From the first call to the paid invoice

A service call that rings out is not a marketing problem. It is a job that never entered the system. By the time someone calls back, the homeowner has three other quotes and your crew is already booked on the wrong work.

Tradecraft is built for that full loop: capture the lead, put the right tech on the calendar, turn the visit into a quote and an invoice, and keep the customer in the picture. One product for the office and the field, not a CRM duct-taped to a separate dispatch app.

The real failure modes

Most shops do not fail because they lack skill. They fail in the handoffs.

Lead intake is fragmented. Phone, website chat, and SMS each land in a different place. Nobody owns the next step, so follow-up depends on whoever remembered.

Dispatch is tribal knowledge. The scheduler knows who is close, who can pull a permit, and who is already overloaded. That knowledge lives in one person's head. When they are out, the board turns into guesswork.

Money trails the job. The tech finishes, the office rebuilds the paperwork, the invoice goes out late, and payment sits in email. Revenue is real only when it clears.

Tradecraft treats those as one operating problem.

Win the work

Inbound voice and web chat run against your real availability. The agent qualifies the job and books when the calendar allows, so the first conversation becomes a scheduled visit instead of a sticky note.

On Business plans and above, outbound SMS and AI follow-up calls keep warm leads from cooling while your crew is on roofs and under sinks. The point is not "more AI." The point is that every inbound signal has a path into the same CRM.

Control the day

The schedule board and live dispatch map show where work sits and who can take it. AI tech scoring looks at skills, distance, and workload, then suggests an assignment. You still approve. That keeps judgment with the shop while removing the spreadsheet shuffle.

Inventory and a pricebook sit next to the job, so the office is not guessing what was on the truck or what the last similar job billed.

Finish the job

Quotes support Good-Better-Best options so the customer sees clear choices on site. Accepted work flows into invoicing, Stripe payment, and receivables without retyping the job into another system.

Documents and e-sign cover the paperwork trail. The white-label customer portal gives homeowners a place to see status without calling the shop for every update. Field techs get a mobile voice assistant for updates when their hands are full.

Grow with intelligence

The internal assistant has access to the same operational tools your team uses in the product (scheduling, customers, jobs, and related workflows). Training sandboxes let new hires practice without touching live jobs. Marketing tools help you put real offers in front of the right zip codes when you are ready to grow demand, not only absorb it.

Integrations such as QuickBooks, Xero, and Google Calendar keep the books and the calendar honest with the work you already sold.

Who this is for

HVAC, plumbing, electrical, and similar trades that run crews, not ticket queues. If your week is measured in jobs completed and invoices paid, you need one system that sees the call, the truck, and the payment.

Unlimited technicians with no per-user fee means you do not punish yourself for hiring the people who do the work.

Start with the loop that hurts most

If missed calls are the leak, start with voice and chat booking. For the noisy-cell-phone test of whether that first call writes the same job dispatch opens, see Why the Phones Still Sound Like a Phone Tree. If the board is chaos, start with scheduling and dispatch. If cash is slow, start with quotes through payment. Tradecraft is designed so those pieces already share customers, jobs, and history.

See pricing or book a demo and walk a real job from first ring to paid invoice.