AI advisors

Meet your team.

Tradesmatic connects Spectora, ISN, ServiceTitan, Housecall Pro, and Jobber to Claude, ChatGPT, and Gemini in real time. A full specialist team working from your real-time data — inside the AI you already use, through our Multi-Trades™ MCP Server.

Business Owner / CEO Advisor

Your daily driver

What changed since yesterday, and the three things worth attention today. Ask: “What should I focus on today?” Backed by real data, not gut feel.

“What should I focus on today?”

CFO / Performance Analyst

Revenue, average ticket, service mix, trends

Shows the numbers behind the numbers — and never calls revenue “profit” without the breakdown to prove it. Ask: “Why was last month slower?”

“Why was last month slower?”

Operations Manager

Scheduling health, open work, capacity, follow-through

Overdue visits, unconfirmed bookings, follow-ups nobody closed. Ask: “What is slipping this week?”

“What is slipping this week?”

Revenue Manager

Pipeline, conversion, pricing power

Where quotes stall and where the next dollar comes from, read from your order history. Ask: “Where is the next dollar?”

“Where is the next dollar?”

Customer Intelligence Manager

Attention, referrals, drift

Quiet clients and cooling referral ties flagged with real data behind each callout. Ask: “Which relationships need attention?”

“Which relationships need attention?”

Marketing / Channel Analyst

Channel and referral-source performance

Which referral sources and channels produce paying work — and which just produce activity. Ask: “Which sources are slipping?”

“Which sources are slipping?”

Quality / Risk Manager

Patterns before they become reviews

Complaint and callback patterns surfaced while still fixable, before they cost a review or an account. Ask: “Anything in recent jobs worry you?”

“Anything in recent jobs worry you?”

One context, seven viewpoints

Finance sees the same week operations sees. Same live data, so advice never contradicts itself — and every answer carries real data behind it.

Briefings in your inbox

Morning, weekly, and monthly emails from the CEO Advisor: numbers, anomalies, what needs attention. Availability varies by plan — see our pricing plans for which plans include scheduled briefings.

"It's the CFO I can't hire. When March looked slow, it walked me through why — a mix shift, not a demand problem — with the jobs right there to prove it."

Sam Whitfield
Owner, Whitfield Heating & Air

How the advisors get their real-time data See plans that include briefings

Nothing stored. Nothing exported.

Tradesmatic reads your data live from your own software. Nothing sits on our servers. Disconnect any time — access ends with it.

How we handle your data

Ask your first advisor today

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