5 Automations Every Service Business Should Set Up

Automation is not about replacing people; it is about taking the boring admin off your plate so you can focus on actual work. These five simple automations are perfect for tradies and service businesses around Moreton Bay who want fewer headaches and better cashflow.

1. New enquiry auto‑reply + follow‑up task

When someone fills in your form or messages you, they should get an instant reply and you should get a task to follow them up.
Set up:

• Auto‑reply email/SMS thanking them, confirming details, and telling them when they will hear back.

• Automatic task in your system so no enquiry gets forgotten.

This makes your business look professional and stops hot leads going cold.

2. Booking confirmations and reminders

No‑shows and “I forgot” are costly.
Automation to set up:

• When a job is booked, send an instant confirmation with date, time, and address.

• Send an SMS reminder 24–48 hours before the job, with an easy way to reschedule.

This alone can cut missed appointments dramatically and keep your day running tight.

3. Job done → invoice sent → reminders

Many tradies delay invoicing because they are tired, driving, or busy on the next job.
Better flow:

• When a job is marked complete, your system automatically creates the invoice.

• Customer gets the invoice same day with online payment options.

• Overdue reminders go out automatically at set intervals until paid.

This improves cashflow and reduces awkward “just chasing that invoice” calls.

4. Review and referral follow‑ups

Happy customers are your best marketing, but they rarely leave reviews unless asked.
Automation idea:

• After payment, send a thank‑you message with direct links to leave a Google review or Facebook review.

• A week later, send a gentle follow‑up asking if they know anyone else who could use your help.

This steadily builds your online reputation without you having to remember to ask every time.

5. Lapsed customer re‑activation

Most businesses have a “goldmine” of old customers they simply have not contacted in a year or more.
Automation to set up:

• Segment customers who have not booked in 6–12 months.

• Send a short check‑in email or SMS (“Is everything still running smoothly?”) and optionally a small offer.

Even a small response rate can turn into a steady stream of repeat work.

How Moreton Bay Solutions can help

Moreton Bay Solutions specialises in designing and implementing exactly these kinds of automations for local service and trade businesses. Instead of trying to duct‑tape tools together, you get a clean, end‑to‑end system that quietly runs in the background.

Call to action example:

Want these five automations set up without the trial‑and‑error? Reach out to Moreton Bay Solutions and get a done‑for‑you automation setup for your business.

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