Workflow Automation for Trades

Questions from trades businesses

Can the quoting system handle different job types?

Yes. We build the pricing logic around your actual pricing structure — emergency callouts, standard installations, ongoing maintenance contracts. Different job types can have different calculation rules.

What if I need to assess a job before quoting?

We build exception handling for that. If a job requires a site visit before quoting, the system sends a professional holding response and books the assessment into your calendar — rather than leaving the customer waiting.

Can it connect to my accounting software?

Yes — Xero, QuickBooks, and Sage are the most common for UK trades. Accepted quotes can automatically create invoices or jobs in your accounting system.

I get a lot of time-wasters — can the system filter them out?

That's exactly what the lead screening system does. You define the qualifying criteria — job size, location radius, service type, budget — and the system routes only the right enquiries to you.