Tradecraft features
The operating system for the trades
Intelligence across the whole workflow, from the first call to the final payment. Every step knows what came before, suggests what comes next, and leaves the decision to your team.
- Voice AI first response
- 24/7Calls, chat, and SMS
- Office assistant tools
- Per-technician fees
Shop plan from $199/mo, billed monthly. Unlimited technicians. See plans
job 1842 · HVAC no-cool
- voice answered: Dana K. · no-cool
- qualify in area: HVAC no-cool · tonight
- book held: 4:30 tonight
- quote sent: $286 est. · capacitor
- dispatch suggested: Mike R. · 4.2 mi
- you approved: Mike R.
- field on my way: Mike R. · eta 12 min
- field completed: capacitor + diagnostic
- invoice paid: $286 · QuickBooks
- feedback 5 stars: Dana K.
Call to paid in 92 minutes · you approved the tech
Platform at a glance
Everything a trade business runs on, connected
Ten areas that share one customer record, one schedule, and one set of AI agents. Jump to any of them.
- Every planAI voice and chatAnswers, qualifies, and books 24/7
- Every planSchedule and dispatchOne board, recommendations you apply
- Every planField appPush-to-talk, offline, photos, closeout
- Every planQuotes to paymentsOptions, invoices, portal, e-sign
- Every planOffice assistantAsk by chat or voice, get reports
- Every planMarketing studioAd images, video, and email
- Business+Job costingMargin on every job, with reasons
- Business+Fleet consoleDVIR, maintenance, IFTA drafts
- Business+BetaBid deskCited analysis, takeoff, proposals
- Every planTradecraft NetworkInvite-only work between shops
Win the work
Every call, chat, and text answered, qualified, and booked
Who decides
You set what the agent asks, which windows it can book, and when it transfers to a person. Your office reviews every booked job.
The Customer Agent answers your business line, website chat, and texts with your hours, services, and service area. It asks the questions you set, books into real availability, and hands your office a complete customer record.
- Realtime voice with about 500ms to first response
- One agent across phone, website chat, and SMS
- Books, reschedules, and cancels against real availability
- Hands the call to a person when the caller needs one
- Leads land in a pipeline with the transcript attached
- Outbound follow-up texts and AI calls on Business
lead 5530 · water heater leaking
- voice answered: Tom R. · first ring
- voice qualifying: the questions you set
- book booked: Mon 8:00
- crm lead created: transcript attached
- manager enriched: home and property context
- office reviewed: before dispatch
After-hours call booked for 8:00 · on the board by morning
Win the workAll 16 capabilitiesShow allHide
Control the day
One board for every job, crew, and window
Who decides
The copilot recommends; it never assigns on its own. A person on your team applies every assignment, and each one is recorded with who made it.
The schedule board, the live dispatch map, and capacity planning show the whole day at once. When work lands, the dispatch copilot scores your technicians and explains why. Your dispatcher makes the call.
- Drag-and-drop schedule with crew and unassigned views
- Live dispatch map with opt-in technician locations
- Recommendations scored on skills, distance, and workload
- Primary and additional technicians on one job
- Capacity planning: available hours against booked work
- Team chat with rooms, threads, reactions, and files
board · Mon Mar 9
- board unassigned: Water heater · Tom R.
- dispatch suggested: Dev K. · pending you
- dispatcher applied: Dev K.
- board updated: Dev K.'s morning
- notify on my way: eta 6 min
Dev K. assigned by your dispatcher · nothing auto-assigned
Control the dayAll 10 capabilitiesShow allHide
In the field
A field app that keeps working when the signal doesn't
Who decides
Technicians see only their assigned work and never see costs or margins. Closeout invoices can require office review before anything reaches the customer.
Technicians get their assigned jobs, a push-to-talk assistant, and a durable outbox. Notes, photos, time, and parts reach the office as soon as the truck is back online.
- Push-to-talk voice assistant and Field Chat on every job
- Assigned jobs cached for reading without signal
- Notes, photos, and time queue offline and sync later
- Job-site photos analyzed and attached to the work
- Navigation, en-route texts, and a field clock
- Closeout that sends the invoice to office review
field app · Dev K.
- field my jobs: 3 assigned today
- field en route: customer texted
- field push-to-talk: note added
- field photos: queued offline
- field parts: logged · no prices
- office closeout: invoice to review
Notes, photos, parts, and time synced · invoice waiting on the office
In the fieldAll 22 capabilitiesShow allHide
Finish the job
From quote options to a paid invoice without retyping
Who decides
Your team sets the scope and prices and decides what goes out. Tradecraft carries the numbers from quote to invoice so nobody retypes them.
Build Good, Better, and Best options from your pricebook, turn the chosen option into the invoice, and send a secure payment link. A branded customer portal shows requests, appointments, history, and balances.
- Good, Better, Best quotes from your own pricebook
- The chosen option becomes the invoice in one action
- Invoice emails with secure online payment links
- Branded portal for requests, appointments, and invoices
- Documents from templates, shared for e-signature
- Expenses, an audited inventory ledger, and Stripe payouts
quote 3318 · water heater replacement
- office quote built: lines from your pricebook
- quote sent: 3 options
- customer picked: Better · $2,010
- invoice created: from the chosen option
- payment paid: online · $2,010 · Stripe
Quote to paid invoice · $2,010 · one record
Finish the jobAll 21 capabilitiesShow allHide
Run the office
Ask your business anything and get answers you can act on
Who decides
The assistant only works with what the person asking is allowed to see. Training runs in a sandbox and never touches live customers.
The office assistant reads your jobs, quotes, invoices, and schedule by chat or voice and answers with tables, charts, and cards. Reports, owner briefings, training, and the knowledge your agents use live alongside it.
- Office assistant with 100+ tools, by chat or voice
- Answers as tables, charts, and cards you can save
- Revenue, jobs, customer, and technician reports
- Scheduled report delivery and an owner briefing
- A knowledge base from your entries, files, and website
- Training sandbox with scored roleplay calls
office assistant · Monday
- you asked: overdue invoices
- assistant table: 4 overdue
- you asked: revenue by month
- assistant chart: paid revenue
- reports scheduled: weekly owner briefing
- training roleplay: scored · sandbox
Answers you can act on · the briefing lands every Monday
Run the officeAll 24 capabilitiesShow allHide
Grow
A marketing studio that knows your trade
Who decides
Nothing publishes on its own. You approve every piece of creative and choose who receives each email.
Generate ad images and video from a prompt, draft campaign emails with AI, and see who opened and clicked, all next to the jobs those campaigns bring in.
- Ad images from a prompt, with your logo and text overlays
- Image-to-video ads with status you can follow
- Campaign emails drafted by AI and sent to your lists
- Delivery and click tracking on every campaign
- Draft and approve creative before it goes anywhere
- Google and Facebook ad metrics on Business
campaign · fall tune-up
- you prompt: fall tune-up ad
- studio image: generated
- studio video: image-to-video
- you approved: creative
- studio email: AI draft
- tracking results: delivery and clicks
Creative approved by you · 48 clicks from one campaign
GrowAll 11 capabilitiesShow allHide
Business and Enterprise
Built for bigger operations
Job costing, the fleet console, and the bid desk come with Business: $399/mo billed monthly, with 10 office seats and 5,000 AI credits a month.
Know your margin
Every job tells you if it made money
Who decides
Costs and margins are office-only, enforced in the database. Labor without a clock is labeled as an estimate and never shown as zero.
Labor, parts, expenses, truck costs, and overhead against what you invoiced, on every job, with a plain-English reason when the number is off.
- Labor from the field clock at each tech's burdened rate
- Parts logged from the office or the truck
- Truck costs, expenses, and overhead on the job
- Every margin labeled Actual, Partial, or Estimated
- Ranked reasons when a margin moves
- Profitability report, dashboard widget, and margin alerts
job 2231 · furnace replacement
- clock labor: from the field clock
- field parts: logged from the truck
- fleet truck cost: unit 14 allocated
- costing margin: Partial · 21.4%
- costing alert: below target
- office fixed: filter rack invoiced
You know why the margin moved · and fixed it before month end
Know your marginAll 13 capabilitiesShow allHide
Run the fleet
Trucks on the board, inspections from the cab
Who decides
You pick the unit and resolve every alert. IFTA output is a draft for your review, not a filing.
Trucks sit next to dispatch. Drivers inspect from the field app, defects arrive in the office as alerts, and quarterly IFTA mileage is drafted for your review.
- Unit numbers on the dispatch map
- Trucks assigned to technicians
- Pre-trip inspections and odometer from the field app
- Maintenance, fuel, and geofences in one console
- Scorecards and truck costs on the jobs that used them
- Quarterly IFTA drafts you review before anyone files
unit 14 · 2021 Transit 250
- field pre-trip: DVIR from the app
- fleet defect: alert in the office
- you maintenance: order created
- fleet geofence: arrived on site
- fleet IFTA: Q3 draft ready
Defect fixed before the first job · IFTA drafted for review
Run the fleetAll 10 capabilitiesShow allHide
Bid the work
Upload the package. Confirm the facts. Price the bid.
Who decides
The desk highlights facts. Your estimator confirms them, sets the price, and submits. It never sends a bid.
The bid desk reads the package, cites every fact to its page, flags what the addenda changed, and drafts the proposal after you approve.
- Private package upload with page-level evidence
- Cited analysis: every fact links to its page
- Spec takeoff with export and inventory matching
- Addenda comparison that shows what changed
- RFIs, estimate versions, and an estimate-to-quote bridge
- Proposal Studio PDF after your approval
bid · Harbor Medical, mechanical
- estimator uploaded: package + 2 addenda
- bid desk analysis: cited to the page
- bid desk takeoff: structured quantities
- bid desk addenda: 3 changes
- estimator confirmed: 12 facts · 1 rejected
- proposal approved: Proposal Studio PDF
Cited, reviewed, and priced by your estimator · ready to submit
Bid the workAll 14 capabilitiesShow allHide
The Network
Invite shops you trust. Bid the work. Keep what you win.
Who decides
You choose who sees a posting and who wins it. Joining and bidding are free, and nothing is a public listing.
An invite-only network of shops, independents, and general contractors. Post work, invite by handle, collect bids, and award, with the winning job landing in the winner's own shop.
- Your shop gets a handle and Work ID others can invite
- A member directory filtered by trade and region
- Jobsites split into pieces, or single overflow jobs
- Invite by exact handle; members bid or claim
- Awards create a job in the winner's shop, with progress and reviews
- General contractors post projects from BidBook
jobsite · Riverside clinic buildout
- you posted: jobsite + 3 pieces
- you invited: @harbor_hvac
- network bids: 3 responses
- you awarded: @harbor_hvac
- network job created: in their shop
Awarded to a shop you invited · the job lives in their workspace
The NetworkAll 16 capabilitiesShow allHide
Your AI crew
Specialist agents work for your shop. A person decides.
Each agent has one job and a clear boundary. Here is what each one does and who makes the call.
- Customer Agent
- Answers calls, website chat, and texts; captures leads; books and reschedules.
- Who decides: You set what it asks, which windows it books, and when it transfers to a person.
- Office Assistant
- Looks up jobs, quotes, invoices, and the schedule by chat or voice, and answers with tables and charts.
- Who decides: It works inside each person's role and permissions.
- Manager
- Watches for new leads, expiring quotes, upcoming appointments, and overdue invoices; sends reports and follow-ups.
- Who decides: You turn each trigger on and set the rules. Outbound texts and calls are Business.
- Dispatch copilot
- Scores technicians on skills, distance, and workload for unassigned work.
- Who decides: You approve every assignment. Nothing is auto-assigned.
- Documents
- Finds, generates, revises, and summarizes private documents; watches signature conditions.
- Who decides: Revisions add a new version; your team chooses what to send.
- Training coach
- Runs roleplay calls and scores them against your playbook.
- Who decides: A sandbox that never touches live customers.
- Inventory
- Keeps an audited stock ledger and flags low stock.
- Who decides: Stock only moves through recorded ledger entries.
- Fleet monitorBusiness+
- Raises inspection, maintenance, and operating alerts and drafts IFTA rollups.
- Who decides: You resolve alerts. IFTA is a draft; you file.
- Bid deskBusiness+Beta
- Reads bid packages, cites facts to the page, and drafts proposals.
- Who decides: Your estimator confirms facts, prices, and submits.
Plans
Shop or Business: what's in each
Flat platform fees billed monthly. Technicians are unlimited on every plan; you pay for office seats and get a pool of AI credits each month. AI usage beyond the pool is metered, and card processing fees apply to online payments.
| Feature | Shop$199/mo3 office seats1,000 AI credits / mo | Business$399/mo10 office seats5,000 AI credits / mo |
|---|---|---|
| Win the work | ||
| AI voice and chat agent, inbound | Included | Included |
| CRM, lead pipeline, and conversation history | Included | Included |
| Outbound AI texts and calls | Not included | Included |
| Carrier registration for business texting | Not included | Included |
| Run the day | ||
| Schedule board, dispatch map, and recommendations | Included | Included |
| Field app with push-to-talk and offline outbox | Included | Included |
| Team chat | Included | Included |
| Get paid | ||
| Quotes, invoices, expenses, and online payments | Included | Included |
| Documents with e-signature | Included | Included |
| Branded customer portal | Included | Included |
| AI office and marketing | ||
| Office assistant | Included | Included |
| Ad images, video ads, and campaign email | Included | Included |
| Advanced analytics and reports | Not included | Included |
| Business tools | ||
| Job costing and profitability reports | Not included | Included |
| Fleet console | Not included | Included |
| Bid desk | Not included | Beta |
| Multi-location organizations | Not included | Early access |
| Network and integrations | ||
| Tradecraft Network: post, bid, and claim free | Included | Included |
| QuickBooks, Xero, Google Calendar, Business Profile | Included | Included |
| Slack, Google Ads, Facebook Ads, Zapier, webhooks, API | Not included | Included |
| Seats and support | ||
| Technicians | Unlimited | Unlimited |
| Support | Email and chat | Priority phone |
Enterprise adds unlimited office seats, custom AI credits, and custom pricing. Full plan details and annual billing
Integrations
Connected to the tools you already use
Calendars, accounting, ads, CRM, and webhooks keep the same record up to date.
On every plan
- QuickBooks Online
- Xero
- Google Calendar
- Google Business Profile
Business and upBusiness+
- Slack
- Google Ads
- Facebook Ads
- Zapier
- Custom Webhook
Also connects
- Google Sheets
- Salesforce
- HubSpot
- Google Local Services Ads
See these features in your trade
Each trade page follows a real day through intake, dispatch, quotes, and invoices.
- HVAC softwareEmergency no-cool and no-heat calls collide with installs and maintenance visits that fill the calendar days ahead.See the workflow
- Plumbing softwareCalls arrive while every plumber is on a job, and one drain call that runs long can push the whole afternoon.See the workflow
- Electrical contractor softwareScope changes on site leave the quote, the schedule, and the invoice telling different stories.See the workflow
- Roofing softwareLeak and inspection calls arrive with the weather while replacements occupy crews for days and a forecast can move everything.See the workflow
- Painting contractor softwareEstimate requests arrive while every crew is mid-job, and a forecast can move an exterior repaint behind an interior one overnight.See the workflow
- Construction softwareBid packages, addenda, and RFIs live in email threads, and the work you win still needs a crew schedule, documents, and an invoice that matches.See the workflow
Run your whole shop on Tradecraft
Bring a real week from your business. We will walk through the calls, the board, the field app, and the invoices with your scenario.