HermiaReceive.
Connected or forwarded email and approved messaging or enquiry sources
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CURRENT PATHWAY
HERMIA / TRADES & FIELD SERVICES
Know the job before your team acts.
For a trade team, an incoming alert is rarely the whole job. Hermia asks for the missing detail and prepares a useful starting point for the office, the technician and the approved field-service process.
AVAILABILITY / CURRENT TRADE PATHWAY
Current, scoped trade onboarding. The trade pathway is configured around the business systems, channels, questions and handoff the client approves.
01 / THE OPERATING PATHFrom first signal
From first signal
to the right person.
Here is how a commissioned trade pathway can operate.
Clarify.
Which asset or area is affected, what is happening, where is it, is there an immediate safety concern, and how can the team access the site?
Prepare.
A structured job brief, private email docket for configured recipients and a supported Simpro or AroFlo handoff where commissioned.
02 / FROM MESSAGE TO LEADThey text like customers.
They text like customers.
Your office gets a lead.
Short, vague replies are clarified one question at a time. What reaches your team is a structured Open Lead: the defect flag, the issue, hazards and materials already written up, with the preferred time passed on for your team to confirm.
Simpro · Leads / Open
- Defect flagWater ingress, roof area
- IssueLeaking through the roof during rain
- Hazards & materialsNoted for the technician
- Preferred timePassed on for your team to confirm
Supplied test conversation and an edited Simpro Open Lead preview from Hermia’s site files, with test details only. Shown to illustrate the handoff a configured Simpro pathway prepares; it is not a customer result, and your team still assesses the job, the quote and the booking.
03 / CRM CONTEXT
Built for the work behind a trade enquiry.
Hermia has a registered Simpro partner badge. Supported Simpro and AroFlo handoffs are configured for the particular contractor and tested before activation; a badge alone is not proof of an individual customer booking.
03 / WHAT THE TEAM NEEDSThe detail that
The detail that
makes a difference.
- Asset or affected area
- Defect or symptom, not a guessed diagnosis
- Site location, access and urgency
- Supporting photos or video where helpful
- Availability and approved routing
Hermia Notes · optional feature
Your customers ask. Hermia answers.
Hermia already asks your customers your questions. With Hermia Notes, it answers theirs too, from what your team tells it, day or night.
Keep Hermia up to date the way you’d tell a colleague: “Gutter cleaning is paused until March”, or a photo of a brand list or your warranty terms. Hermia answers your customers from it, in your words, checked twice before anything is sent. When the notes don’t cover a question, Hermia asks the person who knows and passes their answer on word for word.
It answers questions like- “Do you work on Daikin?”
- “What does a hot water service include?”
- “How long does it usually take?”
- “What photos do you need?”
- “Is the work under warranty?”
Never: prices and quotes, safety or compliance calls, and how to fix anything. A price question goes to you, and your answer is passed on word for word.
Your team adds notes on WhatsApp, or on the Notes page on any phone or laptop.
Hermia Automate · optional feature
Your CRM, updated without typing.
The everyday updates that aren’t a new enquiry, like a supplier invoice or new equipment, go into your CRM without anyone typing them in. Hermia already looks after your new enquiries.
A new air conditioner arrives with the supplier’s invoice. Send Hermia a photo of the serial plate and one of the invoice: the unit goes under Assets with its serial number, and the invoice under Purchases with the amount and the date.
What it puts in your CRM, under your headings- Supplier invoices: the supplier, the amount and the date
- New equipment: make, model and serial number, on the right site
- Item codes: new codes and prices for your price list
- Payments: a payment that came in, on the right customer
- Customer details: a new number, email or address
On Simpro, a photo of a serial plate becomes the asset on the site.
Where it goes: Straight into Simpro. On any other system, laid out under your headings and emailed to your office, ready to add.
Your team sends a voice note, photo or PDF on WhatsApp, or from the Hermia page on any phone or laptop. Check it first, or let it go straight in.
RESPONSIBILITY STAYS HUMANClearer context.
Clearer context.
Better judgement.
Hermia does not replace on-site inspection, safety assessment, licensed work, the final quote or a contractor’s decision to schedule. Booking is available only where the business explicitly enables and tests that path.
QUESTIONS WORTH ASKINGKnow what
Know what
comes next.
Does it handle my existing leads rather than find new ones?
Yes. Hermia is designed to clarify enquiries you already receive through approved connected or forwarded sources. It does not generate leads.
Can our office receive private email dockets?
On a configured trade setup, the completed brief can be sent separately to each approved internal email recipient. The team chooses who receives it.
Can we change the questions?
Yes. Once you’re live, changing your questions, or who receives each brief, is a change request: USD 500 for each kind of change. It is built and tested before it becomes active.
CURRENT TRADE PATHWAY
Build around your trade setup.
Configure a trade setup ↗Trade checkout records your choices; new custom questions or connections are built and tested before activation.