Full Platform

Every tool a trade business needs

One platform replaces your dispatch board, CRM, marketing stack, and phone system. Built by people who've run service companies.

AI Voice & Phone Agents

Every call answered. Every lead booked. 24/7.

AI Voice & Phone Agents

AI Phone Agent

Answers every call 24/7 — books appointments, provides quotes, dispatches emergency service, and never puts anyone on hold.

After-Hours Dispatch

Emergency calls routed intelligently after hours. AI qualifies urgency, dispatches on-call techs, and confirms ETAs automatically.

Call Recording & Scoring

Every call recorded, transcribed, and AI-scored. Track booking rate, upsell opportunities, and CSR performance.

IVR & Call Routing

Intelligent call routing by department, language, or service type. AI handles tier-1 calls, humans get the complex ones.

Dispatch & Operations

Get the right tech to the right job, every time.

Dispatch & Operations

Smart Dispatch Board

AI routes technicians by proximity, skill set, availability, and job priority. Visual drag-and-drop scheduling with real-time map view.

Job Management

Full job lifecycle: lead → estimate → approval → schedule → dispatch → complete → invoice → collect. Nothing falls through.

Real-Time ETAs

Customers get automatic text updates when a tech is en route, arrives, and completes the job. No more 'where's my tech?' calls.

Multi-Day Projects

Project management for installs and renovations. Phase tracking, material ordering, crew scheduling, and progress photos.

Customer CRM & Intelligence

360° view of every customer, property, and piece of equipment.

Customer CRM & Intelligence

Customer 360 Profiles

Complete profiles with equipment records, service history, membership status, property data, and full communication log.

Equipment Tracking

Track every unit by model, serial number, install date, warranty status, and maintenance history. AI predicts failures before they happen.

Property Intelligence

Property details, photos, access codes, pet alerts, and special instructions — techs arrive prepared every time.

Unified Inbox

Phone, text, email, web chat, and social messages in one timeline per customer. Full context for every interaction.

Sales & Estimating

Close more deals, faster — from the driveway.

Sales & Estimating

Photo-Based Estimates

Techs snap photos on-site and AI generates accurate estimates with line items, labor, and materials. Send proposals before leaving.

Good-Better-Best Pricing

Automatically present tiered options that increase average ticket size. Customers choose — you win either way.

Digital Proposals & E-Sign

Professional, branded proposals with electronic signature. Track opens, views, and acceptance in real-time.

Financing Integration

Offer financing options at point of sale. GreenSky, Wisetack, and Service Finance built in. Close big-ticket jobs on the spot.

Storm & Weather Intelligence

Be first on the scene. Own the storm.

Storm & Weather Intelligence

Storm Command Center

Real-time weather radar overlaid on your service area. Hail size, wind speed, and precipitation tracking with damage probability zones.

Auto Storm Response

When a storm hits, DramTrade automatically activates outbound campaigns, pre-positions crews, and opens emergency scheduling.

Damage Assessment AI

AI analyzes storm path and severity to estimate potential damage volume. Prioritize canvassing by neighborhood impact.

Canvassing Routes

Generate door-knock routes optimized by storm damage probability. Track which doors have been hit and follow up automatically.

Inventory & Fleet

Know where every part and truck is, all the time.

Inventory & Fleet

Parts & Inventory

Track truck stock, warehouse bins, and supplier catalogs. Auto-reorder parts at min-stock thresholds. Barcode scanning built in.

Fleet GPS Tracking

Real-time vehicle location, speed, idle time, and route history. Geofencing alerts when trucks leave service areas.

Vehicle Maintenance

Scheduled maintenance tracking for every vehicle. Oil changes, inspections, and registrations — never miss a deadline.

Fuel & Expense Tracking

Fuel card integration, mileage logging, and per-job fuel cost allocation. Know the true cost of every truck roll.

Membership & Recurring Revenue

Build predictable income that compounds year over year.

Membership & Recurring Revenue

Maintenance Agreements

Create and sell service agreements with automated scheduling. AI reminds customers and books tune-ups automatically.

Upsell Intelligence

AI identifies equipment age, repair history, and efficiency data to recommend upgrades at the perfect time.

Retention Campaigns

Automated win-back sequences for lapsed members. Track churn risk scores and intervene before customers leave.

Tiered Programs

Bronze, Silver, Gold tiers with escalating benefits. Customers self-upgrade as they see the value add up.

Marketing & Growth

Fill your pipeline without lifting a finger.

Marketing & Growth

Neighborhood Marketing

Finish a job? DramTrade automatically targets surrounding homes with direct mail, SMS, and digital ads. Your best lead is next door.

Review Generation

Automated review requests via text after every completed job. AI responds to reviews and monitors your rating across platforms.

Social & Local SEO

AI writes and schedules social posts, optimizes your Google Business Profile, and manages local directory listings.

Email & SMS Campaigns

Seasonal tune-up reminders, membership renewals, and promotional campaigns — all automated in your brand voice.

Accounting & Payroll

Run your books from the same place you run your jobs.

Accounting & Payroll

Invoicing & Payments

Generate invoices from completed jobs. Accept credit cards, ACH, and financing. Automatic payment reminders and collections.

Job Costing

Real-time P&L per job: labor, materials, overhead, and commission. Know exactly which jobs and techs are most profitable.

Payroll & Commissions

Time tracking, overtime calculation, commission structures, and spiff tracking. Export to your payroll provider or run in-platform.

QuickBooks Sync

Two-way sync with QuickBooks Online and Desktop. Invoices, payments, and expenses flow automatically.

AI Coaching & Performance

Turn every tech into your best tech.

AI Coaching & Performance

AI Ride-Along Coach

Real-time troubleshooting, sales coaching, and compliance guidance during every call and job. Like having your best manager on every truck.

AI Diagnostic Co-Pilot

Audio + visual AI that helps techs diagnose problems faster. Submit photos and symptoms, get repair guidance instantly.

Performance Scorecards

Track revenue per tech, conversion rates, average ticket, callback rate, and customer ratings. Identify coaching opportunities.

Training Modules

Built-in LMS with trade-specific courses, certification tracking, and onboarding checklists for new hires.

Referral & Community

Turn happy customers into your sales force.

Referral & Community

Referral Program

Automated referral links, reward tracking, and viral loop visualization. Happy customers bring their neighbors.

Supplier Portal

Manage vendor relationships, compare pricing, track POs, and maintain preferred supplier lists.

Subcontractor Management

Onboard and dispatch subs. Track insurance, licensing, and performance. Scale capacity without hiring.

Community Reputation

Sponsor local events, track community involvement, and build the kind of brand that wins before the truck even shows up.

See it in action

Book a 20-minute demo and we'll show you exactly how DramTrade fits your operation.