TradeFlo
AI automation for building services contractors
Quotes, changes and call-outs, drafted for checking.
For electrical, mechanical, HVAC and plumbing contractors. The AI reads what arrives from suppliers, sites and clients, drafts the next document and flags what a person must check.
Where the paperwork piles up
Equipment quotes arrive from several distributors, each in its own layout. A fit-out change arrives as a marked-up drawing and a phone call. A service request arrives by email after hours.
Your estimator lines up the quotes by hand. Your contracts manager rebuilds the change from notes. The service desk retypes each request into the job system.
None of it is hard. It is slow, and it lands on the people you need for checking prices and plant.
Each quote lined up by hand is time your estimator spends copying instead of checking the scope.
Where AI helps in building services
Three places we start for mechanical and electrical contractors. Each links to the page that shows who signs it off.
Estimating and supplier quotes
The AI lines up equipment and materials quotes, so your estimator sees what each distributor leaves out.
Variations (change orders)
A marked-up drawing or a site note becomes a draft notice for your contracts manager to price.
Inquiry handling
Service and maintenance requests are answered, recorded and passed to your desk with the job and the place.
If commissioning records or handover files keep getting retyped, we map them in the free review.
See all workflow automationOne workflow, start to finish
A sample comparison, from the distributors' emails to your estimator's desk.
- Reads
- Each distributor's quote for the plant, with its exclusions page.
- Extracts
- Units, controls, prices and what each quote leaves out.
- Drafts
- One comparison sheet, each price linked to its quote.
- Flags
- Anything missing, such as commissioning or controls wiring, for your estimator to check.
The comparison goes nowhere until your estimator approves it. The AI never places an order on its own.
Run record: plant room quotes
- Distributor quotes for the plant room, by email
- Each quote, with its exclusions page
- One comparison sheet, each price linked to its quote
- One quote leaves out commissioning
- The estimator, to approve or send back
Waiting for the estimator's approval
Works with the systems you already use
We build around the systems you already use, such as Procore, Autodesk and Microsoft 365.
For a building services firm that usually means the inbox where quotes and requests arrive, the job system and the estimating spreadsheet.
Nothing is connected until your systems lead agrees which folders the AI can read.
How to start
Three steps. Your team signs off the end of each one.
Map
We follow one process, such as plant quotes, with your estimator and buyer.
You receive: A written workflow map
See how Map worksConnect
We link the AI only to the inboxes and folders you approve.
You receive: An access list and systems diagram
See how Connect worksBuild
We test it on recent tenders before your team relies on it.
You receive: A working workflow and handover notes
See how Build works
Questions from building services firms
Is this building services software?
Not a new package to learn. The AI works inside the estimating sheets, inbox and job system your office already runs, and your estimator and contracts manager keep the decisions.
Does it suit both project work and service work?
Yes. The quote and variation workflows suit project work. Inquiry handling suits service and maintenance requests. Many firms start with one and add the other.
Who approves a comparison or a variation?
Your estimator approves the comparison and your contracts manager approves the variation, as they do now. The AI prepares the draft for them.
Will our distributors need to change anything?
No. The AI reads quotes in the layouts they arrive in today.
How is a build priced?
The workflow review is free. A build after it has its scope and fee agreed in writing before any work starts.
Contact us to map one estimating workflow.
Bring a recent tender with its distributor quotes. The map from the review stays with you.
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