Instead of scribbling customer details on scraps of paper, automation can log enquiries straight from your website or phone into a CRM or Google Sheet — with an instant email or SMS reply to the customer.
No more late-night quoting sessions. AI can generate quotes using pre-set templates and even send follow-up reminders automatically.
Stop worrying about double bookings. Automated scheduling tools add jobs straight to your calendar and send reminders to both you and the customer.
When a job is marked complete, an invoice is created and sent instantly. If it’s not paid, polite reminders go out automatically until it’s settled.
Instead of spending hours pulling together spreadsheets, you can get automatic weekly or monthly reports emailed to you — showing completed jobs, outstanding invoices, and business performance.
In 2025, admin doesn’t need to be a burden. By automating these five core tasks, tradies can save hours every week, get paid faster, and enjoy more time on the tools (or with their family and mates).
At SiteSmart AI, we help tradies set up these automations quickly and simply — so your business runs smoother without the stress.
.png)
