Inquiry Capture
Web forms, call details, and manual lead entries flow into one tracker.
Front-office automation for contractors
Capture more jobs without chasing every lead by hand.
Field-service reality is messy. Calls come in during jobs, forms sit too long, and follow-up depends on whoever remembers. TradeFlow captures inquiries, alerts the right person, prioritizes urgent work, and keeps follow-up visible.
Built to sell now
Web leads, owner alerts, AI summaries, follow-up, and reports.
SMS-ready when approved
Text-back and SMS review flows can activate once compliant.
Front Office Flow
1
Inquiry comes in
From a form, call source, chat, or manual intake.
2
Lead gets organized
Details are captured, summarized, and scored for urgency.
3
Owner gets alerted
The right person sees what happened and what to do next.
4
Follow-up stays on track
Open leads, stale leads, and review requests stay visible.
Field-service reality
Good jobs disappear in messy handoffs.
When the crew is in the field, the office is busy, or the phone rings after hours, new opportunities can slip away fast. TradeFlow gives your business a cleaner way to capture, prioritize, and follow up.
The sellable offer
TradeFlow Lead Rescue System.
A practical front-office layer for contractors who need faster response, cleaner lead tracking, and more consistent follow-up.
AI Lead Summaries
New inquiries are summarized and flagged by urgency, job type, and next step.
Owner Notifications
The right person gets a clear alert instead of digging through inboxes and missed calls.
Follow-Up and Reports
Track open leads, review requests, and weekly owner summaries in one place.
What is included
The front office starter pack.
Everything needed to sell and install the non-SMS version now, with SMS features ready to add after compliant messaging is clear.
How it works
Simple for your team. Serious where it counts.
TradeFlow fits around the way your business already handles calls, forms, customer inquiries, and follow-up.
Connect lead sources
Web forms, call details, and manual entries feed into one workflow.
Summarize and alert
TradeFlow organizes the lead, scores urgency, and notifies the right person.
Track what needs attention
Follow-ups, stale leads, review requests, and weekly summaries stay visible.
FAQ
Short answers for busy operators.
What does TradeFlow help with?
TradeFlow helps with inquiry capture, AI lead summaries, owner notifications, lead tracking, follow-up reminders, review requests, and weekly reporting.
Which types of contractors can use it?
Field-service contractors: plumbing, electrical, HVAC, roofing, remodeling, and similar trades.
What does implementation start with?
We map your current lead sources, set up the tracker, configure owner alerts, add AI summaries, and create follow-up/reporting workflows.
Does TradeFlow replace my existing tools?
TradeFlow works alongside your existing process to make response and follow-up more consistent.
Does this require SMS approval?
No. TradeFlow can start with web leads, email alerts, lead tracking, AI summaries, follow-up reminders, and reports. SMS features can be activated when compliant messaging is available.
Next step
Book a front office review.
We will look at how inquiries come in, where follow-up gets messy, and which automation layer would help first.
James@wwwtradeflow.com
Reach out for a short walkthrough of the Lead Rescue System.