The AI automation audit trade business owners can act on
An AI automation audit trade business owners can act on, not a six-question quiz. We pull apart how your business really runs, the missed calls, the quotes that go cold, the double-handling between the field and the office, and show you where AI and automation pay back first. It starts with a free 15-minute discovery call.
Book a free discovery call →What an AI automation audit for a trade business actually is
An AI automation audit trade business diagnostic is a structured review of how work moves through your business, from the first phone call to the paid invoice, that pinpoints where time, money and leads are leaking and where a custom AI agent would recover them. It is a diagnosis, not a sales pitch for software.
Most "free AI audits" for tradies are a thin web form: a few generic questions, then a templated PDF that recommends whatever the vendor sells. Ours works the opposite way. We do not sell off-the-shelf apps. We look at your actual pain points first, then scope custom AI agents around them, wired into the tools you already run. If you have been asking where to start with AI for my trade business, the answer is to start with the diagnosis, not the tool.
What we inspect
We work across your public surfaces and, on the discovery call, the parts only you can see. The aim is a complete picture, not a guess.
The path from a free discovery call to a connected business
Lead and call flow
How enquiries arrive, who answers, what happens after hours, and how many calls go to voicemail and never get a call back. Missed calls are usually the biggest silent leak in a trade business.
Quoting and follow-up
How long quotes take to go out, whether they are chased, and how many sit unanswered. Slow or un-followed quotes are lost jobs hiding in plain sight.
Job and office admin
The double entry between your job-management app and your accounting system, the manual scheduling, and the after-hours paperwork.
Tools and data
What you run, ServiceM8, Tradify, simPRO, AroFlo, Fergus, Xero, MYOB or QuickBooks, how well they talk to each other, and where the same information gets keyed in twice.
Marketing and visibility
Your website, reviews, local search and whether AI search tools surface you at all. Directional only, with sources stated, never invented numbers.
Compliance exposure
A plain-English pass over your advertising, licence and guarantee claims against the Australian Consumer Law. Advisory only, with material items referred to a lawyer or your state authority.
What you receive
The audit is the deliverable, and it is written to be read by the owner, not filed away.
- A prioritised findings list, ranked by what is costing you the most right now, so you know which automations first and which can wait.
- Directional ROI on each opportunity. Every figure is an estimate with its workings, based on your own numbers where you give them and clearly attributed industry estimates where you do not. No guaranteed outcomes and no invented statistics.
- A build scope. The specific custom AI agents we would build, mapped to your existing tools, and how they connect into a single Centralised Brain that runs your whole trade business.
- A compliance snapshot, the advisory ACL and licensing review described in our guide to whether your tradie marketing is legal.
How the audit runs
- Free 15-minute discovery call. We learn your trade, your tools and your biggest frustration. No cost, no obligation, no software pitch.
- Forensic review. We inspect your public surfaces and the workflow detail from the call, and quantify where the leaks are.
- The audit report. You get the prioritised findings, the directional ROI and a clear build scope you can take anywhere.
- Decide with eyes open. If you proceed to a build, the audit fee is credited against it, so the diagnosis pays for itself and the build starts de-risked.
Why the fee is creditable, and why that matters
A paid audit keeps everyone honest. We are paid to find the truth, not to talk you into the most expensive option, and when you move to a build that fee comes off the price, so you are never charged twice for the same thinking. The audit also de-risks the build, which is scoped against evidence rather than a hunch. That is why we ask you to start here before reading about specific agents like an AI receptionist that stops you missing jobs or the broader picture in AI for tradies in Australia.
Honest about the numbers
Every dollar figure in the audit is a directional estimate with its inputs shown, not a promise. Industry studies suggest missed calls and slow quote follow-up cost trade businesses real revenue, and we size that against your own figures, but we will never quote a precise saving we cannot stand behind. If you want a sense of pricing before the call, what AI automation costs a trade business sets out the ranges in plain terms.
Common questions about the audit
What is free, and what is paid?
The 15-minute discovery call is free, with no obligation. The full forensic audit is a paid deliverable, and its fee is credited against a build if you choose to proceed, so the diagnosis effectively pays for itself.
Where should I start with AI for my trade business?
Start with the audit, not a tool. The diagnosis tells you which automations first based on what is actually costing you, instead of you guessing or buying software that does not fit how you work.
Do I need to switch off ServiceM8, Tradify or Xero to do this?
No. We build around the tools you already run and wire the AI agents into them. The audit maps what you have and how to connect it, it does not ask you to rip and replace.
Will the ROI figures be guaranteed?
No, and any audit that guarantees a figure should worry you. Every number is a directional estimate with its workings shown, based on your data where you provide it and clearly attributed industry estimates where you do not. We do not invent statistics or promise outcomes.
Is the compliance check legal advice?
No. The compliance snapshot is an advisory, plain-English review against the Australian Consumer Law and licensing rules. Anything material is flagged for you to take to a lawyer or your relevant state authority.
See what your business is really leaking
It starts with a free 15-minute discovery call with an Australian-based AI specialist. We map where the money is going and whether a forensic audit is the right next step.
Book a free discovery call →