AI Receptionist
Answers the phone day and night, takes the details, creates the lead, requests the appointment and sends emergencies straight to your on-call contact.
Live
- Caller details captured
- Urgency checked
- OutcomeLead
Built for Trade Businesses
One Operating System.
Every Trade.
Trades AI OS runs a trade business from first call to final payment. CRM, AI Receptionist, scheduling, quotes, invoices and payments in one system, configured for your trade.
TodayYour command center
Sample Data
Revenue
$18,420.00
Pipeline
- Leads42
- Quoted27
- Won16
- Paid13
Calls Answered61by the AI Receptionist
Leads Captured42from calls and web
Missed Calls0none in 7 days
Active Jobs94 visits today
Recent Calls
- No heat, furnace not starting. Sent to on-call.Emergency
- Routine maintenance request. Appointment requested.Lead
Preview uses sample data. Your dashboard shows your real records only.
How It Fits Together
One Platform. Eight Industries.
Three Tiers.
Pick the tier that matches how much of the business you want the system to run. Pick the Trade Pack that matches the work you do. The core is the same for everyone.
Trades AI OS
by Wise Media
CRM
AI CRM
AI OS
HVACPlumbingElectricalRoofingContractorLandscapingRestorationConcrete
The Platform
Every Call Becomes a Lead.
Every Lead Has a Next Step.
Each record links to one customer, so calls, visits, quotes, jobs, invoices and payments sit in one history. One source of truth, no double entry.
AI Assistant
Ask about your leads, calls, jobs and customers in plain words. It reads your records, respects each role and remembers what you tell it.
- Which leads still need a callback?
- What came in overnight?
- What is booked this week?
Lead To Payment, One Line
Explicit statuses at every stage. Repeat webhooks and repeat calls never create duplicate records.
Lead
Customer
Quote
Approved
Job
Scheduled
Invoice
Payment
Schedule And Dispatch
Book, move and assign visits. Every appointment is a job, every job has a technician, notes, a checklist and attachments.
Quotes, Invoices And Payments
Build a quote from your price list, take a deposit, bill finished work and collect by card. Partial payments and reconciliation included. The money lands in your own Stripe account.
Outstanding$0.00nothing owing
Open Quotes0none out
Card PaymentsOndeposits and invoices
Knowledge Base
One place for what the business knows. Both AI agents answer from it. You decide which articles customers can hear and which stay internal.
What areas do you service?
Your service area, written once, answered the same way on every call.
CustomersAI Receptionist
Automations
Follow-ups and reminders that run without you. Every run is logged, failures retry, and nothing shows as done without a verified record.
- AMissed call follow-upEnabled
- BQuote follow-upEnabled
- CAppointment remindersEnabled
- DInvoice remindersEnabled
Three Tiers
Start With the CRM.
Grow Into the Full OS.
Move up when you are ready. Move down and nothing is deleted, access is restricted and every record stays.
CRM
Know every lead and every customer.
- Dashboard
- Leads
- Customers
- Website analytics
- Basic reporting
- CRM settings
AI CRM
Stop missing calls. Let the agents capture the work.
- Everything in CRM
- AI Receptionist
- AI Assistant
- Knowledge Base
- AI lead capture
- AI call analytics
- AI automations
AI OS
Run the whole business from one screen.
- Everything in AI CRM
- Schedule and dispatch
- Jobs
- Quotes, invoices and payments
- Advanced automations
- Advanced business reporting
- Trade specific operational modules
Pricing is confirmed on the demo call, matched to your tier and trade.
Eight Trade Packs
Configured for Your Trade.
Not a Generic CRM.
Each pack ships its own records, checklists, dashboard cards and knowledge base starter templates on top of the shared core.
Launching First
HVAC- Equipment records
- Maintenance plans
- Installation tracking
- Emergency service requests
Early Access
Plumbing- Leak emergencies
- Drain cleaning
- Fixture and water heater records
- Inspection workflows
Early Access
Electrical- Panel and circuit records
- Permit tracking
- Inspection tracking
- Safety checklists
Early Access
Roofing- Roof inspections
- Measurement records
- Storm damage documentation
- Warranty tracking
Early Access
Contractor- Multi-phase projects
- Subcontractor management
- Change orders
- Progress billing
Early Access
Landscaping- Recurring maintenance
- Route scheduling
- Crew assignments
- Contract renewals
Early Access
Restoration- Emergency response
- Damage assessments
- Insurance claims
- Moisture monitoring
Early Access
Concrete- Concrete estimating
- Pour scheduling
- Material volume calculations
- Curing and inspection records
Setup
Six Steps to Live.
Progress Saves Itself.
Sign up yourself or have Wise Media set it up with you. You only see the steps your tier needs, and you can stop and resume any time.
01Business Profile
Name, hours, service areas and branding.
02Services And Pricing
Your service catalog and price guidance, loaded once and used everywhere.
03AI Receptionist
Greeting, phone routing, emergency policy and escalation contacts.
04AI Assistant And Knowledge Base
Start from your trade's templates, then replace them with how your business works.
05Integrations
Connect payments, email and phone. Nothing is marked active until it is verified working.
06Team And Launch
Invite owners, admins, managers, technicians and staff. Each role sees what it should.
Your Data
Your Business Stays Yours.
Separated at the Database.
Isolated By Design
Every record belongs to one organization. Isolation is enforced in the database, across files, calls, knowledge and reports, not only in the interface.
Roles That Mean Something
Owner, admin, manager, technician and staff. Permissions are checked on the server, and the AI Assistant follows the same rules as the person asking.
Your Money, Your Account
Customer payments go to your own Stripe account. Your subscription is billed separately. Write actions by the AI need confirmation and are logged.
FAQ
Straight Answers.
One web platform that runs a trade business from first call to final payment. It combines a CRM, an AI Receptionist, an AI Assistant, scheduling, quotes, invoices, payments, automations and reporting, configured for your trade.
Eight Trade Packs: HVAC, plumbing, electrical, roofing, general contracting, landscaping, restoration and concrete. HVAC launches first. The other packs open as their workflows pass acceptance testing.
CRM covers leads, customers, website analytics and basic reporting. AI CRM adds the AI Receptionist, AI Assistant and Knowledge Base. AI OS adds scheduling, jobs, quotes, invoices, payments, dispatch and advanced automations.
Nothing is deleted. A downgrade restricts access to the features of the higher tier and keeps every historical record. Upgrade again and the records are there.
Yes. Every record belongs to one organization and isolation is enforced in the database, not only in the interface. Your customers, calls, knowledge base and integrations are never visible to another business.
You do. Card payments from your customers go to your own Stripe account. Your Trades AI OS subscription is billed separately by Wise Media.
See It Run Your Trade.
Book the Demo.
One call. We walk the system from an incoming call to a paid invoice, in your trade, and confirm the tier that fits.