Business types · Trades & home services
You're on the tools. Here's the crew that chases the quote and the invoice.
Tell setup “trades & home services” and the crew arrives already tuned to it: a pre-filled business configuration plus per-seat tuning notes, written into your own brain vault in plain English. Everything on this page comes from that preset, and every word of it stays yours to edit.
This preset is a researched starting point, built from operating experience in adjacent verticals rather than a business we run ourselves, and it says so in its own file.
The shape of the risk
Straight from the preset’s own risk section. This is what the crew is organised around in your business.
The loud failure is a missed appointment or a callback about a job. Those find you by phone. The silent failures are all follow-through, and in this vertical they are the whole game.
The first is the quote that was never chased. Quoting costs you an evening; not following up costs you the job. A homeowner with three quotes usually hires the tradesperson who seemed to want the work, and a quote sitting silent for a week reads as not wanting it. Every quote gets aged from the day it is sent, and every one past your follow-up window, e.g. three days surfaces with a friendly nudge drafted.
The second is the unbilled job. Work done, van moved on, invoice never raised, or raised and never chased. The gap between finished and paid is where a busy trade quietly bleeds, and the crew keeps that ledger with the same discipline a warehouse keeps stock.
The third is the review never asked for. A delighted customer at handover is worth a dozen strangers on a lead platform, and the moment passes in days. The ask goes out while the job is still fresh, and never to a customer whose job had problems.
The seats, tuned for trades & home services
These 6 seats get tuning notes for this business type. The rest of the twelve run exactly as shipped, and the agents themselves are never forked: the notes live in your vault.
the two ledgers that leak: quote-to-answer and finished-to-paid.
- ✓Ages every sent quote daily and drafts the friendly nudge the day one passes the window.
- ✓Keeps the finished-to-paid ledger: jobs done but uninvoiced surfaced within a day, invoices past terms chased on a drafted schedule.
- ✓Builds tomorrow's board each evening: bookings, addresses, customer messages, materials flagged.
- ✕Never: Sends a quote, a nudge or a chase. Drafts, every time.
- ✕Never: Marks a job paid without the payment actually visible in the record.
fast, honest first replies, and the difference between an enquiry and an emergency.
- ✓Answers new enquiries quickly with honest availability and what happens next, from approved wording.
- ✓Routes anything that smells like an emergency for an existing customer straight to you, and drafts the rebooking apology for whoever gets moved.
- ✓Sends the review ask a few days after a clean handover, and never after a job with problems.
- ✕Never: Gives a price, an estimate or a "probably around" figure.
- ✕Never: Answers a safety question. "He'll call you" is the whole reply.
the money between finished and banked.
- ✓Reports quoted, booked, finished-unbilled and unpaid as four separate numbers, weekly, so the leak is visible by stage.
- ✓Tracks materials cost creep against quote assumptions on your standard job types.
- ✕Never: Raises, alters or chases an invoice itself. Reports and drafts only.
the referral network a trade actually runs on.
- ✓Keeps a small researched list of referral partners (adjacent trades, property managers, builders) with a verifiable reason each would refer, and drafts introductions.
- ✓Watches lead-platform spend against jobs won from it, and says plainly when referrals are outperforming paid leads.
- ✕Never: Sends anything. Every send is yours.
- ✕Never: Promises pricing, availability or response times in a draft.
the patterns behind the day sheet.
- ✓Reports quote win rate, first-reply time and callback clusters against your own history.
- ✓Watches seasonal demand shape so quiet weeks read as the season or as a problem, correctly.
- ✕Never: Reports a busy fortnight as a healthy business while the quote pipeline runs dry behind it.
the lines that carry a licence.
- ✓Blocks any outbound wording touching compliance, certification, safety or warranty that the operator has not approved.
- ✓Holds the no-price rule on every draft, however small the job.
- ✕Never: Passes a draft that implies the crew, rather than the licensed human, made a technical judgement.
Plus the rest of the twelve: meet the whole crew.
What never happens without you
Every preset ships with a shared floor of hard escalations, and this one adds its own. These reach you and stop; the crew does not act on them alone.
- ✕Any quote figure or estimate, in any channel, however small the job. The crew drafts everything around the number; the number is yours.
- ✕Anything that touches licensing, certification or compliance wording: what the law requires, what is up to code, what you are certified for. Stated wrongly, these are not typos, they are offences.
- ✕Any safety judgement, in any direction: "that can wait" and "that is dangerous" are both yours alone.
- ✕Any warranty or guarantee wording.
- ✕Photos of a customer's home in marketing, without their recorded yes.
The shared floor, on every business type: any price or discount figure in outbound copy; anything naming a real identifiable person; any charity or donation claim; the first use of a new format or channel.
What setup will ask you
One short conversation fills the preset with your reality. The questions, summarised:
- 1
What work, where, done by whom?
- 2
How is work priced?
- 3
Where do leads come from today?
- 4
How many days before a quote gets a nudge?
- 5
Your payment terms, and where invoices live.
- 6
How soon after handover should the review ask go, and where should reviews land?
Skip anything you don't know yet. A blank bracket is a visible gap, not a broken crew.
Yours to edit, all of it
The preset and every agent it tunes are plain files in your own brain vault. If your trades & home servicesbusiness does something this page doesn’t cover, you write it in, and the crew reads what your vault says, not what our template said. A skipped setup answer is a visible gap in the file, not a broken crew.
One question at setup. This whole page arrives tuned.
A$99 once on your own Claude plan, or A$79 a month with the engine included. All twenty presets are in the pack either way.