Tradesly · Guide
Inside a ticket: Details, Bookings and Log
Everything about one customer's ask, in one place.
A job's story scatters easily: the first call in one system, the booking in another, the “she called back to move it” in nobody's system at all. When a customer phones and says “I spoke to someone Tuesday,” reconstructing Tuesday shouldn't be archaeology.
In Tradesly, everything about one customer's ask lives on a single ticket. Open one from the Office and the whole story is in front of you in three columns: tabs on the left — Details, Bookings and Log — the Conversation down the middle, and a right rail that changes with the moment.
1 Details — who they are and what you know
The Details tab holds the customer's information, your notes, and everything linked to this ask. It's the “who am I talking to” tab: what they asked for, what's been written down about them, and the facts the next person on this ticket will need.
2 Bookings — what's been promised
The Bookings tab shows the appointments on this ticket, and the tab itself carries a count — so you can see there are bookings here without even opening it. When you need to know what was promised and for when, this is where it lives. For how those bookings get made in the first place, see How AI booking works.
3 Log — what actually happened, in order
The Log tab is the timeline: what happened on this ticket, step by step, including when each call started and ended. When something looks odd — “did we actually call them back?” — the Log answers it in order, without anyone reconstructing events from memory.
4 The right rail — the panel the moment calls for
The rail on the right is a two-way switch between Reference and AI Insights. On a live call you want Reference — your company's knowledge beside the conversation. Afterwards you want AI Insights — the AI's read on what happened. Each has its own guide.
5 The steps
Open the ticket from your Office.
The header carries the pills you can edit — Customer type, Ticket type and Priority — plus a read-only Outcome and who it's assigned to.
Start on Details.
The Details tab is the “who am I talking to” tab: their information, your notes, and the facts the next person will need.
Check Bookings for what was promised.
The Bookings tab carries a count, so you know whether there's an appointment here before you open it.
Read the Conversation down the middle.
Every call and text on this ask, in order — and each call carries its own disposition chip.
Open the Log when something looks odd.
“Did we actually call them back?” is answered there in order, including when each call started and ended.
Flip the right rail to suit the moment.
Reference while a call is live, AI Insights once it's over.
6 The habit worth building
When a customer calls back, open their ticket before you say much of anything. Thirty seconds across the header, Bookings, and the Log, and you know exactly where things stand — which means the customer never has to be the one to tell you.