Industries
Field-service software for the trades
Trades Workflow is built around real contractor workflows: emergency calls, scheduled service, technician closeout, estimates, invoices, memberships, and follow-up.
Choose your trade
Each industry page targets the workflows and search intent contractors care about.
HVAC
HVAC companies deal with seasonality, emergency calls, recurring tune-ups, equipment history, install opportunities, and a constant fight to keep the schedule profitable. Trades Workflow helps HVAC teams run the full workflow from first call to paid job.
IndustryPlumbing
Plumbing work moves from small service calls to emergency jobs to larger replacement projects quickly. Trades Workflow helps plumbing companies organize the call, dispatch the right person, capture proof from the field, and invoice faster.
IndustryElectrical
Electrical companies need clean scheduling, documentation, skill-aware dispatch, and professional estimates for jobs ranging from service calls to panel work and EV charger installs. Trades Workflow keeps the office and field aligned.
IndustryAppliance Repair
Appliance repair teams need fast scheduling, clear customer history, equipment notes, and parts visibility. Trades Workflow helps keep each visit organized from intake to invoice.
IndustryGarage Door
Garage door companies handle urgent repairs, replacements, openers, springs, and maintenance. Trades Workflow helps organize field work and customer follow-up in one workflow.
IndustryRoofing Service
Roofing service teams need photo-heavy documentation, clear estimates, and organized follow-up. Trades Workflow helps keep inspections, repairs, and invoices tied to the customer record.
IndustryHandyman and Service Contractors
General service contractors often handle many job types in one day. Trades Workflow helps keep customer requests, work orders, materials, labor, and invoices organized.
IndustryMaintenance Teams
Maintenance teams need a practical work order system for requests, assignments, assets, documentation, and closeout. Trades Workflow gives teams a cleaner operating layer.
Common workflows by trade
| Trade | Common workflows | Trades Workflow focus |
|---|---|---|
| HVAC | No-cool and no-heat calls, Seasonal tune-ups, Maintenance memberships, Replacement estimates, Equipment history, Invoice-ready work orders | HVAC dispatch gets messy when every call feels urgent. Trades Workflow keeps priority, location, equipment, membership status, and technician skill context in one place so dispatchers can make faster decisions without losing the bigger schedule. |
| Plumbing | Emergency dispatch, Drain and leak calls, Water heater estimates, Photo documentation, Job costing, Review requests | Leaks, backups, and no-water calls need fast triage. Trades Workflow helps the office separate urgent work from scheduled work and see which technician is best positioned to respond. |
| Electrical | Service calls, Panel work, EV charger installs, Safety documentation, Estimate approvals, Invoice-ready work orders | Electrical jobs can require different levels of experience and licensing. Trades Workflow helps teams think in terms of skill fit, priority, and route context instead of just who is free. |
| Appliance Repair | Model and serial tracking, Parts notes, Repair estimates, Customer communication, Follow-up visits | Model, serial, symptoms, photos, and access notes help reduce wasted trips and improve first-visit outcomes. |
| Garage Door | Urgent repair calls, Replacement estimates, Spring and opener jobs, Photo documentation, Invoice-ready closeout | Dispatch can see open jobs, assigned technicians, and priority context before deciding who should take the next call. |
| Roofing Service | Leak inspections, Repair estimates, Photo documentation, Crew scheduling, Invoice closeout | Roofing service often depends on visual proof. Trades Workflow keeps photos attached to the work order instead of buried in a phone gallery. |
| Handyman and Service Contractors | Multi-trade scheduling, Customer requests, Small-job estimates, Material tracking, Fast invoicing | When every call is different, structured jobs and work orders help the team capture details without overcomplicating the process. |
| Maintenance Teams | Internal requests, Asset history, Assigned work, Technician notes, Materials and labor, Closeout reporting | Turn scattered calls and messages into assigned work orders with clear priority and location context. |
The workflow stays the same, the details change by trade
A maintenance team and an HVAC company need different language, but both need clean requests, assigned work, field documentation, billing, and follow-up.
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.
Bring your trade workflow into one system
Book a demo and we will walk through Trades Workflow using your trade, team size, and biggest operational problem.