AI & Automation

Put the busywork on autopilot

TradesOps quotes from your blueprints, answers questions about your business in plain English, files your receipts, and chases every payment for you — saving the average crew hours of admin every week.

14-day free trial · No credit card required

AI Assistant
How much am I owed this month?
You’re owed $18,400 across 6 open invoices. Two are overdue ($6,200). Want me to send reminders?
Yes, send them
Done — 2 reminders sent. ✓
Ask anything about your business…
6+ hrs
Admin saved per week
Minutes
From blueprint to draft quote
24/7
Automations running in the background
AI toolbox

An assistant for every tedious job

These aren't bolt-on gimmicks — each tool works over your real jobs, clients, and numbers, right where you already work.

AI quoting from blueprints

Upload a plan and get area take-offs plus a draft quote priced from your own book.

AI business assistant

Ask about jobs, cash flow, and clients in plain English and get an instant, grounded answer.

Receipt & document scanning

Snap a receipt, permit, or invoice and OCR extracts the vendor, amount, and date automatically.

Crew scheduling suggestions

AI recommends the right crew for each job by skills, location, and who’s actually free.

AI-tuned invoice reminders

Reminder timing and tone are tuned per client to nudge the slow payers without the awkwardness.

Cash-flow forecasting

Project revenue and cash position from your live pipeline so you see the crunch coming.

AI meeting notes

Record a site walk or client call, get a clean transcript and a list of action items assigned out.

Photo auto-tagging

Job photos are sorted and tagged automatically, so the right shots attach to the right project.

Draft anything

Generate client emails, scope descriptions, and change-order write-ups from a one-line prompt.

AI quoting

Upload a plan, get a draft quote back

Drop in a blueprint, site plan, or PDF and TradesOps reads the drawing, measures the areas, and returns take-offs mapped to your price book. You review, adjust, and send — quoting that used to take an afternoon now takes minutes.

  • Reads PDFs, scans, and photos of drawings — no special file format required
  • Measures slabs, footings, and linear runs, then maps them to your price book
  • Every number stays editable — the AI drafts, you stay in control
  • Turn the approved quote into a job and invoice schedule in one click
TradesOps · Blueprint take-off
driveway-slab-revA.pdf Analyzing
Slab · 1,240 sq ft
Apron
180 sq ft
Edge form · 148 lin ft
Draft quoteAuto-priced from your book
4″ slab · 1,240 sq ft$9,920
Thickened apron · 180 sq ft$1,620
Edge forming · 148 lin ft$1,036
Estimated total$12,576
Review & sendEdit
AI Assistant
How much am I owed this month?
You’re owed $18,400 across 6 open invoices. Two are overdue ($6,200). Want me to send reminders?
Yes, send them
Done — 2 reminders sent. ✓
Ask anything about your business…
Business assistant

Ask your business anything

No dashboards to dig through. Ask in plain English and the assistant answers from your live data — then takes the next step for you, like sending reminders or drafting a message.

  • How much am I owed this month?
  • Which jobs are over budget right now?
  • Who hasn’t paid invoice #300 yet?
  • What’s my margin on the Riverside job?
  • Show me quotes that have gone stale.
  • Which crews are free on Thursday?

Answers are grounded in your own jobs, invoices, and clients — never a generic web guess.

Automation engine

It keeps working when you're on the tools

Set your rules once. TradesOps runs the follow-ups, billing, and compliance in the background — every day, without a reminder from you.

Payment reminders & dunning

Overdue invoices escalate on their own — friendly, then firm, then final notice.

Recurring invoices

Retainers and maintenance plans bill themselves on the schedule you set.

Weather alerts

Get warned when rain, wind, or cold threatens scheduled outdoor work.

License & insurance expiry

Licenses, insurance, and crew certifications flag well before they lapse.

Lead & stale-quote follow-ups

New leads and quotes that have gone quiet get a nudge so nothing goes cold.

Client lifecycle emails

Welcome, mid-project updates, and post-job check-ins send themselves.

Scheduled reports

Weekly revenue, margin, and pipeline reports land in your inbox on time.

Time & job reminders

Nudges for unsubmitted timesheets and jobs missing a close-out log.

Expense filing

Scanned receipts are matched to jobs and categorized without manual entry.

Never chase a payment by hand again

The moment an invoice goes past due, the escalation ladder starts — polite first, firmer over time, with the tone and timing tuned to get you paid.

Step 1

Friendly nudge

A polite reminder goes out the day an invoice slips past due, with a one-click pay link.

Step 2

Firm follow-up

Still unpaid a week later? The tone firms up and the reminder cadence increases automatically.

Step 3

Final notice

A clear final notice goes out before things escalate — and you get flagged so nothing slips.

Questions about the AI

Where do the AI answers come from?

Everything is grounded in your own organization’s data — your jobs, invoices, clients, and pipeline. The assistant reads your live records to answer, so it reflects your business, not the open web.

How accurate is the blueprint quoting?

The AI produces a draft with measured take-offs mapped to your price book, typically in minutes. It’s built to be a fast starting point, not a black box — every measurement and line item stays fully editable before you send.

Do I have to use the automations?

No. Every automation — reminders, recurring invoices, weather alerts, expiry monitoring — is opt-in and configurable per organization. Turn on what helps, leave the rest off, and change the rules any time.

Is my business data used to train models?

Your data stays scoped to your organization and is used to answer your questions and run your automations. It is not shared with other tenants on the platform.

Can my crew use this from the field?

Yes. Snapping receipts, recording meeting notes, and asking the assistant all work from a phone, so the field and the office stay on the same system.

Get your evenings back

Let TradesOps handle the quoting, data entry, and follow-ups. Full access for 14 days, no credit card required.

Start free trial