AI agents for trades and home services

You're on a job when the phone rings, and on the sofa when the quotes get written. Cogent answers enquiries while you work, drafts quotes from your price list and chases what you're owed, with you approving anything that matters.

Industry playbookFor plumbers and more9 October 2026

01Where the week goes

We work with plumbers, electricians, heating engineers, builders, roofers and kitchen and bathroom fitters. The details differ from firm to firm, but the same few jobs come up on almost every discovery call:

  • Missed enquiries. Calls and web forms arrive mid-job. By the time you ring back, they've booked someone who answered.
  • Quotes written at night. Every quote means digging out measurements, photos and last year's prices, usually after a full day on site.
  • Chasing money. Invoices go overdue and chasing them is awkward, so it slips until cash gets tight.
  • Supplier and diary juggling. Orders, deliveries and site visits live in texts, emails and your head.

None of these need your expertise. They need doing quickly, the same way every time, and that's exactly the kind of work AI agents do well, with your Business Map telling them how your business runs.

Key idea

The job that wins work is the first reply. Most trades lose it because they're busy doing the work.

02Agents built for trades and home services

These are the agents we most often switch on first in this sector. Each one reads your second brain, works around the clock and asks you before anything that matters.

Front desk agentEnquiry Responder
Trigger
A call, web form, Checkatrade or Facebook message
Does
Replies in minutes, asks your qualifying questions (postcode, job type, photos) and offers survey slots
Asks you
Before it sends, and on any price or complaint
Sales agentQuote Drafter
Trigger
Survey notes or photos land in your inbox or job app
Does
Builds the quote from your price list, labour rates and materials, and attaches it to the customer record
Asks you
Always, before any quote goes out
Cash flow agentInvoice Chaser
Trigger
An invoice goes overdue in Xero or QuickBooks
Does
Sends polite reminders on your schedule and logs every reply
Asks you
Before a final reminder or if a customer disputes it

Your first agent is the one with the highest score on your discovery call, not the one on the top of this list. Most firms add a second and third over the following months.

03Ask your business anything

Because every agent writes to the same memory, you can ask questions in plain English that used to mean an afternoon in spreadsheets and inboxes.

Ask CogentExample · dummy data

YouWhich quotes over £3k are still waiting on a reply?

CogentFour, worth £18,400. The Hartley kitchen has waited 9 days. Shall I draft a follow-up?

YouWhen did we last service the boiler at 14 Elm Road?

Cogent11 November last year. Annual service is due next month. The customer prefers mornings.

04Your Monday briefing

At 7am every Monday you get a short briefing built from your own tools: what came in, what's stuck and what changed.

Monday briefingExample · dummy data
38 new enquiries, up on last week. 31 were answered in under 5 minutes.
5 quotes waiting on a reply, £22,600 in total.
2 invoices overdue. Reminders sent; one customer has replied with a payment date.
Most enquiries came after 6pm. Your Enquiry Responder handled them overnight.

05Find your peak

On the call we score every repeating job by hours a week × how easy it is to hand off (1 hard, 2 medium, 3 easy). The highest score gets built first. Here's how a typical list might look.

Example scores for Trades & home services, dummy data
JobHours a weekEaseScore
Replying to new enquiries6318
Writing quotes5210
Chasing unpaid invoices339
Booking and confirming surveys339
Ordering materials224

Example · dummy data. Score = hours a week × ease.

In this example, replying to new enquiries is the peak. Run your own numbers with the calculator on our home page, or bring them to the call.

06Where approvals sit

Every agent starts on a short lead. Here's a typical starting point for this sector. Yours is written into your Business Map.

Does alone

  • Reading and labelling enquiries
  • Drafting replies and quotes
  • Updating job notes and the diary

Asks first

  • Anything sent to a customer
  • Any price, quote or invoice
  • Changes to a booked job

Never

  • Promising a start date you haven't confirmed
  • Agreeing a discount

Gas Safe, NICEIC and building-control paperwork stays with you. Agents can prepare the documents, but certificates and compliance sign-offs always wait for a qualified person.

07Works with the tools you already use

We connect to what you have rather than asking you to move. Common tools in this sector include Gmail or Outlook, Google or Outlook calendars, Xero, QuickBooks, Tradify, ServiceM8, Jobber, Fergus, Checkatrade and MyBuilder messages, WhatsApp Business and Facebook. If a system has no integration, a Portal Operator agent can work it the way a person would.

08Questions

Can AI answer enquiries for my plumbing or building business?

Yes. An Enquiry Responder replies to web forms, emails and messages in minutes, asks your qualifying questions and offers survey times. While approvals are on, every reply waits for your tap before it goes.

Can AI write quotes for tradesmen?

It can draft them. The Quote Drafter builds a quote from your price list and survey notes, but nothing goes to a customer until you've checked and approved it.

Will it work with Tradify, ServiceM8 or Jobber?

Usually, yes. Most job management apps connect directly. If one doesn't, a Portal Operator agent can work it the way a person would.

Is it worth it for a one-person trade business?

Often it's sole traders who gain the most, because every hour of admin is an hour off the tools. The free call tells you whether your numbers stack up.

Free 30-min callTop 3 summary, yours either way