How is pricing calculated?+
Call-handling plans include a monthly allowance of customer conversations. At monthly billing, AI Receptionist is $199 for 200 calls, Full Service Nights & Weekends is $899 for 300 calls, and Full Service 24/7 is $1,499 for 550 calls. Additional calls cost $1.50 on AI Receptionist and $3.50 on Full Service. Real-Time Agent Assist is $299 per month plus $79 per seat, with coaching usage specified in your quote.
How does the annual discount work?+
Annual billing saves 20% on standard subscription and seat fees, with discounted monthly rates rounded to the nearest dollar and paid as one annual payment. For example, AI Receptionist is $159 per month, billed at $1,908 per year. Full Service Nights & Weekends is $719 per month, billed at $8,628 per year; Full Service 24/7 is $1,199 per month, billed at $14,388 per year. Real-Time Agent Assist is $239 per month plus $63 per seat, billed at $2,868 plus $756 per seat annually. Call allowances remain monthly, overage rates stay the same, and applicable taxes are additional. Enterprise and Partner pricing are quoted separately.
How are calls counted?+
Your monthly allowance covers actual customer conversations. Spam, robocalls, system tests, and quick transfers do not count toward your total.
Is there a contract? Can I cancel anytime?+
Monthly plans are month-to-month and can be canceled under the terms of your service agreement. Annual plans are paid upfront for a year; cancellation and renewal follow your agreement. Any 45-day money-back guarantee and its refund terms are set out in your order form. Custom Enterprise and Partner agreements have their own terms.
Is there a setup fee or any hidden charges?+
Standard onboarding has no setup fee. We configure the standard workflows and included integrations for your plan, and train your team on the tools they will use. Usage above your allowance is billed at the agreed overage rate. Custom integrations or implementation may carry a separate fee, agreed in advance. The AI soft phone is included with Real-Time Agent Assist; custom packages specify which tools and services are included.
What is Full Service, and how does it compare with the other plans?+
Full Service combines Tradesly human reps with AI to handle calls during your selected coverage hours: nights and weekends, or 24/7. AI handles routine requests, while our reps handle conversations that need judgment, empathy, or selling, supported by Whisper Coaching. AI Receptionist handles routine calls and transfers to your team when needed. Real-Time Agent Assist gives your own reps live guidance while they handle the conversations.
How is Full Service different from an answering service?+
Many traditional answering services focus on taking and passing along messages. Tradesly Full Service combines AI with trained human reps who follow your SOPs and scripts, qualify leads, handle objections, and support booking in your CRM. Our reps receive Whisper Coaching during calls to help them take the right next step.
Do you actually book appointments into our CRM?+
Yes. For supported integrations, Tradesly can qualify leads and book appointments directly in your CRM according to your availability and booking rules. Some conversations need a transfer, follow-up, or another next step. A booking is not guaranteed on every call.
Can I combine Full Service with my own team?+
Yes. Your team can handle business-hours calls while Tradesly covers nights and weekends, or you can discuss additional coverage. Add Real-Time Agent Assist for Whisper Coaching on the calls your own reps handle. Contact us to build a package around your team and coverage needs.
Can I start with AI Receptionist and add Agent Assist or Full Service later?+
Yes. You can start with AI Receptionist and add managed coverage or live coaching as your needs change. Agent Assist is a separate product for your own reps, while Full Service adds Tradesly people alongside AI. We will confirm pricing, coverage, and any subscription changes before making the change.
What CRMs do you integrate with?+
Tradesly supports integrations with ServiceTitan, Housecall Pro, FieldEdge, Jobber, Salesforce, and other systems. We confirm the integration, available workflows, and any custom work for your specific setup before you start. Setup timing depends on access, configuration, and the workflows involved.
What is an AI soft phone?+
It is a phone workspace your team uses from a computer or browser. With Real-Time Agent Assist, Whisper Coaching shows relevant scripts, prompts, and objection-handling guidance while reps speak with customers. The soft phone is included with Agent Assist; Enterprise packages specify what is included. We review your existing number and phone setup during onboarding.
What happens after I request a demo?+
We learn about your call volume, team, CRM, and workflows, then walk through the relevant offering and a representative call scenario. You receive a quote covering your selected plan, billing frequency, included usage, overages, and any custom implementation. We then agree on the setup and onboarding steps.
What does onboarding look like?+
For AI Receptionist and Full Service, we learn your brand voice, configure call handling, booking rules, scripts, routing, and human handoffs, and connect supported tools. For Real-Time Agent Assist, we set up your reps, calling workspace, and Whisper Coaching playbook. We confirm the launch timeline after reviewing access, integrations, and scope.
Will your team train my reps on the AI soft phone?+
Yes. Training is included with Real-Time Agent Assist onboarding. We show your reps how to use the calling workspace, follow Whisper Coaching prompts, and handle their day-to-day call workflow. Training for custom packages is included in the agreed onboarding scope.
How is my call data secured? Where is it stored?+
Tradesly uses safeguards to protect customer information. Our Privacy Policy explains how information is collected, processed, shared with service providers, and retained. Contact us for the security documentation, hosting details, and contractual requirements relevant to your account before sharing sensitive or regulated information.
How many team members can I add to Real-Time Agent Assist?+
You can add seats as your team grows. Each seat receives access to the AI coaching and calling workspace. Monthly billing is $299 base plus $79 per seat; annual billing is $239 per month equivalent plus $63 per seat, paid annually. Pricing scales with paid seats and any additional coaching usage. For larger teams, ask about Enterprise pricing.
How long until I see results?+
Timing depends on your starting point, call volume, configuration, and how your team uses the service. We will agree on the outcomes to track, such as answered calls, qualified leads, bookings, and response times, then review performance after launch. See the contract and cancellation FAQ for the 45-day guarantee.
What counts as a coached call?+
For Real-Time Agent Assist, coaching usage counts actual customer conversations where Tradesly provides live scripts, prompts, or guidance to your own rep. Spam, robocalls, system tests, and quick transfers do not count toward your total. This is separate from calls handled by Full Service. Your quote specifies the seat count, included Whisper Coaching allowance, how additional usage is measured, and the overage rate.
Can I use Agent Assist without buying call coverage?+
Yes. Real-Time Agent Assist is a standalone product for your team. You do not need an AI Receptionist or Full Service subscription. At monthly billing, one seat is $378 per month before any coaching overage. Your quote specifies included Whisper Coaching usage and additional usage rates.
Is Agent Assist the same as Whisper Coaching?+
Whisper Coaching is the live guidance within Tradesly’s Real-Time Agent Assist offering. Your reps see prompts, scripts, and objection-handling guidance on screen while they speak with customers.
When should I choose Enterprise or Partner pricing?+
Enterprise is for businesses with sustained volume, multiple locations, managed intake, custom coverage, workflows, or integrations. Partner pricing is for agencies, resellers, and portfolio programs that need wholesale capacity and flexible commercial terms. Both are quoted around an agreed scope.
Can pricing be tied to outcomes?+
For suitable custom plans, part of the price can be tied to an agreed, verified result. We agree on the scope, how the result is measured, and the commercial terms before the program starts.
What happens if my call volume grows?+
Additional calls are billed at your plan’s overage rate. For sustained higher volume, we will help you evaluate a tailored plan based on your call demand and coverage needs.
