Features

The client system,
end to end.

One platform covering the full customer lifecycle: Capture, Communicate, Organise, Champion, Reactivate. Every conversation in one inbox. Every customer in one record. Every review and referral on autopilot. Wired into the job system you already use.

Book a 30-minute demo See the 13 modules

13Built-in modules
1Login to remember
8Native integrations

Module board Running

Fri 9:04 PMOffice closed.
01Capture
02Track
03Convert
04Catch
05Book
06Collect
07Earn
08Engage
09Refer
10Reactivate
11Post
12Measure
13Run
Synced toServiceM8
LoginsOne. Not five.

What is inside

Thirteen modules. One system around the job.

Each one does something your job system was never built to do. Together they run the whole customer side of the business, from the first missed call to the twelve-month reminder.

01 / Capture

Every customer, on one record.

One screen for the lead, the chat history, the quote, the job, the invoice and the review. The office stops asking who is talking to that customer, and the field stops asking what we said last time.

Unified inbox: SMS, email, calls, Meta DMs and web chat, all on the customer card
Merged with your job software automatically. No double entry, no copy-paste
The whole team sees the same history in real time

Laptop mockup of the customer card: one record holding the lead, chat history, quote, job and invoice, with a synced-record label — One record · synced01 / 13

02 / Track

See every customer, lead to referral.

A pipeline that maps the whole customer journey, not just open jobs. Lead in, quote out, job booked, complete, paid, review, referral. Stages advance the second your job software moves them. No manual updates. No "I'll do it Friday."

Live stages synced from your job system in real time
Filter by trade, source, status or owner to find the right customer fast
Hot-list alerts when a quote sits too long or a regular goes quiet

Tablet mockup of the lifecycle pipeline board with Quoted, Won and Job done columns and a stage auto-advanced label — Stage · auto-advanced02 / 13

03 / Convert

Sequences that fire on real customer journey events.

Lead arrives. Quote sent. Job booked. Job complete. Invoice paid. Review left. Every step in the journey has a moment, and the platform talks to the customer at exactly the right one. No arbitrary timers. No spam. No office to remember it.

SMS and email triggered by every step in the customer's journey
Pre-built sequences for chasing quotes, no-shows, reviews and payments
Australian-written templates that sound like a tradie, not a SaaS bot

Phone mockup of an automation sequence: quote sent, job complete, review request and invoice paid steps — Trigger · quote sent03 / 13

04 / Catch

Missed calls become booked jobs.

Every missed call gets an automatic text-back before the customer rings the next plumber on the list. Every ad gets a tracking number, so you finally see which campaign paid for the ute.

Missed-call text-back, so a lead never goes to the next bloke
Two-way SMS thread per customer, so the office never loses the thread
Per-source call tracking on every Google ad, lead form and flyer

Phone mockup of a missed call with the automatic text-back sent and the lead synced to the job system — Missed call · text-back sent04 / 13

05 / Book

Customers book themselves in.

Online booking that respects your team's real schedule, and syncs the customer and the booking straight into your job software. The office stops playing phone tag. The customer gets a confirmation SMS and a reminder the day before.

Live availability: the same calendar your tech actually runs
Customer and booking synced into your job software the second they confirm
Reschedule and reminder SMS handled automatically, no admin needed

Tablet mockup of the monthly booking calendar with a confirmed booking and a reminder SMS label — Booked · synced to job system05 / 13

06 / Collect

Payment chase, on the comms side.

Your job software raises the invoice. We chase the customer about it. Day 7 SMS. Day 14 email. Day 21 phone alert to the office. Receipt SMS the moment the payment clears. Cashflow stops slipping into next month without anyone in the office writing "just following up" emails.

Three-step automated chase sequence on every overdue invoice
Receipt SMS to the customer the second a payment lands
One-click pause when the customer is a mate or a known slow payer

Laptop mockup of an invoice marked paid, with the day-7 reminder and payment-received labels — Invoice paid · receipt sent06 / 13

07 / Earn

Five-star reviews, on autopilot.

The minute a job hits complete, a review request fires by SMS, with email as backup. Every reply, every star, monitored from one inbox. Unhappy customers get caught before they land on Google. Happy ones get amplified.

Automatic Google review requests: SMS first, email backup
Pre-screen unhappy customers before they leave a public review
Reply to Google and Facebook reviews from inside the platform

Mockup of a review request sent by SMS and a new five-star Google review posted — Job complete · review request sent07 / 13

08 / Engage

Every conversation in one inbox, with AI.

Google, Facebook, web chat, SMS and email. Every customer message lands in the same inbox. AI drafts the reply in your tone, summarises long threads in a sentence and flags the hot leads. The office answers from one screen instead of five tabs.

AI reply drafts in your brand voice, ready to send or edit
Auto-summary on every long thread, so nobody reads thirty messages to catch up
All channels routed into one shared team inbox with SLA timers

Laptop mockup of the shared inbox with an AI-suggested reply and SMS, email and Facebook messages in one thread — AI draft · ready to send08 / 13

09 / Refer

Past customers become your sales team.

A week after every job complete, a referral SMS goes out with a tracked link the customer can forward to a mate. Every successful referral is logged against the original customer. Loyalty nurture keeps you front of mind. Annual maintenance reminders pre-book the next visit.

Automatic referral SMS a week after job complete
Trackable referral links: know exactly who sent who, and reward them
Annual service reminders queued 12 months out
Loyalty and win-back nurture for customers who have gone quiet

Phone mockup of a referral link being shared, a new referral signed up and the reward credited — Referral invite · day 709 / 13

10 / Reactivate

AI wakes up your dead leads.

Every old enquiry, every ghosted quote, every no-show in your database, sitting there worth nothing. An AI agent works through them in the background, opens a real SMS conversation, qualifies who is still in market and books them in.

AI agent re-engages cold leads with personalised SMS, not a blast
Replies handled automatically: it books, qualifies and escalates only when needed
Hands to a human the moment the conversation needs one

Two phone mockups of an AI conversation re-engaging a cold lead who replies and gets booked in — Cold lead · re-engaged10 / 13

11 / Post

Plan a month of social in one sitting.

Drop a month of posts into one calendar for Facebook, Instagram, Google Business and LinkedIn, schedule weeks ahead and forget about it. AI suggests post ideas from your job photos and reviews. The office stops scrambling for what to post today.

Schedule weeks of content across every channel from one calendar
AI post ideas pulled from your job photos, reviews and FAQs
Approval workflow: the team drafts, the owner approves with a tap

Tablet mockup of the social planner: a month grid of post thumbnails with a scheduled post and a queued-posts label — Scheduled · four channels11 / 13

12 / Measure

See where every lead and dollar comes from.

Every enquiry tagged to its source. Every quote and won job traced back to the campaign that started it. Stop guessing whether the Google ads are working. See the leads, the conversions and the revenue tied to each one.

Source attribution from first click to booked job
Conversion rates across every step: call, quote, won, paid
Live revenue and lead dashboard the office can pull up any time

Laptop mockup of the reporting dashboard: lead count, cost per lead and a trend line with Meta and Google source cards — Source · Google Ads12 / 13

13 / Run

We build it. You just use it.

Our Australian team wires the workflows, connects your stack, trains your office and stays on as ongoing support. You don't learn the platform. You don't maintain it. You just turn up to an inbox full of jobs.

Australian onboarding team builds the integrations and maps the workflows to how you run jobs
Workflows built for your trade, not a generic template
Ongoing support after go-live
Most setups live within 14 days

Phone mockup of onboarding: setup complete, your build team is ready, and a welcome message from the Australian team — Most setups live within 14 days13 / 13

Plus the integrations

All of this, wired into your real stack.

Every module here connects natively to ServiceM8, Simpro, AroFlo, Fergus, WorkflowMax, Ascora, Xero and Pylon. The platform isn't an island. It's the layer that makes your stack work as one. No Zapier, and your techs keep the app they use today.

See all integrations

FAQ

Questions tradies actually ask.

The short answers about the platform itself. The 30-minute demo gives you the long ones.

Do I need to replace my job management software?

No. Tradie Office Pro sits between your job management system and your customers, automating everything in between. Keep using ServiceM8, Simpro, AroFlo, Fergus, WorkflowMax or Ascora as you do today.

How long does it take to go live?

Most setups are live within 14 days. Our Australian team handles the integrations, the workflows and the data migration. You don't have to set anything up.

Will my office team need training?

Less than you'd think. The platform is built to disappear into the background of the day-to-day. We run a short onboarding with your office, then stay on as ongoing support.

What if a feature doesn't fit my business?

Every workflow we build is mapped to how you actually run jobs. We don't drop a generic template on you. We sit down, map your real customer journey, then wire it up.

What happens if something breaks?

Our Australian team stays on as ongoing support after go-live. If an integration drops, we fix it. You stay in control of the connection and can revoke it any time.

Can I see it before I commit?

Yes. The 30-minute demo is a real walkthrough, no pitch deck. We'll show you the platform wired into your real stack.

Built for Australian tradies.

Join Australian trade businesses who've stopped working weekends. 30-minute walkthrough. No pitch deck. We'll show you the platform wired into your real stack.

Book a demo Contact us