Trade Assured Menu

Everything a trade business runs on, in one app

Trade Assured keeps clients, inspections, quotes, contracts, the schedule, the crew, invoices and the compliance record together, on the office computer and on the phone on site.

How much runs itself

From the first ring to the last payment, this is what happens without anyone in the office lifting a finger.

  1. Every call answered

    The AI receptionist picks up day and night in your business's name. No voicemail.

    Complete and above
  2. Every detail captured

    The job, the address, the roof and who's calling go straight into the client's record, with a summary of the call.

    Complete and above
  3. Inspection booked

    By phone or from your website, into a free time with the estimator who covers that postcode and that work.

    Professional and above
  4. The day's route planned

    Two days ahead, each inspector's day is put in the shortest driving order from home, with 20 minutes on site and a 30-minute midday break.

    Every plan
  5. Client told and reminded

    They're texted the time, a window of an hour either side and the inspector's name, then reminded by text and email.

    Texts from Professional
  6. Quote written for you

    Each request becomes a quote ready to check, from your template, today's prices and what the inspection found.

    Elite and Builder
  7. Signed online, it's a contract

    The client accepts from their phone, with the deposit held to the 6.5% legal limit and the stages set out.

    Every plan
  8. Scheduled, booked, followed up

    The work scheduled, crew booked, invoices and unanswered quotes followed up automatically.

    Every plan

Each business switches on the messages and runs it wants, and sets its own times.

Win the work

Answer every enquiry, inspect the site properly and send a quote the client can accept from their phone.

Clients and properties

Every plan

Every client with their properties, tags, lead source, internal notes and custom fields, and one timeline of calls, texts, emails and visits. Possible duplicates are found for you and merged in one go.

Site inspections

Every plan

Book inspections without double-booking an estimator, with time to drive between them. Do the inspection on the phone, with photos, and draft the quote straight from it.

Quotes the client accepts online

Every plan

Send a quote as a link and a PDF. The client ticks any optional items, accepts with a typed signature, asks for changes, asks a question or declines. Quotes are valid for one, two or three months.

More on quotes, take-off and inspections

Guided quoting

Professional and above

The condition walk-through of a roof at the site inspection, step by step, priced as it is answered (Roofer trade).

Material take-off and cut list

Elite and Builder

Every sheet cut to length, battens, screws, sarking and flashings, with allowances for offcuts and waste, from the roof measured on site, from above, at a desk or read from the plans.

AI receptionist

Complete and above

Answers your calls, books site inspections, takes messages and handles emergencies. It includes 200 minutes a month on Complete, then 50c a minute; 400 minutes a month on Elite and Builder, then 45c a minute, before GST.

How the AI receptionist works

Two-way texting

Professional and above

Text clients from your business number and see the replies on their timeline. Marketing texts need consent and STOP works at once.

Calls and a business number

Professional and above

Click to call: your mobile rings, then the client is dialled from the business number. Calls are recorded after the recording notice, transcribed and summarised on the client's record.

Reviews, refer-a-friend and campaigns

Professional and above

Ask happy clients for a review, reward referrals, run campaigns to clients who agreed to hear from you, and show finished jobs on your own website.

Run the work

One schedule for the office and the crew, a job sheet on every phone, and changes agreed in writing.

Scheduling

Every plan

Visits, site inspections, meetings, reminders and time off on one schedule, up to six weeks at a view. Nobody can be booked twice, repeating visits book themselves, and moving a booking can tell the client.

Field mode on the phone, offline

Every plan

The crew's day is on their phone: each visit's address, who to ring to get in, the job sheet as the client accepted it (no prices), checklists and the safe work method statement. It keeps working without signal and sends everything once it has some.

Client reminders and confirmations

Every plan

Booking confirmations, reminders before inspections and visits, and on-my-way texts, by email, text or both, each switched on by you.

Running-late texts

Professional and above

Running late? Say when you'll arrive, or let the driving time say it, and the client is texted. If the delay carries on, the next client is told too.

Crew sign-on and timesheets

Team and above

Crew sign on and off site with their consent, clock in and out against a job or visit, and the office approves the week.

Variations

Every plan

Drafted on site with photos and the reason, signed and sent by the office, approved by the owner online. The new contract price goes on the job's record.

Pre-start briefings Coming soon

Team and above

A briefing confirmed on the phone before work starts.

Licences and tickets Coming soon

Team and above

Each person's licences and tickets with their expiry, matched to the work each job needs.

Invoice the deposit, each stage and the balance, take card payments, and keep the books in step.

Invoicing and card payments

Every plan

Tax invoices with your ABN and bank details, emailed to the client, with card payment through your own Stripe or Square account. Overdue reminders are spaced out and capped.

Xero and QuickBooks

Every plan

Invoices, payments and expenses are sent to your books as they happen, and payments recorded there come back.

Progress invoicing

Team and above

Each stage of the contract invoiced once it is claimed with photos and the owner signs it off, or seven days pass.

Job costing

Team and above

Labour, materials and expenses against each job, so you know what it made.

Reports

Every plan

Revenue, aged receivables, a GST and BAS summary, job profitability, expenses, timesheets and quote conversion by lead source, each downloadable as CSV.

Cash flow Coming soon

Elite and Builder

What's coming in and going out, week by week.

Trade Assured AI, on every plan

Ask about your clients, quotes, jobs and numbers, get help with writing, or have it do things for you, typed or hands-free.

Ask and act

Every plan

It reads and acts only through the app as you, so it can do only what your access and plan allow. Every change is shown as a card and made only when you confirm it.

Hands-free on the phone

Every plan

Tap to talk or keep listening, and hear the answers spoken back. Say “end the conversation” to finish.

See which plan fits

Every plan includes everything in the plans below it. Compare them feature by feature.