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For Trades & Home Services
You already run on an inbox, a job app, an accounting file and a phone full of photos. Each holds part of the picture, and jobs slip away in the gaps between them: a lead nobody called back, a quote nobody chased, a past customer nobody asked about the next job. In one hands-on session we train owners and office staff to connect those tools to Claude Code, then ask the business the questions that win more work, in person at your shop or office.
Leads come in by phone, email, text and web form, and some never get a call back
Quotes go out and nobody follows up, so you never learn why you lost them
Past customers are never asked about maintenance or the next job
Nobody knows which jobs, areas or ads actually make money
How it works
Each tool you use is good at its own job, but none of them can see the others. Once they are connected to Claude Code, the assistant can look across all of them at once: the email that came in, the quote you sent, the job that followed and the invoice that was paid. That is what lets it answer real business questions instead of just drafting emails.
Gmail or Outlook, Google Calendar
Holds every enquiry and booking, but can’t tell you which ones never got a reply or a quote.
Your job app, through its connection or its export
Knows every job you did, but not which past customers are due for maintenance or a follow-up job.
QuickBooks, Xero, Square or Stripe
Knows what each job earned and who hasn’t paid, but not how long the job took or where the lead came from.
Google Drive, OneDrive or Dropbox
Holds your price book, quote template and site photos, ready for Claude to turn notes into quotes.
Website forms, Google Ads, Local Services or a spreadsheet
Show where leads come from, but not which ones turned into paid jobs.
Google Business Profile
Shows what customers say about you, but not who to ask for a review after a job well done.
Once everything is linked, you ask the questions you never had time to dig into. Claude looks across your tools, gives you the answer from your own numbers, and drafts the next step for you to approve. A few examples:
Losing jobs
“Where are we losing work: unanswered leads, slow quotes or lost quotes?”
Follows each lead from first contact to quote to paid job and shows where most drop off, with the leads still worth a call today.
Repeat work
“Which past customers should we contact this month?”
Finds customers due for maintenance, a seasonal service or the next stage of a project, and drafts a short message to each.
Pricing
“Which jobs make us the most per hour, and which barely break even?”
Matches invoices with job times and shows the best and worst job types, so you know what to quote higher and what to chase.
Marketing
“Which areas and job types should we advertise next month?”
Compares where leads came from with the jobs that actually paid, and suggests where to spend and what to post.
Something new
“What could we offer that we don’t today?”
Looks at the requests you turned down, the questions customers keep asking and your slow months, and suggests services or maintenance plans worth trying.
Every Monday
“Give me the week.”
Jobs booked, quotes waiting on an answer, invoices past due and the follow-ups to send, in one summary with the drafts ready.
The training
Build Your Own AI Assistant runs 4 hours, in person at your location. Each participant works on their own computer and their own accounts, so the assistant is set up for your business by the end of the session, not for a demo.
VS Code and Claude Code installed on each computer and signed in to your Claude plan, one seat per participant.
Each participant connects their own email, calendar and files, then the business tools you use, each with its own sign-in and permissions. What doesn’t fit in the session follows the same method afterwards.
Work through the questions that show where the business loses clients, what brings them back and what to try next, and save them as commands: a weekly review, a monthly plan, follow-ups.
Approvals before anything is sent or changed, what the assistant may and may not touch, and how to keep it current as the business changes.
You leave with
Claude Code connected to your tools, a set of commands for your routines, the skills to add more, and a certificate of completion, plus 7 days of follow-up assistance after your session.
Claude Code asks your permission before it sends, posts or changes anything. You decide which routine jobs, if any, it may do on its own.
Each tool connects with its own sign-in, read-only wherever reading is enough, and you can disconnect any tool at any time.
Card numbers, banking details and customers’ alarm or door codes stay out of the assistant. We agree the rules with you before anything is connected.
The assistant runs on your computers and works inside your own accounts. Brydge Academy keeps no access after the training.
Set up the same AI development stack we use to run our own business, and put your own AI assistant to work.
Essential or Full · Minimum 5 participants, or book solo
≈ $200/person after ETG funding*Run your customer pipeline with confidence - set up, automate, and report in your CRM.
Essential or Full · Minimum 5 participants, or book solo
≈ $40/person after ETG funding*Plan, launch, and manage search ads that bring in the right customers.
Essential or Full · Minimum 3 participants, or book solo
≈ $59/person after ETG funding*Owners, office managers, estimators and anyone who writes quotes and answers customers. It covers running the business, not the trade itself, which is what the grant funds: training relevant to each participant’s job.
That is most people at the start, and it is part of the training. We work through the questions that matter for a business like yours (where clients drop off, what brings them back, what sells, what to try next) and save them as commands, such as a weekly or monthly review you run in one word. Claude also suggests questions you hadn’t thought to ask.
Claude Code is Anthropic’s AI assistant that works on your own computer. You describe what you want in plain English and it uses your files and the tools you have connected to answer or carry it out, asking before it sends or changes anything. We teach your team to set it up, connect it and use it for the business.
Most tools that offer a connection: email and calendar (Gmail, Outlook, Google Calendar), Google Drive, CRMs such as GoHighLevel and HubSpot, payments and accounting such as Square, Stripe and QuickBooks, Facebook and Instagram, and your Google Business Profile. If a tool has no connection, Claude works from its export (a spreadsheet you download). We go through your list of tools before the session.
You need a paid Claude plan, billed to you by Anthropic; it is not part of the tuition. A few tools only open their connection on certain plans. We tell you before the session if any of yours do.
No coding background is needed, but participants should be comfortable on a computer. We set everything up with you on-site, one seat per computer. Each participant needs their own laptop with at least 16 GB of RAM and permission to install software on it.
A B.C. business that has operated for at least a year can apply, including self-employed owners, and the grant reimburses up to 80% of the cost. The employer applies before training starts.
In person at your shop or office, scheduled around your jobs. One person can book it solo; for a team, groups start at five people.
Eligible B.C. employers can recover up to 80% of training costs through the Employer Training Grant. We’ll help you map a program to your team, and to funding.
