For trades and local service businesses
Stop losing jobs between the first call and the review.
Free, plain-English playbooks for putting AI to work on the calls, quotes, follow-ups, invoices and reviews that land on you.
Start with the job that’s slipping
- Every caller gets an answerFor the calls you miss while you’re on a job.Show me how
- Quotes written while it’s freshFor the quotes that wait until Sunday night.Show me how
- No lead goes coldFor the quotes you sent and never heard back on.Show me how
- Late invoices get a polite nudgeFor the invoices still unpaid past their due date.Show me how
- Every review gets a replyFor the reviews that sit there with no reply.Show me how
What changed this week
Issue 1 · September 29, 2026
- AI helpers that work for you: 9 updates
- Tools for building with AI: 5 updates
What a playbook gives you
- One job, one page. Answering the calls you miss, quoting, following up, chasing invoices, asking for reviews. Each playbook takes one of them.
- Who runs it, and how long it takes. The short version at the top says who does the job, when, and how long it takes to set up.
- Words you can copy and paste. A prompt for the assistant you already use, and a note on what to leave out of it.
- One number to check. Each one names the number that tells you it worked, and when to look at it.
What this means for your business
- One job at a time. Set up the playbook for the job that’s slipping most. Add the next one once the first is a habit.
- You read it first. Anything a customer sees, from a text back to a payment reminder, you check before it goes.
- Be straight with customers. Callers and customers should always know when they are talking to an assistant.
More to read
Published in the last 30 days.
Nothing stays unpaid past 30 days
Automatic reminders do the polite part. A Friday list and a calm, factual draft handle the rest before day 30.
PlaybookPublished Sep 29
Stop losing jobs to missed calls
Five saved texts and a quick check after every job, so every missed caller hears back from you the same day.
PlaybookPublished Sep 29
Turn job notes into clean quotes
For bigger jobs: sort messy notes into what’s in, what’s out, and what to ask, before you put a price on it.
PlaybookPublished Sep 29
Pick your next step
New to all this? Short lessons on what AI is and how to ask it for something useful.
Have a job that eats your week? Playbooks walk you through it, with words you can copy and paste.
Weighing up a tool? Fact sheets on the assistants and job software that owners get pitched, with the date we checked each one.
Not sure where to start? The Get help page points you to the right first step for your front office.
Get help