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One system. The jobs it does while you work.

TradeCatch starts with a controlled missed-call pilot. Quote follow-up is a linked Starter pilot; booking, pipeline, attribution, reviews, and advanced analytics require an entitled Growth organization. Native Google/Outlook and two-way CRM sync remain planned.

  1. 01Lead capture (controlled pilot)
  2. 02Technician routing (controlled pilot)
  3. 03Quote follow-up (Starter pilot)
  4. 04In-app booking (entitled Growth pilot)
  5. 05Workspace reporting (pilot) · Marketing examples illustrative
  6. 06AI phone answering (AI Receptionist plan)
01

Lead capture · Controlled pilot

Stop callers from dialling your competitor thirty seconds later.

  • Missed-call detection
  • After-hours SMS response
  • French and English
  • Customer-information collection
  • Photo collection
  • Service-area checking
  • Lead creation
02

Technician alerts · Controlled pilot

Get the complete request to the right person, fast.

  • On-call schedule configuration
  • Technician SMS alerts
  • Job cards
  • Customer details
  • Photos
  • Urgency level
  • Backup escalation
  • Owner notifications
03

Lead qualification · Controlled pilot

Collect enough job details for your team to respond intelligently.

  • Approved qualification questions
  • Project-type detection
  • Service-area verification
  • Urgency flagging
  • Human review when needed
  • In-app appointment booking (entitled Growth pilot)
  • SMS appointment reminders (entitled Growth pilot)
04

Quote recovery · Starter pilot

A founder-configured Starter pilot module for linked organizations and approved estimates.

  • Quote ingestion into the linked workspace
  • Customer, quote-reference, and amount capture
  • Day 1 / 3 / 7 / 14 follow-up sequence
  • Stop on reply, opt-out, won/lost, or human takeover
  • Reply detection and human-inbox handoff
  • Founder-approved message templates
  • Won/lost tracking
05

Reporting

Ops and linked-workspace views are pilot tools; every public marketing dashboard remains illustrative.

  • Ops lead list (pilot API)
  • Missed-call workflow outcomes (pilot)
  • Technician accept / decline tracking (pilot)
  • Linked workspace counts (pilot, organization-scoped)
  • Starter quote follow-ups and outcomes (pilot)
  • Marketing weekly summaries (illustrative only)
  • Cases needing human review (pilot)
  • Growth pipeline and attribution (entitled pilot; real values only)
06

AI reception · Premium configured pilot

Answer the calls your team cannot pick up, instead of texting them back afterwards.

  • Bilingual phone answering, 24/7 and after hours
  • Business knowledge base configured and approved by you
  • Lead qualification during the call
  • Appointment booking by phone
  • Human transfer to owner, office, sales or on-call technician
  • Emergency routing defined per business
  • Structured call summaries and next actions
  • Transcripts and recordings when enabled

Additional modules and future bolt-ons

Growth review requests are an entitled pilot feature. Every other item below is planned and scoped separately.

E-signature (planned)Deposit collection (planned)Invoice reminders (planned)Google review requests (entitled Growth pilot)Old-lead reactivation (planned)Seasonal renewals (planned)Material-order automation (planned)