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DramWell Docs
Getting StartedKnowledge BaseHow-To GuidesAPI Reference
  • Getting Started
  • Knowledge Base
    • Account & Setup
    • DramTrade
      • Dispatch & Scheduling
      • CRM & Customers
      • Invoicing & Payments
      • Membership Management
      • AI Voice Agents
      • Communications
      • Integrations
      • Reporting & Analytics
      • Settings
    • FieldGenius
    • DramGuest
    • DramPulse
    • Admin Portal
    • Mail Server
  • How-To Guides
  • API Reference
  • Changelog
DramTrade

Dramtrade

Dispatch & Scheduling

Manage your field operations from a single board — create jobs, assign technicians, and optimize routes with AI-assisted dispatch.

CRM & Customers

Build complete customer profiles, manage leads through a sales pipeline, track equipment, and give customers self-service access through the customer portal.

Invoicing & Payments

Create invoices, collect payment via Stax, send payment links, and build precise quotes with the CPQ builder — all connected to your price book.

Membership Management

Create recurring membership plans, enroll customers, manage billing, and use retention tools to keep members engaged and reduce churn.

AI Voice Agents

Deploy ElevenLabs-powered conversational AI for outbound calling, automate follow-ups, grade calls for quality, and coach your team with AI-generated insights.

Communications

Send and receive SMS, email, and voice calls from a unified inbox — plus automate notifications, run campaigns, and manage templates across all channels.

Integrations

Connect DramTrade to your accounting, fleet, payment, review, and direct mail platforms for a fully automated operations stack.

Reporting & Analytics

Track operational performance, revenue, job costing, and technician productivity from a unified analytics dashboard — with AI-generated insights surfacing what matters most.

Settings

Configure your company profile, service zones, job workflows, pricing rules, notification templates, webhooks, and the customer booking widget.