AI for tradies and service businesses
How a New Zealand trade or service business can use AI for quotes, invoices, bookings and follow-ups, and keep the final say.
Where the hours go
Most trade and service owners do the job during the day and the admin at night: a quote for a new enquiry, a reminder for an unpaid invoice, a reply to a review, a post to show the last job. That is the work AI is good at drafting.
Five jobs to hand to AI
- Reply to new enquiries quickly. JENA drafts a follow-up for each website enquiry, so a lead hears back the same day.
- Draft the quote. Give the job details in plain words and get a tidy quote back. In New Zealand, say whether prices include GST at 15%, and check every figure before it goes.
- Chase overdue invoices. JENA prepares a polite reminder for each overdue invoice and waits for you to approve it.
- Keep bookings and leads in one place. Leads, bookings, quotes, payment links and invoices sit on one pipeline board.
- Show your work. A Social Media Manager drafts posts and flyers about recent jobs, in your brand, for you to approve.
Keep these with you
- Your prices and any discount
- Health and safety, and anything that needs a licence or sign-off
- Complaints and disputes
- Anything you’d be uncomfortable seeing sent under your name without reading it
Approve from the van
JENA’s phone app lets you approve a quote or reminder, chat with your AI employees and log a call between jobs. You can also approve straight from an email. Nothing is sent, posted or paid until you say so.
A first week for a trade business
| Day | Do this |
|---|---|
| Monday | Set up a Customer Support Lead to draft replies to new enquiries. |
| Tuesday | Add your services, rates and GST wording so quotes come out right. |
| Wednesday | Connect the apps you already use, such as Gmail or Xero (through Zapier). |
| Thursday | Ask for reminders on every overdue invoice. Read and approve each one. |
| Friday | Count the evening hours saved. Keep what worked. |
JENA starts at NZ$29 a month with a 7-day free trial and no card. Stuck in your accounting software or a supplier portal? Mini NOVA explains what is on your screen and shows you where to click.
What JENA doesn’t do yet
JENA doesn’t answer or make phone calls, and it can’t connect to your bank account yet. It is a Windows app with a phone companion, not a Mac app.
Questions
Can AI write quotes for my trade business?
Yes, as a first draft. Give it the job details and your rates, and check every figure, including GST, before the quote goes to the customer.
Can AI chase unpaid invoices?
JENA prepares a reminder for each overdue invoice and waits for your approval before anything is sent.
Does JENA work with Xero?
Yes. JENA connects to Xero through Zapier, along with Gmail, Google Calendar, Outlook and 32 other apps.
How much does it cost?
JENA starts at NZ$29 a month for up to 3 AI employees, with a 7-day free trial and no card needed.
Get your evenings back.
Hand the quotes, reminders and follow-ups to JENA, and approve each one. Free for 7 days.