Help Center

General setup instructions for TradeCatch. Account-specific tickets stay in the contractor dashboard.

Create your accountOpen the contractor dashboard, confirm your business, and finish onboarding before turning on the receptionist.
How to test your receptionistOpen Receptionist, confirm the configuration, then start a simulated conversation in the Test Center. A simulation does not prove that live calls work.
Connect a phone numberAssign the business number, then place an authorized test call before changing customer routing. Keep a fallback path to the contractor.
Set up a human transferAdd the contractor number in fallback settings. If nobody answers, the call should go to voicemail instead of ending silently.
How to connect Google CalendarOpen Settings, then Calendar. Connect the business calendar, not a personal one. If the connection drops, TradeCatch must not confirm an appointment.
Manage customer requestsNew requests appear in Leads. Employees see assigned work. Another business cannot open these records.
Missed-call recoveryEnable missed-call recovery only after messaging is verified. STOP from a customer cancels further messages.
Troubleshoot SMSCheck that the business number can send, the customer has not opted out, and the automation is enabled. A configuration check is not a delivered message.
Manage your planSubscription changes are handled in Stripe. The dashboard shows the current plan and does not store card numbers.
Update the business and close the accountOwners can update the business name. A deletion request is reviewed first. The phone number stays routed until a transition is confirmed.
Common problemsRun diagnostics from Support. Read the result, then open the matching help article. Ask support if a live test is still failing.