Enquiry triage and quote preparation from a photograph or email, ready for a person to check.
Built environment playbook
AI and automation for electrical, plumbing, heating and other trades
Work in electrical, plumbing, heating and other trades moves between office, site, drawings, commercial records and people under pressure. We connect that flow so evidence is captured once, decisions remain visible and the team can act from a dependable record.
Typical builds
Where we would start
For electrical, plumbing, heating and other trades, a useful first release should remove a visible point of friction without forcing the whole business to change at once. We would begin with a workflow such as this: Enquiry triage and quote preparation from a photograph or email, ready for a person to check. That gives the team something practical to test, while creating a dependable foundation for the connected improvements that follow.
Job scheduling and an engineer app with the latest instructions, customer details and site notes.
Certificates generated on site from controlled templates and completed job information.
Automated review requests and service reminders sent at the right point in the customer journey.
How we would begin
Start with the work as it is
We would begin with the real operating journey in electrical, plumbing, heating and other trades, not a catalogue of tools. Together we would identify where information first arrives, who checks it, what must be approved and where the same detail is entered again. The first release would solve one useful part of that journey and connect cleanly to the systems the team already trusts. AI would draft, classify or surface information where it is useful; your people would approve decisions involving money, safety, care, compliance or professional judgement. Once the first flow is working in daily use, we would measure what helps and extend it carefully into the next bottleneck.
Connections
What we would usually connect
We choose the simplest dependable route, working with the systems already in place rather than adding technology for its own sake.
- 01Microsoft 365
- 02SharePoint
- 03Procore
- 04Autodesk Construction Cloud
- 05Sage 50
- 06Mapping services
Across every business
The useful foundations
Inbox triage and drafted replies, with your people approving anything that carries judgement or commitment.
Accounts connected to the bank with automatic matching, while exceptions remain visible for review.
One CRM fed by every enquiry channel, so the team follows one shared customer record.
Live dashboards for the owner, built from operational information rather than manually assembled reports.
An internal AI assistant that knows how the company does things, grounded in approved policies and documents.
Relevant services
How we can help
Your free blueprint