The Trades Business Owner
In shortA trades business can connect AI to its job management and accounting software to spot unpaid completed jobs, leads nobody followed up and jobs missing notes. The value is in finding leaks, not counting jobs.
The same working day, before and after AI joined the team. Hours are typical, not exact.
Techs head out. You're not sure every job has notes.
The morning check flags jobs with no diary notes before vans leave.
Work orders arrive as emails and PDFs.
Each one becomes a job, with the client type set so reports make sense.
Someone says a client hasn't paid. Which one?
Completed-but-unpaid jobs sit at the top of the dashboard.
A lead from last week went cold.
Unworked leads are flagged the same day.
You check the business from your phone, again.
One dashboard, on your phone, built for the owner and the GM.
You run a field team and an office team. Leads come in by email, web form and WhatsApp; jobs live in your job software, money in your accounting tool. You only find out something slipped when a client complains or cash is short.
One job can be worth more than ten. So the question isn't how many jobs you did. It's which money is stuck, which lead nobody called, and who on the team needs help.
A 50-minute diagnostic on your own business. We map where AI fits and what to build first.
Yes. In this engagement both were connected to Claude through official connectors, so reports read live job and accounting data instead of exports.
Money stuck between 'job done' and 'paid', leads not followed up, jobs with no notes, and jobs with no client type. Volume of jobs matters less.
Not to start. Connectors and a well-written project cover the first months. Automation and APIs come later, once you know which reports you actually use.
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