Sales Process Systems for Construction & Trades • AU & NZ

Fix the Sales Process That’s Costing You Jobs.

We find and fix what's slowing down your quotes, enquiries, and admin — then use AI to handle the busywork, not run your business. You get founder-level attention on every project.

Book Free Audit → See What We’ve Built Try the Free Calculator

Prefer to talk now? Call +61 484 287 928

AU & NZ construction focus Founder-built systems, not templates Free audit — no obligation Quote turnaround: 90 min → under 10 min (real client result)
What’s eating time in your business?
Tell us the bottleneck — we’ll map the fix
“Every supplier invoice gets manually entered into Xero.”
“Site notes and photos take hours to turn into reports.”
“Quotes are built manually from rough emails and scope notes.”
Get a Solution Plan →
Sound Familiar?

“I’m losing jobs to whoever quotes back first — and I don’t have the hours to fix it myself.”

It’s not just quoting. It’s routine customer questions, enquiries sitting in inboxes, and admin nobody has time for but everyone has to do.

We fix the sales process — quoting, follow-up, admin — and use AI to do the heavy lifting, so your team focuses on work that actually pays.

Book a Free Audit →
Identify · Build · Embed

A clear first step. Support to make it stick.

Every project runs through the same three phases, and you get something concrete at the end of each one.

Phase 01 — Identify

Find a Useful Starting Point

Show us where the time goes. We’ll look at your workflow and identify what is worth improving first.

→ You get: a practical recommendation.
Phase 02 — Build

Build Around the Way You Work

Agree the scope, then develop and test the software with your real process and your team’s input.

→ You get: a working system to review.
Phase 03 — Embed

Help Your Team Use It

Walk through the system together, make adjustments and agree how support will work after handover.

→ You get: training and a clear handover.
Pro Tip - Quoting

The contractor who responds first wins the job - not the one with the best price.

Trades using automated quoting respond to enquiries in under 5 minutes. Manual quoting takes 45-90 minutes. That's the gap your competitors are exploiting. See how the system works →

What We Fix

Real automation. Real time back. No AI expertise required.

Most of the admin in a construction or trades business is the same work, done by hand, over and over. We build software that does it for you — shaped around how you already work and connected to the tools you already use.

01 · Quoting

Quotes Take Too Long to Get Out the Door

Enquiries sit in the inbox while someone looks up supplier prices, works out the margin and builds the quote by hand. We build software that reads the enquiry, pulls current pricing and drafts the quote. You check it and send it.

You approve. The software does the legwork.
See the quoting systems we’ve built →
02 · Enquiries & Orders

Your Team Answers the Same Questions All Day

Is it in stock? What’s the lead time? Where’s my order? Customers ring and email for answers your team already knows. We build portals and assistants that let customers check, order and track for themselves, and hand anything tricky to a person.

Your team gets back to the work that needs them.
See the Customer Order Portal →
03 · Admin & Accounting

The Office Work That Eats Your Evenings

Supplier invoices keyed into Xero line by line. Accepted quotes retyped as invoices. Site reports written up after hours. Follow-ups that depend on someone remembering. We automate the back-office routine so the books stay current and the paperwork goes out without anyone chasing it.

Books up to date. Evenings back.
See how Xero automation works →
04 · Data Entry

The Same Details Typed Into Three Systems

A job arrives as an email, a text or a handwritten note, then gets keyed into the job system, the accounts and a spreadsheet. We connect your tools so it’s entered once and flows everywhere it’s needed.

Xero
Buildertrend
Procore
+ your tools
Enter it once. Everything else stays in sync.
See how the Order Bot removes data entry →

Not sure which one fits your business? Book a free 30-minute audit →

Proof of Work

Six systems we’ve already built and put to work.

Not concepts, not mockups — these are running in real businesses today. Book a call to see the one closest to your problem.

Quote and purchase order automation: 5+ hours a week back to the team
Quote & Purchase Order Automation

Supplier Pricing In → Quote & PO Out

Pulls live pricing from supplier websites, applies your margin, and sends a formatted quote — then places the purchase order with the supplier once it's accepted. No manual pricing lookups, no re-keying.

5+ hours a week back — the employee now spends it on customer relationships, not data entry
Technical document reviewer: hundreds of hours of manual checking removed
Technical Document Reviewer

Checks Your Documents Against the Latest Manufacturer Specs

Automatically cross-checks technical documentation against the latest updates published by manufacturers online — flagging anything out of date before it goes out under your brand.

Hundreds of hours of manual checking removed — and the brand risk of outdated documents along with it
Customer order portal: 24/7 self-serve ordering without a phone call
Customer Order Portal

Let Customers Order Directly, Without Calling In

A self-serve portal where customers place and track orders themselves — cutting down inbound calls and emails and freeing your customer service team from repetitive order-taking.

Lower cost to serve, and a visibly happier customer service team
AI-powered website review: benchmarked against 2026 standards with a prioritised fix list
AI-Powered Website Review

Bring an Outdated Website Up to 2026 Standards, Fast

A structured review of your current site against what customers expect in 2026 — content, speed, mobile experience, and whether it's actually generating enquiries — with a clear list of fixes.

A concrete upgrade plan, not just an opinion
Tender pricing bot: all new listings screened for your trade, then priced
Tender Pricing Bot

Finds Tenders in Your Trade and Drafts a Preliminary Price

Pulls new listings from your tender platform (or takes ones you feed it manually), identifies which ones match your trade, and pulls out what's needed to quote — drafting a preliminary price where there's enough information to do so.

Less time trawling tender boards, more tenders actually assessed
Order bot: zero data entry, reps sell from text, email or voice
Order Bot

Place Orders and Quotes by Text, Email, or Voice

An AI-powered inbox integrated with your sales order management system (SOMS) — reps can place an order or raise a quote from a text message, email, or a quick voice note, wherever they are.

Reps sell on the fly — less time on data entry, more time building relationships
Want to see one of these on your own work?
Book a free 30-minute audit. We’ll walk through the system closest to your problem and what a first project could involve.
Book a Free Audit →
The cost of manual admin
$91,520

Average annual cost of manual admin for a construction business billing $2M — just in labour hours. (Industry estimate)

Work out yours →
Margin eroded by admin
3-5%

Gross margin silently consumed by manual processes — invisible until you run the numbers. (Industry estimate, typical construction businesses billing $2M) See the maths →

With automation
< 90 days

Typical payback period on an automation setup. Margin recovery starts in week one.

Book Audit →
Pricing

Know the next step. Then agree the scope.

Start with a conversation about the problem. Decide on a project once you understand the work involved.

Start Here

Discovery Audit

Free / 30 minutes

Walk us through the task that takes too long. We’ll identify practical opportunities.

  • Discuss your current workflow
  • Identify a useful first improvement
  • Decide whether a project makes sense
Pick a Time →
Next Step

Focused Implementation

From $1,000 / project

A focused build around the agreed workflow. More complex projects are scoped individually.

  • Clear deliverables before work begins
  • Integration and review requirements agreed
  • Training and support scope set out upfront
Discuss Your Project →
Pick a Time

Book your free Discovery Audit

Choose a slot that suits you. Times are shown in your local time zone and a Google Meet link lands in your inbox straight away.

  • 30 minutes
  • Google Meet
  • No prep required
Online booking is on its way. In the meantime, send us your details and we’ll be in touch within 24 hours to find a time.

Can’t see the calendar? Send us your details instead, or email [email protected].

Client Result
“

A Melbourne construction business was spending 90 minutes per quote, manually pulling together materials, labour, and margin from rough scope notes. We built an AI quoting system trained on their jobs. Quote turnaround dropped to under 10 minutes. They now respond to enquiries the same day, every time.

90 min → <10 min
Quote turnaround (real client result)
Same day
Response to every enquiry, every time

One real result. No padding. We're early-stage and building our case study portfolio. More case studies coming as we grow. Early clients get preferential pricing in exchange for a testimonial - ask us about this on your audit call.

Good software starts with understanding the work.

Melbourne based. New Zealand roots. Working with businesses across both.

The Person Behind the Build

Built with someone who understands sales.

Kauri brings experience in sales and in administering CRM and order management systems across construction, freight and logistics.

We start with how your business actually runs: the handovers, the repeated admin and the details your customers need. Then we build around that.

More about Kauri →
Common Questions

AI sales systems for construction & trades, explained.

The questions builders, trades and suppliers ask most before getting started.

See all questions →
What is an AI sales system for a construction or trades business?

It’s software built around how your business wins work: enquiries coming in, quotes going out, follow-ups and orders. AI does the repetitive parts, like reading an enquiry, pulling prices and drafting the quote or reply, so your team can spend their time on the customer.

How is a custom AI sales system different from an off-the-shelf CRM or quoting app?

Off-the-shelf tools ask you to change how you work to fit the software. A custom system is built around your existing process, products and pricing, and connects to the tools you already use rather than replacing them.

Which parts of the sales process can AI automate?

The usual starting points are enquiry handling, quote preparation, supplier pricing, follow-up emails, order entry and finding relevant tenders. You can see six systems we’ve already built above. The discovery audit is where we work out which one would make the biggest difference for you.

Will an AI sales system work with our existing software?

We assess your tools and available integrations during discovery. The right approach depends on how your systems let information in and out, and we’ll tell you what’s realistic before any work is scoped.

Does AI send quotes to customers without us checking?

Only if you decide it should. Our quoting systems can prepare a draft for your team to review before anything reaches a customer, and the approval steps are agreed as part of your project.

Do we need technical staff or AI expertise to use it?

No. Systems are built to fit into the tools your team already works in, like email, a spreadsheet or your job system, and we walk everyone through them at handover.

What happens after the system is built?

We walk your team through the system, make adjustments based on real use and agree how support will work after handover. You own what we build, and any ongoing software or running costs are set out before you proceed.

Where does our business data go?

Before a system is connected, we review what data it needs, where it will be stored and which third-party services are involved in your particular workflow, and agree that with you first.

Let’s Find Your First Improvement

What’s taking too much time?

Tell us a little about your business and the work you’d like to simplify. We’ll use that as the starting point for a free 30‑minute audit.

  • We’ll be in touch within 24 hours to find a time
  • 30 minutes, no prep required
  • No obligation to go further

Prefer a conversation? Call +61 484 287 928 and we’ll book it in directly.

This is free. No sales pitch. You’ll get concrete ideas whether you work with us or not.

Ready to win more jobs and ditch the admin?

30 minutes. We'll show you exactly where your sales process is leaking jobs — and where AI would genuinely help fix it. No obligation.

Book Free Audit → See What We've Built
How it works

Running in a real business today. We’ll walk you through it live.

Book a Free Audit →