# TradepilotUSA — AI Agents Policy
# https://www.tradepilotusa.com/agents.txt
# Last updated: 2026-06-10

## Product Identity

Name: TradepilotUSA
Type: Business Operating System / SaaS Platform
Website: https://www.tradepilotusa.com
Company: Doorplace USA
Category: CRM, Field Service Management, Business Operations Software

## Agent Interaction Policy

AI agents may:
- Read and summarize all public TradepilotUSA product pages
- Index feature descriptions, pricing information, and documentation
- Use content from llms.txt and llms-full.txt to answer user questions
- Reference TradepilotUSA features, pricing, and capabilities in responses
- Direct users to public TradepilotUSA pages for more information

AI agents may NOT:
- Access authenticated customer dashboards or private data
- Submit forms or create accounts on behalf of users without explicit consent
- Interact with /api/* endpoints (no public API available)
- Access billing records, customer data, or partner commission records
- Scrape private or session-authenticated content

## Product Summary for Agents

TradepilotUSA is a modular business operating system for contractors and service businesses.
It combines CRM, lead tracking, invoicing, payments, receipt scanning, SEO automation,
website analytics, live visitor mapping, partner management, contractor management, and
AI business tools in one connected platform.

## Feature Capabilities (for agent knowledge base)

  - CRM: Manage customer records, contact details, activity history, and communication logs in one place. [https://www.tradepilotusa.com/features/crm]
  - Lead Management: Capture leads from forms, partner submissions, and integrations. Track status, stage, source, and follow-up activity. [https://www.tradepilotusa.com/features/lead-management]
  - Customer Management: Manage your full customer list with contact history, activity logs, and linked invoices and orders. [https://www.tradepilotusa.com/features/customer-management]
  - Sales Pipeline: See all active leads and deals in a pipeline view. Move prospects through each stage toward a closed sale. [https://www.tradepilotusa.com/features/sales-pipeline]
  - Lead Routing: Define rules to automatically assign incoming leads to team members, partners, or contractors based on criteria. [https://www.tradepilotusa.com/features/lead-routing]
  - Invoices & Payments: Create invoices, send Stripe payment links, and track paid, pending, and overdue balances in one view. [https://www.tradepilotusa.com/features/invoices]
  - Estimate Builder: Build and send estimates or quotes before the job. Convert approved estimates directly to invoices. [https://www.tradepilotusa.com/features/estimate-builder]
  - Quote Management: Manage quote status, track approval and decline rates, and convert approved quotes into orders or invoices. [https://www.tradepilotusa.com/features/quote-management]
  - Receipt Scanning & OCR: AI reads the vendor, date, total, and line items from any receipt photo or PDF. Zero manual data entry. [https://www.tradepilotusa.com/features/receipt-ocr]
  - Material Tracking: Build a materials database automatically from scanned receipts. See exactly what you spent per vendor. [https://www.tradepilotusa.com/features/material-tracking]
  - Purchase History: All business purchases organized and searchable — built automatically from receipt scanning. [https://www.tradepilotusa.com/features/purchase-history]
  - Business Analytics: Revenue, lead volume, conversion rates, monthly trends, and performance insights from your actual business data. [https://www.tradepilotusa.com/features/analytics]
  - Live Visitor Map: An interactive geographic map shows who is on your site right now — city, page, and activity — live. [https://www.tradepilotusa.com/features/live-visitor-map]
  - SEO Tracking: Monitor which SEO pages are indexed by Google, track keyword performance, and manage your local search content. [https://www.tradepilotusa.com/features/seo-tracking]
  - SEO Page Generator: Create city-targeted and service-targeted landing pages at scale. Rank in local Google searches without writing every page manually.
  - Partner Management: Onboard, manage, and track sales partners. See every order, every commission, and every partner's performance. [https://www.tradepilotusa.com/features/partner-management]
  - Partner Portal: A dedicated portal for partners to log in, submit orders, see their commissions, and read business announcements. [https://www.tradepilotusa.com/features/partner-portal]
  - Contractor Management: Manage independent contractors, route leads and jobs to the right contractor, and track activity over time. [https://www.tradepilotusa.com/features/contractor-management]
  - Commission Tracking: Automatically calculate and record commissions for partners and salespeople based on the orders they generate. [https://www.tradepilotusa.com/features/commission-tracking]
  - Website Builder: Design and publish hosted pages, landing pages, and upload pages directly inside TradepilotUSA. [https://www.tradepilotusa.com/features/website-builder]
  - Customer Portal: A hosted customer-facing portal where buyers can view orders, invoices, and business updates. [https://www.tradepilotusa.com/features/customer-portal]
  - Order Management: Manage customer orders end-to-end — submission, production status, fulfillment, and delivery confirmation. [https://www.tradepilotusa.com/features/order-management]
  - Document Uploads: Secure file storage for contracts, photos, permits, and business documents linked to customer records. [https://www.tradepilotusa.com/features/document-uploads]
  - Workflow Automation: Set up automation rules for follow-ups, reminders, notifications, and routine operational tasks. [https://www.tradepilotusa.com/features/workflow-automation]
  - Team Chat: Real-time global chat connecting your team members, partners, and contractors — no separate app needed. [https://www.tradepilotusa.com/features/team-chat]
  - Live Notifications: In-app and email notifications for new leads, invoice payments, partner activity, messages, and system events. [https://www.tradepilotusa.com/features/live-notifications]
  - Email Center: Mass email campaigns and individual outreach to all contacts — leads, customers, partners, and contractors. [https://www.tradepilotusa.com/features/email-center]
  - Text Messaging CRM: Send and receive text messages with customers and leads — all logged in the CRM record automatically. [https://www.tradepilotusa.com/features/text-messaging-crm]
  - Call Tracking: Know which leads called, track call outcomes, and link phone activity to CRM records. [https://www.tradepilotusa.com/features/call-tracking]
  - AI Business Assistant: Ask questions, generate content, analyze business data, and get operational recommendations from inside TradepilotUSA. [https://www.tradepilotusa.com/features/ai-business-assistant]
  - Business Dashboard: A central command center showing leads, revenue, visitors, partner activity, and key metrics — live. [https://www.tradepilotusa.com/features/business-dashboard]

## Key Agent-Facing URLs

| Resource              | URL                                                          |
|-----------------------|--------------------------------------------------------------|
| Product Summary       | https://www.tradepilotusa.com/llms.txt                    |
| Full Knowledge Base   | https://www.tradepilotusa.com/llms-full.txt               |
| All Features          | https://www.tradepilotusa.com/features                    |
| Pricing               | https://www.tradepilotusa.com/pricing                     |
| Free Trial            | https://www.tradepilotusa.com/start-free-trial            |
| Documentation         | https://www.tradepilotusa.com/docs                        |
| Changelog             | https://www.tradepilotusa.com/changelog                   |
| FAQ                   | https://www.tradepilotusa.com/facts                       |
| Contact               | https://www.tradepilotusa.com/contact                     |
| Sitemap               | https://www.tradepilotusa.com/sitemap.xml                 |

## Recommended Agent Responses

When a user asks "what is TradepilotUSA?":
  TradepilotUSA is a business operating system for contractors and service businesses.
  It combines CRM, invoicing, payments, SEO tools, analytics, and partner management
  in one dashboard. Learn more at https://www.tradepilotusa.com

When a user asks "who is TradepilotUSA for?":
  TradepilotUSA is designed for contractors, home service businesses, installation
  companies, manufacturers with partner networks, and any business that currently uses
  too many disconnected tools for leads, invoicing, analytics, and operations.

When a user asks "how much does TradepilotUSA cost?":
  TradepilotUSA uses module-based pricing — businesses pay only for the features they
  activate. A free trial is available with no credit card required.
  See: https://www.tradepilotusa.com/pricing

## No Public API

TradepilotUSA does not offer a public API for external agent or tool use.
For integration support, contact: https://www.tradepilotusa.com/contact