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Tradie Squad

Win more work. Quote faster. Run a more efficient trade business.

Tradie Squad brings quoting, tendering, presentations, administration, digital marketing and financial insights into one AI-powered business assistant. It saves your team time, helps drive new leads, keeps follow-up moving and gives you a clearer view of the numbers, without adding another layer of admin.

Why you'd choose Tradie Squad

Built for your industry, customised for your business

The Tradie Squad difference is what we build into your AI-powered business assistant: specialist skills, our own templates and workflows, 17 years of digital marketing experience, and people who understand the trades.

We bring that expertise together with your systems and customise it around how your business works, giving you practical support from enquiry to quote, through to admin and commercial insights.

Specialist skills, embedded

Skills built into Tradie Squad for quoting, proposals, administration, marketing and commercial insights. Your assistant starts with capabilities designed for the work a trade business needs to get done.

Our templates. Our workflows. Your business.

Tradie Squad’s own templates and workflows give your team a structured starting point. We tailor them to your processes, so you can put AI to work without designing every step yourself.

17 years of marketing experience and IP

Our digital marketing experience and intellectual property are built into the approach, bringing practical knowledge of lead generation, follow-up and business growth to your assistant.

Dedicated people with trade experience

Work with dedicated resources who have a trade background and understand the work behind the screen. They help customise your platform around your team, your processes and the way you run jobs.

Your systems, brought together

Connect supported tools such as Xero, Google Workspace, your email and calendars, builder quoting software and CRM. We bring those connections together with Tradie Squad’s skills and workflows to create a solution shaped around your business.

We confirm the connections and available actions for your software during discovery.

Tradie Squad. Because your next stage of growth needs more than your spare time.

Your squad

One assistant. Five ways to grow and streamline the business.

Start with the biggest bottleneck, then expand as the business sees value. Tradie Squad is configured around your workflows, information, templates, systems and approval rules.

01Quote and win work
Faster quoting and tenderingSave time on every opportunity by turning plans, specifications, approved rates and business rules into organised take-offs, quote drafts and tender content. Tradie Squad does the preparation work so your team can review, price and respond faster. Find and organise supplier information; verify live prices, availability, delivery times and terms before committing.
Software examples
  • Buildxact
  • ServiceM8
  • simPRO
  • AroFlo
  • WunderBuild
  • Google Drive
02Quote and win work
Proposals and presentationsPresent the business professionally and give every serious opportunity a stronger finish. Tradie Squad turns approved project information into polished, consistent sales and tender material.
Software examples
  • Microsoft 365
  • Google Workspace
  • Google Drive
03Connect and grow
Administration and workflowKeep the office moving without adding another layer of admin. Tradie Squad connects day-to-day communication, calendars, customer records and tasks so less work is lost between systems. Triage enquiries, draft replies, organise documents and coordinate bookings and reminders.
Software examples
  • Gmail
  • Outlook
  • Google Calendar
  • Microsoft calendars
  • HubSpot
  • CRMOther supported CRMs
  • Google Workspace
  • Microsoft 365
04Connect and grow
Digital marketing and lead generationDrive more leads into the business with consistent digital marketing and faster follow-up. Tradie Squad helps plan, create, coordinate and measure the activity that puts the business in front of the right customers. Strategy, content, Google Ads, Meta Ads, SEO and reporting are included to the agreed scope. Results vary by market, offer, budget and execution.
Software examples
  • Google Ads
  • Meta Ads
  • Google Analytics 4
  • Search Console
  • HubSpot
  • @Website forms
05See the business clearly
Finance and commercial insightsKnow what is happening in the business before it becomes a problem. Tradie Squad brings accounting and job information together to improve cash-flow visibility, keep debtors visible and show where margin is moving. See cash flow, debtors, profit and loss, margins and job costs. Insights rely on connected data and do not replace professional advice.
Software examples
  • Xero
  • MYOB
  • Buildxact
  • ServiceM8
  • simPRO
Your team approves quantities, rates, mark-ups, exclusions and final pricing before a quote or tender is submitted. Software shown is illustrative. Exact connections and available actions are confirmed during discovery.
One connected assistant

One assistant that helps you win work and run more efficiently.

From the first enquiry to quoting, follow-up and financial visibility, Tradie Squad keeps information moving. Your team makes the commercial decisions.

  1. 01New enquiryCapture lead details and identify missing information.
  2. 02Quote preparationPrepare a take-off and quote draft using your templates, rates and rules.
  3. 03Your teamApprove scope, quantities, rates, mark-ups, assumptions, exclusions and final pricing.
  4. 04Proposal draftTurn approved information into a branded proposal or tender presentation.
  5. 05Approved follow-upSend or schedule routine follow-up through the agreed workflow.
  6. 06Debtor follow-upKeep overdue invoices visible and prepare reminders.
  7. 07Business insightsBring connected job and accounting data into clear business summaries.
Today
As of Today 6:02am
4 new enquiries2 reply drafts1 quote to check3 reminders scheduled
  • 14 Bellevue Rd, KewQuote draft · quantities, rates and exclusions to review
    Awaiting sign-off
  • Hot water unit · DoncasterEnquiry 9:48pm · response prepared · calendar linked
    Draft ready
  • Harris deck and pergolaApproved quote · branded proposal draft prepared
    Ready to approve
  • Invoice #1042 · Patel$4,200 · 14 days overdue
    Scheduled
Bob on this workspace

Morning. Four new enquiries, two response drafts and a proposal ready to review. The Bellevue Rd quote draft is also ready.

Thanks, I’ll look at it at 9.

Illustrative interface. Features and connections are configured for each business.
What it fixes

The work that gets in the way of growth.

Tradie Squad takes repetitive, information-heavy work off your team so your people can focus on customers, jobs and decisions.

TodayQuotes done at nightPreparation eats into evenings and slows your response.
With your squad

Turn plans, specifications and approved rates into take-offs, quote drafts and tender content.

Faster quoting and tendering →
TodayOpportunities go coldMarketing and follow-up get pushed aside.
With your squad

Drive more leads with consistent digital marketing and keep live opportunities moving.

Digital marketing and lead generation →
TodayCash flow is hard to seeOverdue invoices and margin changes need attention.
With your squad

Keep debtors visible, prepare follow-up and see cash flow, costs and margins clearly.

Finance and commercial insights →
TodayAdmin takes overInformation is scattered across inboxes and systems.
With your squad

Connect enquiries, calendars, customer records and tasks to cut duplicate handling.

Administration and workflow →

Your squad at work

Faster quoting and tendering

Save time preparing quantities, allowances, rates, mark-ups and exclusions. Review the draft, confirm supplier terms and respond sooner.

Explore the capabilities →
Quoting & tenders
As of Today 9:00am
3 plans in1 ready to check1 take-off running
  • 14 Bellevue Rd · Kitchen and deck47 line items · $86,420 working number
    Awaiting sign-off
  • 22 Albert St · BathroomTake-off in progress · checking plan dimensions
    In progress
  • 8 Scott Ave · CarportApproved by Mark · sent through approved workflow
    Sent
Bob on this workspace

Bellevue Rd has a take-off and quote draft ready. Please review quantities, rates, mark-ups, allowances and exclusions.

Use $85 a square metre for tiles.

Rate updated in the draft. Final pricing is ready for you to approve.

Illustrative example

Digital marketing and lead generation

Bring campaigns, lead sources and follow-up into view. Turn performance data into content and actions that help drive more enquiries.

Explore the capabilities →
Marketing & leads
Illustrative campaign view
12 enquiries3 lead sources4 follow-ups
  • Search campaignGoogle Ads · enquiries linked to CRM
    Live campaign
  • Decking project storySocial content · images and copy prepared
    Draft ready
  • Website enquiriesLead records updated · next actions assigned
    Follow-up ready
Bob on this workspace

Your campaign and lead-source summary is ready. The decking project content is drafted and new enquiries have follow-up actions.

Show me the content draft before scheduling.

Ready to review alongside the campaign results.

Illustrative example

Finance and commercial insights

See cash flow, debtors, profit and loss, margins and job costs in a clear business summary. Spot overdue accounts and jobs needing attention.

Explore the capabilities →
Finance & insights
As of Today 5:00pm
$42,600 revenue$31,200 job costs$11,400 profit
  • Bathroom jobs · marginRecorded tiling hours above the quoted allowance
    Needs you
  • Cash flow and debtors$18,400 owed · $9,800 due Friday
    Review
  • Quotes5 sent · 2 won · 1 waiting on the client
    Update
Bob on this workspace

Your business summary is ready: revenue, profit and loss, job costs and margins. Review bathroom tiling hours and the overdue accounts.

Illustrative example
How it works

A day with your AI-powered business assistant.

Illustrative
  1. 6am · Email
    New enquiries ready for follow-up.
  2. 9am · Text message
    Faster quoting and tendering

    The Bellevue Rd take-off and quote draft are ready. Please review the quantities, rates, mark-ups and exclusions.

    Review quote draft
    A quote draft ready to approve.
  3. 2pm · Invoice reminder
    Invoice #1042Scheduled
    $4,200To Raj Patel

    14 days overdue. Approved reminder scheduled with a link to the invoice.

    An approved invoice reminder scheduled.
  4. 5pm · Your daily numbers
    Finance and commercial insights
    $42,600revenue$31,200costs$11,400profit

    Review bathroom margins: recorded tiling hours are above the quoted allowance.

    Business insights ready to review.

Supported connections

Connect the tools your business already uses.
  • Estimating and job management
  • Email and calendar
  • CRM and lead management
  • Accounting
  • Marketing and analytics

Connects with supported business systems. Exact connections, access and automation methods are confirmed during discovery.

People and controls

Move faster. Keep commercial control.
  • Tradie Squad works within the access, rules and permissions agreed during setup.
  • Routine preparation, coordination and follow-up can move automatically where the workflow is approved.
  • Your team approves material quantities, pricing, mark-ups, supplier commitments, tenders and customer promises.
  • Important financial and commercial decisions remain with the business and its professional advisers.
How it works

Built around the way your business already works.

  1. DiscoverFind the bottleneckIdentify where leads, quote time, administration or financial visibility are holding the business back.
  2. DesignMap the workflowMap the information, systems, business rules and approval points needed to improve it.
  3. Put it to workBuild, connect and onboardConfigure the selected capabilities, connect supported systems and help your team put real work through the process.
  4. GrowExpand as you see valueTrack the practical impact, improve the workflow and add capabilities as the business is ready.

Scope, implementation timing and pricing are agreed after discovery.

FAQs

No. Tradie Squad is one AI-powered business assistant covering faster quoting and tendering, proposals and presentations, administration and workflow, digital marketing and lead generation, and finance and commercial insights. Start with the area that saves your team the most time, then expand.

Tradie Squad

Ready to quote faster and grow without the admin drag?

Tell us where your team is losing time and which systems you already use. We’ll help identify the highest-value place to start.

VisitLevel 7/34 Eastern Rd, South Melbourne VIC 3205
HoursMon–Fri, 9am–5pm AEST