The TradieCEO Workflow

From first call
to money in the bank.

And it doesn't stop there. Here's the exact path a job takes through TradieCEO — start to finish, and back again.

Lead
AI
Qualify
Quote
Book
Job
Invoice
Payment
Review
Follow-up

Ten stages. One system. No handballs, no gaps, no jobs falling through the cracks.

What the AI actually does

It's not a voicemail with a nicer voice.

Your AI office manager handles the full front-of-house job — everything a good receptionist would do, minus the sick days.

Talks to every lead, every time
Answers phone calls 24/7
Answers SMS
Responds to enquiries
Handles FAQs
Qualifies & captures the details
Qualifies leads
Asks the right questions
Captures customer details
Identifies the type of job
Checks service area
Gives pricing / estimate info
Books it in & follows through
Books appointments
Reschedules / cancels appointments
Sends confirmations
Follows up missed calls
Follows up leads that go quiet
Escalates to you when it matters
Getting set up

Five steps. Under a day.

01
Sign up

Business, trade, plan — under 5 minutes.

02
Connect your number

Forward existing or get a new one, included.

03
Sync your calendar

Google or Outlook, two-way sync.

04
Add your crew

Set who covers what, jobs dispatch automatically.

05
AI learns your business

Pricing, area, hours, FAQs — trained on you, not a script.

The complete job lifecycle

TradieCEO doesn't stop once the booking's made.

Lead → Quote → Booking → Job → Invoice → Payment → Review → Repeat Business. Here's what happens at every stage — and why the loop matters more than any single job.

  1. Stage 01

    Lead

    A call or text comes in — any time, day or night. The AI answers immediately, so the lead never reaches a competitor's voicemail instead of yours.

  2. Stage 02

    Quote

    The AI qualifies the job, checks it's in your service area, and gives pricing or an estimate on the spot where possible — or flags it for you to quote personally if it needs a trained eye.

  3. Stage 03

    Booking

    Once the quote's accepted, the job's booked straight into your calendar and dispatched to whoever on the crew covers that suburb or skill. Confirmation sent automatically — to you and the customer.

  4. Stage 04

    Job

    Reminder sent before the job. "On our way" text when your tradie's en route. If plans change, the AI handles the reschedule so it's not you fielding that call mid-job on someone else's site.

  5. Stage 05

    Invoice

    Sent the moment the job's marked complete — synced to Xero or MYOB, so your books stay current without you touching a keyboard at 8pm.

  6. Stage 06

    Payment

    Automatic follow-up if payment's late — polite, consistent, and never forgotten because you were flat out on the next job. Your cash flow forecast updates the second it lands.

  7. Stage 07

    Review

    A review request goes out automatically while the job's still fresh in the customer's mind — when they're most likely to leave a good one.

  8. Stage 08

    Repeat business

    The customer's in your system for good — service reminders, seasonal check-ins, and re-engagement follow-ups go out automatically, turning a one-off job into a repeat customer without you lifting a finger.

    Feeds straight back into Lead — the cycle keeps working long after the invoice is paid.
Always on

Your dashboard

Every stage above rolls up into one screen: calls answered, jobs booked, quotes outstanding, invoices paid, and revenue saved from calls that would've otherwise gone to voicemail. See it from your phone, any time.

Ready to stop losing jobs to voicemail?

Set up takes under 5 minutes. No lock-in contracts.

Start Free Trial