Every TradeBrain partner gets a named agent that reads their inbox, their task board and their books, does the recurring back-office work every day, and hands over a short list to approve each morning. Eight are running right now for trade and service businesses in BC.
Volt · An electrical contractor
3 overdue invoices reviewed, 2 reminder emails drafted. Receipts from yesterday filed to QuickBooks. Payroll draft ready for Thursday.
Stella · window and property services
2 quote requests turned into estimates. 4 e-transfers matched to jobs. Snow-contract pacing: 62% of target, 3 weeks early.
Biscuit · Hiring
7 new applicants scored. 2 shortlisted with reasons. Interview slots proposed.
Chad · Approves 6 items, edits 1, sends. Total: 11 minutes.
Not a chatbot. A scheduled worker with read access to your real business data and a written playbook for how your business does things.
Reads every new email, sorts what needs you from what doesn't, drafts the reply in your voice, and files the rest. Quote requests become estimates the same day.
Invoices go out on time, overdue accounts get a reminder on a schedule, every e-transfer is matched to a job, and the owner gets one money email a week.
Posts the job, scores every applicant against a rubric with two sentences of reasoning, proposes interview times, sends the contract and runs the 30-, 60- and 90-day check-ins.
Daily bank feed, receipts matched to transactions, GST tracked as you go, a one-page close every quarter. It proposes entries; it never files a return or moves money.
Pulls hours, flags the runaway clock punch, drafts payroll for approval every two weeks, and keeps the team's schedule and time-off in one place.
Every Monday: what's ahead, what's slipping, what the numbers say, and three things worth doing this week. Written for an owner with eight minutes, not a board.
Every agent runs from a written playbook for that business, learns from the owner's corrections, and reports what it did in plain English. Correct it once, and it stays corrected.
Inbox triage, receipts, payables and receivables review, billable-time audit, the biweekly payroll loop and the Friday money email to the owner.
Quote requests to estimates, e-transfer reconciliation, customer follow-ups and the seasonal pacing report against target.
Runs the sales pipeline out of Gmail, one label per stage, from first enquiry to estimate to booked job. Every email drafted for the owner to send.
Operations manager for a 12-walker team: bookings, coverage, client onboarding, walker payroll, reviews. Proposes, the owner approves, it executes.
Offer to contract to signature to onboarding to milestone check-ins. Screens Indeed applicants against a role rubric and posts a daily shortlist with reasons.
Order intake to draft invoice, stock and store audits, website to-dos, and a weekly capture of everything the maker said so nothing gets asked twice.
Daily bank feed, receipt matching, GST tracking, bank reconciliation and the quarterly close packet. Draft-and-flag only for anything touching real numbers.
Reads analytics, search data, revenue and the lead list every Monday morning and turns it into three or four tasks worth doing this week.
Named on day one of a Systems Build. Reading your inbox by week two. Running the recurring admin by day ninety, with you approving from your phone.
The agent proposes. The owner or Chad approves. Then it executes. Anything reversible and internal (filing, labelling, reconciling, drafting) it can do on its own. Anything that reaches a customer or a staff member, moves money, or can't be undone waits for a human.
Each agent runs from standard operating procedures written for that business: how you quote, when you chase, what you never say to a customer. A correction typed once rewrites the procedure. It does not repeat the mistake.
Every run leaves a note: what it read, what it did, what it wants you to decide. One roll-up each morning, one summary each Monday. You can audit any action back to the source.
Gmail or Outlook. Google Drive. QuickBooks. Todoist or your task board. Slack. Jobber, ServiceTitan, Housecall Pro, PetPocketbook, Square, Customer Factor or whatever runs your jobs. Indeed for hiring. Built on Claude by Anthropic, hosted and maintained by TradeBrain in Canada.
Owner-run trade and service businesses with 2 to 20 people who already have more admin than the owner can hold. It is not for a one-person startup with no email volume, and not a replacement for your accountant.
The agent is part of the Systems Build and Operating Partner engagements, not a subscription on its own, because it needs the pricing, SOPs and processes those build. Scoped on a free consultation.
It is not a chatbot on your website, it does not answer your phone, and it will never send a customer an email you have not seen. If someone sells you an AI that does all three unsupervised, be careful.
Thirty minutes. Bring your inbox and your overdue list. We’ll show you which of the six agents above is closest to what you need and what the first ninety days would look like.
Prefer email? chad@tradebrain.ca. Chad replies within one business day.