Automation for Trades Businesses

Complimentary consultation. CodeBridge maps the systems already running, identifies the highest-value automation, and scopes the work honestly.

Capture the job once. Automate everything downstream.

Quoting, dispatch, and compliance documentation generated from job data already captured on site. Built on ServiceM8, Xero, and MYOB by a qualified ServiceM8 partner. Evidence bound to every job.

  • Quote issued to customer: Generated from site photography. Four minutes from site visit.
  • Specification check completed: Flagged: pump below stormwater and compaction rating
  • Job brief dispatched to crew: Pre-start confirmations included
  • Compliance documentation filed: Photography, timestamps, signatures. Audit-ready.
  • Invoice raised on completion: Synced to Xero or MYOB
WHAT WE LOOK AT

Trades and sectors served

Plumbing

Stormwater and compaction specification checks, permit lodgement, and quotes priced from site before the crew leaves.

Electrical

Tag-and-test registers, switchboard compliance evidence, and defect documentation captured against the job rather than a personal device.

Solar & EV

Rebate and STC documentation, installation compliance packs, and inspection evidence filed on completion rather than after hours.

Insulation

Product specification matched against R-value requirements at order, with installation evidence retained for audit.

Plastering

Variation tracking, progress claims, and defect capture across multi-stage residential and commercial fit-outs.

Landscaping

Staged quoting, materials scheduling, and site condition documentation across long-run projects and extended defect periods.

Builders

Subcontractor dispatch, progress claims, and consolidated compliance evidence across concurrent sites.

WHAT WE LOOK AT

Six processes, automated end to end.

Every job runs the same pipeline. No chasing from the operator or the office.

1

Quotes issued same day, not same week

Quoting & Invoicing
Site photography and job notes become a priced quote. Invoices raise on completion and sync to Xero or MYOB without re-entry.

2

Specification errors caught before site

Specification Assurance
Data sheets and job specifications are checked automatically. A stormwater rating mismatch or an incorrect pump is flagged before the order is placed. One catch covers the engagement.

3

Rebates and permits completed in minutes

Compliance & Documentation
Solar rebate forms, permit applications, and tag-and-test records populate from job data already captured on site. Filed audit-ready, not filed later.

4

Crews briefed before they arrive

Dispatch & Crew Briefing
Job briefs and pre-start confirmations dispatch to the assigned crew. Teams operate independently of the owner’s phone.

5

Runs on the platform already in place

Platform Integration
CodeBridge is a qualified ServiceM8 partner. Where ServiceM8 is the system of record, this integrates directly. Nothing that works gets replaced.

6

A named engineer, not a ticket queue

Deployment & Support
Deployment is scoped against how the business actually operates. Thirty days of post-launch monitoring ships with every engagement.

Where the margin goes.

Six failure points reported consistently by trade operators before administrative automation.

  • Rebate administration runs after hours. Entitled customers go unoffered because the paperwork cost exceeds the margin on the job.
  • Quotes issue days late. They are written after hours, outside the window in which the customer is still deciding.
  • Crews escalate mid-job. The brief never reached them, and owner time is consumed answering questions the job data already answers.
  • Incorrect parts reach site. Specification sheets are not checked before ordering, and the cost lands on the job rather than the supplier.
  • Compliance evidence sits on personal devices. Tag-and-test records and site photography are unindexed and unretrievable at audit.
CASE STUDIES

Delivered engagements.

Case File — Plumbing

  • Quote generated on site for a stormwater drainage job
  • Automated check flagged the pump against Victorian compaction and stormwater requirements
  • Correct part identified from the data sheet prior to ordering
  • Permit application submitted automatically

Case File — Electrical

  • Switchboard photography assessed on site against compliance tagging requirements
  • Solar rebate documentation, previously a multi-hour task, completed same day
  • Customer offered the rebate entitlement without administration blocking it
  • Crew now runs specification checks independently of the owner

Know The Code Before The Deal is priced

The sooner the code is reviewed, the more leverage you have.