Product

From first call to final invoice —
Tracey's got it.

One AI assistant that handles every call, runs your CRM, schedules your jobs, and chases follow-ups — so you don't have to.

earlymark.ai/crm

Ask Tracey

Online

Has Mrs Henderson called about the hot water job?
Yes — she called at 2:14 PM. I answered, collected the details, and logged it as a new request: Hot water replacement, 42 Elm St. Estimated $1,200–$1,600. Want me to send a quote?
Yes, send the quote at $1,400.
Quote sent to Mrs Henderson for $1,400. I'll follow up in 24 hours if she hasn't responded. 📋
Message Tracey…

What Tracey does for you

01

Answer every call

Tracey picks up 24/7, captures job details, and logs everything — so no lead ever hits voicemail.

02

Run your CRM

Schedule jobs, send quotes, and update records by just telling Tracey what you need done.

03

Chase every job

Tracey follows up on quotes, chases payment, and asks for reviews — automatically.

Customer communication

Pick up every lead without stopping work

When you're on the tools, driving, or in a meeting — Tracey answers. She handles voice, SMS, and email like a trained receptionist: professional, fast, and consistent every time.

  • Answers calls in your business name, 24/7
  • Captures job details and logs them straight to your CRM
  • After-hours enquiries handled while you sleep

Ask Tracey

Online

📞 Incoming call — +61 412 345 678
Hi, thanks for calling! I'm Tracey. How can I help?
My hot water stopped working this morning.
Logged: Hot water fault · 42 Elm St. Booking confirmation on its way. ✅
Message Tracey…
CRM operations

Run the back office by just talking to Tracey

No more hunting through CRM menus. Tell Tracey what needs doing in plain English and she executes — scheduling, updating records, sending quotes, checking revenue.

  • Schedule, reschedule, and update jobs via chat
  • Ask any question about your pipeline in plain English
  • No manual data entry — Tracey keeps records current
March Revenue$14,280
Won with Tracey$8,400
Upcoming6 jobs
New2

Hot water replacement

Mrs Henderson

$1,400

Bathroom reno

T. Nguyen

$8,200

Scheduled2

Deck build

J. Morrison

$6,100

Fence repair

B. Clarke

$2,400

Complete1

Kitchen reno

S. Wilson

$4,200

Smart scheduling

Keep the calendar clean without the back-and-forth

Tracey checks your availability before booking, clusters nearby jobs together, and sends confirmations automatically. Your day stays tight and your customers stay informed.

  • Books into the right slots based on real availability
  • Sends booking confirmations and reminders
  • Rescheduling handled without manual coordination
Mon
Tue
Wed
Thu
Fri
7am
8am
9am
10am
11am
12pm
1pm
2pm
3pm

Kitchen reno

Hot water

Deck build

Fence repair

Bathroom reno

Inbox & follow-up

Nothing falls through the cracks

Every call, message, and Tracey action flows into a single inbox connected to your CRM. Quote not accepted? Tracey follows up. Payment overdue? Tracey chases it.

  • Unified inbox: calls, SMS, email, and Tracey actions
  • Automatic follow-up on quotes and unpaid jobs
  • Full conversation history attached to each customer record

Activity Inbox

All Tracey actions · today

● Live

Tracey answered call

Hot water fault · Mrs Chen · logged to CRM

New job

Quote sent

Kitchen reno · T. Nguyen · $8,200

Sent

Follow-up sent

Deck build · J. Morrison · awaiting reply

Chasing

Payment reminder

Fence repair · B. Clarke · $2,400 overdue

Overdue

Job completed

Bathroom reno · S. Wilson · $4,200 collected

Done
Job map & routing

See your day geographically, not just as a list

View all scheduled jobs on a live map and plan smarter routes. Less dead time driving, more jobs completed per day.

  • Live map of all scheduled jobs by date
  • Smarter routing to reduce drive time between sites
  • Quick-view job detail from the map pin
1
Hot water
2
Deck build
3
Kitchen reno

Today

3 jobs

New
Scheduled
Done
Control & approvals

Automation you trust, because you set the rules

You decide what Tracey can do alone and what needs your sign-off. Set approval thresholds for quotes, restrict what she can confirm, and see everything she's done.

  • Require approval for quotes above any threshold you set
  • Choose between execute, draft, or info-only modes
  • Full dashboard visibility — nothing happens in the dark

Tracey permissions

Control exactly what Tracey can do

Auto-respond to incoming calls
Require approval for quotes over $2,000
Send payment follow-up reminders
Auto-close stale jobs after 30 days
Changes sync to Tracey instantly

How it works

Up and running in under a day

1

Tell Tracey about your business

She interviews you in plain conversation — services, pricing, availability, preferences. No forms, no spreadsheets. Done in under an hour.

2

Tracey handles calls and admin

She answers every call, logs every job, follows up every lead, and chases payment — automatically, from day one.

3

You stay in control

Review every conversation, approve quotes, adjust rules. Complete visibility with none of the admin drag.

Why switch

Earlymark vs. the traditional setup

Phone + paper + spreadsheet + late-night follow-ups, vs. one AI that handles it all.

Task
Earlymark
Traditional
After-hours calls
Tracey picks up 24/7 and logs the job
Voicemail — or the customer calls a competitor
Logging job details
Auto-logged to CRM from the call
Written on paper, typed later (or forgotten)
Sending quotes
Tracey drafts and sends within minutes
Manual, delayed, often chased by the customer
Booking appointments
Confirmed and calendar-synced on the call
Multiple back-and-forth messages over days
Chasing payment
Tracey follows up automatically
Awkward manual calls, often left too long
Reviewing activity
Full inbox + dashboard history
Search through texts, notes, and memory

What customers say

Loved by tradies across Australia

Tracey booked three jobs for me while I was driving between sites yesterday. It pays for itself immediately.

Mark S.

Plumbing Contractor

I used to spend two hours every evening following up on quotes. Now I just go home.

Sarah J.

Electrical Services

Ready to start

Give yourself an early mark today

Start with your own workflow, your own rules, and a setup that actually reflects how your business runs.