Automate your small business. Build systems that run smoother.
We help trade and service businesses cut admin, connect their tools, and build systems that actually stick.
Built for busy small businesses
If your business runs on enquiries, bookings, quotes, jobs, invoices, or follow-ups, we can help you streamline it.
Great fit for:
- HVAC, plumbing, electrical, pest control, and trade businesses
- Field service companies with repeat clients
- Local businesses with bookings and repeat work
- Teams juggling multiple tools and inboxes
If this sounds familiar:
- •Information scattered across emails, messages, and tools
- •Doing the same admin work over and over
- •Follow-ups happen late (or not at all)
- •Tools don't connect, so you re-enter the same data
- •Need better systems, but keep them simple and practical
Services
Four ways we help you work smarter
AI Business Assessment
A 45-minute to 1-hour interview about your workflows. We deliver an AI-generated report identifying your biggest time wasters, quick wins, and automation opportunities. Delivered within 48 hours.
Business automation consulting
We map your workflow, identify bottlenecks, and design a system your team can follow.
Typical outcomes:
- Clear handoffs and fewer missed steps
- Less admin and less context switching
- Faster turnaround and better visibility
Automations that connect your tools
We automate repetitive work and keep your systems in sync.
Common automations:
- →Form → CRM → task → confirmation sent
- →New client → folder + docs → team notified
- →Invoice paid → receipt + project updated
- →Status changes → follow-up emails/SMS
- →Alerts for high-value leads or overdue items
Custom web apps built for your workflow
When your process doesn't fit neatly into off-the-shelf software, we build a lightweight web app that does.
Examples of custom apps:
- Internal dashboards (sales, ops, delivery)
- Simple client portals
- Quote or intake tools
- Approval flows and handover checklists
- Replace messy spreadsheets
Goal: make the work easier, not more complex.
ServiceM8 setup and support
If ServiceM8 is part of your workflow, we can set it up properly and help you get the most out of it.
We help with:
- Setup, templates, forms, and workflows
- Team training and adoption
- Connecting ServiceM8 with the rest of your tools
Note: We'll recommend ServiceM8 only if it fits your business.
How we work together
Quick Audit & Plan
We learn your current workflow and identify the biggest time-wasters. You get clear recommendations and quick wins.
Build & Implement
We set up automations, improve your workflow, and build a custom web app if that's the best solution.
Support & Improve
We document what we built, train your team, and refine the system as you grow.
After working together, you can expect:
Example workflows we can implement
Lead → booked call → project kickoff
Lead form → CRM record → calendar booking link → confirmation email → kickoff tasks created
Result: no leads slipping through the cracks.
Job done → invoice sent → payment tracked
Completion trigger → invoice created/sent → payment status synced → receipt + internal update
Result: faster cash flow and cleaner admin.
Client updates without chasing
Project status changes → automatic client update → internal reminders if blocked
Result: fewer "just checking in" messages.
Replace a spreadsheet with a simple app
We build a small tool that matches your process and plugs into your existing stack.
Result: one source of truth your team actually uses.
Kevin Chan
Automation Consultant and ServiceM8 Certified Partner
ServiceM8 Certified PartnerI help small businesses find and fix the time they are losing every week. I have worked with trade businesses, service companies, and consultancies to map their workflows and build practical automations that stick. I am also a ServiceM8 Certified Partner, which means I know the platform inside out and can connect it with the rest of your tools.
Get in Touch
Tell us about your business and we'll get back to you within 1 business day with practical ideas to save you time.