The AI-Powered Business Management Platform Built for Contractors.
A closer look at how TradeReply answers inquiries, qualifies leads, helps book jobs, and keeps your customer relationships and billing organized in one dashboard.
Answer every inquiry without picking up your phone.
When a new inquiry arrives, TradeReply replies with AI in your business's voice, asks the qualifying questions you'd ask, and keeps the conversation moving toward an appointment. If the customer asks something unusual, you can step in at any time.
What it does
- Automatic responses to new inquiries
- Customer qualification questions
- AI-generated conversations in your business's voice
- Lead information collection
- Follow-up assistance when customers go quiet
- Full conversation history saved for every lead
Responses are guided by your business profile, AI instructions, your price book, and the trade-specific questions you configure — so the wording sounds like your business, not a generic bot.
Illustrative example. No real customer conversation is shown.
Stay on top of every lead without remembering to check in.
Most lost jobs aren't lost to a better price — they're lost to silence. Follow-ups run in the background, and every message is visible in the conversation so you always know what was sent.
Automated follow-ups
Leads who stop replying receive friendly check-in messages on the interval you set, so a slow reply doesn't become a lost job.
Interval and limit controls
You choose how many hours between follow-ups and the maximum number to send per lead, so nobody gets pestered.
Reminders and reactivation
Appointment reminder texts, review requests after a completed job, and reactivation campaigns for past customers are all optional — turn on only what you want.
How a follow-up sequence works
- Step 1
A lead stops replying after the first exchange.
- Step 2
TradeReply waits the interval you configured.
- Step 3
A short, natural check-in is sent from your business number.
- Step 4
You see the outcome in the conversation and the lead's status.
Customers who reply STOP are opted out of automated messages automatically.
From inquiry to a time on the calendar.
TradeReply helps move the conversation toward a visit. Once a customer is ready, you schedule the appointment in the dashboard — with the customer's name, number, service address, and what they asked for already attached.
What you can do
- Turn a qualified inquiry into a scheduled appointment
- See upcoming appointments alongside the lead and customer details
- Appointment statuses — pending, confirmed, completed, rescheduled, no-show
- Optional reminder texts before the appointment
- Google Calendar connection: appointments can be pushed to your own calendar
Google Calendar is supported and requires a one-time authorization from the Integrations page. Until it's connected, appointments still live in your TradeReply dashboard — they just aren't pushed to your calendar automatically.
Optional reminder texts help reduce no-shows. You choose whether they're on and how many hours before the appointment they go out.
Customers who need to move a visit can be rescheduled, and the appointment history stays attached to their record.
One organized place for every lead you've ever had.
Instead of juggling texts, a notebook, and a spreadsheet, every customer and opportunity lives in a single pipeline you can sort, filter, and search.
Customer contacts
Names, phone numbers, email, service address, tags, and notes in one place.
New inquiries
Every inquiry becomes a lead the moment it arrives.
Lead statuses
New Lead through Job Won, Job Completed, and Lost — so you know where each opportunity stands.
Follow-up tasks
Create tasks with due dates and assign them to a team member.
Customer conversations
The full text history for each lead, saved automatically.
Assignment
Assign leads to the right person on your team.
You're always in control of the conversation.
TradeReply is an assistant, not an autopilot. Watch your conversations, jump in whenever you want, and hand them back to the AI when you're done — the customer just sees your business replying.
Let AI handle it
Automated replies answer, qualify, and help book — while you're on a job.
Take over
One click pauses the AI for that conversation so you can reply yourself.
Manual replies
Send your own text from the dashboard and it lands in the same thread.
Monitor everything
See every conversation, unread message, and which leads still need attention.
Nothing disappears
When you hand a conversation back, the full history stays for context.
While a human takeover is active on a conversation, automated replies are paused for that customer — enforced by the system, not just a setting you have to remember. Resume the AI and it picks up with full context.
Bill the job without a separate tool.
Invoicing lives in the same place as the leads, so a finished job can go straight to an invoice and a recorded payment — with the customer's details already filled in.
Create invoices
Build an invoice with line items, taxes, and notes from your business details.
Price book
Save the services you sell with their prices, then pull them onto an invoice in a couple of clicks.
Send to your customer
Share an invoice link the customer can open and print — with no account needed on their end.
Record payments
Log payments received by cash, check, bank transfer, or card, and generate a receipt reference.
Overdue reminders
Optional reminders for unpaid invoices so nothing quietly ages out.
Online card payment on invoices
Collecting card payments directly from an invoice is in progress. For now, invoices can be sent, opened, and marked paid as payments come in by any method you already accept.
We'll enable it on your account once it's live — no action needed from you.
Know what's happening without building a spreadsheet.
Your dashboard summarizes the numbers that tell you whether leads are being answered, followed up with, and turned into booked work.
Lead activity
New inquiries over time, where they came from, and how they're progressing through your pipeline.
Customer conversations
How many conversations are active, which customers replied, and how many messages are waiting on a human.
Appointment activity
Appointments coming up and how many leads reached the scheduled stage.
Follow-up performance
How follow-ups are contributing to replies and booked jobs.
Pipeline value
Estimated and actual job value across your open and won opportunities.
Weekly results email
An optional summary of the week's lead activity, sent to your inbox.
Analytics reflect the activity in your own account. Test and demo records are excluded so they never distort your real numbers.
Everything else in the platform.
These features are included in the app and shown here because they're working today. Availability of some options depends on your plan.
Review requests
After a job is marked complete, an optional review request can go out with a link to your review page.
Appointment reminders
Reminder texts ahead of scheduled visits to cut down on no-shows.
Customer reactivation
Reach past customers with a campaign message to bring back work you already earned.
Weekly results reports
A weekly summary email of leads, conversations, and appointments.
Referral tools
Share a referral link and track credits for businesses you bring to TradeReply.
Task management
To-dos with due dates, priorities, and assignments so follow-through doesn't depend on memory.
Team members
Invite your crew with roles for admins, dispatchers, support, and technicians.
Integrations
Google Calendar for scheduling, a webhook for connecting automation tools like Make, and lead capture pages you can share or embed.
In progress
- Coming SoonAutomatic billing for SMS overage — overage is currently tracked and shown in your dashboard, and billed through your account rather than charged automatically per message.
- Coming SoonOnline card payment collected directly from an invoice. We'll enable it on your account when it's live.
Ready to see it with your own customers?
Start the 7-day free trial and set up your business in the app. No long-term contract, cancel anytime.
Questions first? Email tradereplyteam@gmail.com