Trades & Services

Never miss a job. Never chase a payment.

Hana answers your calls, books jobs, sends quotes automatically, and follows up on unpaid invoices — so you can focus on doing the work, not the admin.

See the Workflow

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0

Missed Enquiry Calls

Hana books jobs 24/7 in your name

2min

To Send a Quote

Yuki generates branded quotes instantly

40%

More Reviews

Automated post-job review requests

What your AI team handles

The work you hate
handled automatically.

24/7 Call Answering & Booking

Hana answers every call, gets job details, books it into your schedule, and sends the customer a confirmation. You arrive and the job is ready.

Instant Quote Generation

Yuki generates professional, branded quotes in 2 minutes. Add your rates and Yuki calculates the total, adds terms, and sends it for signature.

Invoice & Payment Automation

Ren sends invoices automatically after jobs, chases overdue payments, and tracks who owes you what. No more awkward payment chasing.

Automated Review Requests

After every completed job, Hana sends a review request to your customer. More 5-star reviews = more inbound calls without spending on ads.

Job Scheduling & Reminders

All jobs go into a master schedule. Customers get reminder SMSs the night before. You get a daily briefing with today's jobs and addresses.

Lead Generation (Ryan)

Ryan finds local businesses and homeowners who need your services, prepares outreach, and adds them to your pipeline automatically.

Step-by-step guide

How to set up NexusPersonas
for Trades & Services.

1

Set Up Your Service Business Profile

Settings → Service Business Setup

Switch to the Service Business workspace. Add your trade type (plumber, electrician, landscaper, etc.), service area, hourly rates, and business hours. This configures all your AI tools for your specific trade.

Add your most common job types and your prices for each. Yuki uses this to generate accurate quotes automatically.

2

Activate Hana (Your AI Call Answerer)

Hana → Trades Setup

Set up Hana with your trade-specific FAQ answers: your rates, what areas you cover, what jobs you do/don't do, your availability. Hana answers every call in your business name, collects job details, and books it into your calendar.

Record a 2-minute audio about what you do and Hana learns your exact style. Customers won't know it's AI.

3

Set Up Automated Quoting (Yuki)

Yuki → Quote Templates

Create quote templates for your 5 most common jobs. When Hana takes an enquiry, Yuki pre-fills a quote with the job details. You review on your phone in 30 seconds, tap approve, and it's sent to the customer branded.

4

Configure Invoice & Payment Automation (Ren)

Ren Finance → Invoice Automation

Set Ren to auto-send invoices when a job is marked complete. Set payment terms (7 days, 14 days) and Ren automatically sends reminders at day 3, day 7, and day 14. You'll never have to chase a payment manually again.

Ren integrates with Stripe for online payment links on every invoice — customers pay instantly with a card.

5

Automate Review Requests

Reviews & Reputation → Review Automation

Set up the post-job review request automation. 2 hours after a job is marked complete, your customer receives an SMS with a direct link to your Google Business profile. This alone can double your review count within 3 months.

6

Set Up Job Reminders

Hana → Job Reminders

Activate automated job reminders. The night before every job, your customer gets an SMS: "Hi [Name], just a reminder your [trade] visit from [Business Name] is tomorrow between 9-11am. Reply STOP to cancel." Reduces no-shows by 70%.

7

Generate New Leads with Ryan

Ryan → Local Business Lead Finder

Use Ryan to find property managers, builders, or homeowners in your area. Give Ryan your suburb and job type and he researches public data to find leads, enriches with contact info, and prepares outreach for your review.

Your AI team

AI employees built
for trades & services.

🔧

Mason

Your dedicated trades AI — handles job enquiries, quotes, and follow-ups specific to service businesses.

Job ManagementQuotesCRM
📞

Hana

Answers all inbound calls, collects job details, books into your schedule, sends confirmations.

Voice AIBookingSMS
📋

Yuki

Generates professional quotes and invoices. Sends them branded with your logo and terms.

QuotesInvoicesE-sign
💰

Ren

Tracks all revenue, chases overdue invoices, forecasts your next 90 days of income.

FinanceInvoicesForecast
⭐

Aria

Sends post-job review requests, manages customer communications, handles complaints professionally.

ReviewsEmailSMS
🎯

Ryan

Finds local leads — builders, property managers, homeowners who need your services.

Lead ResearchOutreachCRM

Tool deep-dives

Every tool explained.

Click any tool below to see exactly what it does and how to use it for trades & services.

Quick-start checklist

Be fully set up in 30 minutes.

Trades & Services Setup Checklist

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🔧

Ready to automate your
trades & services business?

Join thousands of trades & services professionals using NexusPersonas to save time, win more clients, and grow faster.

$39/mo — Founder pricing, locked for life