MG
For Trades & Field Services

AI Automation for Trades & Field Service Businesses

Stop losing leads, stop losing hours to quoting, and stop letting follow-ups slip. Practical automation for HVAC, plumbing, electrical, roofing, and home services across Ontario.

What's Costing Trades Businesses Deals

Leads Go Cold in Your Inbox

The phone rings, the form submits, and by the time someone gets back, the prospect has already called your competitor.

Quoting Takes Half a Day

Site visit, measurements, manual pricing, proposal doc, email, wait for signature. Every step adds delay — and every delay costs you deals.

Dispatch Is a Whiteboard

Job routing lives in someone's head or on paper. Techs show up late, customers get frustrated, and you spend evenings sorting out tomorrow's schedule.

Follow-Ups Don't Happen

Completed job? Sold service? There's no automated nudge for reviews, maintenance reminders, or the next season's booking — so repeat revenue leaks out.

What I Build for Trades Businesses

Automation that fits how field teams actually work — on phones, in trucks, on site.

Lead Triage & Response Automation

Every inbound lead triaged, qualified, and auto-responded to within minutes — with the right info routed to the right tech.

Quote Generation Workflows

Pull pricing, generate professional quotes, and send them while you're still on site. Sign-on-the-spot becomes realistic.

Dispatch & Job Management

Live job boards, route optimization, and tech schedules that update in real time — visible to you, the office, and the field.

Review & Maintenance Follow-Up

Automated nudges for Google reviews after completion, maintenance reminders at the right cadence, and seasonal rebooking prompts.

Sprint Options for Trades

Each can be scoped and delivered in 1-2 weeks.

Inbox & Inquiry Triage Automation

$3,000 - $5,000

Automatically sort, prioritize, and route incoming leads so nothing falls through the cracks and response times drop to minutes.

Quote & Proposal Generation

$4,000 - $8,000

Automate your quoting — pull pricing, generate professional quotes, and get them out the door before you leave the job site.

CRM & Follow-Up Automation

$3,000 - $6,500

Ensure every lead gets followed up, every completed job gets a review ask, and every maintenance cycle gets a reminder.

Questions I Hear Most

Stop Losing Leads and Chasing Quotes

Book a free Operations & AI Audit. We'll map the biggest leaks in your current flow and what it would take to fix them.

Book Your Free Audit