Never Miss Another Service Call. Keep Your Schedule Full.
Capture more leads, respond faster, and stay organized with automation built specifically for contractors and service businesses.
Your crew is on the job. The phone rings. It goes to voicemail. That customer usually calls the next company.
This happens every day: missed calls, slow responses, forgotten follow ups, manual scheduling, and leads that never get tracked. These small gaps cost trades businesses real revenue every week.
Most contractors are still running their business from phone calls, text messages, sticky notes, and memory. If you do not have a CRM and automated follow up, you are already behind.
The Upgrade Trades System gives your business a modern front office that captures leads, responds automatically, and keeps your schedule full while you focus on getting the work done.
A Modern Front Office for Your Trades Business
Website inquiries, text messages, and calls are captured automatically so nothing gets lost.
When you miss a call, the system sends a text message to start the conversation and capture the lead.
Customers can request estimates or service calls and schedule directly into your calendar.
Leads that do not book right away receive automatic follow up so opportunities are not lost.
After each job, review requests are automatically sent to help grow your reputation.
Track leads, estimates, and customers in one place. No more guessing or searching through texts and voicemails.
The Upgrade Trades System is configured specifically for trades businesses and service companies. You are not starting from scratch. Your system is already configured for how contractors operate.
Works for businesses at any stage — from owner operators and small one-to-two person crews to multi-crew service businesses. As your business grows, Upgrade continues to support your customer communication, lead management, and automation.
The Upgrade Trades System is powered by the Upgrade Automation Platform. You can start with foundational automation and expand over time.
Packages Start At: $499 Setup / $199 Monthly
| Package | Setup | Monthly | Best For |
|---|---|---|---|
| Starter | $499 | $199 | Small businesses getting started with automation |
| Growth | $699 | $299 | Growing businesses needing lead automation and campaigns |
| Advanced | $899 | $399 | Businesses wanting AI chat and advanced automation |
| AI Office | $1,199 | $499 | Full AI-powered front office automation |
Start with foundational automation and scale into more advanced workflows, AI tools, and custom automation as your business grows.
| Feature | Starter | Growth | Advanced | AI Office |
|---|---|---|---|---|
| Pricing | ||||
| Setup Fee | $499 | $699 | $899 | $1,199 |
| Monthly | $199 | $299 | $399 | $499 |
| Lead Capture | ||||
| Website Contact Form | ✅ | ✅ | ✅ | ✅ |
| CRM Lead Capture | ✅ | ✅ | ✅ | ✅ |
| Mobile Lead Notifications | ✅ | ✅ | ✅ | ✅ |
| Missed Call Text Back | ✅ | ✅ | ✅ | ✅ |
| Lead Capture Automation | ||||
| 2-Email Follow-Up Campaign | ✅ | ✅ | ✅ | ✅ |
| Multi-Step Email Follow-Up | — | ✅ | ✅ | ✅ |
| SMS Follow-Up Automation | — | ✅ | ✅ | ✅ |
| Lead Tagging Automation | — | ✅ | ✅ | ✅ |
| Advanced Lead Nurture Campaign | — | — | ✅ | ✅ |
| AI Lead Qualification | — | — | — | ✅ |
| CRM & Pipeline | ||||
| CRM System | ✅ | ✅ | ✅ | ✅ |
| Pipeline Management | 1 Pipeline | Multiple | Multiple | Multiple |
| Mobile App Access | ✅ | ✅ | ✅ | ✅ |
| CRM & Pipeline Automation | ||||
| Auto Assign New Leads | ✅ | ✅ | ✅ | ✅ |
| New Lead Notifications | ✅ | ✅ | ✅ | ✅ |
| Auto Move New Leads to Pipeline | ✅ | ✅ | ✅ | ✅ |
| Pipeline Stage Automation | — | ✅ | ✅ | ✅ |
| Lead Status Automation | — | ✅ | ✅ | ✅ |
| Multi-Pipeline Automation | — | — | ✅ | ✅ |
| AI Lead Routing | — | — | — | ✅ |
| Campaigns & Outreach | ||||
| Seasonal Campaign Automation | ✅ | ✅ | ✅ | ✅ |
| Inactive Customer Reactivation Automation | ✅ | ✅ | ✅ | ✅ |
| Monthly Outreach Automation | — | ✅ (1) | ✅ (2) | ✅ (2) |
| Always-On Re-Engagement Automation | — | — | ✅ | ✅ |
| Reputation Management | ||||
| Review Request Automation (Email Only) | ✅ | ✅ | ✅ | ✅ |
| SMS + Email Review Requests | — | ✅ | ✅ | ✅ |
| Review Funnel (Rating + Routing Automation) | ✅ | ✅ | ✅ | ✅ |
| Positive Feedback Automation | ✅ | ✅ | ✅ | ✅ |
| Negative Feedback Automation | ✅ | ✅ | ✅ | ✅ |
| Review Follow-Up Campaigns | — | ✅ | ✅ | ✅ |
| Testimonial Website Publishing | — | — | ✅ | ✅ |
| AI Review Response Suggestions | — | — | — | ✅ |
| Appointment Booking & Automation | ||||
| Online Form Scheduling | ✅ | ✅ | ✅ | ✅ |
| Chat-Based Scheduling | — | ✅ | ✅ | ✅ |
| Voice AI Appointment Booking | — | — | ✅ | ✅ |
| Internal Booking Notifications | ✅ | ✅ | ✅ | ✅ |
| Appointment Reminder Automation | ✅ | ✅ | ✅ | ✅ |
| Multi-Reminder Sequences | — | ✅ | ✅ | ✅ |
| Meeting Completion Automation | — | ✅ | ✅ | ✅ |
| Pipeline Stage Automation (Post-Booking) | — | ✅ | ✅ | ✅ |
| AI Appointment Optimization | — | — | — | ✅ |
| AI Chat | ||||
| AI Website Chatbot | — | ✅ | ✅ | ✅ |
| Live Chat Takeover | — | — | ✅ | ✅ |
| AI Conversation Routing | — | — | ✅ | ✅ |
| AI Lead Qualification (Chat) | — | — | ✅ | ✅ |
| AI Conversation Optimization | — | — | — | ✅ |
| AI Voice | ||||
| AI Voice Receptionist | — | — | ✅ | ✅ |
| Reporting & Insights | ||||
| Business Performance Dashboard | ✅ | ✅ | ✅ | ✅ |
| System Features | ||||
| Mobile App Access | ✅ | ✅ | ✅ | ✅ |
| Unified Conversations Panel | ✅ | ✅ | ✅ | ✅ |
| Revenue Pipeline Dashboard | ✅ | ✅ | ✅ | ✅ |
| Connected Business Calendar | ✅ | ✅ | ✅ | ✅ |
| Unified Messaging Platform | ✅ | ✅ | ✅ | ✅ |
$499 Setup | $199 per month
Best For: Contractors, service businesses, and trades professionals that want to better organize inquiries, capture more opportunities, and begin automating customer communication without jumping into advanced automation right away.
Starter Automation gives your business a centralized system to help manage new service inquiries, customer communication, estimates, appointments, and revenue opportunities in one place. Instead of relying on phone calls, text messages, handwritten notes, and missed calls, your business begins operating from a more organized platform that helps you respond faster and reduce manual work.
This package is designed to help trades and service businesses build a more professional foundation by capturing leads, tracking potential jobs, improving customer responsiveness, and keeping important business activity visible.
Starter helps ensure new service inquiries and job opportunities are captured and stored automatically.
We set up 1–2 website contact forms so customers can easily request service, ask for estimates, or submit inquiries through your website.
When someone fills out a form, their information is automatically captured in your CRM so nothing gets lost and your business has a clear record of the opportunity.
You can receive mobile alerts when a new inquiry comes in so you know right away when someone is requesting service or an estimate.
If someone calls your business and you miss the call, the system can automatically send a text message back so you have a better chance of recovering that opportunity.
Starter includes basic automation so your business begins responding to service inquiries automatically instead of relying on manual follow-up for everything.
When a new inquiry comes in, the system can automatically send a two-email follow-up sequence. This helps create a fast, professional first impression and increases the chance that the opportunity stays engaged.
Starter gives you one place to help manage service inquiries and track potential jobs.
You receive access to your CRM so you can view contacts, inquiries, conversations, and job opportunities from one centralized platform.
Starter includes one visual pipeline to help you see where service opportunities stand. For example, you may track stages such as:
This screen helps tell you who still needs follow-up, which estimates have not closed, which opportunities are active, and where your potential revenue stands.
You can access your CRM and business activity from your phone, which is especially useful when you are in the field.
Starter includes basic CRM and pipeline automation to reduce manual work and keep opportunities organized.
New inquiries can automatically be assigned in the system so they are ready to be worked right away.
When a new opportunity comes in, the system can notify you so your business can respond quickly.
New inquiries can automatically be placed into the beginning stage of your pipeline so your process starts immediately without manual entry.
Starter includes simple outreach automation to help your business stay visible and reconnect with customers over time.
We can set up simple campaigns that run during important times of year, such as spring services, summer promotions, seasonal maintenance reminders, winter preparation, and annual service reminders. These help keep your business in front of customers without requiring manual follow-up every time.
This helps your business reconnect with people you have not heard from in a while — including past customers, old inquiries, unsold estimates, and incomplete service requests. This is useful when someone showed interest before but never moved forward, or when a prior customer has gone quiet.
Starter helps your business begin collecting feedback and protecting its reputation.
After a completed job or service, the system can automatically send an email asking the customer for feedback.
Customers are guided through an internal feedback process first so reviews can be routed the right way.
If feedback is positive, the system can guide the customer toward leaving a public review on platforms like Google.
If feedback is negative, the system can automatically send a crafted response and alert the appropriate people so the issue can be addressed quickly before it turns into a public review.
Starter makes scheduling easier and helps reduce missed appointments.
Customers can request service or book appointments through a form that checks your most up-to-date connected calendar availability.
When a service appointment is booked, the system can notify you automatically.
Starter includes email appointment reminders to help reduce no-shows and keep customers informed.
Starter includes access to core platform features that help you manage your business from one centralized system.
Manage leads, conversations, and appointments from your phone while in the field.
Customer communication is stored in one place, helping you keep track of emails, calls, and related business conversations more easily.
Your pipeline provides a visual dashboard of active opportunities and potential revenue so you can quickly understand what needs attention.
The platform connects to your preferred calendar, such as Google Calendar, Outlook, or Microsoft 365, so appointment availability reflects your real schedule and helps prevent double-booking.
The platform gives you one place to manage customer communication. Starter includes email communication and conversation tracking, with additional messaging capabilities in higher packages.
$699 Setup | $299 per month
Best For: Contractors, service businesses, and trades professionals ready to increase lead conversion, automate follow-up, and scale customer engagement.
Growth Automation builds on the Starter foundation by adding multi-step follow-up automation, SMS communication, expanded pipelines, and additional lead capture and engagement tools. This package is designed for trades businesses that want their system to actively help convert more service opportunities and reduce manual follow-up.
While Starter helps organize your business, Growth begins helping your business actively generate and convert more service opportunities automatically.
Growth includes everything in Starter, plus expanded lead acquisition capabilities.
Growth includes an additional lead capture form, allowing your business to capture different types of service inquiries — such as a general inquiry form, estimate request form, consultation request form, or service-specific inquiry. This helps capture more opportunities and organize them more effectively.
Growth expands Starter's 2-email follow-up with more advanced automation designed to keep service inquiries engaged until they convert.
Growth allows multi-step email follow-up sequences designed to keep leads engaged over time. Instead of one or two messages, the system can continue follow-up automatically until the customer responds or books service. The automation tracks engagement and automatically stops once the lead replies or moves forward, preventing unnecessary follow-ups.
Growth introduces SMS follow-up automation, allowing your business to reach customers through text messaging in addition to email. This helps improve response rates and engagement.
Leads can automatically be tagged based on actions, responses, or inquiry type. This helps organize contacts and allows for more targeted follow-up and outreach.
Growth includes everything in Starter and adds:
Growth allows multiple pipelines so you can track different areas of your business separately — such as a New Lead Pipeline, Estimate Pipeline, Service Execution Pipeline, Follow-Up Pipeline, or Customer Management Pipeline. This helps organize both sales opportunities and active jobs, giving you better visibility into your business operations.
Growth expands Starter automation with more advanced pipeline automation.
Opportunities can automatically move between pipeline stages based on actions, activity, or engagement.
Leads can automatically update their status based on activity, helping your business stay organized and focused on active opportunities. These automations reduce manual updates and help keep your pipeline current automatically.
Growth includes everything in Starter and adds:
Growth includes one recurring outreach campaign designed to keep your business visible and engaged with customers and prospects — such as monthly check-in messages, maintenance reminders, seasonal service reminders, promotions, or customer engagement messages. This helps your business stay top-of-mind without manual outreach.
Growth includes everything in Starter and adds:
Growth introduces SMS review requests in addition to email, helping improve response rates.
If a customer does not respond to the initial review request, the system can automatically send follow-up reminders. These features help generate more consistent customer feedback.
Growth includes all Starter scheduling features and expands automation.
Growth introduces chatbot scheduling, allowing customers to interact with your website chatbot and request service or book appointments automatically.
Growth allows multiple appointment reminders to help reduce no-shows.
After a service appointment, the system can automatically send follow-up communication such as thank-you messages, next steps, follow-up instructions, or conversion messaging via email or SMS.
When appointments are scheduled, opportunities can automatically move to the next stage in your pipeline.
Growth introduces AI chatbot capabilities.
The AI chatbot can engage website visitors, answer common questions, capture service inquiries, and direct visitors to request estimates or book service. This helps your business respond to website visitors automatically, even when you are unavailable.
$899 Setup | $399 per month
Best For: Contractors and service businesses ready to scale operations, automate customer engagement, and introduce AI-driven communication and lifecycle automation.
Advanced Automation builds on Growth by introducing deeper automation, customer lifecycle management, AI-powered chat engagement, and more advanced outreach and scheduling capabilities. This package is designed for trades and service businesses that want their system to actively manage engagement, follow-up, and customer movement through their business automatically.
While Growth improves follow-up and engagement, Advanced begins automating customer lifecycle management and ongoing business development.
Advanced includes everything in Growth and adds:
Advanced introduces longer-term nurture campaigns designed to keep service inquiries and estimate requests engaged over time. These campaigns help maintain communication with prospects that are not ready to move forward immediately and keep your business top of mind.
Advanced expands automation capabilities with:
Advanced allows automation across multiple pipelines, helping manage both new service opportunities and active job execution workflows.
Advanced introduces lifecycle automation that allows customers to move automatically through different stages such as New Lead, Active Opportunity, Customer, Repeat Customer, and Reactivation. This helps automate long-term customer engagement and repeat service opportunities.
Advanced includes everything in Growth and adds:
Advanced increases outreach to two recurring campaigns, allowing more consistent engagement through monthly check-ins, maintenance reminders, seasonal service reminders, promotions, or customer engagement outreach.
Advanced introduces always-on re-engagement automation designed to continuously identify inactive customers and re-engage them automatically. This helps ensure your business is continuously reconnecting with past customers and service opportunities.
Advanced includes everything in Growth and adds:
Advanced allows positive customer feedback to be automatically published to your website testimonial section. This helps build credibility and strengthen your online presence automatically.
Advanced includes everything in Growth and adds:
Advanced introduces AI voice scheduling, allowing customers to request service or book appointments through voice interactions. This expands scheduling automation beyond forms and chatbot scheduling.
Advanced expands AI chat capabilities with:
Advanced introduces live chat takeover capabilities, allowing conversations to be handed off when needed.
Advanced introduces routing automation to direct service inquiries appropriately.
Advanced introduces AI lead qualification to help identify higher-value opportunities automatically.
Advanced introduces AI voice capability.
Advanced includes an AI voice receptionist to help answer calls and capture service inquiries automatically. This helps your business respond to incoming calls even when unavailable.
$1,199 Setup | $499 per month
Best For: Contractors and service businesses ready to implement a fully automated front office with AI handling lead qualification, communication, and optimization.
AI Office builds on Advanced by introducing deeper AI automation, intelligent routing, and optimization features designed to help your business operate with less manual involvement. This package is designed for trades and service businesses that want AI actively supporting lead qualification, scheduling, and customer communication.
While Advanced introduces AI communication, AI Office expands AI into a more complete AI-assisted business front office.
AI Office includes everything in Advanced and adds:
AI Office introduces AI-driven lead qualification to help identify stronger service opportunities automatically. This helps prioritize higher-value jobs, urgent service requests, and qualified estimate inquiries. AI qualification helps your business focus on better opportunities while maintaining responsiveness across all inquiries.
AI Office includes everything in Advanced and adds:
AI Office introduces AI-based lead routing to automatically direct inquiries to the appropriate pipeline, stage, or workflow — such as service request routing, estimate request routing, urgent job prioritization, repeat customer routing, and maintenance request routing. This helps ensure leads are handled efficiently and consistently without manual sorting.
AI Office includes everything in Advanced and adds:
AI Office introduces AI-assisted response suggestions to help respond to customer reviews more efficiently and consistently. This helps maintain professional responses, improve responsiveness, strengthen your online reputation, and reduce manual effort.
AI Office includes everything in Advanced and adds:
AI Office introduces AI-driven scheduling optimization to help improve booking efficiency and scheduling performance. This helps improve appointment availability, reduce scheduling friction, improve booking conversion, and optimize service scheduling.
AI Office includes everything in Advanced and adds:
AI Office introduces conversation optimization designed to improve chatbot performance and engagement over time. This helps improve lead capture performance, improve response quality, improve engagement consistency, and increase conversion opportunities.
AI Office includes everything in Advanced:
AI voice receptionist continues handling incoming calls, capturing service inquiries, and assisting with scheduling. AI Office expands voice AI as part of a more fully automated front-office system, helping your business answer calls automatically, capture service inquiries, improve responsiveness, and reduce missed opportunities.
If you already have a website, we integrate the automation system directly into it. Your current site captures leads, triggers automated responses, connects scheduling, and routes inquiries into your CRM or lead workflow.
If you do not currently have a website, we can deploy a professional AI ready website designed to support automation. This simple starter site typically includes: Home page, About page, Service / lead capture page, Automation-ready contact form, and Scheduling integration.
Businesses looking for a fully custom website with advanced design, SEO, and marketing capabilities can upgrade to one of our AI Website Packages.
Every trades business runs a little differently. Schedule a quick strategy call and we will walk you through how the Upgrade Trades System could work for your company.
Schedule a Strategy CallContact us today
📞 773-365-9564
📧 sales@upgradetechnology.net