Automations for trades
Automations for trades in Halifax and Nova Scotia
Get your hours back.
Automations for trades businesses in Halifax, Dartmouth and across Nova Scotia
I work with trades in Halifax, Dartmouth, Bedford, Lower Sackville, Cole Harbour, Truro and Liverpool.
Automations are what I add once your site is live and doing its job. They run the office so you don't have to: nights, weekends, and while you're under a sink. Every plumber tells me the same thing, 'I don't need more customers, I need more time.'
What runs itself
Four hours you're losing right now. Pick the one that stings.
Stop answering the phone on a job
Some shops I call have voicemail boxes too full to take a message. Every one of those messages was money.
Missed-call text-back
Fires in seconds. The call rings out, they get a text before the phone's back in their pocket, so the job doesn't roll down to the next plumber on the list.
Running-late texts
Customers don't call when you're late. They leave a 1-star review instead. This texts them before they get mad.
Appointment reminders
A 24-hour confirmation and a 2-hour heads-up. The exact spec a real plumber asked me for. Fewer no-shows, fewer angry callbacks.
Missed call
Unknown · 2:14 pm · job site
Sorry we missed you. This is Dave's Plumbing. What's the job? I'll text you a time.
Burst pipe, kitchen. Can someone come today?
Booked you for 4:00. Confirmation on its way. 👍
Fired automatically. Seconds after the missed call, while the wrench was still in your hand.
I have a secretary already.
Good. This makes her day shorter, not her job gone. She stops doing the robot work: the texts, the reminders, the chasing, and spends her time on the stuff that actually needs a human.
Stop chasing money
The job's done. Why are you still working for that cheque?
The invoice sends itself
The moment you mark the job closed, the invoice goes out. Benchmark: under an hour from wrench-down to sent, usually seconds.
Receipts and confirmations, handled
Payment lands, the receipt and confirmation go out on their own. No more 'did you get my e-transfer?' back-and-forth.
Reminders that don't quit
Polite, persistent nudges until it's paid, so you're not the one chasing money on a Sunday night.
Residential or commercial
Same system, proven with a commercial client. Whether you bill homeowners or property managers, it collects.
In the workshop: quote documentation systems.
Stop doing office work at 9pm
One owner told me he's in at 6 a.m., works every day, and still spends a quarter of every weekend on admin. His wife runs the books at night. That's the job we're deleting.
Scheduling that syncs itself
Jobs land on the calendar and stay in sync across your tools. No double-entry, no double-bookings.
Documents file themselves
Receipts, photos, and paperwork get sorted and filed automatically, where you'll actually find them again.
Your tools, finally talking
Customer records stay clean and synced between the tools you already run. Instead of three half-updated lists.
Keep Jobber. Keep Housecall Pro. Keep QuickBooks. I connect them. I don't replace them.
See what I connect →Only take the jobs you want
I don't want any more customers. I gotta lean down to the few that we work for.
This system is for him.
Qualification, not more leads
Filters the tire-kickers before they ever reach your phone. What lands is your kind of job, in your area.
Keep the good ones cycling back
Review and referral sequences keep the customers you already earned coming back. Instead of paying $50–60 a head to buy strangers with ads.
Follow-up past touch #1
Most shops stop at the invoice. These sequences keep going. That's the difference between a one-off and a regular.
Straight answers
The objections I actually hear on the phone.
- I have a secretary already.
- Good. This makes her day shorter, not her job gone. She stops doing the robot work: the texts, the reminders, the chasing, and spends her time on the stuff that actually needs a human.
- We're commercial. Residential tools don't fit us.
- The money side does. Invoicing, receipts, and payment reminders are already proven with a commercial client. I skip the review blasts and build the parts that fit how you actually bill.
- I've already got too many tools. It's overwhelming.
- Then I'm not adding another one. I connect what you already run (Jobber, Housecall Pro, QuickBooks) and make them talk to each other. No new dashboard to learn.
- I've been quoting from experience for 25 years.
- Keep quoting from experience. The knowledge stays yours. I just stop the paperwork from being yours. Nothing about how you price a job changes.
- Do I have to switch software to automate my shop?
- No. That's the whole pitch. Keep Jobber, keep QuickBooks, keep your habits. I connect them instead of replacing them.
- Just put it in an email.
- Done, and the email itself is the demo. The follow-up you get is the same automation I'd build for your shop.
Proof
Built on the tools you already run.
No stock demos and no new dashboard. Every automation on this page is one I build for shops and wire into the software they already pay for.
Related blog posts
The questions I get before anyone signs anything.
Should my wife still do the books?
Not the parts a computer does better. If she's on accounts receivable at 9pm, the books shouldn't be a night job. Automation chases; she decides.
Read the answer →Do I have to switch software to automate my plumbing business?
No. That's the whole pitch. Keep Jobber, Housecall Pro, QuickBooks and your calendar; I wire automation between them. No switching, no new dashboard.
Read the answer →Why 'more leads' is the wrong goal for busy trades
For a slammed shop, leads were never the bottleneck. Hours are. The fix is filtering to the right customers and getting your evenings back.
Read the answer →
Every note started as a real question on a real call. Read every blog post.
Free website audit
Point at the hour you want back.
Automations go on top of a site that's already working, so start there: send me your website and I'll reply within two business days with what I'd fix first.
The audit
What I check
A short written list of what I'd change, in order, with the reason for each.
- How your site reads on a phone
- Whether each service and town has its own page
- Whether your site and Google profile agree
Or call or text (902) 350-0841, Mon-Fri, 8am-6pm.