The Tradie's Automation Playbook

How Australian Tradies Can Automate Without Going Broke or Crazy

The 3-Step Quote Automation System

  • Step 1: Create template quotes for common jobs (use Canva or Word)

  • Step 2: Set up an online form for customers to describe their job

  • Step 3: Use mail merge to automatically populate quotes

  • Bonus: Add online payment links to quotes for instant deposit

Never Chase Another Invoice Again

  • Week 1: Switch to automated invoicing (try Xero or MYOB)

  • Week 2: Set up automatic payment reminders (7, 14, 21 days)

  • Week 3: Add direct debit options for regular customers

  • Week 4: Create payment plan templates for large jobs

Self-Service Booking System Setup

  • Use free tools: Calendly or Acuity Scheduling

  • Set your available hours and service areas

  • Add buffer time between jobs

  • Include automatic SMS confirmations

  • Block out time for quotes and admin

  • Use a AI Bot to improve processes

Australian Tradie Tool Stack (All Under $100/month)

  • Accounting: Xero ($39/month) - integrates with Australian banks

  • Scheduling: Calendly ($10/month) - handles time zones automatically

  • Communication: WhatsApp Business (Free) - most Aussies use WhatsApp

  • Invoicing: Wave Accounting (Free) - perfect for small operations

The "Set and Forget" Marketing System

  • Google My Business optimization (30 minutes, free forever)

  • Facebook page with service areas and hours

  • Simple website using Wix or Squarespace templates

  • Automated review requests 48 hours after job completion

Common Tradie Automation Mistakes to Avoid

  • Don't automate everything at once (start with invoicing)

  • Don't skip the personal touch (automate admin, not relationships)

  • Don't ignore mobile optimization (most customers book on phones)

  • Don't forget to test systems before going live

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