Built for the field. No bloat. No fluff.
Log every call, referral, and website inquiry. See what stage each lead is at.
Move leads from New → Contacted → Quoted → Won. Nothing slips through.
One tap to turn a won lead into a customer record, ready for quoting and job creation.
Name, phone, email, address, and all job and billing history in one place.
See every quote, job, and invoice tied to a customer without digging through records.
Log calls, site visits, and reminders directly on the customer record.
Customers receive a branded link to view their quotes and invoices without needing an account.
Build a professional quote on your phone in minutes — line items, totals, scope, warranty.
Save your most common services with prices. Add them to a quote in one tap.
Write a full scope of work manually or use AI to generate it from your line items.
Add your standard warranty terms to every quote. Customers see exactly what they're agreeing to.
No response after a week? Let AI draft a professional follow-up message in seconds.
Customers can review and sign quotes directly from their portal link.
Set start dates, assign status, and track job progress from your phone.
See all active jobs at a glance — Scheduled, In Progress, Complete, On Hold.
Document the job site with photos and internal notes. Keep a record of everything.
When a quote is approved, create a job from it with one tap — no re-entry.
Every morning, see your scheduled jobs, overdue tasks, and anything that needs attention.
Create and send an invoice the moment the job is done, right from your phone.
Mark invoices paid, track partial payments, and see exactly what's outstanding.
Get flagged when an invoice is past due so you can follow up without losing track.
Turn a completed job into an invoice in one tap. Line items carry over automatically.
Point your camera at any receipt. TradeBase reads the amount, vendor, and date automatically.
Log job expenses on site and tie them to the right job or customer.
All your receipts stored and searchable. No more digging through paper at tax time.
Track what you have in stock so you're never surprised at the supply house.
Tap + or − to update stock levels as you use materials on a job.
Organize inventory by category. Add SKUs to match your supplier's system.
See at a glance which items have hit zero so you can reorder before the next job.
Keep your network of electricians, plumbers, framers, and suppliers organized.
Scan a card on the jobsite. TradeBase reads the info and creates the contact automatically.
When a customer needs something outside your trade, find the right sub instantly.
Log notes about a sub's specialty, rates, reliability, or anything else worth remembering.
Every quote and invoice gets a unique customer portal link with your business name on it.
Customers open the link, review the full quote, and sign from their phone — no app needed.
Customers can view their invoice, see line items, and confirm payment details.
Customers can download a PDF copy of any quote or invoice from their portal.
Customers don't need to create an account. They just tap the link and they're in.
Describe a job in plain English — by typing or speaking — and TradeBase fills in the customer, scope, and line items.
Add your line items and let AI draft a complete professional scope of work for your quote.
AI writes a professional follow-up message for any unanswered quote. You review before sending.
AI reads receipt photos and extracts the vendor, amount, date, and category automatically.
AI reads contact info from a business card photo and fills in the contact form.
Ask questions about local permits, inspections, or code in plain language and get practical answers.
Before a call, get an AI summary of a customer's history, open jobs, and unpaid invoices.
Every morning, AI summarizes what's on your plate — jobs due, overdue invoices, leads to follow up.
See total invoiced, collected, and outstanding at a glance.
Track how many jobs you've completed and what your average job value looks like.
Export customer, job, and invoice data for your accountant or tax preparer.
Join the waitlist and lock in founder pricing before we launch.
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