Every contractor needs a way to find customer history, know who owes money, and follow up at the right time. Here's the simplest system that works.
No signup required for demo. Built for contractors.
TradeBase puts it all in one place.
TradeBase creates a customer profile the moment you add them. Every quote, job, invoice, and payment is linked to that customer automatically — no manual filing. When a customer calls, you can pull up their full history in seconds: what jobs you've done, what was charged, what's been paid, and any notes you've left. That's the level of organization that wins repeat business and makes you look professional every time.
See It in Action — Free DemoName, contact info, and every job, quote, invoice, and payment in one place.
Every interaction with a customer logged and easy to find.
See immediately what a customer owes across all invoices.
Leads move through a pipeline to a booked job and then to a customer.
Branded portal where customers can view their quotes and invoices.
Reminders to follow up on open quotes and check in with past customers.
AI generates a quick summary of a customer before every call or visit.
Pull up any customer record from the field in seconds.
Built for the phone. Built for the field. Not a spreadsheet in disguise.
No credit card. No complicated setup.