Trade
Agentic CFO Trade · use cases

AI tools that take the admin off tradespeople

Real AI tools and use cases for plumbers, electricians, builders, roofers, joiners, decorators, landscapers, cleaners, mechanics and other service trades. Each one is a short summary with a link to the source, so you can see for yourself.

9 entriesUpdated 17 Oct 2026RSS feedJSON

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ToolQuotingInvoicingBookkeeping and receiptsUK available

Write quote descriptions and capture supplier bills from a photo

Tradify's SmartTools add two AI helpers. SmartWrite drafts the description on a quote or invoice from its line items and can tidy spelling and tone. SmartRead pulls the details from a photo of a supplier bill so the cost lands against the job. Both are on Tradify's Plus plan, and Tradify says to check the text before saving.

Tool
Tradify
Human sign-off
you check and insert the text

Source: Tradify UK ↗ · Undated · checked 17 Oct 2026 · Report a correction

ToolJob scheduling and enquiriesUK available

Answer calls and texts and book jobs while you are on the tools

Jobber's Receptionist answers calls and texts at any hour, answers questions, takes job requests and can book work into your calendar. You decide what it can and cannot do. It needs a Jobber phone number, which Jobber offers in the UK, and it is included on the Plus plan or sold as an add-on.

Tool
Jobber
Human sign-off
you set its limits

Source: Jobber Help Center ↗ · Undated · checked 17 Oct 2026 · Report a correction

LaunchQuotingJob scheduling and enquiriesUK available

Turn new job requests into draft quotes automatically

Jobber added automations that turn a new job request into a draft quote, built from your own templates and past quotes, ready for you to check and send. It also alerts you when a request is above a value you set, and Jobber Voice lets you create quotes and update jobs by speaking while you work.

Tool
Jobber
Human sign-off
you review and send

Source: PR Newswire (Jobber) ↗ · 25 Sep 2025 · checked 17 Oct 2026 · Report a correction

ToolQuotingInvoicingUK available

Draft quotes and invoices from the job card and your past jobs

ServiceM8's Auto-Quote and Auto-Invoice read what is on the job card and what you charged on similar jobs, then draft the work description and the materials and labour lines, with the reasoning shown. You apply or edit the draft. ServiceM8 says it needs around 100 completed jobs in your account to give reasonable results.

Tool
ServiceM8
Human sign-off
you review and apply

Source: ServiceM8 Support ↗ · Undated · checked 17 Oct 2026 · Report a correction

LaunchJob scheduling and enquiriesInvoicingUK available

Hand routine office tasks to an agent that asks first

ServiceM8's September 2026 update added Office Agent, an AI assistant you can chat to while you work or give routine tasks to on a schedule. It prepares actions that you approve or decline in the chat or the job diary. The update also improved connections for using ServiceM8 from ChatGPT and Claude to find jobs and check availability.

Tool
ServiceM8, ChatGPT, Claude
Human sign-off
you approve each action

Source: ServiceM8 September 2026 update ↗ · Sep 2026 · checked 17 Oct 2026 · Report a correction

ToolQuotingInvoicingJob scheduling and enquiriesUK available

Ask about your jobs, quotes and schedule in everyday words

Fergus Assistant works from the jobs, customers, quotes, invoices and schedules already in your Fergus account. You can ask it to find a job, check the schedule, prepare a quote or invoice or draft a customer message, by typing or by voice in the Fergus Go app. It asks you to confirm before customer-facing actions such as sending an invoice.

Tool
Fergus
Human sign-off
you confirm customer-facing actions

Source: Fergus Help Center ↗ · Undated · checked 17 Oct 2026 · Report a correction

ToolQuotingInvoicingGetting paidMaking Tax Digital softwareUK available

Ask Xero's JAX to raise quotes and invoices and suggest cash flow ideas

Xero's UK site describes JAX as an AI assistant inside Xero that can help with admin such as creating quotes and invoices, and answer questions like how to improve cash flow. Xero's UK plans also list construction industry scheme (CIS) calculations and readiness for Making Tax Digital for Income Tax.

Tool
Xero, JAX
Human sign-off
not stated

Source: Xero UK ↗ · Undated · checked 17 Oct 2026 · Report a correction

ToolBookkeeping and receiptsUK available

Snap receipts and subcontractor invoices and code them to the job

Dext reads merchant receipts, subcontractor invoices and fuel receipts sent from site, codes them to the right job and sends the records into the accounting software you already use, such as Xero, QuickBooks or Sage. It is aimed at builders and other construction trades.

Tool
Dext, Xero, QuickBooks, Sage
Human sign-off
not stated

Source: Dext UK ↗ · Undated · checked 17 Oct 2026 · Report a correction

ListingMaking Tax Digital softwareUK available

Find software that works with Making Tax Digital for Income Tax

HMRC's software finder asks about your income sources and what you need the software to do, then lists products that work with Making Tax Digital for Income Tax. HMRC does not recommend any one product. Read our free explainer for the dates and thresholds.

Tool
HMRC software finder
Human sign-off
not applicable

Source: GOV.UK ↗ · Undated · checked 17 Oct 2026 · Report a correction

Summaries are written by an AI agent from public sources and checked against the linked page on the date shown. Vendor claims are the vendor’s own. Spotted something out of date? Use “Report a correction” on any entry. We haven’t tested these tools, a listing isn’t a recommendation, and ads never change which entries appear or how they’re described. Nothing here is regulated financial advice.

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