Member dashboard
You member dashboard is where you will find all the information about your service. To login to your member dashboard, go to the home page (www.tradiepal.ai) and click on login button on the top right hand corner. If you are already logged in, you will see a link to the dashboard.
When you login, you are taken to the main dashboard. This is where you see your service details such as your current plan, your service number, and your usage for the current billing period. There is also an Upgrade button if you wish to upgrade or downgrade your subscription plan.
Usage
If you click on the “Usage” link from the menu on the left, you will be taken to the usage screen. This is where you can see details of all the calls and text conversations that your receptionist has handled. It shows the date and time, the caller name if available, phone number, reason for call, complete transcript, call summary, call category (one of business, personal, or spam). You have the option to filter your calls by the call category. This is handy, if you only want to see business calls. There is an option to switch between call records and SMS records by clicking on the button at the top of the table, as highlighted in the screen shot.
By default, you will be shown the usage for the current month. You can switch to a different month by selecting the period from the drop down menu as shown below. You can check call records for the past three months.
Payment
When you click on Payments, you will see two buttons - "View Payment Details" and "Cancel Subscription". View Payment Details let's you update your payment information such as add a new card, update existing card, download invoices. Follow the steps provided to update your credit card information or switch to a different payment method if you wish to do so. We support a number of different payment options and credit cards. You can also update your billing information and download past invoices.
The Cancel Subscription button let's you cancel your Tradie Pal subscription. If you cancel your plan, you will be billed for the current billing period and your subscription will not renew at the end of the current billing period. Also note that once your plan is cancelled, your service number if released and you will not have access to it anymore. If you re-activate your subscription at a later date, you will be assigned a new service number.
Change Plans
If you wish to switch plans, you can select “Plans” from the menu. This page allows you to upgrade or downgrade your plan.
Settings
This is where you can change any information that you entered during the sign-up process. When you select “Settings” from the menu, you will see all the information that is currently setup for your account. Profile Settings include general settings and service related settings.
General settings include your name (First name, Last name, profile picture, phone number, and password).
To change this information, simply update the specific information that you wish to change and click on "Save Profile". The phone number is your registered mobile phone. In order to change your mobile phone number, it needs to be verified first by clicking the "GET OTP" button. A one time passcode will be sent to your device to verify your new mobile phone number. Once its verified, you can save your profile. Your new number will be used for all future communications.
Service settings include all the service related details:
Welcome greeting
This is the greeting that your receptionist will greet all callers with when they answer an inbound call. You can change this to make it relevant for your business. Some examples include:
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“Thanks for calling John’s plumbing service. How can I help you?”
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“Welcome to Greg’s Electrical Supplies. How may I help you today?”
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“Thanks for calling Bill’s Gardening Services. How may I assist you?”
Feel free to set a welcome greeting that is appropriate for your business and how you want to handle incoming calls.
Agent
This is your receptionist. You can change your receptionist if you wish. We have six receptionists (three male and three female) that you can choose from. You have the option to hear them speak before you select them. All receptionist are multilingual and can perform the same set of skills.
Spam filter
Tradie Pal agents are trained to identify marketing and robocalls. If you turn this setting on, your receptionist will not send you an SMS notification when they answer a spam call. This ensures you don’t get spammed with an SMS each time your agent answers such calls. Note, the calls are still recorded and the call details are stored in your member dashboard and available in the “Usage” section.
Language selection
Your receptionist is fluent in 12 languages: English, Spanish, Mandarin, Cantonese, Hindi, French, German, Greek, Russian, Italian, Indonesian, and Serbian. This setting decides the language in which you will receive SMS notifications from your receptionist. The default language is English. If you wish to receive notifications from your receptionist in a different language, you can change it here.
Business information
This is the most important setting and it will decide how well your receptionist can handle inbound calls and text messages. In this section, you must include information about the commonly asked questions about your business. All the information you enter in this setting will be memorised by your receptionist. They will use this information to respond to queries. If you entered your website address during the sign-up process, we may have tried to scan your website and summarise information here in a format that is appropriate for your receptionist to understand. If you see information in this section, you must make sure it is relevant and up-to-date. You can also add more information that is not present on your website. Include the information that your callers frequently ask when they call you. Break up the information into sections to make it easy for the receptionist to understand it. The information must be clearly stated so your receptionist can understand it and use it effectively. Here are a few examples on how to complete this section for your reference. Note the use of double hashes (##) to start a new section. You must follow this convention so that your smart receptionist can easily digest all the information provided.
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Example 1: John Citizen - Licensed roof plumber
## General information
John Citizen is a licensed roof plumber. He does residential and commercial work. Services include - drainage, fire protection, gas fitting, irrigation, refrigerated air-conditioning, roofing (storm water ), sanitary, water supply. John works from Monday to Friday from 8am to 4pm and on Saturdays from 8am to 1pm. John charges $150 for a visit and it includes 15 minutes of work. Additional time will be billed separately. If you have an urgent plumbing issue, John can do after hours visits. He charges $250 for an after hours visit. John can handle all roof plumbing jobs - big or small. John works in the Northern suburbs of Sydney.
## Booking appointments
- If they have a general plumbing issue, offer to book an appointment.
- If they book for a time that is seven days in the future, you can confirm the booking and ask for their address. Let them know that John will follow up with a text message.
- If they have an urgent plumbing matter that requires immediate attention, then take down their details but do not confirm the booking.
We will typically get back to them within a few hours and confirm the booking.
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Example 2: Sam Smith - Roof supplies
## General guidance
Sam supplies and installs transparent roofs for decks and pergolas. He supplies different brands - Laserlite, Palram, and Solasafe. Laserlite has a good UV rating of 80% and heat transmission of 50%, Palram has a UV rating of 70% and heat transmission of 75%, and Solasafe has the highest UV rating og 90% and a heat transmission rate of 60%. All the brands have different colours with the transparent being the most popular. We can cut the roofs to a specific size as per your requirement.
Depending on the material selected, we have different styles that can be used. The slope of the roof also depends on the roof material. Laserlite can support a more horizontal structure with a three degree slope, whereas Palram and Solasafe need a seven degree slope.
If you want us to install the roof, we can do that based on our availability. A standard pergola installation can take two weeks. If you have an existing pergola and just want the roof to be installed, then the installation time will be one week.
Pricing for the roof depends on the brand. Laserlite roof cost $150 per 200mm roof, Palram cost $125 per 200mm roof, and Solasafe costs $175 per 200mm roof. We do offer volume discounts for orders larger than hundred.
If you want your agent to escalate calls to different phone numbers based on certain rules, you can define them in this section. For example, you may want to transfer calls to different stores based on the caller's location, or you may have different numbers setup to handle different queries such as support, sales, etc. In order to specify the call transfer rules, you simply add a new section called ##TRANSFER NUMBER and define your rules as follow:
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Example 3: Aussie Crust- Pizza franchise
## General guidance
A national Aussie Pizza chain providing gourmet pizzas with delivery across all major Australian cities....
## TRANSFER NUMBER
Ask the caller for their postcode and then select the transfer number as per the following rules:
Post code : Transfer number
2000 - 2915 : 02 91201256
3000 - 3995 : 03 92451245
6124, 6123, 6025 : 08 924551234
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Example 4: Precision Peak Constructions - Builders
## General guidance
A residential building firm specializing in custom-built homes, multi-unit developments, and large-scale structural renovations.
## Services Offered
- Custom New Home Builds: The agent is trained specifically for tradies and understands the unique industry jargon involved in the design and construct process.
- Multi-Unit Developments: For developers calling about high-volume projects, the agent can capture key details and answer frequently asked questions regarding the firm's capacity and current project timelines.
- Major Structural Renovations: The agent can take booking requests for initial site consultations and feasibility assessments.
- Project Management & Consultation
## TRANSFER NUMBER
Ask the caller if they are calling about an existing project or its a new project inquiry and select the transfer number as per the rules below:
Inquiry : Transfer number
New project : 03 91234567
Existing project : 03 92451245
Other : 03 92451234
If you entered your website address during the sign-up process, we may have tried to scan your website and summarise information here in a format that is appropriate for your receptionist to understand. If you see information in this section, you must make sure it is relevant and up-to-date. You can also add more information that is not present on your website.
Call forward settings
This is the setting that decides if your receptionist will forward calls to you. There are three different rules provided - forward calls if caller asks, forward urgent calls, do not forward calls.
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Forward if caller asks: This rule would mean that your receptionist will do their best to answer questions from callers. If they are unable to provide an answer or if the caller requests to speak with you, they will forward the call to you.
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Forward urgent calls: This rule means that your receptionist will only forward urgent calls to you. Your receptionist will determine if a call is urgent or not based on the situation and then decide whether to forward the call. If they decide not to forward the call, they will note down the details and send you and instant SMS.
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Do not forward calls: In this mode, the receptionist will never forward the call to your mobile. No matter how urgent the matter is, they will not forward the call to your mobile. They will note down the details, inform the caller that your are not available at the moment and send you an instant SMS for your reference.
You have the option to include up to three rules to cover different time periods. For example, you can set “Forward urgent calls” on Monday, Tuesday and Wednesday from 8am to 3pm, then set “Forward if caller asks” on Thursday and Friday from 8am to 3pm, and finally “Do not forward” at all other times as shown in the example below. Custom schedule gives you complete flexibility to define the call forwarding rules based on your schedule and availability.
Note that if you add rules that have overlapping times, the highest priority rule will be applied.
If you are using your mobile phone as the main business line and Tradie Pal as a backup service to answer missed calls (Modes of Operation - Option 2), you must set the call forwarding rule to - "Do not forward", especially if your forwarding number is the same as your mobile number.
Call forwarding number
By default, your call forwarding number is your registered mobile phone. Any escalations, will be forwarded to your mobile. If you want to change your call forwarding number to a different phone number, you can do that here. You can forward calls to a mobile phone or a landline. Please ensure that you enter a valid phone number including the area code. This will ensure your escalations are handled correctly and the call is transferred to the right phone number.