Frequently Asked Questions
Answers to common questions about TradesMagic
Calls, approvals, billing and onboarding.
What is TradesMagic?
TradesMagic is an Office Intelligence platform for contractors and service businesses. It connects customer calls, actionable work, scheduling, follow-ups, approvals, invoicing and payments. Features depend on your plan and agreed configuration.
What does Pilot #1 do?
AI Office Manager Call-to-Task handles a supported customer request over the phone and turns the conversation into actionable work. The contractor can later retrieve open work conversationally.
What does Pilot #2 do?
Change Order + Billing connects the steps from extra work to payment. Create a change order; the customer receives an SMS approval request. Their YES reply records approval and adds the amount to the job total. An invoice/payment email can then be sent for Stripe checkout. Partial payments and remaining balances are tracked.
Is TradesMagic already built?
Yes. TradesMagic has operational capabilities and defined pilots. Onboarding configures the existing system for your business type, workflows and agreed scope. See how the workflows operate.
How long does onboarding take?
Timing depends on your business needs, configuration and customization. Your pilot scope and activation date are agreed before activation.
Do I need to change my business phone number?
In many cases, no. Existing business phone numbers can often be forwarded into the system without changing the number customers know. Availability is confirmed during onboarding.
Can TradesMagic be customized?
Yes. Configuration can reflect your services, communication style, scheduling needs and operating workflows. Custom systems may include AI voice assistants, lead management, customer communications and other business-specific automations.
Can it work with existing software?
Integrations depend on compatibility and project requirements. Confirm the specific software and workflow with us before assuming an integration is included.
Do custom systems need ongoing support?
Some require updates, refinements or operational support, depending on complexity and long-term needs.
How do paid pilots differ from the subscription trial?
The published subscription plans offer a 7-day trial, with billing and setup fees only if you choose to continue. Paid pilots have a separately agreed scope and fee. They do not automatically renew or convert to a subscription; ongoing service requires separate approval. Review pricing and pilot details and the refund policy.
How do I get started?
Discuss your workflow so we can confirm the right pilot or subscription offer for your business. For messaging information, see SMS consent, Privacy and Terms & Conditions.