On Lana? Let’s get the AI side working.
Lana is a CRM for tradies that connects to Simpro, ServiceM8, AroFlo and Ascora. We set up the AI around it, the receptionist, the chat and the follow-ups, so it fits how you run, then train your team to use it.
Lots of automation. Set up properly.
Lana says it captures every call, text, email and social message, pushes leads into your job system as quotes or jobs, chases quotes and sends invoice reminders. The work is fitting all that to how you run, and making the AI safe to put in front of customers.
The AI receptionist, set up properly
A script in your words, callers told it is AI, recording announced, and a clear handover to a person.
Chat that answers from your business
Trained on a written document of your services, prices and policies, not left to guess from your website.
Follow-ups that stay legal
Job updates kept promotion-free, and marketing only to people who said yes, with a working unsubscribe.
Workflows that match your job system
Quotes, jobs and invoices that move the way your Simpro or ServiceM8 actually works.
The gaps Lana does not cover
Anything around it that still gets typed twice, such as a daily check against Xero.
Training for the office
Role by role, on your own Lana and your own job system.
Workflows, funnels and the rest.
Lana says it covers workflow automation, email and SMS marketing, Google review requests, forms and surveys, calendars, payments and a social planner. We set all of it up to fit how you run, not just the AI.
Workflows
Lana's ready-made workflows adapted to how your Simpro or ServiceM8 actually runs, then tested before they go live.
Landing and booking pages
Pages and funnels that send every enquiry straight into Lana, tagged and in the right pipeline.
Forms and surveys
Quote request, booking and intake forms that start the right workflow.
Email and SMS campaigns
Campaigns only to people who opted in, with sender ID and a working unsubscribe.
Google review requests
A neutral request after a finished job. Never an AI-written review.
Calendars and reminders
Booking calendars with real availability, and reminders that cut no-shows.
You approve. AI earns its way in.
Every build starts small and read-only, and gets write access one step at a time.
Dry run first
Every tool shows what it would change, and changes nothing until a person says yes.
You approve what matters
Quotes, refunds, anything sent under your name: a person signs off before it goes.
Customers know it's AI
Chat and voice agents say they are AI, offer a person, and announce recording before a call is recorded.
Your data stays yours
It lives in your own Simpro, ServiceM8, CRM and AI accounts. Nothing is copied into a system we own.
Built to Australian rules
Call-recording consent, the Spam Act for texts and email, the Do Not Call Register for AI voices, and no AI-written reviews.
Handed over properly
Every build ends with an AI policy and a register of the AI tools you use, with one named owner.
General information, not legal advice.
One job first. Measured.
We don't start with a platform. We start with the task that eats the most hours, and prove it.
- 01
A fifteen-minute call
Which job eats your week? Which system holds it? We tell you straight if AI is the wrong tool.
- 02
We time it
Minutes per task, on your own jobs, before anything changes. That number is what we have to beat.
- 03
We build one thing
It runs as a dry run first. You see every change it would make, and you approve it.
- 04
We train the people who use it
Role by role, on your own system, with your own jobs. The go-to person in the office first.
- 05
A month later, we check
Is the task faster? Who still uses it? What needs changing? Then we pick the next job.
Every build is quoted before it starts. No platform plans, no lock-in.
Lana questions.
Are you part of Lana?+
No. Leadout is independent. Lana is Lana Software's product; we help businesses that use it get more from it.
Do we need to switch away from Lana?+
No. We work in what you run.
Can you connect Lana to things it does not integrate with?+
Often, yes. We'll look at what you need and quote it before we start.
The systems around Lana.
We don't replace what you run. We wire AI into it, connect it to what sits beside it, and train the people who use it.
Simpro
Implementation, Simpro Lightning set-up and team training, plus the connections around it.
See how →ServiceM8
AI and automations around the job: enquiries in, calls on the job, invoices out.
See how →GoHighLevel
HighLevel set up for a trade business: workflows, funnels, pipelines and the AI, joined to your job system.
See how →Square POS
Square customers, sales and appointments joined to your CRM, so follow-ups go out and the AI knows who it is talking to.
See how →Lightspeed
Years of Lightspeed customers and opt-ins, put to work: follow-ups, answers and AI that knows what they bought.
See how →Shopify
Orders and customers joined to your CRM and job system, with follow-ups and order answers from your own store.
See how →Neto
Orders, customers, stock and product answers, joined up by people who run a Neto store themselves.
See how →Voice, chat and IVR
An AI receptionist, website and social chat, and a phone menu that routes calls.
See how →Claude for business
Claude set up for your team: your documents, your jobs, your rules.
See how →ChatGPT for business
ChatGPT set up properly for the whole team, with safe connections and rules everyone follows.
See how →Team training
Simpro, ServiceM8 and AI training your team will still use in a month.
See how →Find the hours first.
Fifteen minutes, no pitch deck. Tell us which job eats your week and we'll tell you whether AI is the answer yet.
Hayden Nosatti · Leadout · Sydney