Trade Assured Menu

Coming soon

What we are building after launch, under the plan it comes to. Each plan has everything in the plans below it. We don't promise dates: each arrives when it is ready, and nothing here is sold as available now.

Team Team and above

Scheduling and the field

  • Incident, near-miss and hazard register: reported on the phone, with WorkSafe records
  • Custom form builder: your own forms with photos, signatures and a branded PDF

Calls, texts and the AI receptionist

  • Microsoft 365 mailbox: connect an Outlook mailbox as you can a Gmail one

Materials and safety records

  • Live pick-up alerts: told on the phone when you pass a supplier with materials to collect
  • Ordering into supplier systems: orders sent straight to your suppliers, with supplier onboarding

Compliance and handover

  • E-sign any document: send any PDF to be signed on the phone

Professional Professional and above

Calls, texts and the AI receptionist

  • One inbox: texts, email, web chat, Facebook, Instagram, WhatsApp and Google messages in one place
  • Video calls: a client video quote from a text link, and calls from the roof to the office

Invoicing and money

  • Escrow payments: clients' payments held until each stage is done, once Consumer Protection guidance is settled

Materials and safety records

  • Stock and inventory: warehouse and truck stock, moved between trucks by QR code

Marketing

  • Facebook and Instagram: posts from your job photos, and Facebook reviews answered
  • Leads from property portals: enquiries from listing sites made requests

After the job

  • Client warranty claims: clients lodge a claim online and it goes to the crew

Complete Complete and above

Calls, texts and the AI receptionist

  • Elle answering texts, emails and web chat: booking work and handing over to you when needed

Marketing

  • Automation builder: when this happens, do that, with ready-made recipes for the trades, sent only to contacts who have agreed
  • Long-term follow-up: occasional messages to leads who have agreed to hear from you

Elite Elite and Builder

Marketing

  • Lead scoring: the enquiries most likely to go ahead marked first

Reports

  • Custom reports: build your own reports, and connect Power BI

Connecting other software

  • Open API, webhooks and Zapier: connect Trade Assured to your other software

Builder Builder

Building and main contracting

  • Client build timeline: every trade and stage from start to finish, the client told automatically when dates change, with each trade's photos as it signs off
  • Client's building inspector: sent each inspection stage with photos and booked into the schedule automatically
  • Client selections and allowances: PC and PS items, with any overage made a variation
  • Site diary: weather, people on site, deliveries, delays and photos each day
  • Handover defect list: each defect assigned to a trade, fixed and signed off
  • Full program scheduling: linked tasks, the critical path and a baseline
  • RFIs: requests for information, answered and kept with the job
  • Drawing register: every drawing with its revisions and mark-up
  • Security of Payment claims: payment claims and schedules under the WA Act
  • Retentions: held, due and released, for each contract
  • Cost codes: committed costs and forecast to complete for each job
  • Subcontractor compliance: insurance and licence expiry, with a subcontractor out of date kept off the schedule
  • Bid levelling: trades' bids compared line by line and the work awarded
  • Design-and-price configurator: clients choose options online and see the price

Messages from an automation or a follow-up go only to people who have agreed to hear from you.

Start on the plan that suits you now

You pick your plan when you register, and can change it whenever you like.