{
 "schema_version": 1,
 "vertical": "trade",
 "generated": "2026-10-17",
 "note": "Seed data. Each summary is written in our own words from the linked source, checked on 2026-10-17. Vendor claims are the vendor's own and have not been tested by Agentic CFO.",
 "categories": [
  {
   "id": "quoting",
   "name": "Quoting"
  },
  {
   "id": "invoicing",
   "name": "Invoicing"
  },
  {
   "id": "paid",
   "name": "Getting paid"
  },
  {
   "id": "scheduling",
   "name": "Job scheduling and enquiries"
  },
  {
   "id": "bookkeeping",
   "name": "Bookkeeping and receipts"
  },
  {
   "id": "mtd",
   "name": "Making Tax Digital software"
  }
 ],
 "items": [
  {
   "id": "tradify-smarttools",
   "type": "tool",
   "title": "Write quote descriptions and capture supplier bills from a photo",
   "summary": "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.",
   "categories": [
    "quoting",
    "invoicing",
    "bookkeeping"
   ],
   "tools": [
    "Tradify"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "you check and insert the text",
   "source": {
    "name": "Tradify UK",
    "url": "https://www.tradifyhq.com/uk/features/smarttools",
    "published": null,
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "jobber-ai-receptionist",
   "type": "tool",
   "title": "Answer calls and texts and book jobs while you are on the tools",
   "summary": "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.",
   "categories": [
    "scheduling"
   ],
   "tools": [
    "Jobber"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "you set its limits",
   "source": {
    "name": "Jobber Help Center",
    "url": "https://help.getjobber.com/en/articles/receptionistpowered-by-jobber-ai/",
    "published": null,
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "jobber-auto-drafted-quotes",
   "type": "launch",
   "title": "Turn new job requests into draft quotes automatically",
   "summary": "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.",
   "categories": [
    "quoting",
    "scheduling"
   ],
   "tools": [
    "Jobber"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "you review and send",
   "source": {
    "name": "PR Newswire (Jobber)",
    "url": "https://www.prnewswire.com/news-releases/industry-leader-jobber-unveils-exciting-new-ai-offerings-for-home-service-businesses-302567290.html",
    "published": "2025-09-25",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "servicem8-auto-quote-invoice",
   "type": "tool",
   "title": "Draft quotes and invoices from the job card and your past jobs",
   "summary": "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.",
   "categories": [
    "quoting",
    "invoicing"
   ],
   "tools": [
    "ServiceM8"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "you review and apply",
   "source": {
    "name": "ServiceM8 Support",
    "url": "https://support.servicem8.com/help-center/servicem8-add-ons/faq/how-to-use-auto-quote-and-auto-invoice",
    "published": null,
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "servicem8-office-agent",
   "type": "launch",
   "title": "Hand routine office tasks to an agent that asks first",
   "summary": "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.",
   "categories": [
    "scheduling",
    "invoicing"
   ],
   "tools": [
    "ServiceM8",
    "ChatGPT",
    "Claude"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "you approve each action",
   "source": {
    "name": "ServiceM8 September 2026 update",
    "url": "https://www.servicem8.com/au/september-2026-update",
    "published": "2026-09",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "fergus-assistant",
   "type": "tool",
   "title": "Ask about your jobs, quotes and schedule in everyday words",
   "summary": "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.",
   "categories": [
    "quoting",
    "invoicing",
    "scheduling"
   ],
   "tools": [
    "Fergus"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "you confirm customer-facing actions",
   "source": {
    "name": "Fergus Help Center",
    "url": "https://help.fergus.com/en/articles/16915626-fergus-assistant-faqs",
    "published": null,
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "xero-jax-quotes-cash",
   "type": "tool",
   "title": "Ask Xero's JAX to raise quotes and invoices and suggest cash flow ideas",
   "summary": "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.",
   "categories": [
    "quoting",
    "invoicing",
    "paid",
    "mtd"
   ],
   "tools": [
    "Xero",
    "JAX"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "not stated",
   "source": {
    "name": "Xero UK",
    "url": "https://www.xero.com/uk/jax/",
    "published": null,
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "dext-construction-receipts",
   "type": "tool",
   "title": "Snap receipts and subcontractor invoices and code them to the job",
   "summary": "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.",
   "categories": [
    "bookkeeping"
   ],
   "tools": [
    "Dext",
    "Xero",
    "QuickBooks",
    "Sage"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "not stated",
   "source": {
    "name": "Dext UK",
    "url": "https://dext.com/uk/business/sectors/construction-industry",
    "published": null,
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "govuk-mtd-software-finder",
   "type": "listing",
   "title": "Find software that works with Making Tax Digital for Income Tax",
   "summary": "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.",
   "categories": [
    "mtd"
   ],
   "tools": [
    "HMRC software finder"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "not applicable",
   "source": {
    "name": "GOV.UK",
    "url": "https://www.gov.uk/guidance/find-software-that-works-with-making-tax-digital-for-income-tax",
    "published": null,
    "kind": "government"
   },
   "checked": "2026-10-17",
   "added": "2026-10-17",
   "sponsored": false
  }
 ],
 "url": "https://myagenticcfo.com/trade/use-cases",
 "licence": "Summaries © Agentic CFO. Link to the original sources for full details."
}