Automation Solutions

AI for Trades Companies: What Actually Works Right Now

Aaron · · 6 min read

If you run an HVAC company, an electrical business, a plumbing outfit, or any kind of construction operation — you’ve probably heard someone tell you that AI is going to “transform your industry.” Then you looked at your schedule board, your pile of unfinished quotes, and your phone ringing for the eighth time today, and thought: “Yeah, sure.”

Fair enough. Most AI marketing is aimed at tech companies and enterprises. But here’s the thing — trades businesses actually have some of the best use cases for AI, precisely because so much of the work involves repetitive processes, messy data, and skilled people spending time on things that aren’t their core skill.

Let me walk you through five areas where AI is delivering real results for trades companies right now.

AI-Powered Quoting

This is the big one. For most trades businesses, quoting is the bottleneck that directly limits growth. You can only win as much work as you can quote, and quoting is slow because it requires skill, experience, and a lot of manual calculation.

Here’s what AI can do today:

  • Material takeoffs from plans. AI can read architectural drawings and construction plans, identify the relevant components for your trade, and generate preliminary material lists. A plumber’s AI looks at the plans differently than an electrician’s — it’s trained on what matters to your trade.
  • Automatic pricing. Once materials are identified, AI pulls in your current supplier pricing, applies your standard markup, and calculates labour based on your rates and historical job data.
  • Draft quote generation. The output is a formatted quote ready for your estimator to review, adjust, and send. Not a final quote — a solid first draft that’s 80-90% accurate.

The speed difference is dramatic. Jobs that took an estimator two hours to quote can be drafted in minutes. Your estimator still reviews everything — their experience and judgment is irreplaceable — but they’re editing, not building from scratch.

Smart Scheduling and Dispatching

Every trades business with field teams deals with the same daily puzzle: who goes where, in what order, with what gear. Most solve it with a combination of a whiteboard, a spreadsheet, and a dispatcher who keeps it all in their head.

AI scheduling doesn’t replace your dispatcher — it gives them superpowers. It can:

  • Factor in real-time traffic and travel times between jobs
  • Match technician skills and certifications to job requirements
  • Prioritise based on SLA deadlines, customer value, or urgency
  • Suggest optimal routes that minimise windshield time
  • Automatically adjust when a job runs long or a tech calls in sick

The result isn’t a rigid computer-generated schedule. It’s a smart starting point that your dispatcher can adjust, with instant recalculation when things change — which, in trades, is every single day.

Automated Follow-Ups

Here’s a revenue leak that almost every trades business has: jobs quoted but never followed up. The quote goes out, the customer doesn’t respond immediately, and the business moves on to the next urgent thing. That quote sits in a folder, forgotten.

AI can run your entire follow-up sequence automatically:

  • Send a check-in email three days after the quote
  • Follow up again at one week with a gentle nudge
  • Flag quotes that go quiet for your sales person to call
  • Adjust the tone and timing based on job size and customer history
  • Re-engage old quotes when a customer visits your website again

This isn’t spam. It’s the consistent follow-up process that every sales trainer tells you to implement but nobody has time to actually do.

Without AI Follow-Up

  • Quotes sent and forgotten
  • Manual follow-up when someone remembers
  • No visibility on quote pipeline
  • Revenue leaking from unconverted quotes

With AI Follow-Up

  • Every quote gets systematic follow-up
  • AI handles timing and initial touchpoints
  • Live dashboard of quote status and pipeline
  • 15-30% more quotes converted to jobs

Photo Documentation and AI Reporting

Your field team takes photos on every job. Those photos usually end up in a camera roll, maybe a shared folder if you’re lucky, and almost never make it into a proper report unless someone spends time writing it up.

AI changes this. Your techs take photos on-site, and AI can:

  • Auto-tag and organise photos by job, location, and type (before/during/after)
  • Generate written descriptions from photos — “corroded copper pipe at junction, approximately 15mm diameter, evidence of slow leak”
  • Create job reports automatically from the photo documentation
  • Flag compliance issues visible in photos (missing labels, incorrect installations, safety hazards)

The tech’s job doesn’t change — they still take the same photos. But instead of those photos disappearing into a phone, they become structured documentation that feeds into reports, invoices, and compliance records.

Predictive Maintenance and Proactive Service

If your business services equipment — HVAC systems, fire panels, electrical infrastructure — AI can shift you from reactive to proactive service.

By analysing historical job data, AI can predict:

  • Which systems are likely to fail in the next 30/60/90 days
  • Which customers are due for maintenance based on usage patterns
  • What parts you’ll need to stock based on seasonal failure trends
  • Where to focus your planned maintenance schedule for maximum impact

This turns maintenance from a cost centre into a revenue generator. Instead of waiting for emergency calls, you’re proactively reaching out to customers with scheduled service — higher margins, better customer retention, and fewer after-hours callouts.

The Honest Truth

AI isn’t going to replace your tradespeople. It’s not going to replace the twenty years of experience your senior tech has. And it’s not going to fix a business that has fundamental operational problems.

What it will do is take the repetitive, administrative, data-heavy parts of running a trades business and make them dramatically faster. That means your skilled people spend more time on skilled work, your office staff spend less time on data entry, and your business can handle more volume without proportionally more overhead.

The trades companies getting ahead with AI right now aren’t the biggest or the most tech-savvy. They’re the ones that identified one specific bottleneck — usually quoting or scheduling — and built a targeted AI solution for it. Then expanded from there.

That’s the playbook. Start specific. Start practical. Measure the result.

A

Aaron

Founder, Automation Solutions

Building custom software for businesses that have outgrown their spreadsheets and off-the-shelf tools.

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