Can I use Tradesly for calls, follow-up, or both?
Yes. You can start with incoming call coverage, follow-up for new leads or unsold estimates, or both. Full Service covers call handling. Outbound channels, usage and human coverage depend on the package you choose, and we confirm them in your quote.
Can I keep my current provider while I test?
Yes. You can keep your current service running during the trial. For follow-up, we agree on the test audience up front so two systems aren’t contacting the same people. When you move call coverage over, we coordinate number forwarding or porting and the timing with you.
Who handles replies and conversations that need a person?
AI handles routine check-ins, basic questions and first steps. Pricing, scope, financing, urgent and sensitive conversations go to a person: a Tradesly rep where your package includes one, or your own team. You set the handoff rules during setup.
Which CRM events and booking actions are supported for my setup?
It depends on your systems. During setup we review your lead sources, CRM or field-service software and calendar, then confirm which triggers, updates and booking actions are available. Where a direct booking isn’t supported, the outcome is a qualified handoff to your team.
What stops follow-up when someone books, declines or opts out?
Follow-up stops on a booking, an opt-out, a person taking over the conversation, or a sale recorded in a connected system. Quiet hours, contact windows, suppression lists and duplicate-outreach limits are set and confirmed before launch to support TCPA and state rules. These controls support compliant outreach but don’t replace legal review, and your business remains responsible for having permission to contact the people in each campaign.
Who sets up and maintains the campaigns?
You decide the audience, goals, channels and handoff rules. Tradesly configures the workflow, tests it before launch and tunes messaging and timing after launch based on results. Changes to audiences or offers go through you.
What counts as success in the trial?
We agree on it before the trial starts: the audience or call volume, the comparison period and the metric, such as booked jobs, consultations or closed estimates. Messages and replies are tracked, but bookings and paying customers are what we measure against.
What is included in my quote and guarantee?
Your quote lists the coverage hours, channels, usage, human coverage and any custom work. The money-back guarantee covers the paid service fees named in your written terms, for the scope and measurement method agreed there. The free trial has no fee to refund.