Controlled early-access beta · Roadmap

Where TradeAssist AI is heading

TradeAssist AI is starting with enquiry management, booking support, reminders, and human-supervised AI assistance. Over time, the goal is to reduce more of the mental load that trades and service businesses carry every day.

The long-term direction is not full autonomy. It is practical assistance — operational memory, follow-up consistency, organisation, and clearer communication — that helps businesses run more reliably with a human in charge.

What TradeAssist AI does today

The shipped product, in early-access beta:

  • Enquiry capture from the channels you already use
  • AI-assisted reply drafts for your review and approval
  • Booking-slot suggestions based on your working hours
  • Lead qualification prompts (missing details, urgency, fit)
  • Reminders to chase quotes and follow up
  • You stay in control — nothing is sent autonomously

Everything below this point is exploration, not shipped functionality.

Areas we are exploring

These are the directions we are working through with early-access businesses. They are described as exploration, not commitments, and they all assume a human in charge of the decisions that matter.

Smart reminders

Quiet, well-timed nudges for the small commitments that fall through the cracks.

  • Callback reminders
  • Quote reminders
  • Appointment reminders
  • Overdue customer reminders

Quote follow-up tracking

See which quotes are still hanging, which leads have gone quiet, and when a gentle nudge is appropriate.

  • Track unanswered quotes
  • Identify stalled leads
  • Suggest follow-up timing

Missed-call recovery

A pragmatic backstop for the calls you cannot pick up while you are on the tools.

  • After-hours enquiry capture
  • Missed-call follow-up
  • Callback scheduling

Booking memory

Appointment history that survives across busy weeks — the kind of context a small team holds in its head.

  • Appointment history
  • Repeat jobs
  • Customer preferences
  • Cancellations and reschedules

Customer history recall

When a customer comes back six months later, the previous job is right there — without scrolling through messages.

  • Previous work summaries
  • Past conversations
  • Prior quotes
  • Recurring issues

Recurring maintenance reminders

Annual jobs and repeat work that often quietly walk away from a business.

  • Annual servicing
  • Garden maintenance
  • Gutter cleaning
  • Repeat inspections
  • Recurring revenue opportunities

Supplier reminders

The other half of the day — picking up parts, chasing orders, paying invoices on time.

  • Material pickup reminders
  • Supplier callbacks
  • Order reminders
  • Invoice reminders

Task summarisation

A clear view of what is outstanding, rather than a scattered list across phone, paper, and memory.

  • Daily summaries
  • Outstanding tasks
  • Unresolved enquiries
  • Overdue callbacks

Voice notes to organised jobs

Talk into your phone on site, get structured notes that fit how you already work.

  • Turn onsite voice notes into structured job notes
  • Extract tasks
  • Prepare quote notes
  • Create follow-up actions

AI call summaries

A short, accurate summary of a customer call — for your review, never sent without your say-so.

  • Summarise customer calls
  • Extract action items
  • Identify urgency
  • Suggest follow-ups

Daily operational briefing

A single morning view of what matters today, instead of stitching it together yourself.

  • Today's bookings
  • Overdue replies
  • Urgent enquiries
  • Callbacks needed
  • Reminders and reschedules

How we treat this roadmap

These are areas we are actively exploring based on real operational problems faced by trades and service businesses. Priorities may evolve over time based on customer feedback, safety, reliability, and practical usefulness.

We do not commit to dates, do not pre-sell features, and do not imply autonomy. Every assistance feature is designed to work alongside a human operator who reviews and approves the decisions that affect customers and bookings.

Shape the next part of the roadmap with us.

Early-access businesses tell us what is actually slowing their week down. Those conversations are what move the priorities below into the shipped product above.

Roadmap · TradeAssist AI · TradeAssist AI