50 Automations for Tradespeople
We’ve worked with countless small business owners to streamline their daily tasks. Below are the top five automations we implement, plus a full list of 50 options to handle everything from scheduling to payments
“Creator Project wired in a 24/7 chatbot, missed‑call texts, and auto‑invoicing. I stopped losing jobs from slow, manual responses and gained five extra hours every week.”
– Sam, Plumber
5 High‑Impact Automations — All Done‑for‑You
1. 24/7 ChatGPT Chatbot
Answers FAQs, captures leads, and books jobs while you’re on site.
2. Missed‑Call Text‑Back → Chatbot
Every missed or after‑hours call triggers a text that links straight to the chatbot, so no prospect slips away and information is gathered.
3.Instant Lead Follow‑Up
Web or ad leads get an SMS/email within 30 seconds inviting them into the chatbot to qualify and schedule.
4.Smart Booking & Reminders
Customers pick a slot online; the chatbot confirms and sends reminders, killing no‑shows.
5.Auto Quotes, Invoices & Payment Nudges
After the chatbot collects job details, the system sends a quote, gets approval from you, issues the invoice, and follows up—zero chasing.
Ready to save hours and get more jobs?
50 Automations that are working for other businesses like yours
(of course your automations will be tailored to you)
Monthly Time Saved
170 hours freed up every monthWhat an Employee Would Cost You
£1,945 /month at UK minimum wage*| Automation Name | What It Does | Time Saved /Week | Why It Matters |
|---|---|---|---|
| AI Chat & SMS Agent | Answers inquiries 24/7, quotes jobs, books slots. | ≈5 hrs | You stop answering the phone all day – the bot handles it. |
| Missed‑Call Text‑Back | Automatically texts any missed caller. | ≈1 hr | Recovers leads lost while you’re on a roof or under a sink. |
| Online Lead Capture → CRM | leads explain what job they want doing. | ≈1 hr | No manual typing from you; every enquiry gets a personalised follow up. |
| Instant Lead Auto‑Response | Sends personalised SMS/email within seconds. | ≈1 hr | Fast replies win more jobs over slower competitors. |
| Lead‑Nurture Drip Campaign | Automatic follow‑ups over days. | ≈2 hrs | Turns “thinking about it” into booked work while you sleep. |
| Self‑Service Online Scheduling | Clients pick free slots in real time. | ≈2 hrs | Ends phone tag and double‑booking. |
| Booking Confirm & Reminder | Instant confirm + 24‑hr SMS reminder. | ≈1 hr | Slashes no‑shows and wasted travel. |
| After‑Hours Auto‑Responder | Replies when office closed. | ≈0.5 hr | Captures late‑night enquiries automatically. |
| Website Chatbot | Answers FAQs & books jobs on site. | ≈1 hr | Reduces repetitive phone questions. |
| New‑Customer Onboarding Sequence | Welcome email, what to expect, prep tips. | ≈1 hr | Sets clear expectations; fewer follow‑up calls. |
| Instant Quote Generator | Creates PDF estimate from template. | ≈2 hrs | You get prices to prospects faster than rivals. |
| Quote Follow‑Up Reminder | Nudges if estimate not approved in 3 days. | ≈1 hr | Win more quotes without remembering to chase. |
| Online Quote Approval + Booking | Client clicks “Accept” → picks date. | ≈1 hr | Smooth path from estimate to paid job. |
| Customer Job‑Status Updates | SMS when job moves stage. | ≈0.5 hr | Stops “Any update?” calls. |
| Technician En‑Route SMS | Sends ETA when tech leaves previous job. | ≈0.5 hr | Professional, Uber‑like arrival updates. |
| Post‑Service Thank‑You & Feedback | Sends thank‑you + quick survey. | ≈0.5 hr | Catches issues privately before bad reviews. |
| Review Request Automation | Day‑after SMS with Google link. | ≈0.5 hr | Builds 5‑star profile automatically. |
| Referral Invite | Asks happy client to refer friend. | ≈0.5 hr | Cheap new leads from word‑of‑mouth. |
| Seasonal Service Reminder | Texts boiler checks, AC tune‑ups, etc. | ≈1 hr | Generates repeat work without calendar juggling. |
| Recurring Maintenance Scheduler | Auto books next visit every X months. | ≈1 hr | Steady revenue stream with no manual tracking. |
| Lapsed‑Client Re‑Engage | Emails customers inactive 12 months. | ≈1 hr | Revives old clients cheaper than ads. |
| Multi‑Channel Lead Integration | Facebook / Google Ads leads → CRM instantly. | ≈1 hr | No lead left in spreadsheets or email. |
| Google Chat Auto‑Reply | Instant answer in GBP chat. | ≈0.5 hr | Hooks searchers before they call next listing. |
| Social DM Auto‑Reply | Responds to IG/FB DMs off‑hours. | ≈0.5 hr | Prospects not lost overnight. |
| Job Pipeline Automation | Moves cards as tasks complete. | ≈1 hr | Owner sees job status without whiteboard updates. |
| Auto Job Assignment & Dispatch | Routes job to nearest available tech. | ≈1 hr | Saves dispatcher time; faster response. |
| Daily Schedule SMS to Team | 7 a.m. text with route & jobs. | ≈0.5 hr | Techs arrive prepared; fewer calls to office. |
| GPS Auto Time‑Tracking | Logs arrival/depart without timesheets. | ≈1 hr | Accurate labour hours for payroll. |
| Digital Work‑Order Checklist | Mobile checklist ensures tasks done. | ≈1 hr | Consistent quality & less office data entry. |
| Photo Proof Archiving | Saves before/after photos to job. | ≈0.5 hr | Evidence for warranty & marketing. |
| Inventory Low‑Stock Alerts | SMS when parts bin low. | ≈0.5 hr | No emergency runs to supplier. |
| Automated Parts Re‑Order | Drafts PO email at threshold. | ≈1 hr | Keeps van stocked without admin. |
| Instant Invoice Creation | Generates invoice on job close. | ≈1.5 hr | Bill same‑day; speed up cash flow. |
| Online Payment Link | SMS link to pay card/PayPal. | ≈1 hr | Get paid before leaving driveway. |
| Payment Receipt & Thanks | Sends receipt automatically. | ≈0.5 hr | No evening admin printing invoices. |
| Upcoming Invoice Reminder | SMS few days before due. | ≈0.5 hr | Reduces late payments politely. |
| Overdue Invoice Sequence | Escalating reminders + fee note. | ≈2 hrs | Cuts chasing time; improves cash flow. |
| Recurring Billing Automation | Auto charges maintenance plans. | ≈1 hr | Predictable income, zero manual invoicing. |
| Expense Receipt Capture | Snap photo → logs to sheet. | ≈1 hr | No shoebox of receipts at tax time. |
| Accounting Sync | Push sales & expenses to Xero/QBO. | ≈1 hr | No double‑entry bookkeeping. |
| Weekly KPI Email | Jobs, revenue, conversion rates. | ≈0.5 hr | Owner sees business health in a glance. |
| Voicemail Transcription | Text copy of voicemail in CRM. | ≈0.5 hr | Scan messages instead of replay audio. |
| Internal Task Reminders | Automatic follow‑up tasks set. | ≈0.5 hr | Nothing forgotten; lighter mental load. |
| Lead/Quote Unanswered Alert | Flags any enquiry untouched 4 hrs. | ≈0.5 hr | Prevents leads slipping through cracks. |
| Team New‑Lead Notification | Instant Slack/SMS to team. | ≈0.5 hr | Faster response = more bookings. |
| Licence & Insurance Alert | SMS 30 days before expiry. | ≈0.5 hr | Avoid fines & work stoppage. |
| Voice‑to‑Text Job Notes | Tech speaks notes; auto transcribed. | ≈0.5 hr | Detailed records without typing evenings. |
| Route Optimiser | Reorders daily jobs for least drive time. | ≈1 hr | Saves fuel & fits in an extra job. |
| One‑Click Marketing Blast | Pre‑built promo email/SMS to list. | ≈1 hr | Fill slow weeks in minutes, not hours. |
