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Example

A plumbing business.

How a Sydney plumbing business could reclaim 12 hours of admin time - every single week.

Example scenario based on the type of work we do.

8 staff~45 jobs / weekSydney, NSWServiceM8 · Xero · Gmail
The full story
The Business

Good at plumbing.
Drowning in admin.

A Sydney plumbing business running 8 tradespeople - residential and light commercial. Good reputation, steady work, repeat customers.

The problem was in the office. Every enquiry email had to be read, manually entered into ServiceM8, and a follow-up reminder set by hand. Voicemails sat unquoted for days. Completed jobs needed invoices raised in Xero before anyone remembered.

The office manager was spending 12+ hours a week just moving information between systems that should have been talking to each other.

Per inbound enquiry - before8 min each
Read the email1 min
Open ServiceM81 min
Type in all the details4 min
Set a follow-up reminder2 min
× 45 jobs / week6 hrs lost to admin
01Lead capture

Every enquiry handled before anyone sits down.

Emails hit the inbox and ServiceM8 at the same time. No reading, no typing, no delay - just a job in the system and a polite reply already sent.

Step 1
Email arrives in Gmail
Any inbound enquiry - emergency calls, booking requests, quote enquiries - lands in the shared inbox.
Step 2
AI reads and extracts
Contact name, address, job type, and urgency are pulled out automatically. No manual parsing.
Step 3
Job created in ServiceM8
A fully populated job record appears - contact saved, details filled, ready to assign to a plumber.
Step 4
Reply sent in the business's voice
A personalised acknowledgement goes back to the customer within minutes. Reads like a person wrote it.
MT
Marcus T.08:47
Re: Urgent - burst pipe, 14 Merton Rd
Hi, we have an urgent burst pipe at 14 Merton Rd Maroubra. Can someone come today or tomorrow?
AI reading + extracting
ServiceM8Job #3019 · live
ContactMarcus T. · saved
Reply sentIn your voice
Handled in ~12 seconds
02Instant quoting

Quotes drafted in seconds. Sent in minutes.

AI reads the enquiry - voicemail, email, or form - extracts the scope, builds a draft quote with line items, and sends it for one-tap approval before the customer has moved on.

Step 1
Enquiry arrives in any form
Voicemail transcribed, email parsed, form submitted - the AI reads all of it and pulls out job scope, location, and urgency.
Step 2
Draft quote built automatically
Line items, labour, and materials are populated based on job type and your standard rates. No quoting from scratch.
Step 3
Owner approves with one tap
The draft lands in your phone. Review it, adjust if needed, and approve. Takes 30 seconds instead of 15 minutes.
Step 4
Quote delivered to the customer
Sent professionally formatted, in the business's tone. The customer gets a quote before most competitors have even called back.
Voicemail - Marcus T.
“...burst pipe at 14 Merton Rd, 2 hours work...”
08:47
AI drafting quote
QUOTE DRAFT - QT-0291Awaiting approval
Replace burst pipe section (DN20)$280
Labour - 2 hrs callout$180
Materials - fittings + tape$45
Total$505
Sent to owner for approvalApproved - sent
03Job completion

Job done. Invoice out. Review requested.

One status change in ServiceM8 triggers everything. No manual invoice raising, no chasing reviews - it all flows.

Step 1
Job marked complete on-site
The plumber updates the job status from their phone. That single tap triggers everything else.
Step 2
Xero invoice created and sent
Invoice auto-generated from the job details and emailed to the customer immediately. No manual entry.
Step 3
Review request sent 24 hours later
A friendly email goes out the next day asking for a Google review - while the job is still fresh in mind.
Job completion sequence
ServiceM8
Job #3019
Complete
Xero
INV-2091 · sent
Invoice out
Review request
24 hrs later
SMS sent
The results

Numbers that changed how they work.

0+ hrs
Saved every week

Time that used to disappear into copying, typing, and chasing.

0
Missed leads

Every enquiry logged and acknowledged - even the ones that arrive at 10pm.

0%
Quotes followed up

Every single one, automatically. No chasing, no guesswork.

0+
Reviews / month

Sent automatically after each completed job, every time.

Seen enough?

Let’s build the same for your business.

Tell us where the time is going. We’ll tell you whether automation can actually help - and what it would look like.