AI agents
On call when your people can't be.
Every agent in TradesWork is built around one job your shop already does: answering the phone, replying to leads, fixing the schedule, checking invoices, chasing payments. Let it cover that job when nobody's there, or back up the person who does it.
How they're built
One agent for each job. Not one chatbot for everything.
Your CSR answers calls from the phone screen. Your dispatcher works the board. Your office manager reviews invoices. Each agent works from that same screen, with the same records and the same rules, so it does the job the way your person does it.
That's why you can hand an agent the whole job on a Saturday night, then flip it back to helper mode on Monday when your team is in.
Two ways to use every agent
Replace the job when you need to. Back up the person when you don't.
Flip the switch to see what each agent does in each setting.
When nobody's there: the agent does the work, inside your rules.
AI receptionistEarly access
Mirrors: Customer service rep
On call: Nights, weekends and when every line is busy
“Every call” mode: answers all calls, recognizes customers and books real arrival windows.
Gas, CO, flooding and smoke are checked before the AI speaks; the caller goes to your on-call person.
Works from: Phones & call popAI lead responder
Mirrors: Inside sales / CSR
On call: Every new web and lead-service inquiry, within your texting hours
Replies in seconds, offers times your crew can cover and books once the customer picks one.
Never texts a price or invents a time; your escalation words go straight to a person.
Works from: Lead inboxAI dispatcher
Mirrors: Dispatcher
On call: When a job runs long, a tech calls out or an emergency lands
Auto mode applies re-plans that keep every promised window and leave nobody unassigned.
Re-checks the board before applying; if anything changed, the plan goes stale instead of guessing.
Works from: Dispatch boardAI job write-up
Mirrors: Office admin on paperwork
On call: In the driveway, after every visit
Turns a spoken note into the job note, findings and up to three priced options from your price book.
Only uses items in your price book; anything it can't match is listed, never guessed.
Works from: Technician appAI billing check
Mirrors: Invoice reviewer
On call: After invoices are written, before anyone has time to read them all
Auto-apply adds clearly missed price-book lines, with a 24-hour undo.
Skips paid and void invoices; only suggests items that exist in your price book.
Works from: InvoicesAI collections
Mirrors: A/R clerk
On call: When invoices slip past due
Never acts alone: customer texts always wait for a person. Switch to “Backs up your team” to see what it does.
Texts to customers always wait for a person, even when other helpers run on their own.
Works from: CollectionsAI member scheduler
Mirrors: CSR booking tune-ups
On call: When included visits come due
Auto-apply books due membership visits, with a 24-hour undo.
Booking the same visit twice never creates a second job.
Works from: MembershipsAI bill matcher
Mirrors: Bookkeeper on payables
On call: Whenever a supplier bill arrives
Reads the bill, matches it to the purchase order and stages price-book cost updates (24-hour undo).
Bill approvals always wait for a person.
Works from: PurchasingAI call coach
Mirrors: CSR manager
On call: After every recorded call, including the ones nobody had time to review
Scores every recorded call against your own checklist, with the quote behind each score.
Phone numbers and emails are removed before the transcript reaches the AI.
Works from: Call logAI business analyst
Mirrors: Numbers person
On call: Any time you have a question, plus a morning brief
Sends a daily or weekly brief on the numbers you watch and the weeks that look thin.
The AI only picks which metric to look up; TradesWork computes every number.
Works from: ReportsOn call
Your team works 8 to 5. The phone doesn't.
Work slips through the gaps: the 7 pm lead, the Saturday no-heat call, the job that ran long while the dispatcher was at lunch, the invoices nobody had time to check. The agents are set up to cover exactly those gaps.
- 9 of 10 agents can cover their job on their own, inside the limits you set.
- 1 only ever back up a person: customer collections texts always wait for you.
Example day for a shop open 8 to 5. You set the hours, modes and rules for every agent.
AI office help, at work
Watch it do the busywork. You make the calls.
Five everyday jobs TradesWork takes off your plate, played out step by step. It plans, drafts, writes up and answers. Your settings decide what it may do on its own, and the big calls, like moving the board or texting about money, wait for a person.
Illustration. At 12:50 pm Marcus's water heater job is running 150 minutes long, so two of his later jobs would miss their arrival windows. The dispatcher asks for a re-plan of the rest of today. TradesWork proposes two changes, each with a reason: move job 10221 to Priya, who is free and 9 minutes away, keeping its 1 to 3 pm window, and give job 10225 a new 4 to 6 pm window because window changes were allowed for this plan. Before and after numbers show drive minutes going from 164 to 171, windows kept from 8 of 10 to 9 of 10, and revenue at risk from $1,415 to $0. Nothing changes until the dispatcher taps Apply; the board is re-checked first, and the one customer whose window changed gets a text.
A rules-based planner makes every assignment and AI explains it. Promised windows only move if you allow it for that plan.
Illustration of real TradesWork features. Customers, names and amounts are made up.
AI office help
Like an extra office manager who never sleeps.
TradesWork keeps an eye on the busywork that eats your evenings: charges techs forgot to bill, invoices nobody chased, members who are due for a visit, supplier bills that need checking. It does the work and lines it up for you.
You're always the boss.
None of these helpers texts a customer until you tap approve. Prefer it handles the low-risk stuff on its own, like adding a missed invoice line? Flip a switch. Changed your mind? Undo it within 24 hours.
Waiting for you this morning
4 things to approve
Time saved
0 min
- Missed charges
Add 2 parts Marcus forgot to bill
His notes mention a capacitor and a disconnect that aren't on invoice 4119. That's $186.
- Unpaid invoices
Send friendly reminders to 6 customers
Each invoice is more than 3 days past due. The pay link is added when it's sent, and nothing goes out until you approve it.
- Maintenance visits
Schedule 11 spring tune-ups
These members are due in the next 30 days. Nothing is booked until you say so.
- Supplier bills
Approve a $2,314.60 supplier bill
It matches your purchase order, but one part costs 8% more than last time.
Try it: this is a working example with made-up customers.
AI assists for technicians
Optional, inside the screens your techs already use.
The agents cover office jobs. In the field, AI stays out of the way: a row of assists on the appointment, the equipment record and My truck that a tech taps when it saves a call or a supply-house trip. The visit works exactly as before, none of it is a required step, and each assist can be switched off for the company or for one person, with daily cost caps.
Scan to part
Photo or typed model to matching parts, with truck and warehouse stock. Never orders by itself.
Gauge & meter reader
Superheat, subcooling and a charge check; voltage and amps against the nameplate.
Fault finder and panel reader
Likely faults from photos, each with a confidence and a confirming test.
Code check
Cites your adopted code editions from a curated library. Always: verify with your AHJ.
Job story
Found, did, recommend, with before and after photos, in English or Spanish. The tech edits it first.
Replace or repair
A transparent score, then good, better and best with monthly payments in one tap.
Real TradesWork Field screens on iPhone, demo company data.
Ground rules
Helpful agents, with you in charge.
You pick the setting
Each agent is off, backing up your team, or covering the job. Change it any time, per agent.
Some things always wait for you
Collections texts, supplier bill approvals and automation texts wait for a person, whatever the setting.
Small changes can be undone
Invoice lines added, member visits booked and cost updates staged on their own can be reversed for 24 hours.
Every action is on the record
What it did, why, and whether a person approved it, written to the audit trail.
The AI receptionist is in early access: it needs a voice service switched on for your account, so confirm it during your trial before you rely on it at night. AI features need AI turned on in Settings; without it, booking member visits, matching hand-entered bills and rule-based automations keep working.
Hire the night shift.
Start a free trial, turn on one agent, and watch what it catches before you let it take the whole job.
- No credit card
- No contract
- Cancel any time
