TradeBird
New customer setup
Setup progress
Step 1 of 8
Plan
Business
Service area
Jobs & hours
Tone & pricing
Notifications
Agreement
Review
Section 1 of 8

Pick your plan

This decides what we ask you next, so let's start here.

Section 2 of 8

Your business details

This is how TradeBird introduces itself to your customers. Get this right and every message sounds exactly like you.

This is how TradeBird signs off — "- Jye" — so customers think they're talking to you directly.

For your TradeBird invoices once the free month ends.

This is the number your customers currently call. We'll send you simple instructions to set up "forward when unanswered" from this number to your new TradeBird number — your phone keeps working normally for everything else.

This is also your login for your TradeBird dashboard.

Section 3 of 8

Your service area

TradeBird needs to know where you work so it never books a job you can't get to.

📍

If a customer is outside your service area, TradeBird will let them know politely instead of booking a job you'd have to turn down.

Your workshop, depot, or home base — wherever you start your day from.

Section 4 of 8

Jobs & working hours

Tell us what you do, what you don't do, and when you work. This stops TradeBird ever booking the wrong job at the wrong time.

List 4-6 common job types so TradeBird knows what to accept.

Optional but useful — TradeBird will politely flag these for a callback rather than booking them in.

Section 5 of 8

Tone, pricing & what we collect

This is what makes TradeBird sound like you, not a robot — and how it handles the money question.

Optional — we'll make sure these never appear in your messages.

A rough dollar figure — this powers the "Potential Revenue" number on your dashboard. Doesn't need to be exact.

TradeBird collects these one question at a time, then sends you a "lead booked" SMS with all the details.

Section 6 of 8

Notifications & your job system

How TradeBird alerts you to a new lead, and where the job details land.

TradeBird texts this number every time a job is booked — and instantly for anything urgent (no power, gas leak, etc).

Section 7 of 8

Quick agreement

The legal bit — short and plain English.

Section 8 of 8

Anything else, and you're done

One last optional question, then send it through.

Optional — anything that helps TradeBird represent your business better.

🐦

Once you submit, we'll set up your dedicated number, configure TradeBird to your answers above, and text you a confirmation the moment it's live on your number.

TradeBird

You're all set.

Your onboarding details have been submitted. We'll have TradeBird live on your number shortly — and we'll text you to confirm the moment it is.

What happens next

1

We configure TradeBird specifically for your business — your tone, your jobs, your area

2

We set up your dedicated TradeBird number

3

We send you simple call forwarding instructions — 60 seconds to set up

4

We run a full test together — you'll see TradeBird in action before going live

5

TradeBird goes live. Never miss another job on the tools.