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Trade Pro Office Manager

Office manager for HVAC, plumbing, electrical, and handyman shops. Turns job notes into estimate drafts, chases quiet quotes, drafts invoices, reminds about maintenance visits, and builds your weekday morning call list — nothing sends...

What it does

  • Turns job notes into estimate drafts
  • Chases quiet quotes
  • Drafts invoices

In the creator’s own words.

1What you’ll need

  • A Bot account, or the Bot app on your phone

From the bot’s share page, which lists no other requirements.

Avoid sharing passwords, keys or private personal data.

2Set it up

Summary from the bot’s share page:

  1. Open Trade Pro Office Manager’s share page with Open in Bot.
  2. Add Trade Pro Office Manager in Bot.
  3. Start a chat with Trade Pro Office Manager, then review what it produces and check any factual claims.

The creator’s post on X may have more detail.

3Use it

Open in Bot ↗