CALLS
Capture the request
Keep the caller’s issue and urgency together for an operator to review.
ExplorePLUMBING FIRST · DECEMBER ALPHA
From the first call to the paid job.
TradeAgent captures the story behind a plumbing service call, helps your office review and assign it, and keeps the job connected through quote and payment.
Preparing a controlled pilot with 2–4 plumbing firms.
A PLUMBING CALL, CONNECTED ILLUSTRATIVE
URGENT CALLBasement leak at 422 Oak St.
Caller reports water near the main shutoff. Address, issue, and urgency captured for office review.
01Office reviews the requestConfirm details and assign a technician
02Technician gets the contextDiagnosis, notes, and photos stay with the job
03Quote through paymentYour team approves the decisions
THE PROBLEM
The handoffs are where service jobs slip.
A missed call, an incomplete dispatch note, a photo lost in a text thread, or a part left off the quote creates extra work for your office and technicians.
THE OFFICE AND THE FIELD
One job record. Everyone has the context.
The December alpha is designed around plumbing service calls. Human operators review triage corrections, materials, and quotes.
Explore the plumbing workflow →FIELD NOTES
Useful thinking for growing plumbing shops.
GUIDE
The plumbing service call
A practical map of the information that travels from the phone to the final invoice.
ExploreCHECKLIST
After-hours call intake
The details a shop needs before assigning an urgent job.
ExplorePILOT
Help shape the alpha
See what the controlled pilot is designed to test and how to take part.
Explore