adminsubstitute.com

List leads and prospects.

Create a new lead/prospect.

Update an existing lead.

List quotes with line items, totals, status, and linked lead info.

Create a quote for a lead.

Update a quote's status, line items, or total.

Generate a shareable link for a quote and optionally send it to the client via SMS and/or email.

AI-powered pricing intelligence.

List jobs with status, scheduled dates, technician assignment, and invoice info.

Schedule a job for a lead.

Update job status, schedule, notes, or technician.

Mark a job as completed.

Send an "on my way" notification to the client via SMS and/or email with an optional ETA.

Generate an invoice for a completed job.

Send a review request to a client after a completed job.

List configured review platforms (Google, Hipages, Facebook, etc) with their URLs.

List registered subcontractors in the vetted network.

Register a new subcontractor in the vetted network.

Dispatch a job to a subcontractor.

Update a subcontractor's verification status.

Generate a site-specific SWMS (Safe Work Method Statement) compliant with WHS Regulations 2017 s.299-303 and Safe Work Australia standards.

List all services in the company catalog with prices, descriptions, and categories.

Add a new service to the company catalog.

Update an existing service in the catalog.

Financial summary: revenue, quote volume, conversion rate, lead count, and paid invoices for a time period.

Detailed business analytics: conversion funnel, revenue trends, lead sources, response times, outstanding invoices, and communication stats.

Quick business overview: total leads, quotes, jobs, revenue, leads this week, and chart data.

Schedule a follow-up reminder.

List upcoming scheduled reminders, sorted by date.

View sent SMS and email message history.

List clients — leads who have at least one job.

Check current API and resource usage vs plan limits: API calls, SMS credits, email credits, LLM calls remaining.

Check subscription status, plan details, billing cycle, and feature access.

List all available plans with pricing, features, limits, and feature flags.

Create a Stripe Checkout session for upgrading or purchasing a plan.

Get a Stripe Billing Portal URL for the human to manage their subscription — update payment methods, view invoices, change plans, or cancel.

Get the current wallet balance, lifetime stats, and recent transactions.

Create a Stripe PaymentIntent to top up your wallet with credits.

Get detailed transaction history — deposits, deductions, transfers, refunds.

Transfer credits from your wallet to another company.

Create a cryptocurrency payment to top up your wallet.

Get the company referral link and code.

Send an SMS message to a phone number on behalf of the company.

Send an email on behalf of the company.

Register a webhook URL to receive real-time event notifications.

Remove a webhook subscription by ID.

List all active webhook subscriptions for this company.

Search the Australian supplier catalog — 930+ products from 24+ wholesalers (Reece, Bunnings, Middy's, Dulux, etc).

Import products from the global supplier catalog into the company's own price book.

AI-powered lead generation strategy engine.

Generate marketing content for a specific channel.

Generate a payment link for a job and optionally send it to the client via SMS and/or email.

List all active integration connections for the company.

Get detailed status for a specific integration connection, including last sync results, error logs, and supported operations.

List all available integration providers (not just connected ones).

Trigger a sync operation for a specific integration connection.

Push a specific entity (lead, job, invoice) to a connected integration.

Generate and send an invoice for a completed job.

Full pipeline processing for a new lead: AI analysis → auto-quote from service catalog → job creation → Google Calendar sync → customer SMS → team Slack/Discord notification.

Convert an accepted quote into a full invoice pipeline: create/update job → sync invoice to accounting (Xero/QB/MYOB) → generate Stripe payment link → notify customer → alert team.

Force-sync a lead/contact to all connected integrations (CRM, accounting, marketing, Google Sheets).

List pending workflow actions awaiting approval (draft quotes, invoices, review requests, SMS).

Approve a pending draft action (quote, invoice, review request, SMS).

Reject/ignore a pending draft action.

List all workflow templates (automations) for the company with their trigger events, action types, and enabled status.

Enable or disable a workflow template.

File a document to connected cloud storage (Google Drive/Dropbox) in an organised company folder structure.

Send an instant SMS + optional WhatsApp follow-up to a new lead within 30 seconds.

Smart-schedule a job for a lead — auto-picks next business day, syncs to Google Calendar, generates a Calendly booking link, and sends SMS confirmation.

Send a rich, contextual notification to all connected team channels (Slack/Discord/Teams).

Process a Google Ads lead through the full zero-touch pipeline: AI summary → auto-quote → auto-schedule → SMS → team notify.

Generate an AI-powered end-of-day business summary with today's leads, quotes, jobs, revenue, and tomorrow's schedule.

Send an automated review request SMS to a customer after job completion.

Auto-chase overdue invoices with escalating SMS + email reminders (friendly → firm → final).

Follow up on unsigned/pending quotes with escalating nudge messages (up to 3 follow-ups).

AI-powered upsell/cross-sell engine.

Manage referral program: generate referral codes for customers, send referral invites via SMS, track referral usage, and check rewards/stats.

Switch the active company context for this operator.

List all companies in the operator's portfolio with basic metrics (lead/quote/job counts).

List all shared supplier discounts negotiated by this operator, including which companies are linked.

Get unified dashboard metrics across all operator companies: YTD/MTD revenue, profit, win rates, pipeline, and revenue waterfall.

RECOMMENDED ENTRY POINT — Intelligent business formation engine.

Get trade licensing and compliance requirements for a specific Australian state.

Get a complete step-by-step business formation checklist for a specific trade and state.

Get available Australian government grants, incentives, and funding programs for starting or growing a trade business.

Get trade demand hotspots across Australian regions.

Calculate an opportunity score (0-100) for a specific trade + region combination.

30-day cash flow forecast with weekly breakdown.

Find and chase overdue invoices.

Track how much money has been recovered through auto-chase reminders.

Per-job profit analysis for completed jobs.

AI Trade Recommendation Engine — "I have $X and want to start a trade business" → ranked recommendations.

12-Month Business Simulator — financial projection engine for Australian trade businesses.

Assess which business lifecycle stage a trade business is in (formation → survival → capacity → funding → scaling) and get readiness score for the next stage.

Analyse a solo tradesperson's capacity utilisation and determine if they've hit the ceiling.

Calculate hiring readiness score across financial, operational, and systems dimensions.

Calculate the true cost of hiring an employee or apprentice in a specific Australian state.

Get the complete 6-step apprenticeship workflow for Australian trade businesses.

Get the Fair Work compliance checklist for hiring employees in Australia.

Scan 20+ government funding programs and return which ones a specific trade business is eligible for.

Get detailed information about a specific government funding program including full eligibility criteria, application process, tips, and relevant links.

Assess if a trade business is ready to scale from solo/small operation to multi-crew operator mode.