AI Automation Platform for UK Trades Businesses
Smart Systems That Automate, Scale and Grow Your Trades Business
SmartFlow AI handles your calls, quotes, workflows, operations, marketing and follow-ups
- so your business stays organised, responsive and profitable 24/7.
Helping roofers, plumbers, HVAC, fitters, electricians, builders and installers
modernise their workflow, automate admin and scale without extra staff.
4 Key Areas of Smart Automation
AI now supports almost every part of a modern trades business. Here’s how:
1. Customer Service & Communication
24/7 AI Voice Agents & Chatbots
AI can answer calls, reply to website enquiries, qualify leads, answer FAQs, and book jobs instantly – even after hours. This ensures no enquiry is ever missed.
Automated Customer Updates
AI tools can automatically send booking confirmations, ETA updates, reminders, and review requests via SMS or WhatsApp, keeping customers informed without manual effort.
2. Job Management & Scheduling
Smarter Scheduling & Routing
AI prioritises jobs based on skillset, location, travel time, and traffic data. This reduces fuel costs and improves job efficiency.
Real-Time Field Operations
Engineers can receive updated work orders, notes, and customer history on their phones. After each job, AI can auto-generate reports or summaries, cutting out paperwork.
3. Finance & Administration
Automated Quotes & Invoices
AI can generate and send professional quotes and invoices the moment a job is completed. Payment links, Tap-to-Pay tech and automated reminders speed up cashflow.
Smart Expense Tracking
Snap a photo of a receipt and AI will automatically sort it into the correct tax category.
4. Operations & Field Work
Predictive Maintenance
For HVAC, electrical and industrial systems, AI can analyse sensor data to spot failures before they happen – reducing downtime for clients.
Smart Stock & Ordering
AI monitors stock levels, compares prices from suppliers (Screwfix, Wickes, Toolstation), and can reorder materials before they run out.
Compliance & Documentation
AI can track certifications (Gas Safe, NICEIC, F-Gas), send renewal reminders, and auto-organise job photos for reports and customer communication.
Your AI-Powered Business System
SmartFlow automates enquiries, quotes, scheduling and admin, giving you a smoother operation and fewer jobs slipping through the cracks.
4 Benefits for Trades Businesses
Identify friction points > Look for bottlenecks like missed calls, scheduling clashes, late invoices, or manual data entry.
Higher Efficiency
Repetitive admin disappears, freeing up hours every week.
Better Customer Experience
Instant responses, faster updates, and smoother communication build trust.
Smarter Decisions
AI turns scattered job info into clear insights on pricing, profit, and scheduling.
Easy Scaling
With fewer manual tasks, businesses can take on more work without expanding their team.
More Growth. Less Admin. Smarter Workflow Processes.
OPERATIONS AUTOMATION
OPERATIONS AUTOMATION
Admin tasks. Reviews. Invoicing. Workflows. One Inbox.
What it is:
SmartFlow automates your core operations so the back-end of your business runs smoothly without manual effort.
Why it matters:
Admin chaos kills growth — missed invoices, lost messages, forgotten jobs, no follow-up. Automating operations gives you clarity, speed and consistency.
How it Works:
Automated job workflows
Tap-to-pay card/phone payments
SmartFlow Instant Invoice > Automatic invoice generation
One unified inbox for calls, SMS, email, WhatsApp, Facebook. Reply to everything from one managed, central place.
Job updates + ETA messages
Review requests
Staff reminders and checklists
Service reminders at 6/12 months
GDPR-safe data handling + customer opt-in management
INBOUND SALES AUTOMATION
Qualifies. Engages. Converts. 24/7.
What it is:
Your AI and automation tools handle new leads instantly — even when you're on a job, driving, asleep or fully booked.
Why it matters:
Trades lose thousands each year to slow replies and unanswered calls.
How it works:
SmartFlow Voice Agent (AI phone receptionist)
SmartFlow Lead Qualifier (triages new enquiries)
Instant call-back + booking link via SMS/WhatsApp
Automatic quote sending
Quote follow-ups
Job booking workflows
Form submissions → instant engagement
Pipeline movement + deal tracking
MARKETING AUTOMATION
Campaigns. Nurturing. Re-Activation. Multi-Channel Content.
What it is:
Your marketing runs automatically across SMS, WhatsApp, email and social channels — even if you’re not posting daily.
Why it matters:
Most trades rely purely on inbound calls and ignore the gold sitting in their CRM.
How it works:
SmartFlow ReIgnite Loop (past customers + old quotes revived)
Multi-channel nurturing campaigns
Automated review funnels (Google + Trustpilot)
WhatsApp, email + SMS promotions
Seasonal service reminders
Content drip sequences
Lead magnets + follow-up sequences
Customer journeys that build trust at each stage
SmartFlow Tools That Run Your Business
SmartFlow automates the repetitive jobs you shouldn’t be doing - saving time, reducing mistakes, and keeping your business moving. Here are a few of the AI-powered solutions SmartFlow can build:
SmartFlow Voice Agent
(AI Phone Receptionist)
Answers every call instantly, books jobs, checks availability, and filters time-wasters - 24/7.
Books jobs into your calendar
Captures customer details
Human-like, natural sounding conversation
Handles out-of-hours calls
Reduces missed-job losses
SmartFlow WhatsApp Agent
Your AI WhatsApp assistant for bookings, updates, marketing campaigns and customer service.
Customers chat in WhatsApp - where they prefer
Share photos, videos and location
Book jobs automatically
Get instant answers + quotes
Collect reviews
GDPR-safe opt-ins included
SmartFlow Instant Invoice
& Tap-to-pay
Create and send professional invoices with one tap - no more admin backlog.
Auto-filled customer details
Instant payment links
Tap-to-pay Apple/Google Pay
Payment reminders
Auto-updated records
GDPR-compliant storage
The Reignite Loop
Bring Back Past Quotes + Old Customers On Autopilot
When work slows down, most trades forget to reach out.
Your ReIgnite Loop fixes that.
Automatically messages old quotes
Reaches out to all past customers
Sends personalised offers or check-in messages
Fills quiet weeks with easy, low-effort jobs
Result:
More work. More reviews. More referrals.
SMARTFLOW FOR TRADES (WHY YOU WIN)
Systems That Help Trades Grow, Scale and Win More Work
⚡ Faster response times
🔄 More Consistent workflows
📘 Clearer operations
💬 Easier communication
📈 Higher quote conversions
⭐ Better and more customer reviews
♻ More retained customers
🧠 A business that runs even when you’re busy
Everything works together — Voice, WhatsApp, workflows, marketing, invoicing — in one connected engine.
From the Author of:
“AI-Powered Growth for Trades Businesses”
Your system is built from 111+ pages of practical AI workflows, automation scripts and proven processes used by roofers, plumbers, heating and gas contractors, electricians, builders and more trades.
Available to buy in Amazon Kindle Store Now.
AI is transforming home-service businesses faster than ever.
Trades that adopt it are winning more jobs, responding quicker, and running smoother operations - all without adding more staff or working longer hours.
This practical guide shows plumbers, electricians, roofers, HVAC pros, landscapers, and other service businesses exactly how AI can help them grow. You will learn how to fix the real problems that hold most businesses back: missed calls, slow follow-ups, admin overload, and inconsistent marketing.
Discover how modern AI tools can answer enquiries instantly, qualify leads, follow up quotes automatically, book appointments, and keep customers engaged while you are busy on the job. You will also learn how to use AI to create trust-building content, collect more reviews, revive old leads, and improve your customer experience with zero extra effort.
Whether you are established or just starting out, this book gives you simple, actionable systems to work smarter, boost conversion rates, and build a more profitable, less stressful business in today’s fast-changing market.
Your next customer could be reaching out right now - make sure someone answers.
OUR PROCESS
How We Onboard Trades Businesses
1️⃣ Consultation
We review your current setup: your calls, quote process and systems.
2️⃣ Build Your SmartFlow System
Voice agent + automations + review funnels + booking pages.
3️⃣ Go Live In 7 Days
We stay on to refine and optimise, and offer ongoing support as needed.
Or you can choose to take a 14-day free trial of SmartFlow AI (lite version).
We build the full version in the background while you're enjoying the benefits.
Ready To Automate Your Business And Scale Without Stress?
Book a free consultation — we only onboard 3 trades businesses per month.
Helping UK trades businesses win more jobs and keep customers coming back
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