Features
An AI back office and three portals for the same commercial job.
An AI does the routine office work. The admin team, field tech, and customer each get the surface they need, and the work order stays connected through all of it.
AI back office
Run your shop from Claude.
Connect TradelyHQ to Claude and operate the business by chat. It can do 80+ things across your shop, gated by the permissions you grant, revocable anytime.
- Ask what's overdue, what's unassigned, or what shipped today
- Create a work order and put the closest available tech on it
- Build and send a quote, then invoice it when the job is done
- Anything that touches money waits for your OK first
AI dispatch brain
The dispatcher that doesn't sleep. (Now rolling out.)
Tell it how you run dispatch in plain English. It reads incoming requests, sets the priority, assigns the right tech, and drafts the quote. The easy calls handle themselves and you review the rest.
- Plain-English instructions, not a rule builder
- New requests triaged and put on the right tech
- Quotes drafted from the request so you just review and send
- Every action is logged, and spend waits for your approval
Admin portal
Run the office queue without losing the job thread.
The admin portal keeps intake, dispatch, schedules, quote work, completion reports, and billing context in one operating view.
- Track active work orders by priority, site, status, and assigned technician
- Open a job to update category, SLA priority, assigned techs, notes, and client conversation
- Build quote drafts with line items, markup, tax, margin, and send-ready totals
- Schedule the day by technician and keep the dispatch queue clear
Tech portal
Keep field access controlled and easy to manage.
Give technicians their own portal access while the office controls who is invited, active, and available for assignment.
- Invite field techs and add yourself as a field tech when needed
- Keep every technician tied to a portal login and preferred contact email
- Assign the right tech from work orders and schedules without a separate roster
- Support field updates that feed the same completion and billing workflow
Client portal
Give customers the answers they usually call for.
Clients get clearer visibility into their work, quote approvals, and billing records while your team keeps control of what is shared.
- Manage client companies, site codes, locations, and open work order counts
- Send customer-facing quotes with clean totals, status, and line-item detail
- Keep client-only conversations separate from internal tech updates
- Reduce status calls with a cleaner record of what was approved and sent
See it on one real job.
Start free in minutes — 30-day trial, no credit card. See all three portals on one real job.