Explore / AI in Your Job
AI on the Tools: Smarter Trades and Field Work

You'll learn to use AI assistants such as ChatGPT, Gemini, Claude and Microsoft 365 Copilot to draft quotes, paperwork, schedules, customer messages and marketing from your own rough notes. You'll also learn to check every result, keep customer data safe under UK GDPR, and stay within Building Regul
Capable · 18 levels · 2 free · Created Oct 2026 · Professionally curated by levelupwith.com
What's inside
- Level 1: What AI Can and Can't Do on the ToolsFree
You'll get a clear, honest picture of where AI assistants like ChatGPT, Gemini, Claude and Microsoft 365 Copilot help with trades and field work, and where they fall short, based on dated evidence of how tradespeople are using them now. - Level 2: Picking Approved Tools and Following PolicyFree
You'll learn how to choose an AI tool that's right for your work and check it against your employer's or client's policy before you use it on a real job. - Level 3: Customer Data and UK GDPR: What Never to Paste
You'll learn the UK GDPR basics that apply when you use AI, and build simple habits that keep names, addresses, alarm codes and other private details out of AI tools. - Level 4: Honest Quotes and Estimates from Rough Notes
You'll turn scribbled site notes into a clear, professional quote or estimate with AI, while you stay in charge of every price, quantity and promise. - Level 5: Invoices and Everyday Paperwork
You'll use AI to draft invoices, job sheets and follow-up letters faster, and use a simple checking routine to make sure the totals, VAT and details are correct. - Level 6: Certificates and Compliance Paperwork
You'll see where AI can help you tidy up the wording around certificates, reports and handover packs, and why test results, readings and signatures must always come from you. - Level 7: Scheduling and Route Planning
You'll use AI to plan your week, group jobs sensibly and draft appointment messages, while you keep control of real travel times, access needs and priorities. - Level 8: Clear, Friendly Customer Messages
You'll use AI to write clear, polite customer messages, from delays to explaining technical work, that still sound like you and promise only what you can deliver. - Level 9: Handling Reviews and Complaints Well
You'll learn to use AI to help you reply calmly to online reviews and customer complaints, without admitting fault you don't owe or brushing off a real problem. - Level 10: Voice Notes and the Phone Camera on Site
You'll capture site information hands-free with voice notes and photos, then use AI to turn them into tidy records, safely and with the customer's permission. - Level 11: Finding and Summarising Regs, Manuals and Data Sheets
You'll use AI to find and summarise regulations, manufacturer manuals and data sheets quickly, then go back to the original source to check every point that matters. - Level 12: Catching Mistakes, Bias and Made-Up Facts
You'll build a practical checking routine for catching invented facts, wrong numbers, false references and biased wording in AI output before they reach a customer or a job. - Level 13: Safety First: AI Never Replaces Regs or Judgement
You'll understand why Building Regulations, BS 7671, Gas Safe rules, manufacturer instructions and your own competent judgement always come before anything an AI tool says. - Level 14: Simple Marketing and Your Google Business Profile
You'll use AI to write honest, local marketing and to set up and improve a Google Business Profile, checking every claim against current guidance and the truth about your business. - Level 15: Being Open About AI with Customers and Colleagues
You'll learn when and how to be honest about using AI, and how to have useful, confident conversations about it with customers, managers and colleagues. - Level 16: Using AI to Grow Your Own Expertise
You'll use AI as a study partner that helps you understand new kit, regs and techniques more deeply, so your own judgement gets stronger instead of weaker. - Level 17: How the Role May Change, and Your 30-Day Plan
You'll take an honest, uncertain look at how AI may change trades and field work over the next few years, then build a personal 30-day plan to put the course into practice. - Level 18: Final Challenge: A Full Job, Start to Finish Exam
You'll bring the whole course together by taking one realistic job from first enquiry to quote, scheduling, site notes, paperwork, customer follow-up and review, using AI safely, honestly and within your profession's rules.
Access
The first 2 levels are free with a free account. Every level, the podcast edition and the AI tutor come with All Access at £4.99/month or any Creator plan — see pricing.