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10 Automations every Australian tradie should have.

Specific tools, real prices, honest time savings. Built from the patterns we see across plumbing, electrical, building, and field service businesses we've worked with.

Most of these are doable in a day or two. None of them require an in-house developer. Total monthly cost if you implement all ten: roughly $600–$900/mo. Total time saved at scale: 15–25 hours/week across your office team (more for larger businesses).

We don’t take affiliate commissions on any tool mentioned below. Pick what fits — some you may already have, some may not apply to your operation. The point is to give you a real shopping list, not a vague “use AI” sermon.

Quick win— 1–2 days, low risk
Medium— 1 week build
Bigger build— 2–3 weeks
01

AI receptionist for missed calls

Quick win

The pain: Phone rings while you're under a sink. By the time you call back, the customer's gone with whoever picked up first.

The fix: A 24/7 AI phone agent answers, asks the standard qualifying questions (postcode, urgency, service area), and books the job directly into your calendar. You get a text summary.

Tools

Smith.ai or RingCentral AI Receptionist

Typical cost

$285/mo for 250-min plan

Impact

Recover 30–40% of after-hours enquiries that currently leak

02

Automated quote follow-up sequence

Quick win

The pain: You send a quote at 5pm. Customer doesn't reply. You forget to chase. Job goes cold.

The fix: When a quote is sent, automatically email the customer at 24hr, 72hr, and 7-day intervals with progressively softer wording. If they reply, the sequence stops. If they don't, you get a 'phone this lead' nudge.

Tools

Make.com + your email

Typical cost

$29/mo

Impact

Recovers ~12–20% of quotes that would otherwise go cold

03

Job dispatch and customer notifications

Medium

The pain: Customer keeps ringing to ask 'what time is the plumber coming?' Office team spends hours answering the same question.

The fix: Field service software auto-dispatches jobs to the right tech, sends the customer a 'we're on our way' text 30 mins before, with a tracking link. Customer questions drop to zero.

Tools

Jobber, ServiceM8, or Tradify

Typical cost

$65–$150/mo (replaces existing scheduling tool)

Impact

Saves 5–8 hours/week across office staff

04

Receipt and materials capture

Quick win

The pain: Receipts pile up in the ute. Materials lists on clipboards. Invoicing is delayed because nobody has time to type it all in.

The fix: Snap a photo of a receipt — AI OCR extracts vendor, amount, GST, and auto-files it to Xero with the right job allocation. Materials voice-noted at the end of a job are auto-added to the invoice.

Tools

Dext or Hubdoc + Xero

Typical cost

$30–$60/mo

Impact

Saves 3–5 hours/week of admin per office person

05

Review request automation

Quick win

The pain: You're great at your job but you have 12 Google reviews. The competitor down the road has 200 and they're not as good as you.

The fix: When a job is marked complete in your scheduling software, automatically send the customer a text 24 hours later asking for a Google review with a one-click link.

Tools

Make.com + Twilio + Google Business Profile

Typical cost

$40/mo

Impact

Typical: 30–50% of customers who get the text leave a review. Compounds fast.

06

Lead source tracking

Medium

The pain: You're spending $800/mo on Google Ads, $400 on Facebook, $300 on a directory listing. You have no idea which one is actually generating jobs.

The fix: Every enquiry source is tagged automatically (call tracking number per channel, unique web form fields). Monthly report shows you which ads pay back and which to kill.

Tools

CallRail or Phonexa + Google Sheets / Looker Studio

Typical cost

$45–$90/mo

Impact

Usually finds $300–$500/mo of wasted ad spend within the first month

07

Recurring job auto-scheduling

Medium

The pain: You do annual service contracts. Reminding customers their service is due is manual and you miss half of them.

The fix: When a job is logged in your system, auto-schedule a follow-up reminder 11 months later. Customer gets a friendly email asking to book in, with a one-click link. You retain recurring revenue without thinking about it.

Tools

Make.com + your CRM/scheduler

Typical cost

$29/mo (if scheduler is already paid)

Impact

Typical retention lift: 15–25% on recurring service work

08

Smart invoice payment reminders

Quick win

The pain: Customers pay slow. Chasing them feels awkward. Some never pay.

The fix: Automated reminder cadence after an invoice goes unpaid: gentle nudge at 7 days, firmer at 14, formal at 30. Tone of voice configured by you. Tracks who's still outstanding.

Tools

Xero built-in or Chaser/Satago

Typical cost

Free (Xero) or ~$30/mo (dedicated tools)

Impact

Drops average days-to-payment by 30–50%

09

Inbound email triage

Medium

The pain: Your inbox is chaos. New job enquiries are mixed in with supplier invoices, supplier marketing, council notices, and so on. Things get missed.

The fix: AI auto-categorises incoming emails (Job Enquiry / Invoice / Supplier / Internal / Marketing). Job enquiries get instant attention; everything else is filed for batch handling.

Tools

Make.com + your email + Gemini API

Typical cost

$30–$50/mo

Impact

Saves 30–60 mins/day of inbox time

10

Custom GPT for office staff questions

Bigger build

The pain: Office team constantly asks 'is John free Tuesday afternoon?' or 'what's our hourly rate for X?'. Owner becomes a human reference book.

The fix: A private chatbot trained on your business — service area, hourly rates, team availability, common process steps. Office staff ask it instead of interrupting you.

Tools

Custom Make.com + Gemini, or ChatGPT Teams

Typical cost

$30–$60/mo plus initial build

Impact

Saves 1–2 hours/day of owner interruptions

Don’t implement all ten at once

We see this go wrong constantly. Pick 2–3 quick wins first, get them stable and adopted, then add more. Most tradie businesses should start with #1 (AI receptionist), #2 (quote follow-up), and #4 (receipts) — they’re fast to implement and have immediate impact. The rest can wait until those three are running on autopilot.

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