Powerful AI Features for The Trades

The AI Platform That Handles Both the Frontline—and the Back Office

01

Answer Calls and Online Inquiries 24/7

When you're busy or unavailable, Tradesly jumps in so you never miss a lead. Missed calls and slow replies send customers to your competitors — our CSRs handle overflow to keep you covered.

02

Qualify Leads and Filter Time-Wasters

Sorting serious customers from tire-kickers eats up valuable hours. We quickly screen every call or inquiry, so you focus only on profitable jobs.

03

Book Accurate and Timely Appointments

Overbooking and underbooking frustrate both you and your clients. We sync with your calendar to secure the right slots, boosting efficiency and customer satisfaction.

04

Estimate Rehashing Turns Maybes Into Money

We follow up on every open estimate with the perfect rehash script — tailored to your trade — to turn indecision into booked jobs. No pressure, just smart, timely sales conversations that convert.

05

Dispatch and Coordinate Your Technicians

Juggling technician schedules can throw your day into chaos. Tradesly ensures every job is matched with the right tech, streamlining your dispatching — faster than you can say "Please hold."

06

Maintain Accurate Customer Data Records

Errors in CRM data entry lead to embarrassing mix-ups and missed opportunities. Tradesly's AI makes data entry hands-free and syncs with your favorite software tools, so you can focus on higher-level tasks.

07

Handle Customer Concerns and Complaints

Unresolved issues can tank your reputation fast. Tradesly makes sure every concern — big or small — gets addressed the right way. Whether it's AI or a CSR handling the call, your customers feel heard, problems get solved, and your reviews stay positive.

08

Conduct Friendly and Proactive Follow-Ups

Missing follow-ups means losing out on honest feedback and referral opportunities. Tradesly AI can help you reach out after each service call, gather insights, and ask satisfied customers for reviews.

09

Streamline Back-Office Administrative Tasks

Stop wasting time on repetitive tasks. Tradesly handles your daily updates, weekly reports and monthly reconciliations, we take on the full spectrum of workloads, delivering flawless execution. Save hours by letting us do the redundant tasks.

10

Speak Your Trade's Technical Language

General call centers often misunderstand HVAC, plumbing, or pest control terminology. Tradesly's AI makes it easy for CSRs to learn your business, helping them talk and take notes in a way that your techs understand. Zero training and zero experience needed.

11

Grow Sales Without Being Pushy

Overbearing sales tactics can annoy loyal customers. We gently upsell and convert inquiries into bookings, striking the perfect balance between service and revenue.

12

Streamline Internal and External Communication

Miscommunications between the office, technicians, and customers waste time and money. We keep everyone in the loop with real-time updates, creating a smoother operation overall.

Ready to Transform Your Trades Business?

Get a demo and see how Tradesly can transform Your Frontline and Back-Office with AI.