Built for the trades — all of them

Run your whole business from one platform

Projects, quotes, invoices, scheduling, crews, AI, and reporting — everything you need to win more work and get paid faster, from first lead to final invoice.

14-day free trial · No credit card required

Concrete Roofing HVAC Electrical Plumbing Framing Landscaping Painting Masonry Drywall Flooring Excavation Solar Fencing Remodeling Concrete Roofing HVAC Electrical Plumbing Framing Landscaping Painting Masonry Drywall Flooring Excavation Solar Fencing Remodeling
app.tradesops.app · Dashboard
Revenue (MTD)
$248,900
+12%
Open quotes
18
+4
Active jobs
27
+3
Avg. margin
31%
+2pt
Revenue vs. costLast 12 weeks
Recent activity
Quote #1042 approved
Summit Builds · $18,400
Invoice #337 paid
Rivera Kitchen · $4,200
Crew clocked in
5 members · Oak St. job
Change order submitted
CO #12 · +$2,750
0+
Projects managed
0+
Invoices sent
$0M+
Revenue tracked

Up and running in a day

No lengthy onboarding. Import your data, invite your crew, and start quoting.

Step 1

Set up your business

Import your contacts, jobs, and price book, then invite your team. Most crews are live the same day.

Step 2

Quote, schedule & track

Send professional quotes, schedule crews, and manage every job from bid to punch list in one place.

Step 3

Get paid & delight clients

Invoice in a click, collect online payments, and give clients a portal that keeps them in the loop.

Everything you need to run the business

One system for the whole operation — no more juggling spreadsheets, texts, and paper.

Project Management

Every job from bid to completion — budgets, job costing, tasks, daily logs, photos, change orders, and punch lists, all in one place.

Oak St. Remodel68%
Pour foundation
Frame walls
Rough-in electrical

Quotes & Invoicing

Build quotes in minutes, convert to invoices in one click, and get paid faster with online payments.

CRM & Leads

Capture leads, automate follow-ups, and convert more of your pipeline.

Scheduling & Time

Dispatch crews, track hours with GPS, and manage equipment.

AI & Automation

Blueprint quoting, a business assistant, receipt scanning, and reminders that run themselves.

Reporting & Analytics

Real-time dashboards for revenue, margins, and project health — decisions backed by data.

AI built in

Put the busywork on autopilot

AI handles the tedious parts — quoting, data entry, chasing payments — so you can spend your time on the work that actually pays.

AI Assistant
How much am I owed this month?
You’re owed $18,400 across 6 open invoices. Two are overdue ($6,200). Want me to send reminders?
Yes, send them
Done — 2 reminders sent. ✓
Ask anything about your business…

AI quoting from blueprints

Upload a plan and AI pulls area take-offs and drafts a quote in seconds.

AI business assistant

Ask about jobs, cash flow, and clients in plain English — get instant answers.

Receipt & document scanning

Snap a receipt or permit; AI extracts the details and files them for you.

Smart crew scheduling

AI suggests the right crew for each job by skills, location, and availability.

Smart invoice reminders

AI tunes reminder timing and tone to get you paid faster.

Cash-flow forecasting

Predict revenue and cash flow from your live pipeline.

Client Portal

Give your clients a portal that makes you look enterprise

Every customer gets a branded portal — under your name and logo — where they can act on everything themselves. No more phone tag, chasing approvals, or “did you get my invoice?”

  • Approve quotes & change orders online
  • Pay invoices online in a click
  • Track live progress & project photos
  • Message your team & file warranty claims

Working with subs? They get their own portal too — assignments, insurance, and payments in one place.

Explore the client portal
portal.yourcompany.com
Summit Builders
Client Portal
Jordan M.
Quote #1024 · Kitchen remodel
$12,400
ApproveDecline
Invoice #337 · Due Jun 30
$4,200
Pay now
Project progress68%
Automation

It runs in the background so you don’t have to

Set it once and TradesOps keeps the follow-ups, billing, and compliance moving — even when you’re on a job site.

Payment reminders & dunning

Overdue invoices get a friendly nudge, then a firmer one — automatically.

Recurring invoices

Retainers and maintenance plans bill themselves on schedule.

Weather alerts

Get warned when weather threatens scheduled outdoor work.

Expiry monitoring

Licenses, insurance, and crew certifications flag before they lapse.

Lead follow-ups

New leads and stale quotes get followed up so nothing goes cold.

Client updates

Lifecycle emails keep clients in the loop without you lifting a finger.

Easier for everyone on the job

One platform that works as hard for the office as it does for the field.

For owners
Run the business, not the busywork
  • Real-time numbers — revenue, margins, and cash flow at a glance
  • Get paid faster with online payments and automatic reminders
  • One source of truth from first lead to final invoice
  • Grow the business without adding office headcount
For your crew
Less paperwork, more work done
  • Clock in and out from the field, with GPS verification
  • See the day’s schedule and job details right on their phone
  • Snap photos and file daily logs — no more paperwork
  • Everything in one simple app they’ll actually use

Built around how the trades actually work

Not a generic CRM bolted onto invoicing. TradesOps is shaped around real field workflows — so your office and your crews finally run on the same system.

  • Trade-specific quoting with area calculations and material estimates
  • Change orders with client approval workflows
  • Progress billing and retainage tracking for large jobs
  • Crew scheduling, time tracking, and equipment management
  • Mobile-friendly so your crew can update from the field
Enterprise-grade security
Your data is always protected
  • SSL encryption on every connection
  • Multi-tenant data isolation per organization
  • Role-based access control
  • Automated daily backups
  • Full audit trail for compliance

Ready to run a tighter ship?

Start your 14-day free trial — full access to every feature. No credit card required.

Create your account