If you have been looking at AI for a small trade business and are not sure where it actually fits, an AI assessment gives you a clear, practical answer. It is a paid deep dive into how your business runs day to day, built to find the admin work that AI and automation can take off your plate. We look at quoting, scheduling, invoicing, follow ups, and the small repetitive tasks that eat your week, then show you the AI admin tools for tradies that solve them. No hype and no generic advice. Just a specific plan for your business, backed by a written report you keep.
The AI assessment is built for small trade and home service businesses, roughly 5 to 50 people. That includes HVAC, plumbing, electrical, auto, roofing, cleaning, and property maintenance companies, and it works just as well for other small service businesses that run on quotes, jobs, and invoices. If an owner or a small office team is still doing a lot by hand, there is almost always time to win back.
Most trade businesses are losing hours every week to admin that software can now handle. In the assessment we look for the highest value places to start, such as:
You walk away knowing which of these is worth fixing first, what it would take, and what it would give back. When the fix runs on the platform you already use, that work usually lives in our ServiceM8 setup and automation service.
Three steps. Report delivered within 48 hours.
We talk through how your business actually runs and where the time goes. No prep required.
A clear, specific plan: what to automate, in what order, and the tools to do it.
We walk through the report together and answer questions so you know exactly what to do next.
A written AI Opportunity Report you keep, with a prioritized plan tailored to your business. Built around your workflows, not a generic template.
Every friction point surfaced in the interview, written up clearly with the estimated time cost per week.
Each opportunity plotted by how hard it is to implement and how much time it recovers. Quick wins are highlighted first.
Named tools with implementation context. Not a list of apps, but an explanation of what each one does for your specific situation.
A step by step starting point so you know exactly what to do first without getting overwhelmed by the full picture.
Hours saved per week against your time value, minus estimated tool costs. Gives you a concrete number to work with.
Heavier lifts ranked by value for after the quick wins are done, so you have a full picture, not just the easy stuff.
A commercial security company on Vancouver Island was running their entire operation on sticky notes and memory. One office admin. A couple of technicians. Solid reputation, but the back office was the bottleneck.
After a workflow assessment, we implemented 5 fixes over 5 weeks: automated lead response, a quote template system, job dispatch tracking, auto invoicing, and a follow up sequence.
The result: admin time dropped from 15 hours a week to 5. Quote conversions went up 30%. Eleven new Google reviews in six weeks. The owner took a full day off on a Friday for the first time in months.
The dispatch and invoicing fixes were built on ServiceM8. If that is your platform, see our ServiceM8 setup service or browse the full range of automation services.
“I honestly thought our business might not be the type of industry that really needed AI. After Kevin helped us complete an AI assessment, my perspective completely changed. We now see clearly how AI can save us time, improve our processes, and make daily operations more efficient.”
Every assessment is run by the ServiceM8 Certified Partner behind ChanAutomation, so the plan is grounded in real trade workflows, not theory.
$1,000, one time.
The AI assessment is $1,000, one time. That covers the interview, the written report, and the follow up call. There is no software to buy to get value from it, and the plan is yours to act on however you like.
Tell us a bit about your business. We will get back to you within one business day to schedule the interview.