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Trellis works for any business that gets enquiries, books customers or sends invoices. Search your industry to see what we'd set up for you.

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36 industries

Real estate agents

Property
  • ContentListing photos turned into a narrated video tour and a brochure, ready to post the same day as the shoot.
  • LeadsPortal leads scored on budget, bond pre-approval and timeline, so you call the serious buyers first.
  • ClientsBuyers matched to new listings the day they come on, with photos sent to them on WhatsApp.
  • BookingsShow-day sign-in by QR code that captures every visitor and sends a thank-you with similar homes.
  • OperationsOffer to Purchase tracked step by step: bond, compliance certificates and transfer, with updates to buyer and seller.
  • InsightsA monthly report for each seller: views, enquiries, viewings and recent sales nearby.

Property managers & landlords

Property
  • OperationsTenants report faults with a photo; AI rates the urgency and sends the job to the right contractor.
  • ClientsMove-in and move-out inspections captured on a phone and turned into a dated photo report.
  • Get paidRent matched to bank statements automatically, with escalation letters drafted for late payers.
  • OperationsLease renewals and escalation dates tracked, with tenants contacted 90 days ahead.
  • LeadsVacancy enquiries screened for income, move-in date and pets before you set a viewing.

Hair salons & barbers

Beauty
  • BookingsA WhatsApp receptionist that knows each stylist's pace, so a colour and cut gets the right slot.
  • ClientsClients nudged when they're due, based on the service they had and how often they come in.
  • ContentA photo of the finished look turned into a styled before-and-after reel.
  • OperationsProduct use tracked per service, with a reorder list ready every Friday.
  • InsightsMonthly numbers on rebookings, top services and quiet hours worth filling with a special.

Nail & beauty salons

Beauty
  • ClientsSkin and allergy questionnaire done before a first treatment and kept on file for every visit.
  • BookingsLast-minute cancellations offered straight away to a standby list.
  • ClientsAftercare instructions sent after each treatment, with a check-in two days later.
  • ContentTreatment results turned into carousels with tips written in your voice.
  • InsightsPackages and memberships tracked, with a nudge when sessions are about to expire.

Plumbers

Trades
  • OperationsCustomer sends a photo or video of the problem; AI suggests the likely fault and parts so you arrive with the right stock.
  • OperationsJob card from a voice note: work done, parts used, time on site, filed against the address.
  • ClientsGeyser age logged per house, with a check-up offer before the warranty runs out.
  • LeadsInsurance jobs packaged the way insurers want them: photos, report and quote together.
  • OperationsDay's route planned around booked jobs, with an ETA message sent to each customer.

Electricians

Trades
  • OperationsCertificate of Compliance paperwork drafted from your site notes and photos.
  • LeadsBackup-power enquiries qualified with a short questionnaire on appliances, hours needed and budget.
  • OperationsQuotes priced from a voice note using your own materials list and rates.
  • ClientsInverter and battery customers reminded about maintenance checks.
  • ContentBefore-and-after DB board photos turned into proof-of-work posts.

Builders & renovators

Trades
  • ClientsEvery Friday, each client gets a progress update with photos, what's done and what's next.
  • OperationsMaterial quantities estimated from room sizes or plans, with supplier quotes requested.
  • OperationsSubcontractors told on WhatsApp when the site is ready for them, so trades don't overlap.
  • Get paidVariations logged from a voice note on site and added to the final account.
  • ContentSite photos turned into a transformation video for your socials.

Aircon & solar installers

Trades
  • LeadsCustomer sends a photo of their electricity bill; AI reads the usage and suggests a system size.
  • ClientsService reminders timed to each unit's install date and filter schedule.
  • OperationsInstaller job packs sent the night before: site photos, layout and parts list.
  • InsightsMonthly savings summary for solar customers, showing the system paying for itself.
  • LeadsReferrals tracked and rewarded when happy customers send friends.

Painters, landscapers & handymen

Trades
  • LeadsCustomer sends photos; AI estimates the area and drafts a quote for you to check.
  • OperationsWeather checked each morning, with outdoor jobs moved and clients told automatically.
  • ClientsRecurring visits confirmed the day before, with a photo report after.
  • ContentA "job of the week" post made from your before-and-after photos.
  • OperationsSupplier prices kept current, so every quote uses today's costs.

Pest control

Trades
  • LeadsCustomer photo of the pest identified, with the right treatment and price suggested.
  • OperationsTreatment logs (products, quantities, areas) kept ready for health inspections.
  • ClientsFollow-up visits scheduled automatically based on the treatment done.
  • ClientsCommercial clients get their monthly compliance report without you writing it.
  • BookingsSeasonal reminders for termites and mosquitoes sent to past customers before the season starts.

Cleaning services

Services
  • OperationsCleaners check in and out on WhatsApp with a photo, so you and the client know the job was done.
  • ClientsRoom-by-room checklist filled from photos and sent to the client after each clean.
  • OperationsWeekly roster built around each cleaner's availability and travel distance.
  • LeadsQuotes worked out from property size and service type in under a minute.
  • InsightsSupplies and hours tracked per contract, so you know which clients are profitable.

Schools & preschools

Education
  • ClientsDaily class photos sorted and sent to the right parents automatically.
  • OperationsEnrolment forms, birth certificates and clinic cards collected on WhatsApp and filed per child.
  • ClientsAbsence messages from parents logged and passed to the class teacher.
  • OperationsWeekly newsletter drafted from teachers' notes and photos.
  • LeadsOpen-day bookings, with follow-ups to families who toured but haven't enrolled.

Tutors & education centres

Education
  • ClientsMonthly progress reports drafted from your session notes and sent to parents.
  • OperationsPractice worksheets generated for each learner's weak topics.
  • BookingsParents reschedule lessons on WhatsApp without the back-and-forth.
  • InsightsTest marks tracked over time and shown as a simple chart for parents.
  • LeadsTrial-lesson families followed up after the first session.

Dentists

Health
  • ClientsNew-patient forms and medical history completed on WhatsApp before the visit.
  • ClientsAftercare instructions sent after extractions or fillings, with a check-in the next day.
  • BookingsRecall reminders based on each patient's last cleaning.
  • OperationsMedical aid pre-authorisation requests prepared from the treatment plan.
  • Be foundReview requests sent to happy patients after their appointment.

Doctors & clinics

Health
  • ClientsSymptoms and history collected before the consult and summarised for the doctor.
  • OperationsRepeat-script requests captured and queued for the doctor to approve.
  • ClientsPatients told when results are in, with a prompt to book a follow-up.
  • BookingsQueue updates so patients know when they're next and can wait in the car.
  • ClientsChronic patients reminded to collect their medication on time.

Physios & therapists

Health
  • ClientsHome exercise programmes sent as short video clips after each session.
  • OperationsSession notes written up from a voice note, in your format.
  • ClientsCheck-ins between sessions on pain levels and exercises done.
  • OperationsMedical aid claims prepared with the right codes.
  • BookingsA full treatment block booked in one go, with reminders.

Vets & pet groomers

Health
  • ClientsVaccination, deworming and tick-treatment reminders for every pet.
  • ClientsOwners get updates and photos while their pet recovers after surgery.
  • ContentGrooming glow-up photos turned into reels with the pet's name.
  • OperationsEach pet's weight, allergies and behaviour notes pulled up before the visit.
  • BookingsBoarding bookings with a daily photo update to owners.

Gyms & personal trainers

Fitness
  • ClientsWorkout and meal plans tailored to each client's goals and weekly check-ins.
  • ClientsMembers who haven't been in for two weeks get a personal nudge.
  • InsightsProgress photos and measurements tracked over time.
  • BookingsClass waitlists filled automatically when someone cancels.
  • ContentClient transformation stories drafted (with permission) for your socials.

Restaurants & cafés

Food
  • OperationsStock count from a voice note at close, with tomorrow's supplier orders drafted.
  • ContentNew dishes photographed and posted with descriptions written for you.
  • ClientsRegulars' birthdays remembered, with an invite and a treat on the day.
  • InsightsGoogle reviews summarised weekly: what guests love and what to fix.
  • BookingsBookings, large-table pre-orders and dietary needs taken on WhatsApp.

Caterers & bakeries

Food
  • OperationsCustom cake briefs captured with reference photos, size and wording, then confirmed back.
  • OperationsIngredient lists and costs worked out for every order.
  • BookingsDelivery times and routes planned for the day's orders.
  • ContentFinished cakes and platters turned into posts and reels.
  • LeadsCorporate clients reminded before their regular events.

Event venues & planners

Hospitality
  • OperationsRun sheets built from the client's brief and shared with every supplier.
  • ClientsGuest RSVPs and dietary requirements collected on WhatsApp.
  • OperationsSupplier confirmations chased automatically in the final week.
  • ContentEvent photos turned into a highlight reel for the client and your socials.
  • LeadsEnquiries checked against your calendar and answered with open dates.

Guesthouses & B&Bs

Hospitality
  • ClientsPre-arrival message with check-in code, directions and Wi-Fi details.
  • ClientsA WhatsApp concierge for guests: restaurant tips, late check-out, extra towels.
  • OperationsCleaning team told the moment each room is free.
  • InsightsRate suggestions based on local events and your bookings.
  • Be foundReview requests after each stay, and replies to reviews drafted in your voice.

Photographers & videographers

Creative
  • OperationsShoots culled and sorted with AI, so you start editing the best frames.
  • ClientsPrep guide sent before each session: what to wear and where to meet.
  • ContentSneak-peek reels made from the first edits within a day.
  • BookingsContract, deposit request and questionnaire sent automatically after a booking.
  • LeadsPast clients reminded of anniversaries and family-shoot seasons.

Mechanics & panel beaters

Auto
  • ClientsPhotos and short videos of worn parts sent to the customer for approval.
  • OperationsJob cards from a voice note, with parts looked up and priced.
  • ClientsService reminders based on mileage, not just the calendar.
  • OperationsParts ordered from your supplier as soon as the customer approves.
  • Clients"Your car is ready" message with the invoice attached.

Car washes & detailers

Auto
  • BookingsFleet clients get a weekly schedule and wash report.
  • ClientsLoyalty stamps tracked on WhatsApp, with the tenth wash free.
  • ContentDetailing transformations turned into reels.
  • InsightsBusy-hour report so you staff for the rush.
  • LeadsQuiet-day specials sent to regulars.

Driving schools

Education
  • BookingsLessons matched to instructor availability and the learner's area.
  • ClientsProgress tracked against the test checklist after each lesson.
  • ClientsPractice questions sent on WhatsApp in the week before the learner's test.
  • OperationsInstructor routes and cars scheduled each day.
  • LeadsTest-date reminders with the documents to bring.

Attorneys

Professional
  • OperationsClient documents (IDs, contracts, statements) collected on WhatsApp and filed per matter.
  • OperationsFirst drafts of standard letters and agreements prepared from your templates.
  • ClientsClients updated automatically when their matter moves to the next step.
  • OperationsCourt dates and deadlines tracked, with reminders to you and the client.
  • LeadsNew enquiries screened for practice area before you take the call.

Accountants & bookkeepers

Professional
  • OperationsBank statements and slips categorised automatically into each client's books.
  • ClientsClients told exactly which documents are still missing before a deadline.
  • OperationsSARS deadlines tracked per client, with reminders.
  • InsightsA plain-language monthly summary written for each client.
  • LeadsOnboarding done on WhatsApp: tax numbers, IDs and mandates collected.

Insurance & financial advisors

Professional
  • ClientsPolicy wording explained in plain language when clients ask.
  • OperationsClaim documents gathered on WhatsApp and packaged for the insurer.
  • ClientsLife events (new baby, new car, new home) trigger a cover review.
  • OperationsRenewal comparisons prepared before policies roll over.
  • LeadsLeads qualified with a short needs analysis.

Consultants & coaches

Professional
  • OperationsCalls transcribed and summarised into action points for the client.
  • ContentOne talk turned into a week of posts, a newsletter and short clips.
  • ClientsWeekly check-ins with clients on their goals between sessions.
  • LeadsDiscovery calls booked with a questionnaire filled in beforehand.
  • OperationsProposals drafted from your notes in minutes.

Retail shops & boutiques

Retail
  • ClientsCustomers told when a sold-out item is back in stock.
  • OperationsStock tracked, with reorder alerts before you run out.
  • ContentNew arrivals turned into posts with captions written for you.
  • LeadsA WhatsApp catalogue so customers browse and order in the chat.
  • InsightsWeekly report on best and slowest sellers.

Florists

Retail
  • ClientsCustomers' important dates remembered, with a reminder a week before.
  • OperationsOrders and card messages captured and printed in your format.
  • BookingsDeliveries routed, and recipients told their flowers are on the way.
  • ContentEach arrangement posted with a caption.
  • LeadsWeekly corporate flower orders run on autopilot.

Locksmiths & security

Services
  • LeadsEmergency call-outs triaged on WhatsApp: location, lock type and a photo.
  • ClientsAlarm clients get a monthly system health check.
  • OperationsSite surveys turned into quotes from your photos and notes.
  • OperationsThe nearest free technician sent to each job, with directions.
  • ClientsKey-cutting and access-card records kept per client.

Movers & couriers

Services
  • LeadsCustomers video their rooms; AI estimates the load and the truck size needed.
  • ClientsLive updates to the customer: packed, loaded, on the road, delivered.
  • OperationsProof-of-delivery photos and signatures filed per job.
  • OperationsFuel and toll slips logged per trip.
  • InsightsMonthly report on cost per trip and per route.

Churches & NGOs

Community
  • ContentSermons and talks turned into short clips and quote posts.
  • ClientsMembers and volunteers messaged by group, ministry or project.
  • OperationsEvery donation acknowledged with a thank-you and a receipt.
  • OperationsVolunteer rosters built, with reminders sent.
  • ClientsHelp and prayer requests routed to the right person.

Interior designers & architects

Creative
  • LeadsClients send room photos; AI produces quick mood boards to start the conversation.
  • OperationsDecisions and approvals logged, so nothing is disputed later.
  • OperationsSupplier quotes requested and compared for each item.
  • ClientsWeekly project update with photos for every client.
  • ContentBefore-and-after reveals turned into posts.

Don't see exactly what you need?

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