AI for electricians and plumbers · Sydney

AI for electricians and plumbers: from finished job to paid invoice, without the chase

In most trade businesses the work gets done and the paperwork waits. Job cards half filled in, invoices held until someone works out the materials, compliance certificates chased from techs at the end of the week, quotes going out days after the visit. I help electrical and plumbing businesses turning over one to ten million take that load off, one small step at a time, using the systems you already run.

Start a conversation How it works

Where a trade business’s week actually goes

Spend a day in the office of a trade business with ten or twenty techs on the road and the story is the same. The jobs are getting done. What lags is everything after: a job card that says “fixed” and not much else, materials that came off the van and never made it onto the invoice, a certificate of compliance that has to be lodged on time, and a quote for the bigger job that the customer asked for on Monday and is still waiting on Thursday.

None of it is hard. All of it is constant, and it lands on the office manager and the owner, who spend their days chasing techs for detail rather than running the business. That is exactly the kind of work AI is now good at: reading notes, photos and supplier bills, filling the gaps, drafting the invoice or the quote, and putting a short list in front of a person to approve.

This is not about a new platform. You keep simPRO, ServiceM8, Fergus or Tradify, Xero or MYOB, and the way your techs already work. The job is to connect AI to what you already run, so the paperwork is drafted from what the tech already captured and the office checks it instead of chasing it.

What I’d take off your plate first

Usually simPRO, ServiceM8, Fergus or Tradify for jobs, Xero or MYOB for money, supplier portals for pricing and orders, Microsoft 365 or Google Workspace for the office, and techs working from their phones. I connect AI to those, rather than asking you to replace them.

Job cards to invoices, same day

A tech’s notes, photos and voice memo turned into a clear job description, materials matched from the van stock or supplier docket, and an invoice drafted in your job system for the office to check and send.

Quotes after the site visit

Photos and a voice note from the visit become a quote in your template, priced from your rates and similar past jobs, ready for someone to check and send before the customer calls a competitor.

Compliance certificates

Certificate details drafted from the job record and test results, missing fields flagged before the tech leaves the area, and lodgement deadlines tracked so nothing is late.

Supplier bills matched to jobs

Wholesaler invoices from your electrical or plumbing suppliers read, matched to the job and the purchase order, and coded before they reach Xero. Price changes and items never charged on flagged.

Maintenance contracts and reminders

Service agreements, testing and tagging, backflow tests and other recurring work tracked, with the next visit scheduled and the customer reminder drafted a month ahead.

Debtor follow-up

Overdue invoices chased politely on a schedule, builder and strata accounts handled with the right tone, and a weekly list of who owes what and why, before cash gets tight.

And the admin every office has

The same work turns up in every trade business: email, spreadsheets, documents, and a Microsoft or Google setup that grew without a plan.

Invoicing and accounts payable

Supplier bills read, coded and matched to the order or the job before they reach Xero or MYOB. Mismatches drafted into an email for someone to approve. Overdue invoices chased politely, on a schedule.

Email that answers itself, nearly

The inbox triaged each morning, routine replies drafted in your tone, attachments filed to the right folder, and a short list of what actually needs you today.

Spreadsheets you stop rebuilding

The weekly report that someone copies and pastes together every Monday, produced before you arrive, with a sentence on why the number moved.

Documents and slides

Proposals, letters, reports and board slides drafted from your own templates and your own past work, so the first draft is eighty per cent there rather than a blank page.

Microsoft 365 or Google Workspace, set up properly

Shared drives that make sense, permissions that match who you are now, and AI connected to mail, calendar and files the same way for everyone instead of five people doing it five ways.

Project and job tracking

Status updates written from what actually happened in email and the job system, tasks pulled out of meeting notes, and a morning brief per person of what is due.

How it works: audit, roadmap, implementation, training, support

Sold one step at a time. Each step is quoted before it starts, stands on its own, and you decide after each one whether to take the next. Most businesses your size go from the audit to a working, trained setup in three to six months.

Audit

Two weeks, fixed price. A map of every system you run, a ten-minute staff survey, a few five-minute screen recordings of the work that eats the week, and short conversations with the people who run the business. It costs your team minutes, not hours.
Roadmap

A ninety-day plan written from what the audit found: which processes first, ranked by admin removed against cost and risk, which AI plan and accounts your team should be on, and a two-page policy on what may go in. Every item has its own price.
Implementation

I build the first one or two automations inside your own Microsoft 365 or Google Workspace, connected to the systems you already run. AI drafts, a person approves anything that leaves the building, and it runs beside the manual way until you trust it.
Training

Your team learns on their own work, not on demos. One standard setup for everyone, a short session per group, and one-to-one time with the two or three people who will carry it once I step back.
Support

A light monthly retainer: one call, a one-page summary, fixes, and the next routine your team worked out promoted into something the business runs. I read the AI news so your people do not have to.

Use AI without handing over your clients’ data

A trade business holds a lot of personal detail: customers’ home addresses, access codes and key arrangements, phone numbers, photos taken inside people’s homes, and payment records. It also holds your rates and supplier pricing. None of it needs to leave your own accounts for AI to be useful.

The work happens inside your Microsoft or Google tenant and your existing job system, on a business AI plan, with a company account for every person who uses it. Nothing goes into a free chatbot, and no invoice, quote or certificate goes to a customer until a person has said yes.

The basics, every time

Company accounts on a business AI plan, never personal logins. Business plans do not train on your data.
AI connected to your own Microsoft or Google tenant, so files stay where they already live and access is revoked in one place.
A two-page policy your team can actually remember: which accounts, what may go in, what never does.
Everything I build lives in your accounts and is logged. I work from a staff login, not the master key.

Where most start

A typical first project: job cards turned into invoices the same day

The quick win in a trade business is almost always the gap between job done and invoice sent. Each completed job card is read, the description tidied, materials matched, and a draft invoice waits in the job system for the office to check. It runs beside the usual process for a fortnight until you trust it. From there, quotes and supplier bill matching are usually next.

Where I work

Based in the Sutherland Shire. In person across these areas, remote everywhere else in Australia.

Sutherland Shire

Cronulla, Miranda, Caringbah, Sutherland, Gymea and around.

Southern Highlands

Bowral, Mittagong, Moss Vale, Exeter, Robertson and around.

St George

Hurstville, Kogarah, Rockdale, Sans Souci, Bexley and around.

Eastern Suburbs

Bondi Junction, Double Bay, Paddington, Woollahra, Randwick and around.

Frequently asked questions

We use simPRO (or ServiceM8, Fergus or Tradify). Do we need to change?

No. The point is to work inside what you already run. Where your job system has a way in, I use it. Where it does not, I start from exports and move to a proper connection later.

My techs hate paperwork. Will they have to do more?

Less, if anything. Most of what I build asks a tech for a few photos and a short voice note, which they already send. The office sees the drafted result and checks it.

Can AI fill in compliance certificates?

It can prepare them from the job record and flag what is missing, so the licensed person checks and signs instead of typing. The responsibility stays with the licensed electrician or plumber, exactly as now.

Is this worth it for a business our size?

If you have a team on the road and invoices go out days after the job, almost certainly. The audit will tell you honestly, and if the fix is better use of the job system you already have, I will say so.

How much of my team’s time does this take?

Minutes, by design. Ten for the survey, ten for an optional screen recording, an hour with the key people. Whoever runs operations spends two or three hours across the first fortnight.

Do we have to commit to the whole thing?

No. Every step is quoted on its own and you decide after each one. Plenty of businesses take the audit and one project, and stop there until they see it working.

Are you tied to a particular AI vendor?

No. I lead with Claude because I think it is the strongest all-rounder for business work today, and I work just as happily with Microsoft Copilot, ChatGPT or Gemini if that is what your team already uses. Everything is built so the model is one part you can swap.

Running a trade business and doing the admin at night?

Tell me what you run, how many people, and what eats the most time. I will tell you honestly whether an audit is worth it.

Tell me about your business

Tell me what you're dealing with

Three lines is plenty. I reply personally, usually within a day, and the first call is free.