AI Transformation for Trades and Field Service Businesses | ProcesoAI
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Trades and field services

The founder shouldn't be quoting at 10pm.

Bookings, scheduling, quoting, invoicing and servicing reminders are the operation. When they run through one person's evenings, growth, delegation and succession all get harder.

Pressure points

  • Quotes and invoices done by hand after hours
  • Recurring servicing revenue nobody tracks
  • Marketing spend with no visibility into cost per job

Where AI creates value

  • Quote generation from an enquiry or a site visit
  • Invoicing with deposits, integrated into Xero
  • Servicing reminders that recapture recurring revenue
  • Ad spend judged on cost per job

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