Product modules
Everything from first call to final payment
Trades Workflow is built as a connected contractor workflow, not a pile of disconnected tabs. Each module strengthens the next one.
Workflow map
Customers, jobs, work orders, dispatch, technician closeout, estimates, invoices, payments, and follow-up stay connected.
Customer
A new or returning customer calls, submits a request, or is added from the office.
Job
The office captures the job type, service location, priority, notes, and promised time window.
Work Order
Trades Workflow turns the job into a dispatchable work order with labor, materials, photos, and closeout details.
Dispatch
Dispatch sees the day, tech availability, skill fit, location context, and route impact before assigning.
Technician Portal
The tech receives the work, adds notes, photos, materials, labor, signatures, and closeout status.
Estimate or Invoice
Approved work becomes an estimate, proposal, invoice, payment record, and clean customer history.
Follow-Up
After payment, the team can send review requests, membership offers, and service reminders.
Complete product tour
The homepage tells the connected workflow story. This is the detailed home for every module—what it does, why contractors need it, and how it fits into the operation.
Customer CRM
One record for every customer, property, contact, conversation, job, estimate, invoice, and membership.
Jobs
Turn calls into organized jobs with priorities, trade details, site notes, and clear next steps.
Work Orders
The field-ready record for each visit, including notes, photos, labor, materials, status, and closeout.
Dispatch Board
A modern dispatch view for open work, technician availability, urgent jobs, and route context.
Technician Portal
A focused mobile workflow for the field: today, job details, GPS context, notes, photos, labor, materials, and closeout.
Estimates
Create professional service estimates and Good/Better/Best options that are easier for customers to approve.
Invoices
Build invoices from work orders, approved estimates, labor, and materials so billing is not a second job.
Payments
Record cash, check, and external payments now, with online payment workflows ready when a processor is configured.
Inventory and Price Book
Keep common services, materials, and prices organized so estimates and invoices stay consistent.
Purchase Orders
Turn estimate or job material needs into cleaner purchasing records.
Timecards
Track technician time in a way that supports payroll review and job costing.
Equipment History
Track systems, units, model numbers, serial numbers, service notes, photos, and replacement context.
Customer Portal
Give customers a professional place to view estimates, invoices, memberships, and job-related links.
Memberships
Create maintenance plans and recurring service offers that help customers return before something breaks.
Review Requests
Make it easier to ask happy customers for a review right after the job is finished.
Marketing Follow-Ups
Support repeat business with service reminders, membership offers, seasonal campaigns, and win-back workflows.
QuickBooks-Ready Records
Reduce double entry with accounting-ready customer, invoice, and payment data.
AI Assistants
AI-assisted workflows are positioned as helpers for intake, summaries, estimates, and follow-up, not replacements for your team.
See Trades Workflow with your own workflow
A demo is the fastest way to see how your calls, technicians, estimates, invoices, and follow-ups would run inside the platform.