Your trade business running itself while you’re on the tools.

Every lead captured. Every quote followed up. Every invoice chased. Every review requested — all connected to the job management system you already use. Built and looked after by our Australian team, not left for you to figure out.

Book a free demo → See how it works
Live in your stack in 14 days · Australian team · No contracts on the call
A tradie holds a phone showing the Tradie Office Pro pipeline — golden-hour ute interior in soft focus behind.
Lead → ServiceM8Customer + job created · 0.4s
Review request queuedJob marked complete · 11m ago
Powering trade businesses across Australia
Premier Box
TE&S
Tozer Air
What actually moves the needle

Three things that change the day this goes live.

The point isn’t more software. The point is your office staff stop double-handling, your leads stop falling through cracks, and the whole thing keeps running while you’re on a roof.

01 / Operations

No more double handling

A lead in the platform creates the customer, the job, and the quote in your job software automatically. No copy-paste. No “did anyone book that one?”

02 / Revenue

Do less, earn more

Every quote is followed up. Every job sends a review request. Every invoice gets chased. Without an extra hire, without a Friday-night admin shift.

03 / People

Set up & looked after by humans

Our Australian team builds the workflows, connects your stack and keeps it running. You don’t learn a thing. You don’t maintain a thing.

Integrations

Your tools finally talking to each other.

Tradie Office Pro sits between your job management system and your customers, automating everything in between. One platform, zero double handling.

See how your system connects →
AroFloJob management XeroAccounting ServiceM8Job management PylonSolar proposals WorkflowMaxJob management simPROJob management AscoraJob management FergusJob management AroFloJob management XeroAccounting ServiceM8Job management PylonSolar proposals WorkflowMaxJob management simPROJob management AscoraJob management FergusJob management
01 / Capture

Never miss a lead again.

Meta lead forms, website enquiries, missed phone calls and Google bookings — all captured in one inbox, all answered automatically within 60 seconds. The leads you used to lose by Friday night now turn into quotes by Friday lunch.

  • Missed-call text-back — never lose to the next plumber on the list
  • Auto SMS & email replies inside 60 seconds
  • Lead becomes customer + job in your job software, automatically
See it live in 20 minutes →
Missed callAuto-text sent · 8s
Job created in ServiceM8Customer · address · ad source
02 / Convert

Quotes that chase themselves.

The minute a quote goes out in Simpro, AroFlo, ServiceM8 or Fergus, the follow-up sequence starts. SMS at day 2. Email at day 5. A second SMS the day before it expires. The customer feels remembered. You don’t lift a finger.

  • Sequenced SMS + email follow-ups on every open quote
  • “Thanks for accepting” auto-message the second they sign
  • Real-time alert to your phone the moment a quote is declined
See the quote workflow →
Quote sent · $4,820Holloway HVAC · day 0
Quote accepted · day 3Auto SMS got it over the line
03 / Complete

Job done. Invoice sent. Payment collected.

The second your tech marks a job complete in the field, the review request fires, the invoice drafts into Xero, and the payment chase sequence is queued. The office doesn’t need to remember a thing. The customer doesn’t need to be chased twice.

  • Auto review request the minute the job hits complete
  • Draft invoice into Xero with all the line items in place
  • Payment reminders at day 7, 14 and 21 — with one click to override
See completion automations →
Review request sentSMS · 4m after completion
Invoice paid · $4,820Receipt SMS sent automatically
Your digital admin

Six stages. Every one of them on autopilot.

Most CRMs stop at lead capture. Tradie Office Pro runs every stage of a job — from the first enquiry through to a 5-star review, a referred mate, and an annual maintenance booking 12 months later. Two-way sync into your job software. Real-time triggers off real field events. Think of it as a digital admin who never sleeps, never forgets, and never quits.

STAGE 01
Lead
↓ Into job software

Every lead, every channel — captured and routed

Meta lead forms, Google ads, website enquiries, missed phone calls, online bookings, walk-in referrals — all land in one inbox, get tagged with their source, and create a draft customer in your job software automatically. Nothing sits in a Facebook tab waiting to be exported.

Meta lead formWeb enquiryMissed callGoogle bookingReferralWalk-in
↑ Back into Tradie Office Pro

Source attribution & instant response

Every lead gets a timed response inside 60 seconds — SMS, email, or a missed-call text-back, whichever fits. The CRM remembers which ad / which channel produced this customer, so you can finally see what’s actually paying out.

60-second responseSource taggedPipeline → New leadROI attribution
STAGE 02
Quote
↓ Into job software

Quote drafted from a CRM workflow

A booked enquiry turns into a draft quote in ServiceM8, Simpro, AroFlo or Fergus — with the customer, address and line items already filled in. Office staff approve and send instead of building from scratch.

auto-customerline itemsaddress pre-fill
↑ Back into Tradie Office Pro

Quote sent / accepted / declined

Pipeline updates instantly. Sequenced follow-ups for cold quotes. “Thanks for accepting” SMS the moment they sign. Internal alert if they decline so you can pick up the phone before they go elsewhere.

Quote sentAcceptedDeclinedRevised
STAGE 03
Job
↓ Into job software

Booking creates the job — not the office

An online booking, a confirmed quote or a workflow trigger creates the job, schedules it, and assigns the right tech. No copy-paste, no double-bookings, no “who’s going to that one?” in the group chat.

auto-create jobtech assignmentschedule sync
↑ Back into Tradie Office Pro

Tech checks in / job started

Customer gets an “on the way” SMS automatically. Pipeline moves to In progress. Office gets pinged if a job goes on hold so it doesn’t fall off the radar.

ScheduledTech en routeStartedOn hold
STAGE 04
Complete
↓ Into job software

Update jobs as they progress

Notes, status changes, photos and customer comms made in the CRM are pushed back so techs in the field never see stale data — and the office never has to ring around for an update.

status syncnotes & filesphotosscheduling
↑ Back into Tradie Office Pro

Job marked complete in the field

Internal “ready to invoice” queue updates instantly. Satisfaction survey fires if you want one. Job moves to the review request queue (Stage 06).

Job completeSurvey sendReady to invoicePipeline → Done
STAGE 05
Invoice
↓ Into job software / Xero

Draft invoice generated automatically

Invoices drafted into Xero or your job software the second a job hits complete — line items, customer match, GST, the lot. Office reviews and sends instead of building from scratch.

draft to Xeroline itemscustomer matchGST
↑ Back into Tradie Office Pro

Invoice sent / paid / overdue

Auto payment reminders at day 7, 14 and 21. Receipt SMS the second a payment lands. Pipeline reflects financial status — not just operational status — so you know what’s actually paid, not just done.

SentPaidOverdue chaseReceipt sent
STAGE 06
Scale
↓ Into the world

The customer doesn’t end at “paid”

Google review request fires within minutes of completion. Referral invite goes out a week later with an offer. Annual maintenance reminder lands in their inbox 12 months on. Birthday and seasonal nurture campaigns keep you top-of-mind. One paying customer becomes three reviews, two referrals and a booking next year.

Google review requestReferral programmeAnnual maintenanceLoyalty nurtureWin-back campaigns
↑ Back into Tradie Office Pro

Reviews, referrals & repeat revenue

Reviews land in your Google profile. Referred mates show as new leads tagged to the referrer. Maintenance bookings flow back into the job pipeline. Lifetime value tracks against every customer — so you can see which jobs paid off three times over.

5-star postedReferral convertedMaintenance bookedRepeat customerLTV tracked
Before you book

Everything you need to know before getting started.

How does it actually connect to ServiceM8 / Simpro / AroFlo / etc.? +
Native API integrations — not Zapier. We connect directly to your job software with read-and-write access scoped to what you authorise. You stay in control of the connection, and you can revoke it any time. Most setups are live within 14 days.
Do my techs need to learn a new app? +
No. Field techs keep using ServiceM8, Simpro, AroFlo — whatever they use today. Tradie Office Pro listens to what they do and triggers the office workflows automatically. The platform is the office’s tool, not the field’s.
What about my existing data — contacts, jobs, history? +
We migrate it cleanly during onboarding. Existing customers, open jobs and pipeline stages are imported so you don’t lose history or have to start the team on a blank account.
How much hand-holding do we get on setup? +
All of it. Our Australian team builds the integrations, maps the workflows to how you actually run jobs, trains your office, and stays on as ongoing support. You don’t need a tech person internally.
What does it cost? +
It depends on your team size and which integrations you need. Most established trade businesses pay less than what they were paying for the disconnected stack of CRM + automation + review tool + booking app combined. We’ll quote you on the call.
What if we’re not on a supported job management system? +
Tell us on the call. We’re Australian-trades-focused and we add integrations to what our customers actually use. ServiceM8, Simpro, AroFlo, Fergus, WorkflowMax, Ascora, Pylon and Xero are live today.
Ready to start

Built for Australian tradies.

Join Australian trade businesses who’ve stopped working weekends. 20-minute walkthrough. No pitch deck. We’ll show you the platform wired into your real stack.

Book a free demo → Contact us
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