AI TOOL PROFILE
Cadobook: AI Business Automation for Service Trades
- Finance and Accounting
- Billing and Invoicing
- Small business owners in service trades
- Mid-market service companies
- Field service operators
- Contractors with multiple team members
Pricing
Cadobook uses a monthly subscription model and offers a 14-day free trial with full feature access.
At a glance
- Best for
- Small business owners in service trades, Mid-market service companies, Field service operators, Contractors with multiple team members
- Key use cases
- Bid Preparation, Payment Collection, Lead Capture, Team Scheduling
- Integrations
- Stripe, Google Calendar
- Official website
- Visit Cadobook official website
How AI is used
Cadobook is a business automation platform for service-based businesses such as plumbers, electricians, and HVAC technicians. It supports the generation of professional quotes using natural language input and helps automate invoicing through Stripe integration.
The tool is designed for small and mid-market companies that handle customer inquiries and scheduling. It provides a centralized system for lead capture, team scheduling, and client communication via a dedicated customer portal.
Beyond billing, the platform includes an AI voice receptionist for call handling and a knowledge-base-driven chatbot for website support. This is designed to help service providers manage customer engagement.
Buyers should confirm how their current payment workflow aligns with Stripe and review the available reporting tools, as the platform focuses on the quoting-to-payment cycle.
Key Features
AI-Powered Quote Creation
Supports branded quote generation using natural language input and pricing suggestions.
Automated Invoicing
Helps convert approved quotes into invoices and sends payment reminders via Stripe.
Online Appointment Booking
Provides a branded booking page where customers may schedule services and pay deposits.
AI Voice Receptionist
An automated phone assistant designed to answer calls, capture quote requests, and book appointments.
Customer Portal
A secure area for clients to view quotes, approve jobs, and make payments using email OTP login.
Workflow Automation
Uses triggers to help create jobs or send emails when specific events, such as a booking, occur.
Custom Landing Pages
Creates link-in-bio style pages to host booking links, lead forms, and social profiles.
Use Cases
Bid Preparation
Using natural language prompts to generate professional quotes for potential clients.
Payment Collection
Managing the invoicing process and following up with customers via automated reminders.
Lead Capture
Collecting customer information through embedded web forms and an AI voice assistant.
Team Scheduling
Managing staff shifts, time off, and availability through a team rota.
Integrations
- Stripe
- Google Calendar
FAQ
How does Cadobook handle quote creation?
- It uses AI to generate quotes from natural language input, pulling pricing data and applying markup rules to create branded documents.
Does Cadobook charge a fee on top of processed payments?
- No, Cadobook does not take a percentage of payments; however, standard Stripe processing fees apply.
Can I test the software before paying?
- Yes, the platform offers a 14-day free trial that provides access to its features.
Is the customer portal secure?
- The portal uses encryption and a secure email OTP (one-time password) login system.
Source category: Finance & Accounting
Source subcategory: Billing & Invoicing
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