Core Contractor Capability
Field-Ready CRM & Automated Customer Tracking for Service Work
One list of who called, what they need, and what happens next — readable from the truck, not just the office.
System Specs
What's Included in TradeRise CRM & Automation
Unified inbox (Calls, SMS, Forms, Facebook, Web chat)
Mobile iOS/Android app for field technicians
Automated missed-call text-back within 5 seconds
Estimate & proposal follow-up sequences
Review request automation upon job completion
Expected Business Impact
Primary Outcome:Nothing gets forgotten
Key Advantages:
•Stop tracking $20,000 quotes on crumpled jobsite notepads
•Close up to 30% more estimates with automated reminder drips
•Eliminate administrative chaos for your office team
Interactive Missed-Job Calculator
How Much Work Is Slipping Through the Cracks?
Adjust your weekly call volume and average job size to see how much work TradeRise can help you recover.
Estimated Work Recoverable$27,500 / mo
25 calls
$2,500
30%
Frequently Asked Questions About CRM & Automation
Can we use this on our iPhones / Androids in the truck?
Yes! The mobile app gives you full access to calls, texts, contacts, and calendar.
Can it send automated texts to missed calls?
Yes! If you miss a call while driving, it instantly texts the caller: 'Sorry I missed your call! How can we help?'
Where We Work
CRM & Automation Available in These Areas
Ready to Add CRM & Automation to Your Business?
Schedule a free consultation. We'll look at your current setup and give you a straight recommendation — no pressure.
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