Business overview

The basics — who you are and how you operate
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Please enter your business name
Select your trade
Electrician
Plumber
HVAC / Aircon
Carpenter
Locksmith
Painter
Builder
Other
Please select a trade type
If provided, ABN must be 11 digits
This becomes the AI's "about us" — a sentence or two is plenty.

Service area

Where you work — and where you politely don't
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Add as many as you like. These are the suburbs your AI will confirm bookings for.
Please add at least one suburb you service

Hours of operation

When you're open, and when it's emergency-only
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24/7 emergency lineAvailable outside standard hours for safety-critical issues
Public holidaysTreat public holidays as emergency-only too

Services you offer

Tick everything that applies — tailored to your trade type
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What you don't do

So the AI never overpromises on jobs you don't cover
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Solar panel mounting
AC unit installation
Antenna installation
Whitegoods repair
NBN line work

Pricing policy

How the AI should talk about money
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How quotes work
Never quote a price without seeing the jobAI always offers a call-out fee + written quote for bigger jobs. Safest option.
Give a rough ballpark rangeAI can share an estimated range for common jobs, but confirms exact pricing on site.
Fixed price list for common jobsYou supply set prices for standard jobs; AI quotes those directly.
GST included in all pricesShown to customers as GST-inclusive
Payment
Card
Cash
Bank transfer
Zip / Afterpay
Select terms
Due on completion
7-day terms
14-day terms
Deposit required upfront

Booking process

What the AI collects, and what happens after
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Information to collect before booking
Name
Mobile number
Suburb
Job type
Description
Preferred time
Urgency level
Photo of the job
Email address
Cancellation & rescheduling

Emergency protocol

Critical — get this right, it keeps people safe
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Anything critical or urgent counts as an emergency — no filtering by type. Your AI treats every safety-critical or urgent report the same way.
Tell customer to call 000 firstFor electric shock, fire, or downed power lines
Advise switching off power at the mainOnly if it's safe for the customer to do so
Skip normal booking flowCollect only name, address, contact number — nothing else

Tiers & booking priority

How the AI decides what to auto-book vs. confirm with you
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Pick which tiers you want active. Each tier handles a different complexity of job — you can run one, two, or all three together.

Tier 1 · Easy jobs

Auto-book, no confirmation

Simple, low-risk jobs go straight into ServiceM8 the moment they're booked — no human check needed.

  • Straight to ServiceM8
  • No owner sign-off required
  • Fastest path to a booked job
Tier 2 · Big & complex

Needs your confirmation

Bigger or more complex jobs are held until you confirm — they don't lock into the calendar automatically.

  • Waits for your sign-off
  • Good for quotes & large jobs
  • You get notified to approve
Tier 3 · Emergency

Highest priority dispatch

Emergency bookings jump the queue. You choose whether they need your confirmation or book themselves in instantly.

  • Top priority, always
  • Confirmation optional
  • Customer gets fastest response
Tier 3 — emergency confirmation setting
Auto-book, no confirmation neededEmergency jobs lock straight into ServiceM8 — fastest possible response, no waiting on you.
Require my confirmation firstAI flags it as urgent and notifies you, but waits for your nod before locking it in.
T1
Easy jobsAuto-booked instantly, no review
T2
Big / complex jobsHeld for your confirmation before locking in
T3
EmergenciesTop priority — confirmation optional, set above

Tier 1 — auto-book example jobs

Jobs that don't need your confirmation — pick presets or add your own
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Tick the simple, low-risk jobs that should book themselves straight into ServiceM8 — no sign-off needed.

Power point install/replace
Light fitting swap
Smoke alarm replacement
Ceiling fan install
USB powerpoint upgrade
Single safety switch replacement
Leaking tap repair
Toilet cistern repair
Blocked drain (single fixture)
Tap washer replacement
Showerhead replacement
Drain clearing
Split system service/clean
Filter replacement
Remote/thermostat fault
Single unit re-gas check
Basic fault diagnosis
Door adjustment/repair
Skirting board repair
Small fence panel repair
Cabinet hinge repair
Lock block install
Lock re-key (single lock)
Lost key replacement
Lockout (no break-in)
Key cutting
Loose door handle fix
Single room touch-up
Fence panel repaint
Small wall patch & paint
Ceiling spot repair
Minor patch repair
Small deck board replacement
Fence post replacement
Gutter section repair
Simple repair job
Quick inspection visit
Minor maintenance task
Add another job example

Tier 2 — needs your confirmation

Bigger or complex jobs that wait for your sign-off — pick presets or add your own
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Tick the bigger or more complex jobs that should be held for your approval before locking into the calendar.

Full switchboard upgrade
Complete rewiring
New circuit installation
EV charger install
Solar pre-wire
Commercial fit-out wiring
3-phase power upgrade
Hot water system replacement
Full bathroom renovation plumbing
Sewer line repair/relining
Gas fitting (new install)
Burst pipe major repair
Commercial fit-out plumbing
Ducted system install
Multiple split system install
Full system replacement
Commercial VRV/VRF install
Major refrigerant leak repair
Full deck build
Home extension framing
Kitchen cabinetry install
Structural repair
Shopfitting project
Access control system install
Master key system setup
Commercial security upgrade
Safe installation
Full house interior repaint
Full exterior repaint
Commercial premises painting
Strata building painting
Home extension
Full renovation project
New granny flat build
Commercial fit-out
New build construction
Large/complex project
Multi-day job
Custom quote-required job
Add another job example

Safety & compliance

Facts your AI can share to build trust
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DIY electrical work is illegal — licensed only
Smoke alarms replaced every 10 years
Safety switches tested every 3 months
Ceramic fuses are outdated, need upgrade
Aluminium wiring (60s-70s) needs inspection
Wet area powerpoints need RCD by law

Escalation triggers

When the AI should stop and hand it to a human
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Angry / complaint about past work
Mentions legal action / insurance claim
Asking about a job in progress
Commercial enquiry likely over threshold
Asks for the owner/manager by name
Same question 3+ times unresolved
Mentions death, injury, or fire

Frequently asked questions

Common questions your AI should know how to answer
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Add another question

Final review

Check it all over before we train your AI
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Your AI is being trained.

We've got everything we need. Your AI receptionist will be live with this knowledge shortly — we'll let you know the moment it's ready.

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