Credit Checks for Trades & Construction

Automate Credit Checks for Trades & Construction

Stop wasting time on manual credit checks. Our Harvard-educated automation experts build custom credit checks workflows specifically for Australian trades & construction businesses, saving you 10+ hours/week.

10+ hours/week

Time saved

$2,000+/month

Cost reduction

98%

Client retention

2 weeks

First prototype

Book Free Assessment View All Workflows

The Problem

Manual credit checks creates these challenges for trades & construction businesses.

Manual credit checks wastes hours every week that your team could spend on higher-value work

Field crews waste time on paperwork instead of getting jobs done

Errors in credit checks create downstream problems across your trades & construction operations

Job costing is inaccurate because data is entered late or incorrectly

Automated Workflow

Here is how we automate your credit checks end to end.

Credit Request

Trigger credit check when a new customer requests payment terms or exceeds threshold.

✓ Tool: HubSpot
✓ Action: Initiate check

Data Gathering

Collect business registration details, ABN verification, and trade references.

✓ Tool: Zapier
✓ Action: Gather data

Risk Assessment

Score the customer based on business age, industry, payment history, and financial indicators.

✓ Tool: Google Sheets
✓ Action: Assess risk

Decision & Limits

Apply credit decision rules to set appropriate credit limits and terms.

✓ Tool: Zapier
✓ Action: Set credit limit

Notification

Notify the sales team and customer of the credit decision and approved terms.

✓ Tool: Email
✓ Action: Send notification

Accounting Setup

Configure the approved credit terms in your accounting system automatically.

✓ Tool: Xero
✓ Action: Update account

Tools Involved

We connect these tools into a seamless automated workflow.

HubSpot

Zapier

Google Sheets

Xero

Benefits

What you gain when you automate credit checks.

Cleaner Data Across Your Credit Checks Workflow

Automated credit checks means data enters your trades & construction systems once, correctly. Eliminate duplicate entries, formatting inconsistencies, and stale records.

Complete Credit Checks Visibility

Know exactly where every credit checks task stands at any moment. Real-time dashboards and automated alerts keep everyone informed without chasing.

Credit Checks Automation Built for You

Unlike off-the-shelf tools, we build credit checks automation tailored to how your trades & construction business actually operates. No workarounds or compromises.

Free Your Team from Repetitive Credit Checks

Nobody joined your team to do manual credit checks. Automation handles the repetitive work so your people can focus on strategy, creativity, and client relationships.

Compliance & Regulations

Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards. Supports QBCC and state licensing requirements.

Credit Checks for Trades & Construction Automation FAQ

Most credit checks automations for trades & construction businesses are up and running within 2 weeks for a working prototype, with full implementation typically completed in 4-8 weeks. We start with a free assessment to understand your specific workflow and then build in phases so you see value quickly.

We work with a wide range of tools including HubSpot, Zapier, Google Sheets, and many more. Our integrations are custom-built to your requirements, so if you use a specific tool not listed, we can almost certainly integrate it. We currently support over 150+ tools and platforms.

Pricing depends on the complexity of your trades & construction workflow, the number of systems involved, and any custom business rules. Most automations fall within our standard automation tier. Book a free assessment to get a specific quote based on your requirements.

We design every automation to slot into your current trades & construction tool stack. During discovery, we document each system and process so the automation wraps around existing workflows seamlessly. Your team's day-to-day does not change - it just gets faster.

Every workflow includes built-in safeguards: automatic retries for temporary failures, clear error notifications, and fallback paths for edge cases. Our 98% client retention rate reflects the reliability our clients experience long after launch.

Absolutely. Many clients start by automating the most time-consuming or error-prone steps of credit checks and expand from there. We recommend a phased approach that delivers quick wins while building towards full automation. Our free assessment will help identify where to start for maximum impact.