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Trades & Professional Services · New Zealand

Technology built for the businesses that keep NZ running — trades, professional services, and the people who do the work.

Trades and professional services businesses in New Zealand are often the most time-poor and the most underserved by software. We build AI tools, automation, and operational platforms that are practical, fast to implement, and built around how you actually work.

AI lead capture and quote request handlingCRM setup for lead pipeline and follow-upJob and project management automationXero integration for invoicing and payments
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Common challenges in trades & professional services

The patterns we see again and again in trades & professional services businesses — and what they cost.

Missing inbound leads because the phone is not answered while you are on the tools

Quoting and follow-up happening manually from memory or a shared inbox

Job management on spreadsheets and WhatsApp that cannot scale past 10 concurrent jobs

Invoicing delayed because it requires someone to manually create each invoice in Xero

What We Build

How we help trades & professional services businesses

AI assistant for lead capture and quote requests

An AI assistant on your website captures enquiries the moment they arrive — qualifying the job, collecting the details you need, and booking a callback or site visit while you are on the tools.

CRM configured for trades and professional services pipelines

A properly set-up CRM tracks every lead from first contact to signed agreement, with automatic follow-up reminders at the intervals that match your quoting cycle.

Job management automation and Xero integration

When a job is completed, an invoice is created in Xero automatically. Job status, team assignment, and client communications flow through a single system instead of five different apps.

Custom operational platforms for growing businesses

For trades and professional services firms that have genuinely outgrown standard software, we build purpose-built platforms — lead-to-invoice, field-to-office, with the integrations your specific operation needs.

Trades & Professional Services — common questions

We are a small team — is this technology too complex for us?

No. Most of our trades and professional services clients have small teams with no internal tech capability. We scope, build, and train your team on everything. You get a working system without managing engineers.

Can you integrate with Fergus, ServiceM8, or simPRO?

Yes. These are the most common NZ trades job management platforms and we integrate with all of them — connecting them to Xero, your CRM, your website, and your communications tools.

What is the most common starting point for a trades business?

Usually one of two things: an AI assistant to capture leads while the team is on the tools, or a CRM to bring the quoting pipeline under control. Both can be live in two to four weeks and both pay back quickly.

Working in trades & professional services? Let's talk.

Book a free 30-minute call. We will listen to where you are stuck and tell you honestly which approach would make the biggest difference for a trades & professional services business at your stage.

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Intellect Technologies
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