CRM and ops systems for trades & field services

Trades and field service businesses live and die on job flow: enquiry, quote, schedule, deliver, invoice. When that lives in spreadsheets, texts, and a CRM that does not match how crews actually work, growth becomes chaos.

Electrical, plumbing, HVAC, landscaping, cleaning, and multi-crew field operations across SEQ.

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Common pressures

Enquiry to invoice is manual

Leads come from phone, web, and referrals — then disappear into someone's inbox. Job status lives in WhatsApp.

Field teams need mobile-first tools

Office software does not work on site. Crews call in for job details that should be in their pocket.

Finance and ops do not connect

Xero reconciliation lags because job completion, materials, and invoicing are disconnected.

Recommended services

Build
Sick of fighting your own tools every single day?
Automate
Your business should run like a real company now.
Engineer
One bad migration or outage can sink you. Do it right.

Typical outcomes

— Custom job-centric CRM shaped to your quote and delivery process
— Automation from job completion to invoice and customer follow-up
— Reliable cloud and mobile access for field staff

Questions

Can you integrate with Xero?: Yes — most Build and Automate engagements for trades include Xero or similar finance integration as a core deliverable.
We tried a CRM before and staff rejected it.: We map workflow first and build around how crews actually work — not how a SaaS vendor thinks you should. Adoption is a design requirement, not an afterthought.

Brisbane-based delivery — see local hub.