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AI/Playbook/trades-services
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// Playbook · trades-services

Trades & service SMBs

AI for trades is mostly admin-elimination: quotes, scheduling, invoice reconciliation, customer follow-up. The lever is hours-of-the-owner's-life-back-per-week.

// Starter projects · sequenced

Sequenced. Sized. Honest.

From a confidence-building first step to a transformative bet.

FIRST STEP£1–3 weeks

Photo-to-quote workflow

// What
Customer sends 2–3 photos via WhatsApp/web; you get a structured first-draft quote to review and send.

// Why
Cuts your average quote turnaround by hours.

MOMENTUM££2–4 weeks

Auto-follow-up + repeat-customer engine

// What
Every job triggers a scheduled, contextual follow-up: warranty check at 6 months, seasonal service reminders, etc.

// Why
Repeat work is the highest-margin work; most trades just don't ask.

TRANSFORMATIVE£££8–12 weeks

End-to-end ops console

// What
Quote → schedule → dispatch → invoice → follow-up in one tool, with the office work automated where it can be and human where it has to be.

// Why
Lets you grow without proportional admin growth.

// Risks worth flagging
  • Customer-facing AI written by AI is detectable and damaging. Your tone is part of the brand.
  • Auto-quoting that's wrong by 20% will lose you more than slow-quoting that's right.
// Watch out for in pitches
  • Don't replace the relationship; replace the typing.
// The honest take
If you're a one-van operator, the right AI investment is whatever gives you back two evenings a week. Pick the loudest admin pain.