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ServiceM8 lead capture

ServiceM8 lead capture

Lead capture that works with ServiceM8

ServiceM8 runs the job - TradeStream catches the lead that becomes it. Missed calls, after-hours messages and vague web enquiries get caught and AI-qualified, then handed over clean.

Catch the leads ServiceM8 never sees

Where TradeStream fits

Where TradeStream fits in your ServiceM8 workflow

Every job runs along the same track. TradeStream owns the left of it - catching and qualifying the enquiry before it's a job. The moment you've got a callback-ready lead, it hands over and ServiceM8 takes the job the rest of the way.

TradeStream - before the job

Step 1 Enquiry Missed call, after-hours message or vague web form lands.

Step 2 Qualify Ash AI texts a smart intake form and works out the job.

Step 3 Callback-ready lead You get the details and Ash's read, ready to ring.

ServiceM8 - once you've won it

Step 4 Quote & schedule You win the work, then quote and book it in ServiceM8.

Step 5 Invoice & manage Run the job, invoice and manage it - ServiceM8's home turf.

Two tools, one track. TradeStream makes sure the lead arrives and you know what it is. ServiceM8 turns the won job into money.

Who does what

TradeStream vs ServiceM8 - complementary, not competing

They don't overlap. Line by line, here's what TradeStream handles before a job exists and what ServiceM8 handles from the won job onward.

TradeStream

Catching & qualifying the enquiry

Before it's a job - while the customer is still deciding who to ring.

Catch the missed call the second it's missed
Catch after-hours enquiries overnight
Turn a vague web form into real job detail
Text the customer a smart intake form
Ash AI qualifies the job and flags urgency
Hand you a callback-ready lead

Job: make sure the lead reaches you and you know what it is.

ServiceM8

Running the won job

From the won job onward - once the work is yours.

Build and send the quote
Schedule and dispatch the job
Manage job cards, notes and photos on site
Track staff and assets
Invoice and take payment
Full job management to completion

Job: turn the won work into a done, invoiced job.

The hand-off is the whole point. TradeStream stops at the callback-ready lead. ServiceM8 starts the moment you've won it. Nothing doubles up.

The gap

The gap ServiceM8 leaves

ServiceM8 is excellent at what it does. Quoting, scheduling, invoicing, job management - once a job is in the system, it hums. But there's a step it was never built for: the bit before the job exists.

That's where leads quietly disappear. You're up a ladder and miss the call. A message lands at 9pm and there's no one to answer it. A web form comes through saying "need a quote" with no suburb, no job type, no detail. None of those are jobs yet, so they never make it into ServiceM8 - and a chunk of them never make it to you at all.

It's not a flaw in ServiceM8. It's just a different job. The enquiry has to be caught and qualified first before there's anything for ServiceM8 to run.

How TradeStream fills it

How TradeStream fills the gap

TradeStream sits one step before ServiceM8 and does the one thing it isn't built for - catching the enquiry and working out what it is. Here's the run of it:

Catch the enquiry. A missed call, an after-hours message or a vague web form lands. TradeStream picks it up straight away - no one has to be at the phone.
Text a smart intake form. The customer gets a branded SMS with a link and fills in the job type, suburb, urgency and a photo in a couple of minutes, while they're still keen.
Ash AI qualifies it. Ash reads the answers, works out what the job is, and flags how urgent it is - so you're not ringing back blind.
Hand you a callback-ready lead. You get the details and Ash's read in one place. You make the call already knowing what you're walking into.
Win it, then run it in ServiceM8. Once the job's yours, you quote, schedule and invoice it in ServiceM8 exactly as you do now.

ServiceM8 only runs the jobs you've already won. See how TradeStream catches and qualifies the enquiries before that - so more of them turn into jobs you can put through ServiceM8 in the first place.

See how it works

Honest scope: TradeStream is not a replacement for ServiceM8. It does no quoting, scheduling, invoicing or job management. It catches and qualifies the enquiry, then hands a clean lead over - and you run the rest in ServiceM8 as usual. The two sit side by side.

Catch more before ServiceM8 ever sees it

Most of what slips away never even reaches the quote stage. If the calls you're losing are the ones you miss on the tools, here's why the first tradie to call back usually wins the job - and why a fast, informed callback beats a fast, clueless one.

Want to know what those missed enquiries actually cost over a year before they ever hit ServiceM8? Have a look at how to catch after-hours enquiries when you're already flat out - the ones that land long after you've put ServiceM8 down for the day.

Common questions

Does TradeStream replace ServiceM8?

No - they do different jobs. ServiceM8 is brilliant once a job exists: quoting, scheduling, invoicing and job management. TradeStream works one step earlier, catching the enquiry before it's a job - the missed call, the after-hours message, the vague web form - and qualifying it with AI. We complement ServiceM8, we don't compete with it.

How does a lead get from TradeStream into my workflow?

When TradeStream catches and qualifies an enquiry, you get a callback-ready lead with the job details and Ash's assessment. You make the call, win the work, and then run it through ServiceM8 as you normally would. TradeStream's job is to make sure the lead reaches you in the first place and that you know what it is before you ring.

Do I need to be a ServiceM8 user to use TradeStream?

Not at all. TradeStream works whether you run ServiceM8, Tradify, a notebook or nothing at all. If you do use ServiceM8, the two sit neatly side by side - TradeStream catches and qualifies the lead, ServiceM8 runs the job once you've won it.

Catch the lead. Let ServiceM8 run the job.

TradeStream is AI lead capture for Australian trades. It catches missed calls, after-hours and vague web enquiries, qualifies them with Ash, and hands you a callback-ready lead - then ServiceM8 takes it from there.

Get TradeStream