Trades Smart

Trades Smart / Services

Included with every membership

An AI after-hours CSR that answers like your best CSR would

The Trades Smart AI after-hours CSR answers your phones at night and on weekends in your company's name, using a call playbook you approve. Real emergencies go straight to your on-call technician, and every other caller is booked or put on a list your office sees first thing in the morning.

The calls you're losing after five

A homeowner whose AC quits at nine at night calls the first company that answers. If that's a voicemail, they hang up and call the next one. Every one of those calls is a job you already paid to make the phone ring for.

What it does

  • Answers in your company's name, in plain conversational English, any time your office is closed or every line is busy.
  • Follows your playbook. What counts as an emergency, what you charge after hours, which areas you serve and what to say about price are written down in plain English and approved by you before it takes a call.
  • Gets emergencies to a person. A real emergency is texted to your on-call tech and the call is transferred to them.
  • Books the job into Housecall Pro or Jobber where your setup allows it. Otherwise it goes on a Calls to Schedule list that lands with your office first thing in the morning, so nobody waits for a callback that never comes.
  • Can text the caller a booking confirmation if you want it, so they stop dialing your competitors.

How a call goes

“Thanks for calling Lone Star Air & Plumbing, this is the after-hours line. What's going on?” The caller says the upstairs unit is blowing warm air. It asks the questions from your playbook, finds it isn't an emergency, quotes your after-hours policy, and books the first slot tomorrow morning. Your office sees it on the morning list.

The AI after-hours CSR is included in the Trades Smart membership at no extra cost. We write the playbook with you, test it on real calls and switch it on as it rolls out.

Common questions

Is there an extra charge for the AI after-hours CSR?

No. It is included in every Trades Smart membership, including the phone minutes. We set it up with your playbook and switch it on as it rolls out.

Will callers know it is AI?

It answers as your company's after-hours line and sounds like a person, and if a caller asks, it says it is your company's virtual assistant.

What happens with a real emergency?

It texts your on-call technician and transfers the call to them, following the emergency rules in your playbook.

Does it work with ServiceTitan?

It answers and handles ServiceTitan shops' calls the same way, and puts every call that needs a booking on the morning Calls to Schedule list for your office.

Find out what's leaking.

One call, no pitch. We go through your booking rate, what's sitting unsold in your CRM and whether your pricebook is helping or hurting, and I'll tell you whether there's anything worth doing.