CRM and automation for trades and local service businesses
You're on a job, the phone rings, and that customer rings the next number.
Your skill is the work, not the admin around it. I build the system that catches every call, follows up every quote, chases every invoice and asks every happy customer for a review, so your evenings stop disappearing into paperwork.
Sound familiar?
You can't answer the phone up a ladder or under a sink, and by the time you ring back they've booked someone else.
Quotes get written at the kitchen table after the kids are in bed.
You send a quote and never hear back, and there's no time to follow up.
You're chasing money you're owed, and every reminder feels awkward.
Happy customers would leave a review if anyone asked them.
Annual services and repeat jobs slip because nobody reminds the customer.
What I build for trades
Missed call text back
Every call you can't take gets a message straight back, by text or WhatsApp, so the customer waits for you instead of ringing someone else.
Enquiries with the details you need
Forms that ask for photos, the postcode and the job type up front, so you can price it without three phone calls.
Site visits booked
Customers pick a time for the visit or the quote, with a confirmation and a reminder before you arrive.
Quote follow-up
Friendly follow-ups after every quote that stop the moment the customer replies or books.
Getting paid
Invoices with a link to pay, and polite reminders that go out on their own, so you never have to chase.
Google reviews
Every finished job ends with a review request at the right moment, automatically.
Annual service reminders
Customers reminded when their yearly service or maintenance is due, so the repeat work books itself.
Referrals
A thank-you after the job with a referral offer, so happy customers send their friends your way.
Over 5 hours a week
That's how long tradespeople spend on quoting, invoicing and chasing payments, much of it in the evenings and at weekends.
Powered Now survey of UK tradespeople, 2026
Want to start small?
Two of the builds above come ready-made for GoHighLevel. Speed to Lead texts back every missed call and new enquiry, and Review Request Machine asks every finished job for a Google review. Load them into your own account and they're working the same day.
In their words
“Mandie has been really helpful with setting up my GoHighLevel CRM. I was struggling with it, but she made everything simple, clear, and got it working exactly how I needed. Highly recommend if you need CRM help.”
Sonny Newbury
Google review
“She quickly got to grips with how the business actually worked and where things were slowing us down. The systems and automations she put in place were simple, well thought out, and made a real difference day to day. Nothing over complicated, just solid solutions that worked. ... If you're looking for help with operations, CRM, or automation and want someone you can trust, I'd highly recommend Mandie.”
Stephen Stack
Google review
Common questions
What is missed call text back?
When you can't answer the phone, the caller gets a message from your business within moments, asking what they need and offering to book them in. They stay with you instead of ringing the next number on the list. In Ireland, where text options are more limited, WhatsApp does the job instead, and I check what your phone setup allows before building anything.
How soon should I follow up on a quote?
A couple of days after you send it, then again a few days later, then once more a few weeks on if they said they weren't ready. The follow-ups go out on their own and stop the moment the customer replies or books.
How do I politely chase an unpaid invoice?
A friendly reminder a few days before it's due, another on the day, and a firmer one after that, each with a link to pay. When it's automatic, nobody has to have the awkward conversation, and most people simply pay.
What is the best CRM for tradesmen in Ireland and the UK?
The one that fits how your jobs actually run. Most of my trades builds are in GoHighLevel because it handles calls, texts, quotes, bookings, payments and reviews in one place, but if you already use a job management app you like, I'll connect to it rather than replace it.
Let's get your evenings back
Book a call and tell me how a job comes in, gets quoted and gets paid today. I'll show you which parts could run on their own.