Aftersales Automation for Trades

It covers everything that should happen after the job is complete but usually does not: automatic invoice generation and delivery, a timed reminder sequence if the invoice is not paid, a review request sent at the moment of highest satisfaction (24-48 hours after payment), a 30-day snagging check-in, and a 3-to-6-month rebooking sequence. All of it triggered automatically when the job is marked complete, all of it logged.

We integrate with GoCardless (direct debit, widely used in UK trades), Stripe (card payments, payment links), Xero and QuickBooks for invoicing. If you already use one of these, we connect to it. If you are starting fresh, we recommend GoCardless for recurring clients and Stripe for one-off jobs.

Yes, provided you have a lawful basis. For existing customers, legitimate interest typically applies — you have a contractual relationship and a legitimate need to collect payment. The message must include a way to opt out of future marketing messages. We configure every sequence to be compliant: correct lawful basis documented, opt-out mechanism included, data retention policy applied.

In our deployments, the first overdue invoice is typically recovered within 14 days of go-live. The sequence works because it is consistent and multi-channel: customers who ignore an email often respond to a WhatsApp message. The tone escalates gradually — friendly on day 3, direct on day 7, formal on day 14 — which recovers most invoices before legal escalation is needed.

Not if they are written well. We write every message in your brand voice, using the customer's name, the job address and the specific work done. A well-written automated invoice that arrives the same evening the job finishes feels more professional and attentive than a generic invoice sent three days later. The automation is invisible; the care is not.

Directly. The review request is triggered 24-48 hours after payment, when satisfaction is at its peak. The link goes straight to your Google Business Profile review page — no searching, no friction. Review volume increases because the request is timely, personalised and frictionless. More reviews improve your local pack position and your AI citability.

We connect to the most common tools used by UK trades businesses: ServiceM8, Jobber, Tradify, Commusoft and simpler setups using Google Sheets or Airtable as the job log. If your current tool has a webhook or API, we can integrate. If it does not, we set up a lightweight trigger — a form, a status update — that fires the automation.

It works for both. A sole trader gains the most from automation because every hour saved on invoice chasing is an hour on the tools. We have lightweight configurations for single operators and more complex multi-team setups for larger firms. The underlying principle is the same: the system does the follow-up so the trader does not have to.

More directly than it might seem. The review volume generated by your aftersales system feeds your Google Business Profile, which is one of the strongest signals for local pack position and AI citability. A business with consistent, recent reviews is far more likely to be cited by ChatGPT or Gemini for a local query than one with outdated or sparse reviews. Aftersales and visibility are two layers of the same system.

The automation handles escalation up to day 14. After that, the system flags the invoice as requiring manual intervention and notifies you. We can also connect to a debt collection integration or generate a formal letter-before-action template. The automation does not replace judgment on genuinely disputed invoices, but it eliminates the 80% of late payments that are simply forgotten or deprioritised by the customer.