AI Solutions Partner for Trades & Field Services

Practical AI Solutions for Trades & Field Services.

Capture every job while working on the tools, automate quote generation, dispatch field crews instantly, and track job profitability with rugged AI built for trade businesses.

Professional Australian tradesperson on site reviewing digital job card on tablet
Industry Overview

How Acertain helps trade businesses work smarter.

Trade contractors and field service businesses lose high-margin jobs when calls go unanswered on site. We engineer practical AI systems that capture revenue and eliminate late-night admin.

Plumbing, electrical, HVAC, and building contractors are on the tools or in the van all day. When the phone rings on site, answering disrupts hazardous work — but letting it go to voicemail means the caller immediately phones a competitor. After hours, trade business owners spend exhausting evenings writing quotes and chasing invoices.

Acertain acts as your AI Solutions Partner. We deploy conversational voice AI that answers every call 24/7, quotes standard call-out rates, and books jobs directly into your dispatch software. We build automated quoting and invoice chasing workflows, and provide live Power BI dashboards revealing true gross margins by job type and technician.

The Operational Reality

"Trade businesses scale when every high-margin job is captured on the first ring, quotes go out instantly, and owners reclaim their evenings from paperwork."

Key Challenges

Key operational challenges in trade businesses.

Everyday bottlenecks across on-site phone answering, quoting, and job dispatch.

Problem 01

Missed Calls While On The Tools

Unanswered phone calls on job sites or while driving result in lost emergency work and high-value residential/commercial jobs.

Problem 02

Unqualified Inquiries & Price Shoppers

Spending 20 minutes on the phone with low-margin price shoppers wastes valuable time that should be spent on profitable jobs.

Problem 03

Hours Spent Every Night Writing Quotes

Compiling scope notes and drafting quotes manually after a long physical day leads to slow quote turnaround and lost bids.

Problem 04

Manual Dispatch & Crew Scheduling Delays

Coordinating job locations, technician skillsets, and customer availability manually creates scheduling conflicts and wasted travel time.

Problem 05

Lack of Visibility on True Job Margins

Business owners lack clear reporting on actual labor costs, material variances, and profit margins across different job types.

AI Solutions

Acertain’s AI capabilities for trades & field services.

Four integrated capability areas designed specifically for trade contractors.

01 — Voice AI

24/7 AI Trade Receptionist & Dispatcher

Rugged voice AI that answers calls instantly while you work, qualifies job location & scope, quotes standard call-out fees, and books jobs into your calendar.

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02 — Automation

Instant Quote & Invoice Follow-Up Pipelines

Automated quote generation from voice scope notes, digital quote acceptance tracking, automated deposit collection, and overdue invoice chasing via SMS.

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03 — Intelligence

Field Intelligence & Power BI Margin Dashboards

Live executive reporting on gross margin per job type, technician billable hours, travel time efficiency, and quote win rates.

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04 — Custom AI

After-Hours Emergency Triage & Escalation

Filters true emergency callouts (burst pipes, power outages, gas leaks) from routine quote requests, immediately alerting on-call trades.

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05 — Integrations

Job Management Integration (Tradify, ServiceM8, SimPRO)

Direct integration creating work orders, adding job photos, and updating client addresses in Tradify, ServiceM8, SimPRO, or Fergus.

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06 — Customer Comms

Automated "On My Way" SMS & Review Requests

Dispatches automated ETA notifications with live GPS tracking links and triggers 5-star Google review requests upon job completion.

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Implementation Process

Simple implementation for trade contractors.

A practical, zero-downtime rollout engineered for busy contractors on the tools.

01

Trade Scope & Rate Schedule Review

We review your service trade areas, call-out rates, emergency policies, and job management software setup.

02

Custom Build & Telephony Integration

We configure your voice AI persona, connect your job software, set up quote automation pipelines, and test call flows.

03

Go-Live & Mobile Activation

We divert your phone lines or set up overflow routing so you can work undisturbed while every call is captured.

Expected Outcomes

Measurable results for trade businesses.

Delivering more captured jobs, higher margins, and evenings reclaimed from paperwork.

Every High-Margin Job Captured

Answering calls on the first ring 24/7 ensures emergency and high-value renovation jobs are never lost to competitors.

Reclaim Evenings from Quoting

Automated quote generation and follow-up sequences allow trade owners to spend evenings with family instead of doing admin.

Instant Job Card Creation in the Field

Every job is logged into Tradify or ServiceM8 with full customer details, scope notes, and location immediately.

Clear Visibility on True Job Margins

Power BI reporting gives business owners clear insight into which jobs and crew members generate the highest profit.

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Frequently Asked Questions

Frequently asked questions about trade AI solutions.

Practical answers on voice accuracy, job software compatibility, emergency dispatch, and margins.

Yes. The conversational voice model is specifically calibrated for Australian accents and colloquial trade terms (e.g. switchboard upgrade, rough-in, hot water service replacement, split system), handling background noise cleanly.
Yes. Our systems interface directly with major field service management software to create job cards, schedule technician runs, and attach customer notes automatically.
The AI asks targeted qualification questions. If the job is an urgent emergency (e.g. burst pipe, major roof leak), it quotes emergency call-out fees and transfers or SMS alerts the on-call technician immediately.
You record a quick 30-second voice memo describing materials and labor on site. Our AI parses the audio, applies your standard rate card, drafts a professional PDF quote, and emails it to the client for digital approval.
We track gross profit margin by job type (e.g. service vs install), technician billable hours, travel time efficiency, quote conversion rates, and invoice payment turnaround days.
Setup and job management integration typically take 3 to 7 days, allowing you to start capturing calls and automating jobs immediately.
Get Started

Ready to help your trade business work smarter?

Speak with our engineering team to explore how practical AI solutions can capture every job and streamline your operations.

Book a Discovery Call
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Sarah

AI Concierge · Online
Hi! I'm Sarah, your AI concierge. How can I help you streamline your operations today?