Book a free 30-minute strategy call. We'll identify your biggest automation opportunities and create a roadmap to get your time back.

No Sales Pitch

Just practical advice you can use immediately

Speak Directly With Me

Not a sales team or junior consultant

Actionable Takeaways

Leave with a clear plan, even if we don't work together