Self-serve · Built for the person doing the building
Most AI audits hand you a strategy document and a phone number, then leave you to it. This one hands you the triggers, the field mappings, the sheet schemas and the write-back logic: the actual build, written out, for your business.
About eight minutes of questions. The snapshot is free. You only pay if you want the build guide.
This is what you are buying
Every recommendation in the AI implementation guide for trades carries a Technical SOP block like the one below: the exact configuration, in the order you build it. Not a summary of it. Not a link to documentation. The configuration.
Phase 1 · Automate ServiceM8 → Xero invoice synchronisation
ServiceM8 Configuration: - Navigate to ServiceM8 Settings > Integrations > Xero. Authenticate with Xero. - Map ServiceM8 invoice fields to Xero invoice fields (e.g., Job Total to Xero Amount, Client Name to Xero Contact). - Enable automatic invoice creation upon job completion (e.g., 'Completed' status). Key Mapping: - ServiceM8 Job Status 'Completed' -> Xero Invoice 'Draft'. - ServiceM8 Client Details -> Xero Contact. - ServiceM8 Line Items -> Xero Line Items. Edge Cases / Testing: - Ensure QLD tax rates are correctly mapped. Test with a sample job to verify invoice creation and data accuracy.
QA/Testing: Verify that a completed job in ServiceM8 successfully creates a draft invoice in Xero with correct client, line items, and pricing. Check for any duplicate entries or mapping errors.
One step, reproduced from a real report. There is a block like this for every step in every phase, written against your systems, not a generic template.
How it works
It asks properly about how your business runs: the systems, the job flow, where the hours go. A two-minute form produces a two-minute answer, so you can already get one of those anywhere. You decide afterwards whether the build guide is worth $197.
Your systems, your job flow, where the time goes. No prep, no call, no sales conversation.
Where the hours are going, what's automatable, and the annual value of fixing it. Free, and yours whether or not you go further.
The full AI implementation guide for trades, with a Technical SOP for every phase. Delivered as soon as you pay.
Inside the guide
The free snapshot gives you Phase 1 and tells you what to do. The full report, though, gives you all four phases and tells you how, in the order you do it.
Length varies with the business. For instance, the sample report behind this page runs to fifteen pages.
Before you buy
Read the report, decide it's a bigger job than you want to own, and you have two ways out. Book a 60-minute walkthrough for $300, and then we go through it together. Or hand the whole build over, and the full $197 comes off your implementation. You are not choosing between routes; instead, you are starting on the cheapest one.
Questions
The snapshot is free and complete in itself: where your time goes, what's automatable, what it's worth annually. The $197 unlocks the AI implementation guide for trades: the technical approach, the build steps and the SOP blocks. You see the snapshot before you decide.
Eight minutes of questions, then two minutes of waiting. The form asks properly about how you operate, because that is what the report is built from. In fact, most people take somewhere between five and fifteen minutes over it. The snapshot is delivered within two minutes of submitting, and then the full report unlocks the moment you pay. No queue, nothing to book, nobody calls you.
No. Instead, the configuration is written against the systems and job types you describe. That is the whole reason the SOP blocks contain real field names and account codes rather than "map your fields here".
No, but you do need to be the sort of person who is comfortable configuring an automation tool and editing settings in your accounting system. If reading the sample block above felt reasonable, you'll be fine. If it felt like someone else's job, take the done-for-you route.
Three options, in order of cost. On-demand support is $150/hour if you just want a hand with one specific step. Otherwise, a 60-minute walkthrough of the whole report is $300. Or hand the build over entirely, and the $197 comes off your implementation in full.
The Guided Audit is the same report plus a live 60-minute session with us, bought together up front. This is the same report on its own, with the session available afterwards for $300 if you decide you want it.
The maths is deliberate: $197 now and $300 later is the same money as $500 today. So you are not paying a penalty for starting alone, and you are not getting the session cheaper by taking the long way round. Buy Guided if you already know you want to be walked through it. Buy this if you'd rather read it first and decide.
See what the analyser finds in your business before you decide whether the build guide is worth $197.
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