How Integrations Work
AI Agent Captures
Your AI agent answers calls, texts, and web chats 24/7 — capturing leads and collecting appointment details.
CRM Syncs
Data flows automatically into ServiceTitan, Jobber, Housecall Pro, or HubSpot. No manual entry.
Calendar & Dispatch
Appointments booked in real time. Technicians dispatched. Customers receive confirmations automatically.
Follow-Up & Accounting
Follow-up texts sent, invoices created, review requests go out, books stay current — automatically.
Field Service Management
Enterprise-grade FSM for large HVAC, plumbing, and electrical operations. Deep dispatch, membership management, and reporting for 10+ technician teams.
Learn MoreThe balanced platform for growing contractor teams of 3–15 technicians. Strong quoting, client approval workflows, and intuitive scheduling.
Learn MoreAll-in-one for smaller teams wanting simplicity. Built-in marketing tools, online booking, and a clean mobile experience for 1–10 tech operations.
Learn MoreCRM & Sales
Powerful marketing automation, lead nurturing, email sequences, and pipeline reporting alongside your AI agent.
Learn MoreEnterprise CRM with advanced reporting, custom objects, and scalable workflows for high-volume multi-location contractors.
Learn MoreAffordable CRM suite with invoicing, email, and project management in one ecosystem for budget-conscious contractors.
Learn MoreAccounting, Scheduling, Communication & Automation
Invoice sync, payment tracking, and financial reporting. AI books the job, FSM creates the invoice, QuickBooks keeps the books balanced.
Learn MoreReal-time availability and instant booking. AI checks your calendar before offering time slots, preventing double-bookings.
Learn MoreOne AI agent across every channel. Same fast, professional response whether customers call, text, or message on social media.
Learn MoreConnect to 5,000+ apps. Build custom workflows — Slack notifications on leads, Google Sheet updates, and more.
Learn MoreFrequently Asked Questions
Which platforms does TradeWorks AI integrate with?
ServiceTitan, Jobber, Housecall Pro, HubSpot, Salesforce, Zoho, Google Calendar, Outlook, QuickBooks, WhatsApp, Facebook Messenger, and more. Full CRM integration is included on the Professional plan ($40/mo). The Starter plan ($10/mo) includes Google Calendar.
Does data stay secure when using TradeWorks AI integrations?
Yes. All integrations use encrypted API connections. No customer data is stored on intermediary servers. Data flows directly between TradeWorks AI and your connected platforms using secure, authenticated API calls.
What if I switch CRMs?
We handle the migration for you. Our consulting team will disconnect your old CRM, connect your new platform, and migrate your data so nothing is lost. Data migration packages start at $249.
What if my platform is not listed?
Custom integrations are available via Zapier, Make, or custom API connections. If your platform has an API, we can likely connect it. Consulting for custom integrations starts at $199.
Is there an extra cost for integrations?
Standard integrations are included on the Professional plan ($40/mo) with no additional fees. The Starter plan ($10/mo) includes Google Calendar. Custom API integrations start at $199, and full CRM setup packages start at $499. View full pricing →
Your Tools Should Talk to Each Other
Stop copying data between platforms. Let your AI agent connect your CRM, calendar, accounting, and communication tools into one seamless workflow that runs 24/7.
CRM integrations on Professional plan ($40/mo) • AI agents from $10/mo with 60-day free trial