Website Form Submission
When a customer fills out a quote request, job enquiry, or contact form on your site.
ServicesAI Automations
AI Automation
Put the admin on autopilot
Quote follow-ups, bookings, reminders, invoicing. The admin runs itself while you stay on the tools.
The rundown
What AI automation actually does for you
Every tradie business runs on the same boring loop: quote, follow up, book, remind, invoice, chase. We wire that loop together so it runs itself. You stay on the tools; the software handles the back-and-forth.
- Win more jobs Every quote chased, every lead answered fast, so you stop leaking work you've already paid to win.
- Get paid faster Invoices go out the second a job's done and chase themselves. Cash lands sooner.
- Fewer no-shows Automatic reminders mean customers turn up, not a wasted slot or trip.
- Hours back every week The admin runs in the background. Real time back on the tools.
What's possible
What automation will you create?
Not sure what you'd even automate? Browse the building blocks. Pick a trigger, pick an action, and we wire them together. Start with one, add more as you grow.
Update CRM Contact
Add or update a client record with new job info, tags, or notes.
Tag Lead Based on Job Type
Automatically tag contacts (e.g. "Electrical Quote", "Roof Leak", "Urgent") for smarter sorting.
Sync to Job Scheduler
Push job info into your calendar or scheduling platform so it's locked in and visible.
Start a Workflow or Sequence
Kick off a sequence of emails, tasks, or automations when certain conditions are met (e.g. onboarding).
Send SMS to Customer
Automatically send a message to confirm a booking, quote sent, job complete, and the rest.
Send Internal Notification
Alert your team via email, SMS, or app when a new job or urgent lead comes in.
Send Follow-Up Email
Trigger a follow-up email after a quote or service, reminding the customer to take the next step.
Quote Sent
Fires when you send a quote to a customer via email or SMS.
Quote Accepted
When a customer clicks "accept" or gives verbal approval, captured through forms or linked systems.
Photo or File Uploaded
When a customer or team member uploads photos, signed docs, or files (e.g. compliance paperwork).
New Lead Captured
When a new lead comes in from any source: website, social, email, or manual entry.
New Job Added to Calendar
Triggered when you or a staff member adds a new job manually to the calendar.
Job Completed
Triggered once a job is marked as complete in your system, or marked off on-site.
Invoice Paid
When payment is confirmed, either online or manually recorded.
Generate and Send Invoice
Create and send a tax invoice based on job details or quote approval.
Follow-Up Reminder Due
A time-based trigger for chasing quotes, booking reminders, or after-service follow-ups.
Create New Job Entry
Add a new job or work order into your system based on form data or lead info.
Client Books Online
When a customer uses your online booking tool to lock in a job or inspection.
Assign Job to Team Member
Auto-allocate a job to a staff member based on location, service type, or availability.
Custom Trigger or Action
Don't see the trigger or action you need? Let us know, we can build one to fit your exact workflow.
What we build with
The tools behind your automations
We don't reinvent the wheel. We wire together the best automation, AI and trade platforms, the ones you already run plus the heavy hitters under the hood.
Projects we've worked on
Real work, real results
A look at what we've built for trade and construction businesses, websites, automations and custom software that earns its keep.
Success Story
This Tradie Automated Everything!
See how Jarryd from Building Site CCTV ditched the admin and scaled his business using smart automations.
“Automating with Trade Magnet is easily the best business decision we have ever made”
FAQ
AI automation, answered
The questions builders and construction managers ask us before they get started. Can't find yours? Get in touch and we'll talk it through.
What is AI automation, in plain terms?
It's software that handles the repetitive admin in your business so your team doesn't have to. Think of the same steps you do every day, chasing a quote, confirming a booking, sending an invoice, and imagine them happening on their own, in the background, without anyone touching a keyboard.
What can you actually automate for me?
Most of the back-and-forth that eats your week: quote follow-ups, appointment reminders, lead responses, job updates, invoicing and payment chasing. If it's a task someone on your team does over and over the same way, there's a good chance we can automate it.
Is this really AI, or just automation?
Both, and we use the right tool for the job. A lot of the wins are straight automation: a quote going out, a reminder firing on time. AI earns its place on the judgement calls, reading a messy enquiry, sorting it, drafting a sensible reply, scoring a lead. We only bring AI in where it genuinely beats a simple rule.
Do I need to be technical to use this?
Not at all. We build, connect and test everything for you, then hand it over running. Your team carries on using the tools they already know. The automation works quietly in the background.
Will it work with the software I already use?
In most cases, yes. If your platform has an API (and the major trade and construction platforms do) we can connect to it. We're a certified ServiceM8 partner and work with Simpro, Xero, MYOB, GoHighLevel and plenty more.
Do I have to switch to new software?
No. If you're already running a CRM or job management system, we automate around it. There's no need to rip out what's working. We fit in with your current setup.
How much time will it actually save?
It depends on how much manual admin you're carrying, but most clients win back hours every week from the first automation alone. That's time your team spends on real work instead of chasing paperwork.
Is my data safe?
Yes. We connect to your systems through secure, official integrations, and your data stays in the platforms you already trust. We only ever access what's needed to make the automation work.
How long until it's up and running?
Most single automations are live within a week or two, depending on how many tools we're wiring together. You'll usually see the time savings almost straight away.
What if my process changes down the track?
That's expected, and easy to handle. Automations are simple to adjust. As your business grows or your process shifts, we tweak what's there or build the next one.
Ready when you are
Get a real estimate, built around your business.
Answer a few quick questions and find out exactly what it takes to automate the boring bits.
- Free
- About a minute
- Indicative only, not a quote