Getting Started with DramTrade
Set up your home services business on DramTrade — dispatch, CRM, invoicing, and AI voice agents in one platform.
Getting Started with DramTrade
DramTrade is the home services operations platform built for HVAC, plumbing, electrical, and appliance repair businesses. It combines a real-time dispatch board, customer CRM, invoicing, membership plan management, and AI-powered voice agents into a single command center — so your team spends less time on admin and more time on jobs.
This guide walks you from first login to your first completed job order.
Prerequisites
- A DramTrade account provisioned by your DramWell account manager
- Your company's business license number and service area ZIP codes
- At least one technician email address ready to invite
- A credit card or ACH account on file for payment processing
What You Can Do
- Dispatch board — drag-and-drop job scheduling with real-time technician GPS tracking
- Customer CRM — full contact history, equipment records, and service notes per property
- Invoicing — create, send, and collect payment on invoices from the field or office
- Membership management — sell and manage recurring maintenance plan subscriptions
- AI voice agents — automated inbound call handling, booking confirmation, and follow-up outreach
- Job costing — track parts, labor, and margin per job
- Reporting — revenue, technician utilization, and conversion dashboards
First Steps
1. Log in to DramTrade
Navigate to trade.dramwell.ai and sign in with the credentials your account manager provided. If this is your first login, you will be prompted to set a new password.
2. Complete Company Setup
Go to Settings > Company Profile and fill in:
- Business name, address, and phone number
- Service area (ZIP codes or radius)
- Business hours and after-hours routing preference
- Logo upload (used on customer-facing invoices and emails)
Save your changes before moving on.
3. Add Your Technicians
Go to Team > Technicians and click Invite Technician. Enter each technician's name, email, and role (Technician, Lead, or Subcontractor). They will receive an invite email to download the FieldGenius companion app and set up their account.
Assign each technician a primary skill set (HVAC, Plumbing, Electrical, Appliance) so the dispatch board can surface availability by trade.
4. Configure Your Services Catalog
Go to Settings > Services and add the services your company offers. For each service, set:
- Service name and category
- Default labor rate and estimated duration
- Any required parts or equipment
This catalog powers both your dispatch board and your AI voice agent's booking flow.
5. Create Your First Job
Go to Dispatch > New Job and fill in:
- Customer name, address, and phone number (or search an existing CRM contact)
- Service type and description of the problem
- Preferred date and time window
- Assigned technician
Click Create & Dispatch. The technician will receive a push notification in FieldGenius with the job details.
6. Configure Your AI Voice Agent
Go to AI Agents > Voice and complete the setup wizard:
- Connect your business phone number (Twilio provisioning is automatic)
- Select which call types the agent should handle (inbound booking, estimate follow-up, membership renewals)
- Record or upload your greeting, or use the AI-generated default
- Set escalation rules for calls the agent cannot resolve
Enable the agent when you are ready to go live. All call transcripts and recordings are stored under AI Agents > Call Log.
7. Send a Test Invoice
Go to Jobs and open the job you just created. Click Create Invoice, add any parts used, and click Send to Customer. The customer receives an email with a pay-now link. You can also collect payment in person via the FieldGenius app.
Next Steps
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