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Excelsior AI

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Less paperwork between jobs.

The trade gets done on site. The business gets done in the ute, at the kitchen table, and in the ten minutes between jobs — and that's exactly where enquiries, quotes and invoices fall through.

The tradie admin trap

A busy trade business can be simultaneously flat-out and leaking money: missed calls that never become quotes, quotes that never get chased, jobs finished but not invoiced for a week, and great work that never turns into a Google review. None of it is a skills problem. It's what happens when the office is a phone and the filing system is a head.

Fixes that fit how trades actually work

  • Missed call or web enquiry → logged automatically, customer acknowledged, call-back task created
  • Quote sent from the ute → follow-up reminders fire themselves over the next two weeks
  • Job marked done → invoice prompt, then a review request while the customer's still delighted
  • Materials and job notes → captured by voice or photo, filed against the job, not lost
  • Weekly view → which quotes are open, which jobs are unbilled — without a spreadsheet night

Phone-first, not desk-first

Everything we set up for trade businesses has to work one-handed on a phone in a driveway, or it won't be used. That constraint shapes the tools chosen — simple forms, message-based triggers, and automations that ask for the minimum possible input at the moment of action.

Example workflows

What this looks like in practice.

Illustrative examples — not client claims
Missed callenquiry logged + customer acknowledgedcall-back taskIllustrative example
Job completeinvoice promptreview requestreferral promptIllustrative example

What is holding back your next stage of growth?

Bring us one real workflow. We will help you understand the constraint, estimate the opportunity and decide what is worth fixing. Free 45-minute assessment first.

Book a workflow assessment