AI BUSINESS ASSISTANT FOR CONTRACTORS
Get useful help without handing over control.
The TradePocket AI Business Assistant can review your schedule and customer history to identify quiet periods, suggest useful follow-ups and prepare ready-to-edit messages. Nothing is sent without your approval.
Built for solo operators. No sales call required.
WHAT CHANGES
Notice useful opportunities before they disappear.
TradePocket reviews the schedule and customer service history to suggest a relevant next step while there is still time to act.
Notice the quiet patch earlier
See a useful prompt while there is still time to fill the gap with suitable work.
Follow up for a real reason
Use service history to identify customers who may genuinely be due for repeat work.
Start with a useful draft
Edit a short reminder or promotion instead of writing every message from a blank page.
HOW IT WORKS
A suggestion first. Your decision every time.
See why a customer or quiet period was highlighted, edit the proposed message and approve or dismiss it.
Kept together through the day
- Customer details stay with the job
- Notes are ready before the visit
- Invoicing follows completed work
STEP 01
TradePocket spots the pattern
The assistant reviews schedule and customer timing signals already inside your workspace.
STEP 02
You review the suggestion
See why a follow-up may be useful and which customers match the timing.
STEP 03
You approve the final action
Edit, send or dismiss the draft. The decision remains yours.
WHAT YOU GET
Practical Business Assistant help that stays under your control.
Use the AI Business Assistant to spot timing, prepare a first draft and save a little thinking time. Nothing is sent or booked without you.
Quiet-period prompts
Find open capacity before it becomes an empty week.
Timely service reminders
Use previous work and likely service intervals to find customers who may be due again.
A useful first draft
Prepare a concise reminder or offer connected to the customer’s service history.
You approve every action
Nothing is sent or booked without your decision.
Make the draft yours
Change the tone, timing and details before a customer sees the message.
Use the assistant only when you want it
Scheduling, customer records and invoicing keep working when the AI Business Assistant is not in use.
COMMON QUESTIONS
Clear answers before you start.
What does the TradePocket AI Business Assistant actually do? +
It helps identify schedule gaps and customers due for follow-up, then prepares a message you can edit, approve or dismiss.
Can the AI Business Assistant contact customers by itself? +
No. You review and approve every suggested message before it is sent.
Is TradePocket designed for a one-person business? +
Yes. TradePocket is made for people running a service business on their own. You get the everyday tools without screens for crews, dispatchers or departments.
Can I use TradePocket on my phone? +
Yes. Use TradePocket on desktop and phone so the day’s jobs, customers and payments are available wherever you are.
KEEP EXPLORING
Explore more of TradePocket Core.
Customer management
TradePocket keeps contact details, job history, notes, invoices and future follow-ups in one customer record built for repeat service work.
Customer newsletters
Choose the customers who should hear from you, start with a polished template or write your own message, preview every detail and approve the final send inside TradePocket.
Job scheduling
Book work, see the day ahead and keep the details for each visit attached to the right customer, without screens built for dispatching a crew.
Less admin starts here
Keep the work moving and the whole business under control.
Bring your schedule, customers, invoices, payments and useful follow-ups into one calm workspace built for people doing the work.
Start using TradePocket