Run your entire trade business from one screen.
TradeOS is the all-in-one operating system for HVAC, plumbing, electrical, cleaning, and every trade in between. From the first call to the final Google review — all in one place.
Built for every trade
Built for real people.
These are not abstract personas. These are the exact people who will either champion or abandon this product — and we designed every feature around them.
The Owner-Operator
A 38-year-old HVAC technician who owns a 3-truck business. Excellent at his trade. Terrible at paperwork. Uses his iPhone for everything but has abandoned three different software tools because they were "too complicated."
Something that works the way his brain works — fast, visual, and requiring zero training. He needs to run his entire business from his phone between jobs, not sit at a desk filling out forms.
Reclaims 10 hours/week of admin time. Increases average ticket by 20% with Good/Better/Best quoting. Doubles Google reviews within 90 days. Worth $500/month to him. We charge $129.
The Office Manager
Often the business owner's partner or a part-time admin. She manages scheduling, customer calls, and invoicing — frequently while also handling other responsibilities at home or in the office.
Complete visibility into every job without having to call the techs in the field. A dispatch board that tells her exactly where everyone is, what they're doing, and what's coming next — at a glance.
Eliminates the constant phone-tag with field techs. Manages scheduling conflicts before they happen. Sends invoices and chases payments automatically — without touching a spreadsheet.
Everything your trade business needs. Nothing it doesn't.
TradeOS is built around six core pillars, each engineered to eliminate a specific category of pain for small trade businesses.
The Core Workflow Engine
From first call to money in the bank — in 3 steps or fewer.
The current industry standard requires 6–8 separate actions to complete a job lifecycle. TradeOS does it in 3. Every step is designed to eliminate friction and keep your team moving.
Unified Lead Inbox
Aggregate leads from phone, website, Google Business, and social — all in one feed. AI deduplicates and flags emergencies automatically.
Intelligent Dispatching
Drag-and-drop map dispatch with real-time GPS, route optimization, and conflict detection. Assign the nearest tech to an emergency in seconds.
Good / Better / Best Quoting
Build three-tiered quotes in under 3 minutes from your phone. Customers sign and pay a deposit — no DocuSign, no Square required.
One-Tap Invoicing
Auto-generate invoices from completed jobs. Accept tap-to-pay, ACH, or financing on-site. Automated follow-up sequences chase unpaid invoices for you.
The AI & Automation Layer
Make a 3-person team operate with the efficiency of 10.
Every automation is configurable and transparent — you always know what the system is doing on your behalf. This is what separates TradeOS from every other tool in the market.
AI Receptionist
24/7 chat and SMS agent books appointments, collects lead info, and escalates emergencies — all without human intervention.
Reputation Engine
30 minutes after a paid job, the system sends a satisfaction survey. 4-5 stars → Google review link. 1-3 stars → immediate owner alert.
Predictive Revenue Engine
Automatically identifies customers due for seasonal maintenance, service intervals, and win-back campaigns. Revenue while you sleep.
AI Job Documentation
Voice-to-text notes, AI photo tagging, and auto-generated job summaries. The tech speaks; the system writes the professional report.
Mobile-First Field Experience
Zero training required. Built for dirty hands.
The mobile app is the product for 80% of users. Large tap targets, high-contrast UI, voice commands throughout. Fully operable with one hand while holding a flashlight.
Daily Job Queue
Clean card-based view of the day's jobs. One tap to navigate. Full customer history before you knock on the door.
GPS Time Tracking
Auto clock-in on geofence arrival, clock-out on departure. Manual override always available.
Offline-First
Full schedule, customer details, and forms load with zero cell signal. All changes sync automatically when connectivity returns.
Tap-to-Pay
Collect payment via the phone's NFC chip — no card reader required. Or send a payment link for the customer to pay on their own phone.
The Business Owner's Command Center
Know if your business is healthy at a glance.
The dashboard answers the five questions every trade business owner asks themselves every morning — all updating in real time.
Revenue Pulse
Daily revenue vs. same week last year, with a projected month-end figure based on current run rate.
Technician Utilization
One card per tech showing status (En Route / On Job / Available), current job, and revenue generated today.
Unpaid Invoice Alerts
Total outstanding invoices broken down by age: 0–7 days, 8–30 days, 30+ days. Automated follow-up handles the chasing.
Estimate Win Rate
Percentage of sent estimates accepted in the last 30 days, with a trend arrow vs. the prior 30 days.
Phone rings. Money in bank.
The industry standard requires 6–8 separate actions. TradeOS does it in 3 or fewer. Here's the full flow.
Lead Arrives
Phone call, website form, Google message, or Facebook DM — all flow into one unified inbox. AI transcribes the call, deduplicates the customer, and flags emergencies automatically.
Book & Dispatch
The system suggests the next available slot based on tech location and schedule. Drag the job onto the map. The nearest tech gets a notification on their phone.
Quote on Site
The tech builds a Good / Better / Best quote from their phone in under 3 minutes. The customer signs and pays a deposit — right there, on their phone.
Complete & Invoice
Job marked complete. Invoice auto-generated. Payment collected via tap-to-pay, ACH, or financing. QuickBooks syncs automatically. Unpaid? The system sends a polite text at 3 days, a firmer email at 7, and a formal demand notice at 14 — all pre-written and customizable.
Review & Repeat
30 minutes later, the customer gets a satisfaction survey. 4-5 stars → Google review link. The reputation engine runs itself.
"I used to spend Sunday nights doing paperwork. Now I'm done by the time I get back to the truck. TradeOS paid for itself in the first week."
AI that works while you work.
Every automation is configurable and transparent — you always know what the system is doing on your behalf. This is what separates TradeOS from every other tool in the market.
Books appointments 24/7. Answers trade-specific triage questions. Escalates emergencies to you via SMS — instantly.
Automated review generation. 4-5 stars → Google review link. 1-3 stars → owner alert before it goes public.
Seasonal maintenance reminders, service interval alerts, and win-back campaigns — all sent automatically.
Hold a button, speak your notes. AI transcribes and structures them into a professional job summary.
Take a photo of the job site. AI suggests relevant line items from your pricebook based on what it sees.
Upon job completion, AI drafts a professional summary included in the invoice. Customers love the transparency.
Built for your specific trade.
Select your trade during onboarding and the entire UI, pricebook, and feature set reconfigure to match your workflow. It feels like it was built just for you — because it was.
"ServiceTitan is $3K/mo — too expensive"
- Emergency dispatch queue with priority ranking
- Truck stock & inventory tracking per technician
- Maintenance agreement management & auto-scheduling
- Refrigerant tracking and equipment history
- Seasonal maintenance reminder campaigns
Reclaim 10 hours/week of admin time
The app your techs will actually use.
If the app fails, the entire platform fails. We designed every interaction around the reality of field work — fast, visual, and requiring zero training.
Zero Training Required
A tech who's never used the app can complete their first job — clock in, navigate, invoice, collect payment, clock out — without reading a manual.
Built for Dirty Hands
Large tap targets, high-contrast UI, voice commands throughout. Fully operable with one hand while holding a flashlight.
3 Taps to Any Action
Every primary action — clock in, navigate, invoice, collect payment — is reachable in 3 taps or fewer from the home screen.
Works Offline
Full schedule, customer details, and forms load with zero cell signal. Changes sync automatically when connectivity returns.
Five questions. One screen.
Every trade business owner asks themselves the same five questions every morning. TradeOS answers all of them before they finish their first coffee.
How much money did we make this week?
Are all my techs busy today?
Which jobs are still unpaid?
Where did our new customers come from?
Are we winning or losing more estimates than last month?
This week vs. same week last year
Last 30 days
HVAC Repair — 142 Oak St
Furnace Install — 88 Elm Ave
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Referrals are your #2 source. Enable the Referral Program to accelerate.
Advanced Reporting — Pro Tier
Revenue by Technician · Revenue by Job Type · Customer Lifetime Value · Pricebook Performance · Year-over-Year Growth — all exportable to CSV and PDF.
Why contractors switch to TradeOS.
ServiceTitan costs $3,000+/month and requires a dedicated IT team. Jobber and Housecall Pro are generic. TradeOS is built specifically for you.
| Feature | TradeOS from $49/mo | ServiceTitan $300+/mo | Jobber $69/mo | Housecall Pro $65/mo |
|---|---|---|---|---|
| Starting Price | $49/mo | $300+/mo | $69/mo | $65/mo |
| Trade-Specific UI | ||||
| AI Receptionist | ||||
| Photo-to-Quote AI | ||||
| Reputation Engine | Add-on | Add-on | ||
| Predictive Revenue Engine | ||||
| Offline-First Mobile | ||||
| Good/Better/Best Quoting | ||||
| Milestone Billing | ||||
| Subscription Billing | Add-on | |||
| Customer Self-Serve Portal | Add-on | |||
| QuickBooks Sync | ||||
| No IT Team Required | ||||
| 14-Day Free Trial |
Real contractors. Real results.
Over 1,200 trade businesses trust TradeOS to run their operations. Here's what they say.
I used to spend Sunday nights doing paperwork. Now I'm done by the time I get back to the truck. TradeOS paid for itself in the first week.
The dispatch board is the best I've ever used. I can see where every tech is, what job they're on, and who's available — all on one screen. No more phone tag.
The Good/Better/Best quoting system alone increased my average job by 35%. Customers love seeing the options. I love the bigger checks.
The arrival window notifications eliminated 90% of our 'when is my cleaner coming?' calls. My team loves the routing. My customers love the updates.
Milestone billing and change order management are game-changers. I used to lose money on scope creep. Now every change is documented and paid.
Finally, software that understands seasonal billing. The automatic pause and resume for winter is exactly what we needed. No more manual spreadsheet chaos.
Connects to the tools you already use.
QuickBooks, Stripe, Google Maps, and more — all syncing reliably from day one. No duct tape required.
Pricing that makes the decision obvious.
TradeOS saves the average contractor 10 hours/week and increases average ticket by 20%. At $129/month, it pays for itself on the first job.
Solo
For the owner-operator running solo.
- 1 user
- Unlimited jobs
- Scheduling & dispatching
- Smart Pricebook
- Good/Better/Best quoting
- Digital signature & deposit collection
- On-site payment (tap-to-pay, ACH)
- QuickBooks Online sync
- Basic reporting
- Mobile app (iOS & Android)
Growth
For 2–5 truck operations ready to scale.
- Up to 5 users
- Everything in Solo
- AI Receptionist (24/7 booking)
- Automated Reputation Engine
- Recurring billing & subscriptions
- Customer self-serve portal
- Route optimization
- Arrival window notifications
- Team routing & zone management
- Advanced scheduling (recurring, seasonal)
- Xero sync
Pro
For multi-truck operations that need it all.
- Up to 15 users
- Everything in Growth
- Advanced job costing dashboard
- Subcontractor management
- Predictive Revenue Engine
- Milestone billing
- Change order management
- Photo-to-Quote AI
- Custom reporting & CSV/PDF export
- API access (REST)
- Priority support
All plans include a 14-day free trial with full Growth tier access. No credit card required.
How we grow together.
TradeOS is built to spread through the trades community organically. Every feature is designed to make you look good — and make your peers want what you have.
Free Tools & SEO
Top-of-FunnelA library of free tools — HVAC estimate calculators, plumbing invoice templates, route planners — that rank for high-intent keywords. These tools serve as lead magnets that bring in contractors already looking for a solution.
Trade Community
Community-Led GrowthThe home services community is highly active in Facebook and Reddit groups like 'HVAC Business Owners' and 'Plumbing Business Owners.' Genuine value-add participation in these communities outperforms paid ads in this audience.
Google LSA Integration
Day-One ValueA direct integration with Google Local Services Ads so that leads from Google's verified contractor program flow directly into the TradeOS lead inbox. This creates immediate, tangible value on the first day of use.
Referral Program
Highest-ROI ChannelA built-in referral program that gives existing customers one free month of service for every new paying customer they refer. Trade business owners talk to each other constantly — this is the highest-ROI acquisition channel in the industry.
Refer a contractor, get a free month.
Every paying customer you refer earns you one free month of TradeOS. No cap. No expiry.
Built on a foundation that scales.
Enterprise-grade architecture at small-business pricing. Every technical decision was made to be reliable, secure, and fast — even in a basement with no cell signal.
Maximum code sharing between web and mobile. The same logic powers the dispatch board on your desktop and the job queue on your tech's iPhone.
Multi-tenant architecture from day one with strict data isolation between business accounts. Your data never touches another contractor's account.
Live dispatch board updates and technician GPS tracking via WebSockets. When a tech moves, the map moves. When a job is completed, the board updates instantly.
Local SQLite database on the device with a sync queue. Conflicts use last-write-wins for non-critical data and manual resolution for financial records.
Stripe Connect enables the platform to process payments on behalf of contractors while taking a small revenue share per transaction. 2.9% + $0.30.
SOC 2 Type II compliance roadmap from day one. All financial data encrypted at rest and in transit. RBAC ensures techs only see their own jobs.
We measure success by your success.
These are the KPIs we hold ourselves accountable to — publicly. If we're not hitting them, we haven't earned your subscription.
Trial users who book at least one job within their first 7 days
On TrackTrial users who become paying customers
ExceedingPaying customers who cancel each month — best-in-class for SMB SaaS
Best-in-ClassMeasured quarterly via in-app survey
ExcellentAverage monthly revenue per account including subscription + payment processing
On TrackCommon questions, honest answers.
Still have questions? Email us at [email protected]
First job on the calendar in 15 minutes.
We designed the onboarding to get you from sign-up to your first booked job in under 15 minutes. No training required.
Select Your Trade
The platform reconfigures to match your workflow.
Import Your Customers
One-click import from QuickBooks, Google Contacts, or CSV.
Set Up Your Pricebook
Pre-populated with 20–30 common services for your trade.
Add Your Team
Techs get an SMS with a link to download the mobile app.
Book Your First Job
A guided tutorial that doubles as your first real job.
The HVAC tech who adopts TradeOS reclaims 10 hours a week.
That's worth $500/month to him. We charge $129. That's the value proposition. Start your free trial today — no credit card, no commitment.