Most CRMs are built for sales teams. TradeBase is built for contractors who need to track customers, jobs, and follow-ups from a phone — simply.
No signup required for demo. Built for contractors.
TradeBase puts it all in one place.
TradeBase gives contractors a simple customer tracking system that connects directly to quotes, jobs, and invoices. Every customer has a profile with their full history. Every lead is tracked through your pipeline. Every quote and job is attached to the right customer automatically. You can pull up a customer's full history in seconds from your phone. No training required. No complicated workflows. Just a clean, simple record of every person you've ever worked with.
See It in Action — Free DemoFull record per customer — contact info, jobs, quotes, invoices, notes.
Track every inquiry from first contact to booked job.
Reminders to follow up on open quotes and past customers.
See your full customer base — who owes, who's active, who needs a call.
Branded portal for customers to view quotes, sign, and review invoices.
AI generates a quick briefing on any customer before a call or visit.
Every quote and job tied to the customer automatically — no manual linking.
Designed for the field. Fast on a phone. No desktop required.
Built for the phone. Built for the field. Not a spreadsheet in disguise.
No credit card. No complicated setup.