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These are the 10 automations every tradie must have. You're on the tools from 7 till 4, then the second shift starts at the kitchen table: quotes, invoices, a docket you can't find and messages spread across five places. Every one of those jobs can now be handled by an automation that runs in the background while you work, and set up together, these ten can save you eight hours of admin a week.
Watch the 38-second video above, then read what each one does and what it saves you. The free guide has the full detail, with real examples, and the order to set them up in.
More hours back: five automations that give you your evenings back
The first five take the admin off your plate. Together they're where most of the eight hours a week comes from.
1. Invoices by voice
After the job, sit in the ute, hit the button on the app and say what you did. The AI writes the invoice, checks the parts you bought for that job are on it, asks how many hours it took, and checks for missed charges like hire, disposal, call-out fees and van stock. An invoice in 5 minutes instead of 30, done before you get home, and never a part left off the bill again.
2. Quotes by voice
Describe the job out loud, the way you'd explain it to a mate. The AI asks a question or two, then drafts the whole quote, parts and labour, at your own hourly rate and prices. You approve it and it's sent. A quote in 5 to 10 minutes instead of an hour, out the same day while the customer is still keen.
3. One inbox for every call, text, email and message
Every call, missed call, text, email, Facebook and Instagram message lands in one thread for each customer, and the whole team sees the same thing. It connects to your job management and accounting software, and it's where the other automations run from. One place to check, not five, and nothing forgotten.
4. Automatic customer texts
The everyday texts go out for you at the right moment: the booking confirmation the day before, "on our way" or "running late" with one tap, and "job's done, here's your invoice" when you finish. No more typing the same texts every day, and fewer "where are you?" calls while you're driving.
5. Live dashboards
Quotes sent versus won, reply times and revenue by job type, pulled from your job management software and your accounts onto one live screen. Every key number in an instant, so you stop running the business on gut feel and the bank balance.
More jobs in: five automations that stop you losing the jobs you already get
The second five don't cost you more in marketing. They win more of the work that's already coming in. For more on this side, read 5 ways tradies get more jobs without spending more on marketing.
6. Missed-call text-back
When you're up a ladder and miss a call, most customers don't leave a voicemail. They ring the next tradie on Google, and every missed call is a $300 to $800 job at risk. With missed-call text-back, the customer gets a text from your business within seconds, the AI asks their name and what the job is, and tells them you'll call shortly. Not a robot voice. A text.
7. 24/7 AI website chatbot
Plenty of people look for a tradie at night. A chatbot on your website answers them 24/7, set up with your services and the areas you cover. It asks the questions you'd ask, collects their name, number and job details, and books the call-back. Replying fast increases your chance of winning the job by 50%.
8. Automatic quote follow-up
30 to 40% of quotes never get a single follow-up. As soon as a quote goes out from your job management software, every one is chased by text and email on days 1, 3, 7, 14 and 30, and it stops the moment they accept. Quote follow-up lifts conversions by 20 to 30%.
9. Automatic Google review requests
Mark the job complete as you do now, and a Google review request goes to the customer automatically. A review asked for after every job, not just when you remember, and more reviews lift you up Google Maps, which means more calls.
10. Automatic referral requests
14 days after a job is completed, the customer gets a friendly text asking if they know anyone else who needs a hand. Referrals land straight in your inbox, so you know who sent them. Every customer asked, every time, without asking face to face.
Which one should you set up first?
Don't try to do all ten at once. The free guide sets out the order we recommend for most trade businesses, starting with the two that catch everything, then the biggest time savers, then the ones that win more of the jobs you quote. All ten together means more jobs won, every job billed in full, and around eight hours of admin a week back. That's a full working day you can spend on the tools, or at home.
Not sure where to start?
The free guide sets out which one to set up first for most trade businesses.
What this costs you if you do nothing
Without them:
- Every missed call that goes to voicemail is a $300 to $800 job at risk.
- 30 to 40% of your quotes are never followed up, so jobs you could have won quietly go to someone else.
- Invoices get done at 9pm, and parts and charges get left off the bill.
- Eight hours a week go on admin a system could do.
Transcript
Here's what the smartest tradies are automating. I've put all ten automations into one free guide.
Stop thinking you have to hire more admin staff as the paperwork builds. These automations cut your admin and help you win more jobs. And the guide shows you, clearly and simply, how to get it all done.
The free guide covers all 10: what each one does, what it saves you, and which one to set up first.
If you enjoy working late at night and on weekends, then this definitely isn't the guide for you.
And if you want to get more time back in your week, grab the free guide below.
Give it a try now
Each automation in full, with real examples of the texts and screens.
Frequently asked questions
Do I have to change my job management software?
No. These automations work with your job management software, not instead of it. They connect to AroFlo, Tradify and simPRO, and to Xero and MYOB.
How much of my time does it take to set up?
Almost none. Digital Growth Genius sets every one of these systems up for you, connects it to your job management and accounting software, and shows you and your team how to use it. That only takes around 20 minutes.
Where does the eight hours a week come from?
Mostly from the first five: invoices and quotes done in the ute instead of at night, the everyday customer texts sent for you, one inbox instead of five, and your numbers on one screen. Read more in 5 ways a tradie can save 8 hours of admin every week.
What does the free guide cover that this article doesn't?
Each automation in full, with real examples of the texts and screens, what it saves you, and the order to set them up in.
Get the free guide
Want all ten in detail, and which one to set up first? Get the free guide: 10 automations every tradie must have. I'll send it to your email and phone.
Get your evenings back
All 10 automations, what each one saves you, and which one to set up first.
