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Case 11 · Trades & Field Services

From a missed enquiry to a complete, review-ready quote.

Australian trade and field-service businesses Enquiry capture & quote coordination 11 October 2026

From a missed enquiry to a complete, review-ready quote.

A customer calls while the owner is on-site. The message records a name and number, but not the job type, suburb, urgency, photos or access constraints. By the time someone calls back, the customer may have moved on—or the estimator must restart the discovery process.

Australian evidence: ASBFEO reports that small businesses employed 804,000 people in construction in June 2024—the largest small-business workforce of any industry—and accounted for 62% of construction employment. In a labour-intensive sector, reducing avoidable enquiry and quoting administration can return scarce capacity to paid work. View the ASBFEO small-business employment data

Business friction

Every incomplete enquiry creates another round of calls and rework.

  • Job details arrive through calls, texts, email, social media and website forms
  • Photos, site constraints and customer expectations are captured inconsistently
  • Quotes stall while staff chase information, availability and supplier pricing
Agentic AI response

A controlled intake agent prepares the job for human assessment.

  • Capture the enquiry and ask approved questions for missing job details
  • Classify service area, urgency and information required for an estimate
  • Prepare a source-linked job brief, draft quote and follow-up queue
Human, safety & customer control

AI organises the enquiry—qualified tradespeople decide the work.

  • Never allow AI to diagnose hazards or promise emergency attendance
  • Require human approval for scope, price, schedule and technical advice
  • Use minimum customer data and preserve messages, assumptions and overrides
Measures that prove value
Complete enquiriesResponse timeQuote turnaroundFollow-up timeQuote-to-job conversionHuman corrections

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