How It Works

Easy to start. Done-for-you setup.

Setting up TradesToolkit.ai is simple — and you’re not on your own. We handle the technical setup for you so your AI assistant starts working right away. Here’s what the process looks like from start to finish:

Step 1: Choose Your Plan

Pick the level that fits your business best from our tiered offerings. You’ll complete payment first to activate your account.

Right after checkout, you’ll receive a welcome email with your login link and setup form.

Step 2: Create Your Account

Use the link in your welcome email to complete your business registration and provide the info we need to get you set up. You can also use that link to schedule a time to speak with us—by phone or Zoom—if you’d like help or prefer to walk through things together.

Step 3: We Set Everything Up

Our Oregon-based team sets up your number, call routing, and AI assistant...no tech skills needed. We typically can have everything ready to go in about 48 hours from the time you send us the information in Step 2 (2 business days). You’ll get a confirmation when everything’s live and ready to test.

Step 4: Go Live

Once setup is complete, your AI starts answering calls, chats, and texts automatically, keeping your leads, jobs, and payments organized in one place.

Step 5: Ongoing Support & Fine-Tuning

Every plan includes your initial setup and launch. As your business grows, we’re here to keep your AI assistant working just right by updating scripts, adding new services, and improving its responses over time. Think of it as a tune-up for your digital tools ... we keep things running smoothly so you can stay focused on the work.

Ready to see it in action?

Talk with Allison, our Oregon-based Voice AI assistant.

We’re a veteran-owned, family-operated business in Oregon, helping tradespeople work smarter with AI tools built for the field. From lead capture to payment, TradesToolkit.ai keeps your jobs, messages, and customers all in one place.

Resources

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How AI Helps You Book More Jobs

More resources >

Contact Us

541-237-1523

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Grants Pass, OR

© 2025 TradesToolKit.AI | Veteran-owned & family-operated | Serving trades professionals across the United States from our Oregon home. All Rights Reserved.