TradeDeskPro
One Dashboard · Calls, Leads & Follow-Up Together
Your competitor's phone is still ringing. Yours already picked up.
When Grace is activated, she answers and gathers what the customer needs. If verified booking is connected, she can book; otherwise she captures the details for follow-up — often before your competitor even sees a missed call.
Grace is only the front door.
Grace answers the call. TradeDeskPro runs the rest of the business.
She captures the inquiry and keeps it from slipping away. It lands in Inbox, where you decide when to add it to Contacts and Pipeline. Then estimating, pricing, jobs, contracts, expenses, and invoicing stay in the same dashboard.
- 1Call comes in
- 2Grace answers
- 3Inquiry hits Inbox
- 4Owner adds to Pipeline
- 5Estimate built
- 6Job scheduled
- 7Costs tracked
- 8Invoice sent
- 9Payment collected
No contracts. Your account is live right after payment — first monthly charge starts in 30 days. Grace and your channels activate after setup. Cancel anytime.
See TradeDeskPro in Action
Grace answers the call. TradeDeskPro runs the rest of the business.
This walkthrough shows a Grace interaction landing in Inbox and how the contractor intentionally moves a real opportunity into the business workflow.
After setup, every platform your customers use flows into one dashboard
From Call to Paid — Without Leaving TradeDeskPro
Grace gets them in the door. This is how the rest of the job actually runs.
- 1
Grace answers the customer
She gathers what the homeowner needs. If verified booking is connected, she can book; otherwise she captures the details for follow-up.
- 2
Inquiry lands in Inbox
The call record and summary land in TradeDeskPro Inbox. When it is a real opportunity, use Add to Contacts & Pipeline to create or reuse the CRM records.
- 3
Sketch the job, get a materials list
Describe the room, roof, or run in plain language. TradeDeskPro sketches it to scale and calculates materials.
- 4
Build the estimate from that list
The materials list drops into the estimate. You apply your price book — no retyping takeoff.
- 5
They approve — the job moves forward
They sign off. You move the opportunity forward and schedule the job when you are ready; acceptance does not silently advance the pipeline for you.
- 6
Track materials, labor, and expenses
Receipts, shared costs, and job spend live on the same job — not in a spreadsheet.
- 7
Invoice and collect payment
Send the invoice and take payment without leaving TradeDeskPro.
- 8
Ask for the review
On Pro or Complete, a completed job can trigger the review-request automation when the Google Review Link and required settings are configured.
Example: a master bath remodel
Homeowner calls. Grace captures the need and can book when verified booking is connected. You add the opportunity to Pipeline. On Complete, Blueprint can sketch the room and build a materials list for the estimate. You apply your price book, send the quote, schedule the accepted work, and keep expenses, invoice, payment, and review follow-up tied to the same job.
Sound familiar?
You missed a call while you were on a job — they called someone else
A Facebook DM sat unread for 3 days — they booked your competitor
You're the third call back, and they already hired the first contractor who answered
A web form lead came in at 11pm — nobody responded until morning — too late
You have leads in your email, texts, voicemail, and Facebook — and no idea which ones you've followed up on
You're running your business from 5 different apps and still dropping balls
You haven't asked a single customer for a Google review this month
Customers calling your personal cell at 9pm on weekends — because that's the only number they have
You didn't start your business to chase leads through five different apps.
TradeDeskPro fixes all of it — from one dashboard — starting at $147/month.
“I built TradeDeskPro because I lived this. Missed calls. Leads falling through the cracks. Five different apps. Cash flow that kept me up at night. I built the system I wished I'd had — and I priced it so it actually makes sense for a real service business owner.”
— Deb, Founder of TradeDeskPro
One dashboard. Calls, leads, jobs, and follow-up connected.
TradeDeskPro is a done-for-you AI-powered business operating system built specifically for service companies — HVAC, plumbers, electricians, contractors, landscapers, and more.
Most platforms stop at answering the phone. TradeDeskPro is where the whole job lives — from the first ring to the final invoice.
Your core account is available immediately. Setup is what personalizes the system: we train Grace on your business and connect the phone, messaging, and lead channels you want running through TradeDeskPro.
You're not buying software. You're moving into a system that's already built for your business — and it's yours to log into the same day you sign up.
What TradeDeskPro keeps connected:
Account, contacts, pipeline, calendar, and core tools are available as soon as you join
After setup, Grace answers calls, gathers the customer need, and sends the interaction into Inbox; booking is available when a verified booking tool is connected
Calls, texts, DMs, and web leads flow into one place so follow-up does not depend on five separate apps
Blueprint, materials, estimates, contracts, job costs, invoicing, and payment stay connected to the same customer and job
Reporting is available across the system, and Pro/Complete can automate review requests after completed jobs when review settings are configured
Founding members receive the features marked Coming Soon on their plan as they launch, at no additional feature charge
Up and running in 3 steps. No tech skills required.
Pay the one-time setup fee today and start your 30-day trial. Your account is created after checkout so you can sign in right away. Grace and connected channels go live after onboarding and setup are complete.
Pick Your Plan
Choose Starter, Pro, or Complete. Your account is created after checkout so you can sign in right away. Your founding price for that plan stays locked while you remain on it. Upgrade to Complete at $347 while current founding spots are open. Downgrade anytime.
Guided Onboarding
Complete the guided onboarding so we have your business details. Then we connect your channels, configure Grace for your business, and get her ready to answer.
Watch It Work
Once Grace is activated, she can start answering calls and conversations flow into Inbox. Pro and Complete accounts can use automated review requests when the required review settings are configured.
Here's what this costs when you piece it together yourself.
(We looked it up so you don't have to.)
Some of these are still rolling out as we build — founding members get them as they launch, at no extra cost.
| What You Get in TradeDeskPro | Standalone Cost |
|---|---|
| Universal Inbox — every lead, every channel, one place | $65 - $150/mo |
| Grace AI Receptionist — 24/7, captures needs; booking when connected | $99 - $299/mo |
| Missed Call Text-Back | $99 - $150/mo |
| Two-Way SMS & Email Center | $79 - $149/mo |
| Pipeline & Job Board | $99 - $149/mo |
| Google Review Automation | $75 - $125/mo |
| AI Review Response Bot | $99/mo |
| AI Appointment Setter | $99 - $149/mo |
| Facebook & Instagram DM Automation | $49 - $99/mo |
| Referral Program Automation | $49 - $99/mo |
| Market Pricing Insights | $49 - $149/mo |
| Seasonal Campaign Manager | $79 - $149/mo |
| TruthPilot Knowledge Bot | $99 - $197/mo |
| AI Meeting Summarizer | $29 - $79/mo |
| Job Estimate/Quote Sender | $49 - $99/mo |
| Blueprint — sketch a job to scale, get a materials list for the estimate | $99 - $199/mo |
| Advanced Reporting & Analytics | $49 - $99/mo |
| Owner Advantage (GOALL Program) | $0 cost to your business |
| TOTAL IF PURCHASED SEPARATELY | $1,416 - $2,686/mo |
$1,416 - $2,686/mo
Your Founding Member Price: Starting at $147/mo
Why not just use GoHighLevel, ServiceTitan, Jobber, or JobTread?
They solve different parts of the same problem. HighLevel is a flexible marketing CRM with separate AI and usage pricing. ServiceTitan uses per-technician pricing and asks businesses to request a quote. Jobber offers an AI Receptionist for $29/month on select plans and includes it on Plus. JobTread is $199/month plus internal users, with tiered user pricing. TradeDeskPro is built around a different promise: Grace at the front door, then the lead, job, estimate, costs, invoice, payment, and follow-up stay in one contractor-focused workflow.
| Piecing It Together | GoHighLevel | ServiceTitan | Jobber | JobTread | TradeDeskPro | |
|---|---|---|---|---|---|---|
| Monthly Cost | $500–$1,500+/mo | $97 / $297 / $497 per month + usage/add-ons | Request pricing — per-technician pricing | Plan pricing varies + optional add-ons | $199/mo + internal users (tiered from $20/mo) | $147–$347/mo — founding member rate |
| Setup Required | Weeks of configuration | You build everything yourself | Weeks of onboarding required | You build everything yourself | Free implementation, training, and support included | Live as soon as your setup is complete — most of the work is on our end |
| Built for Service Businesses | ❌ | ❌ Generic platform | ✅ But enterprise-focused, overkill for small contractors | Basic trades features only | ❌ Built for builders/GCs and construction project management, not service trades answering phones | ✅ Built specifically for trades |
| AI Receptionist Included | ❌ Extra cost | ❌ Extra cost | ❌ Extra cost | Receptionist: $29/mo on select plans; included on Plus | ❌ Not available — internal workflow automation only, no conversational front end | ✅ Grace — included in all plans |
| AI Agents Included | ❌ Buy each separately | ❌ Build your own, no agents included | ❌ Extra cost add-ons only | Receptionist available; other AI/automation depends on plan/add-ons | ❌ No conversational AI agents | ✅ Grace (receptionist) + AI Review Response (draft + approve) + AI Appointment Setter + AI Email Auto-Responder — all included, one platform |
| Sketch-to-Estimate / Material List | ❌ Extra takeoff software | ❌ | Enterprise estimating — extra cost | Quotes only — no sketch takeoff | GC/builder takeoff, not a job-walk sketch for service trades | ✅ Blueprint — sketch the job, get a materials list, drop it into the estimate |
| Founding Member Price Lock | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ Locked on your plan — upgrade to $347 until spots fill, downgrade anytime |
| Owner Advantage (GOALL + Merchant) | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ Exclusive to TradeDeskPro |
The point isn't that those platforms are bad. They're built for different use cases. TradeDeskPro is designed to give a service business one connected path from the first call through the completed job — without making the owner assemble the workflow from separate tools.
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Pick your plan. At this time, founding pricing is limited to the first 20 customers.
You can move up to Complete ($347) while one of the first 20 founding spots is still open. After all 20 are filled, you can't upgrade at the founding rate — your locked price stays on the plan you chose. Downgrade anytime.
We're in active development — features marked “Coming Soon” are on the way, with real ETAs. Founding members get them as they launch, at no extra cost.
Your first monthly payment doesn't start for 30 days.
One secure checkout handles both pieces: the $497 founding setup fee is charged today, and your selected monthly plan begins billing after the 30-day trial.
STARTER
The No-Brainer
$297/mo
$147/mo
Founding Member
You save $150/mo — $1,800/year
- ✅Universal Inbox
- ✅Grace AI Receptionist
- ✅Missed Call Text-Back
- ✅Two-Way SMS & Email
- ✅Pipeline & Job Board
- ✅Calendar
- ✅Basic Reporting
- ✅Owner Advantage
After founding spots fill:
PRO
The Growth Plan
$497/mo
$247/mo
Founding Member
You save $250/mo — $3,000/year
- ✅Everything in Starter PLUS:
- ✅Google Review Automation
- Coming SoonReferral Program Automation
- ✅AI Meeting Summarizer — paste meeting notes or upload a .txt file and get an AI summary with action items
- ✅AI Review Response Bot - AI drafts your review replies, you approve and post
- ✅AI Appointment Setter
- ✅AI Email Auto-Responder
- ✅Facebook & Instagram DM Automation
After founding spots fill:
COMPLETE
The Full System
$697/mo
$347/mo
Founding Member
You save $350/mo (plus $550+/mo in included features — and growing as we add more) — $4,200/year
- ✅Everything in Pro PLUS:
- ✅Live Job Estimate/Quote Sender
- ✅Blueprint — sketch a room, roof, or conduit run and get a materials list for the estimate
- ✅AI Receipt Photo Reader
- ✅Customer Project Portal
- ✅Seasonal Campaign Manager
- ✅In-App Calling + Recording
- ✅Route Optimization
- ✅TruthPilot Knowledge Bot
- ✅Market Pricing Insights
- ✅Advanced Reporting
= Featured
After founding spots fill:
One-Time Setup Fee — Charged Today
One-Time Setup Fee — Get Everything Configured for You
First monthly payment starts in 30 days
The $497 founding setup fee is charged today in the same secure checkout that starts your 30-day trial. It covers onboarding, training Grace on your business, and connecting your channels. Your selected monthly plan does not begin billing until the trial ends.
Setup Fee
$997
$497
Founding Member
You save $500
First month starts in 30 days
One-time, non-refundable · After founding spots fill: $997
Included automatically when you choose a plan above.
You can upgrade to Complete at $347 while one of the first 20 founding spots is still open. After all 20 are filled, you can't upgrade at the founding rate. Downgrade anytime.
We're not going to fake this.
Most companies plaster their sales page with testimonials.
We're brand new — and we're not going to pretend otherwise.
What we ARE doing is this:
The first founding members who come in, use the system, and share their real results get to keep the founding member price forever — as our thank you.
No inflated renewals. No bait and switch. Your price locks the day you join and never moves — on the plan you choose. Upgrade to Complete at $347 while founding spots are open. Downgrade anytime.
So right now, instead of reading someone else's testimonial — you have the chance to BE the testimonial.
“We could show you one person's opinion. Instead we're showing you data from thousands of businesses just like yours.”— Deb
We don't have customer testimonials yet. We have something better —
the actual industry data.
These aren't our numbers. These are from Invoca, Ambs Call Center, Entrepreneur Magazine, and independent industry researchers. We just don't want you to be part of these statistics anymore.
62%
of service business calls go completely unanswered
(411 Locals, 2024)
85%
of those callers never call back — ever
$126K
lost per year by the average small business from missed calls alone
(Ambs Call Center, August 2025)
80%
of voicemails result in a hang-up — no message left
62%
of unanswered callers contact a competitor immediately
27–62%
of HVAC, plumber, and contractor calls are missed every single day
(Invoca 2024 Home Services Report)
The question isn't whether you're losing leads. The question is how many.
TradeDeskPro exists to make sure none of these statistics apply to your business anymore.
Lock In My Founding Member PriceRun your own numbers.
Think about the last 30 days.
How many calls did you miss while you were on a job? How many texts sat unread for hours? How many Facebook messages never got a reply?
If your average job is worth $350 — and you missed just 7 leads this month —
that's $2,450 that walked out the door.
TradeDeskPro starts at $147/month.
You only need to recover ONE job to pay for the entire system — with money left over.
At $347/month for the full system — that's less than most owners spend taking their crew to lunch twice a month.
Keep your best people. Without adding to payroll.
The GOALL Program
Attract and keep better employees — without adding to payroll costs. Your employees build real retirement wealth. You look like the employer everyone wants to work for.
Learn More — It's Free →Why I built this.
My name is Deb. I built TradeDeskPro because I lived the struggle.
Missed calls. Leads falling through the cracks. Five different apps. No time to follow up. Cash flow that kept me up at night.
I know what it's like to work hard and still feel like the business is running you instead of the other way around.
I built TradeDeskPro to be what I wished I'd had. A system that works even when you're on a job, with a customer, or taking care of someone you love.
I priced it the way I did because I know cash flow is your biggest problem. I don't want this to be one more thing stressing you out. I want it to be the thing that finally gives you breathing room.
You didn't start your business to chase leads through five different apps. Let's fix that.
— Deb
Deb Pope
Founder, TradeDeskPro — Kerrville, TX
Frequently Asked Questions
Your leads are out there right now. Your competitors are responding faster than you. Let's fix that today.
Founding Member Pricing — First 20 Customers at This Time
When the current founding spots are filled, new customers move to regular pricing unless we choose to open another founding group. Your founding rate stays locked on the plan you pick while your membership remains active.
$297/mo
$147/mo
Starter — The No-Brainer
$497/mo
$247/mo
Pro — The Growth Plan
$697/mo
$347/mo
Complete — The Full System
No contracts. Pay the one-time setup fee today, get account access after checkout, and your first monthly subscription charge starts after the 30-day trial. Complete onboarding before Grace and connected channels are activated. Cancel anytime.