Business assistance
TradePocket AI Business Assistant: review a follow-up before sending
Review daily priorities, clarify job notes and check the customer, timing and wording of a suggested follow-up before you approve it.
The TradePocket AI Business Assistant is designed to help you spot quiet periods, identify customers who may be due for a follow-up and prepare a message you can edit. You decide whether the suggestion fits the customer and the work you can actually take on.
That review matters. A past service date does not prove someone needs another visit, and an opening in the diary does not make every job a good fit. Use the suggestion as a starting point for a decision you can explain.
Begin with the time you can offer
Imagine an illustrative situation: you have a two-hour opening on Thursday afternoon. One hour is available for the visit, with the rest needed for travel and a reasonable buffer. You want a nearby routine service, not a job with an uncertain scope.
Before considering a customer, confirm that the opening is real and that you have the equipment and time for the proposed work. Account for requests you have already promised to hold. A reminder should never offer availability that another customer is already expecting.
The quiet-afternoon planning guide explains how to define the capacity before choosing who to contact.
Check the reason for contacting this person
Suppose the TradePocket AI Business Assistant suggests following up with Maya, whose previous service was recorded about a year ago. Review the actual record before approving anything:
| Check | What you find | Decision |
|---|---|---|
| Previous service | The job note says Maya asked to be contacted around this time | There is a specific reason to consider a reminder |
| More recent work | No later visit appears in your records | Check any unrecorded conversation before assuming another visit is due |
| Location and scope | The property is nearby and the previous work fits the opening | The timing is plausible, subject to the customer's current needs |
| Contact preference | The recorded preference permits the proposed contact | Use that channel; do not treat a suggestion as permission to market |
If the history is incomplete, check it first. If Maya has moved, recently booked, declined reminders or needs work that does not fit, dismiss or change the suggestion. The assistant's recommendation does not override those facts.
Edit the message around what you know
A useful example is:
Hi Maya, you asked us to check back around this time after last year's service. Would you like to discuss another visit? I have some availability next week, or we can find another time that suits you.
Use that wording only when the request to check back is in the real history. Otherwise, change the opening to match what you can verify. Do not describe the service as overdue or urgent unless that is accurate and supported.
Read the recipient, reason, timing and next step together. Remove any promise you cannot keep and confirm that the contact respects the customer's preferences and applicable communication rules. More follow-up message examples can help you choose a suitable tone.
Approve the message, then handle the reply
The TradePocket AI Business Assistant keeps the decision to send with you. A prepared message is not a confirmed booking. If the customer replies, agree the scope and timing through your normal booking process before treating the visit as firm.
If they decline, respect the answer and update the relevant preference. If they do not respond, do not turn a useful reminder into repeated pressure. Once the available time is filled, stop offering that opening to other customers.
Summarize what needs attention
The TradePocket AI Business Assistant can bring confirmed jobs, outstanding invoices and customer follow-ups together in a daily summary. Use it to decide what needs attention, then check the underlying records before acting.
For example, a confirmed afternoon visit, an unpaid invoice and a requested service reminder need different responses. Confirm the visit details, check whether the invoice is actually overdue and review the customer's reminder request. A summary should help you keep those distinctions clear.
Turn rough job notes into a clearer record
The TradePocket AI Business Assistant can help turn a rough job note into a clearer summary for your own records. Review the proposed wording before saving it, especially measurements, equipment details, work completed and anything the customer approved.
For an illustrative note such as "part ordered, return time not agreed", a clear version is "Replacement part ordered. Return visit still to be arranged with the customer." It should not become "Repair completed" or imply that a visit has been confirmed. Keep uncertain details visible until you can check them.
Explore the TradePocket AI Business Assistant to review daily priorities, clarify job notes and prepare useful follow-ups. You check the suggestion and choose the next action.
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