Catch, your office manager

Catch is your AI office manager. It keeps an eye on your calls, quotes, bookings and reviews, and does the admin with you.

To talk to Catch, tap "Ask Catch anything…" on most pages, or open Help and choose "Ask Catch". You can also ring Catch on the Catch line.

Your customers never hear the name Catch. Calls, texts and emails to them are always in your business's name.

You can ask about your business in plain words. For example: "Who rang today?", "Show me the quotes that haven't been opened", "When's my next free slot?", "Find Sarah's number", or "How was my week?"

Catch can also do things for you, with your OK. It can book, move, cancel or finish a job, send a quote or draft one from a description, and send a review request. It can draft a reply to a review, add a note to a customer, update their contact details, and set up a callback.

You can ask it how to do things in TradeCatch too. It answers from this help.

Each day, Home greets you with what needs you first, like someone waiting for a call back or a review needing a reply.

Catch suggests next steps beside your calls, quotes and customers, such as "Call back" or "Chase the quote". It also sends you "Your week from Catch" by email each Friday. You can turn that off in Settings, under Weekly report.

Once Calls is set up, your AI receptionist answers your missed calls and texts you each new lead, without you asking.

Not when you ask it to do something. Every action shows a card that says it needs your OK, with Confirm and Cancel. Nothing happens until you tap Confirm.

A few things run on their own once you switch them on: quote follow-up texts, automatic review requests, missed-call callbacks and Marketing. They are all off until you turn them on.

One is on from the start: customers get a reminder before a booked job. You can switch that off in Bookings, under Settings.

The Catch line is a phone number you ring to hear your day from Catch, hands-free. It reads out what needs you, then answers your questions.

To set it up, open Settings and find "Ring Catch for your day". Enter your mobile and tap "Confirm my mobile". Then ring the Catch line from that mobile.

For now it only tells you things. It can't text, book or change anything yet. Calls last up to five minutes, and it won't answer a withheld number.

You can ask Claude or ChatGPT about your business, and they'll answer from your TradeCatch account: your calls, enquiries, diary, quotes, customers and reviews. They can only look things up. They can't send messages, book jobs, or change or delete anything.

In Claude or ChatGPT, go to Settings and add a custom connector with the address https://app.tradecatch.ai/api/mcp. You'll also find it, ready to copy, in TradeCatch under Settings, Catch & apps.

In Claude: 1. Settings › Connectors › Add custom connector 2. Paste your address, then Add 3. Connect, sign in, and Allow

In ChatGPT, custom connectors sit under developer mode: 1. Settings › Apps, then turn on Developer mode 2. Create a connector and paste your address 3. Sign in, and Allow

You'll be asked to sign in with your TradeCatch email and password. TradeCatch then shows you exactly what the app will be able to see. Tap Allow, and you're connected.

Try asking "What calls did I get today?" or "Who's waiting for a call back?"

To disconnect, open Settings in TradeCatch and tap Remove under Connected apps. It loses access straight away. You can remove the connector in Claude or ChatGPT too.

The greeting on Home picks the first few things that need you. That's people waiting for a call back, quotes a customer has accepted but you haven't booked in, and reviews waiting for a reply.

Tap any of them to go straight to it. Once you've dealt with it, it drops off the list.

Nothing Catch does for you happens without your OK, so tap Cancel if it's offering the wrong thing. Some changes, like a customer's details, also have an Undo button afterwards.

Please tell us, so we can fix it. Open Help, choose "Send feedback", then "Report an issue". Or email us at support@tradecatch.ai.