Stop double-handling job details between systems
Every call, quote, booking, and follow-up from your AI systems flows straight into ServiceM8, Tradify, Fergus, or your spreadsheet. No manual data entry, no switching between apps, no missing information.
Admin work steals your billable hours
Before AI integration
Take call → Scribble notes → Return to office → Open job management system → Create new job card → Type customer details → Add job notes → Set reminder to follow up → Repeat 10 times a day. That's 2 hours of admin per day, every day.
With AI integration
AI answers call → Creates job card automatically → Populates all customer details → Adds conversation notes → Books calendar appointment → Sets follow-up reminders → Notifies you of urgent jobs. You just turn up and do the work.
Data that flows from AI to your systems
Job details
Service type, urgency level, property type, access requirements, existing problems. Everything your AI collected during the conversation appears in your job card.
Quotes and pricing
Ballpark quotes provided, pricing discussions, agreed rates, deposit requirements. You can see exactly what the customer was told before arriving onsite.
Photos and files
Customer photos of the problem, existing quotes from competitors, site plans, compliance certificates. All attached to the job card before you leave the workshop.
Works with the tools you already use
ServiceM8
The most popular job management app for Australian tradies. Full two-way sync-AI creates jobs, updates status, and checks availability in real-time.
Tradify
Complete integration with quotes, jobs, invoicing, and scheduling. AI populates job cards with customer details, site notes, and booked time slots.
Fergus
Syncs with job management, scheduling, and quoting. Perfect for larger trade businesses managing multiple crews and complex jobs.
Simpro
Enterprise-level integration for electrical, plumbing, and HVAC businesses. Handles complex workflows, multi-stage jobs, and inventory management.
Google Calendar
Simple calendar sync if you don't use job management software. AI checks availability and books appointments directly into your Google Calendar.
Outlook Calendar
Same as Google Calendar but for Microsoft users. Syncs with your existing email and calendar setup—no new apps to learn.
Xero
Push completed jobs into Xero for invoicing. Customer details, job description, and quoted price auto-populate your invoice template.
MYOB
Alternative to Xero for accounting integration. Creates customer records and draft invoices from AI-captured job details.
Custom spreadsheets
If you use Google Sheets or Excel to track jobs, we can sync data there too. Not ideal long-term, but works while you transition to proper software.
AI checks your systems before taking action
Real-time availability
Before offering appointment times, AI checks your actual calendar. If you're already booked Thursday morning, Thursday morning won't be offered to the customer.
Customer history
If someone calls who's used you before, AI pulls their history—past jobs, pricing agreed, site access notes, payment history. Better service for repeat customers.
Job status updates
When you mark a job as complete in ServiceM8, AI can trigger follow-up actions-request a review, send invoice reminder, or schedule maintenance check.
Inventory checking
For businesses tracking inventory, AI can check stock levels before quoting. Won't promise same-day service if you don't have the parts in stock.
Beyond basic data sync
Automatic quoting
For standard jobs, AI generates the quote automatically based on your pricing rules. Sends quote to customer and logs it in your system-no manual work required.
Smart job routing
Assigns jobs to specific tradies based on location, expertise, and availability. Spreads work evenly across your crew without micromanaging.
Supplier ordering
For jobs requiring specific materials, AI can create supplier orders based on the job scope. You approve and submit—saves hours on material scheduling.
Compliance tracking
Flags jobs requiring permits, insurance certificates, or safety documentation. Creates reminders so nothing falls through the cracks.
Payment collection
Sends payment reminders, tracks deposit payments, and can integrate with Stripe or Square for card payments. Less time chasing invoices.
Review requests
After job completion, AI automatically sends Google review requests or asks for testimonials. Builds your reputation without manual follow-up.
Your data stays protected
Secure API connections
All integrations use official APIs with bank-level encryption. We never scrape data or use unofficial workarounds that could expose your information.
Permission controls
You control exactly what AI can and can't do-read-only access for some systems, full control for others. Change permissions anytime.
Backup and recovery
All data is backed up continuously. If something goes wrong, we can restore data or replay missed syncs-you'll never lose customer information.
Audit logs
Complete record of every action AI takes-job created, customer updated, booking made. Full transparency for compliance or troubleshooting.
Downtime handling
If your job management system goes offline, AI queues data and syncs automatically when it's back. No manual catch-up required.
How we connect everything
Systems audit
We review what systems you currently use, how data flows between them, and where manual work happens. Usually uncovers automation opportunities you didn't know existed.
API authorisation
You grant our integration access to your systems through secure OAuth. We never ask for your password—all connections use official, revocable access tokens.
Field mapping
We map data fields between AI and your systems—which form field goes where, what format dates should use, how to handle custom fields you've created.
Workflow design
We design the automation workflow—what happens when a call comes in, how quotes get generated, when follow-ups trigger. Customised to how you actually work.
Testing phase
We run test scenarios with fake data, verify everything syncs correctly, check that edge cases are handled. Usually 1-2 weeks of testing before going live.
Monitored rollout
We go live with close monitoring for the first week. Check every sync, review error logs, make adjustments. By week 2, it's running smoothly without intervention.
Stop wasting time on admin work
Book a 15-minute call and we'll walk through your current systems, explain how integration works, and show you exactly how much time you'll save every week.