Working alone with no office cover
When the person doing the job is the person answering the phone, something always suffers. Automation covers the phone, the acknowledgements and the chasing while you work.
Industry
Automation for Trades and Local Service Businesses
A complete automation system for any local business that quotes and books jobs.
Locksmiths, roofers, landscapers, pest control, appliance repair, window cleaners and dozens of other local trades share the same operating pattern: enquiries arrive unpredictably, quotes need chasing, jobs need scheduling and reviews decide who gets called next.
Business Flow System is configured around that pattern rather than around a single trade, so it fits whatever service you sell.
Challenges
Where the work is lost in this industry
Each of these is handled by a specific part of the Business Flow System platform.
Seasonal peaks and troughs
Most local trades have a busy season. Automation absorbs the peak without extra staff, and marketing campaigns fill the trough deliberately.
Competing on responsiveness
For local searches, the business that replies first usually wins. Instant acknowledgement and automated answering make speed a system feature rather than a matter of luck.
Growing beyond one van
Adding staff exposes every undocumented process. Structured workflows, shared records and automatic scheduling make the second and third van far less painful.
Lead capture
What we capture from every local service enquiry
- Service required and job description
- Urgency and preferred timing
- Location and access details
- Property or asset details relevant to your trade
- Photos where they speed up quoting
- Contact preferences and best time to call
Outcomes
- Responsiveness that competes with larger companies
- A workable system for a one-person business
- Predictable work through quiet seasons
- A documented process ready for growth
Example workflows
How the automation runs day to day
Workflows are configured around your services during onboarding, then run without supervision.
Standard local service enquiry
- 1Enquiry arrives from search, social or referral
- 2Details captured and lead created
- 3Instant acknowledgement sent
- 4Quote issued or site visit booked
- 5Follow-up sequence runs if no reply
- 6Job scheduled with reminders
- 7Review request and reactivation reminder queued
Seasonal campaign
- 1Past customers segmented by service type
- 2Seasonal campaign scheduled ahead of demand
- 3Email and SMS sent to the segment
- 4Responses captured as new leads
- 5Bookings taken into available capacity
- 6Campaign performance reported
- 7Segment refreshed for next season
FAQ
Frequently asked questions
Questions we are asked most often about trades & local services.
Keep reading
The automation behind this industry
These are the parts of the platform that do the work described above.
- Lead Management AutomationEvery enquiry captured, acknowledged, assigned and tracked to a decision.Read more
- Automated Booking SystemCustomers book real availability. Your diary, rules and travel time stay respected.Read more
- Review AutomationConsistent review requests at the right moment, with unhappy feedback caught first.Read more
- Business Workflow AutomationThe custom automation that connects your tools and removes repetitive admin.Read more
Set up trades & local services automation
Complete the onboarding form and we will configure your workflows around how you already work.