Tradesly · Guide
Jobs you can give your AI
Win-backs, tune-up season, unsold estimates, parts-arrived callbacks — and what to ask for next.
Every trades business has a drawer full of money nobody has time to dial for: the customers you haven't seen in two years, the quotes that went quiet, the tune-ups that should have been booked in April. None of it is hard work. It's just phone work, and phone work always loses to today's emergencies.
That's exactly the work to give your AI. You already know how to give it: describe the job in the coaching workspace, the way you'd brief a new hire — and your AI already knows your business, your tone, your hours, and when to stop and fetch a person. The one thing you usually bring is the list of people to call.
1 Four jobs worth considering
Customer win-backs. A clearly defined group of former customers may be worth a timely, relevant offer when your business has permission to contact them. Keep the opener generic until identity is confirmed; do not reveal prior job history merely because a phone number appears familiar.
“Call the eligible customers on this reviewed list. Identify our business, explain the seasonal checkup offer, and ask whether they want to hear available times.”
Pre-season tune-up reminders. Every summer the cooling calls bury you, and every spring the quiet weeks go to waste. Ask your AI to run your cooling list before the heat arrives and your heating list before the cold does — filling the slow weeks on purpose, with customers who genuinely need the visit.
Estimate follow-up. A quote that went quiet may still deserve a polite follow-up. Use a reviewed audience and a straightforward reason for the call. Do not tell the AI to pressure the customer, invent urgency, or treat silence as ongoing permission.
Parts-arrived callbacks. When a part is ready, a clear service update can help the customer choose the next appointment. Confirm that each row belongs to the current job and that the message does not expose another customer’s service details.
2 The steps
Describe the job to your Sales Caller.
From Your AI Team, press Coach on its card and brief it: the purpose, truthful opener, approved offer, and situations that should reach a person.
Bring the list.
In Leads, the Call Lists tab takes an Upload a list — use only the supported fields your team needs. Remove sensitive or ambiguous columns and confirm that you have permission for the intended purpose and technology.
Clear the go-live checklist.
Setup opens with Ready to go live?: read each item and use its Fix → action. Product checks support your process; they do not determine whether every recipient or call is lawful.
Hear it before anyone real does.
The Test Call tab dials the Number to call you give it. Use your own phone, try an awkward question, and confirm any test booking afterward.
Start only after the review.
Use the visible controls in Setup and on the Call List when the audience, coaching, hours, and permission basis are ready. Watch the status shown on screen and stop the list before making a material change.
Review a sample of completed calls after launch. Look for a truthful reason for calling, the correct business identity, a clear next step, and a clean path to a person when the customer needs one.
3 And what's next
These examples are starting points, not permission for every campaign. For appointment updates, maintenance reminders, or another outreach job, define the customer benefit, recipient group, consent basis, timing, and human escalation path first. If the required control is not visible in your account, ask the Tradesly team rather than inventing a workaround or assuming the Sales Caller supports it.