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.
Trades & Professional Services technology, built around how the work really happens
Trades and professional services businesses are run by people who are very good at the work and short on hours for the admin. Leads go unanswered while the team is on the tools, quotes take days, and jobs, invoices and follow-ups live in different places.
We build practical, right-sized systems: AI assistants that capture and qualify leads, CRMs set up around your quoting pipeline, job management automation, and custom platforms when you outgrow off-the-shelf tools. We work with electricians, plumbers, builders, landscapers, architects, accountants, law firms, consultancies and similar firms.
We start with the smallest change that makes the biggest difference.
Use Cases
What we build for trades & professional services organisations
AI assistant for lead capture
Never miss an enquiry because you were on a roof or in a meeting.
- ✓Website chat and after-hours enquiry handling
- ✓Qualifying questions based on the job type
- ✓Photo and detail capture for quotes
- ✓Bookings and callback requests
- ✓Hand-off to your CRM or job tool
CRM for quoting pipelines
See every lead, quote and follow-up in one place.
- ✓Pipeline stages that match how you actually sell
- ✓Automated follow-up on outstanding quotes
- ✓Quote and proposal templates
- ✓Reminders and task assignment
- ✓Reporting on win rate and lead sources
Job management and Xero automation
Cut the double-entry between jobs, time and invoices.
- ✓Quote-to-job-to-invoice workflow
- ✓Time and materials capture from the field
- ✓Xero invoice and payment sync
- ✓Supplier orders and purchase tracking
- ✓Integration with Fergus, ServiceM8 or simPRO where they are in use
Client portals
Give clients a clear window into their project or matter.
- ✓Project or matter status and milestones
- ✓Document sharing and approvals
- ✓Invoice and payment visibility
- ✓Secure messaging
- ✓Branded for your business
Custom operational platforms
When spreadsheets and apps have run out of road, a single system built around how you work.
- ✓Lead pipeline, quotes, job lifecycle and invoicing in one place
- ✓Role-based access for office, field and clients
- ✓Third-party integrations such as Xero
- ✓Audit logging and reporting
- ✓A phased roadmap so you invest as you grow
Reporting and visibility
Run the business off real numbers instead of gut feel.
- ✓Revenue, margin and utilisation dashboards
- ✓Quote conversion and job profitability
- ✓Cash-flow and overdue invoice views
- ✓Team workload and capacity
- ✓Weekly reports delivered automatically
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.
Systems and platforms we work with
We integrate with what you already run rather than asking you to replace it.
Accounting
Job and service management
CRM
Communication
Documents
Compliance, privacy and security
Privacy
Client details, photos and documents are handled in line with the Privacy Act 2020, with sensible retention and access controls.
Marketing and messaging consent
Follow-up and marketing automation is configured to support the Unsolicited Electronic Messages Act 2007.
Contract and trade practice
Quote and invoice templates can reflect your terms and your obligations under the Fair Trading Act and Consumer Guarantees Act, though your advisers define the wording.
Professional obligations
For law, accounting and advisory firms, we design confidentiality, trust-account separation and access controls to fit your professional standards.
How We Work
From first conversation to production
1. Discovery
We map how work and data move today — who touches what, where information is re-keyed, and where it gets lost — by talking to the people doing the work.
2. Scope and prioritise
We agree a first release that solves one concrete problem well, with a roadmap for what follows, so value shows up early without a big-bang commitment.
3. Design with users
Prototypes are tested with real users before build, because adoption, not features, decides whether a system succeeds.
4. Build and integrate
Iterative delivery with regular demos on working software, integrated with your existing systems from the start.
5. Launch and support
Staged rollout, training material, monitoring and ongoing support so the system keeps working after go-live.
Services we apply for trades & professional services clients
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.
Do you only build custom systems?
No. Many engagements configure tools you already pay for. We recommend custom builds only when off-the-shelf products clearly will not fit.
Who owns the software and the data?
You do. Data, source code and documentation are yours, agreed in writing up front. We avoid proprietary lock-in and document systems so another team could maintain them.
How long does a typical project take?
It depends on scope. A focused first release is typically scoped in weeks, and larger platforms are delivered in phases so you get working software early. We provide a written scope and estimate after a discovery conversation rather than a guess on the first call.
Is this relevant if we are a smaller organisation?
Yes. Many engagements are a single workflow rather than a platform. We will tell you honestly if an off-the-shelf product is a better fit.
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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