Job enquiries and trade business administration
Keep job details clear from enquiry to handover
Use these guides to improve the information your team collects and passes on. They cover service-area checks, quote revisions, delays and job handovers. Your trade team keeps control of pricing, work decisions and confirmed bookings.
Practical trade business guides
Each guide includes a decision to make, specific operating checks and related reading for the next part of your process.
Check service-area fit before promising a site visit
Capture the job location and apply owner-approved service-area rules without guessing coverage, travel charges or appointment availability.
Read the guideCollect site-access details before a trade visit
Organise arrival contacts and owner-approved access arrangements without treating a customer note as confirmed permission or a safety assessment.
Read the guideHand over quote changes without losing the original scope
Capture requested quote changes, preserve versions and route pricing or scope decisions to the authorised owner before replying.
Read the guideKeep customers informed when weather changes the job schedule
Plan customer updates after a trade business decides to delay work, with confirmed messages, owned callbacks and clear booking states.
Read the guideKeep parts-delay callbacks attached to the job
Organise customer updates while a trade job waits for parts, with supplier evidence, owned review dates and approved scheduling decisions.
Read the guideClose the job administration without hiding unfinished work
Plan an administrative job closeout that keeps trade completion, outstanding tasks, approved billing and customer updates distinct.
Read the guideUse repeat-customer job history without assuming the new request
Plan how reception staff find relevant previous jobs, record a fresh request and send uncertain matches to the business owner.
Read the guideConfirm subcontractor arrangements without losing the details
Separate subcontractor requests, replies and confirmed arrangements with clear ownership and checks before customer commitments are updated.
Read the guideTest a tradie phone-answering pilot before going live
Agree internal test calls, permitted actions and handover checks before expanding an answering service to real customer calls.
Read the guideStart with one job administration task
Tell us how jobs come in, who handles customer updates and which details get lost. We can discuss an intake or handover process that fits your team. Keep customer addresses, access codes and passwords out of this enquiry.