Back Office AI Assistant for Trade Businesses

A significant chunk of a tradesperson’s working day disappears into admin: answering the same questions about pricing, looking up what you charged a client last year, drafting a quote, chasing a follow-up. None of it is the work you’re actually good at. It just has to get done.

The back office assistant is an AI that knows your business — your services, your pricing, your clients, your job history. Ask it a question and it pulls the answer from your Notion workspace. Ask it to draft a quote and it uses your real rates. It doesn’t replace your judgement; it removes the tedium so you can apply it to things that actually matter.

What it can handle

• Answer “how much do we charge for X?” using your actual pricing
• Look up a client’s job history, last contact date, or outstanding balance
• Draft a quote based on the job type and your standard rates — ready for you to review and send
• Flag jobs that need a follow-up based on status or date
• Summarise what’s outstanding across your job tracker
• Answer internal questions about your services, suppliers, or standard procedures
• Log notes from a call or job visit directly into the right record

How it works

Pricing

If you don’t already have a Notion workspace, I can build one alongside this service — ask about the combined price when we speak.

Frequently asked questions