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AI Agents
Simply put - AI Agents are digital workers that automate tasks.
Are you wondering how AI Agents and Tools fit into your day-to-day business? Maybe a bit skeptical as well?
Our advice? Just get started.
Get an AI Audit & Start with a small, low-cost pilot project so you can see the results.
operations agent
What it does:
Automates scheduling, job tracking, team comms, task handoffs, and internal notes from site to office and workflow management.
Problem it solves:
Prevents missed jobs, double-bookings, and poor team comms by creating a streamlined operational workflow.
Example
Client books a job, and the details instantly go into your calendar with notes, reminders, and checklists
COMMS & ADMIN agent
What it does:
Automates follow-ups, emails, SMS reminders, and creates content for quotes, emails, and social posts.
Problem it solves:
Reduces admin overload, missed reminders, and inconsistent client communication that slows jobs or loses leads.
Example
Quote is sent → follow-up SMS reminder goes out → email updates client
lead gen & quote agent
What it does:
Captures leads, books appointments, and generates quotes automatically to win more jobs with less admin.
Problem it solves:
Eliminates missed messages, slow replies, and time-consuming quoting that costs you jobs and cash flow.
Example
Chatbot books a quote call, captures info, sends it to Airtable CRM and generates a ready-to-send quote.
Job Reporting agent
What it does:
Captures site visit notes, job photos, and updates from the field, then syncs everything into shared folders.
Problem it solves:
Stops job info getting lost, improves invoicing accuracy, and keeps office + site in sync.
Example
Tradie logs notes and photos from their phone, auto-synced to job file and ready for invoicing.
AI Tool Examples
Ok, so we've identified some of the AI Agent categories above. Now lets look at some examples of some of the AI tools (or 'Tech Stacks') & their uses that can be deployed and customised specifically to your Trade or Service Business .
Build smart chatbots and voice assistants to capture leads and automate customer conversations easily.
A flexible database that looks like a spreadsheet, great for tracking jobs, leads, and tasks.
All-in-one workspace for notes, job tracking, checklists, and site reporting with real-time team updates.
Chat tool that keeps your team connected with instant messaging, file sharing, and smart AI integrations.
Add AI-powered voice calling to your business — automate quote reminders, follow-ups, and inbound call handling.
Automatically transcribes meetings, calls, and site visits — great for notes, summaries, and job documentation.
Appointment Setter AI:
Automate client bookings by letting them choose a time — syncs directly with your Google Calendar.
Project management tool to assign tasks, track progress, and manage your team in one place.
Create custom forms for quotes, feedback, or job reporting — all synced to your email or CRM.
Send automated SMS, calls, and reminders to customers — great for confirmations, updates, or follow-ups.
If you need bespoke solutions e.g. Site Visit or Quoting App - this is what we build on. Great for building customised small automations or AI agents.
Automate chats on Facebook and Instagram — great for lead capture, FAQs, and booking follow-ups.