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The Platform

Nine modules. One trade business,
completely covered.

All nine modules live and running today. Every tool is built around a specific, real problem that trade contractors face every week — no generic software, no features you'll never use.

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All 9 modules live now
Live Now — Available Today
01
Live Now

Trade Inventory

Complete inventory control from your warehouse to every van on the road. Know exactly what you have, where it is, and when to order more — in real time.

Real-time stock across all locations — warehouse and every service van tracked separately with per-shelf location tracking
Work order integration — parts auto-deducted from the right location when logged to a job
Low stock alerts — set reorder points per part and get notified before you run out
Van-to-warehouse transfers — log stock movements between locations with full transaction history
Equipment parts lookup — map parts to equipment models for fast field reference
CSV / Excel mass import — upload your entire parts catalog in minutes, no manual entry
Live Inventory Dashboard
Warehouse Stock1,247 items
Van #1 — Mike84 items
Van #2 — Carlos71 items
Low Stock Alerts3 parts
Total Inventory Value$28,440
Live · 14-day free trial
02
Live Now

Work Orders & Dispatch

Every job from intake to completion — in one place. Create work orders, assign technicians, track status, log parts, and build a full audit trail automatically.

Full work order lifecycle — Open → In Progress → Completed → Invoiced, tracked at every step
Drag-and-drop dispatch board — priority Kanban view with urgency levels and technician lanes
Parts logging on the job — techs log parts used directly on a work order, inventory updates automatically
Skill-based assignment — tag required skills on each job so the right tech always gets the call
Customer notifications — automatic updates sent to customers as job status changes
One-click to invoice — convert any completed work order to a full invoice instantly
Dispatch Board
WO-2026-041 · A/C RepairUrgent
WO-2026-040 · Water HeaterIn Progress
WO-2026-039 · Panel UpgradeScheduled
WO-2026-038 · Drain ClearCompleted
Open Jobs This Week14 jobs
Live · 14-day free trial
03
Live Now · Growth & Scale Plans

AI Dispatch

Stop guessing who to send. The AI engine scores every available technician against every open job — skills, workload, urgency, and location — and recommends the best match in seconds.

Skills matching — only techs with the required certifications and skills are considered for each job
Workload balancing — the system sees current job loads and surfaces techs who can actually take the call
Scored recommendations — every tech gets a match score so you can override intelligently, not blindly
Urgency awareness — critical jobs surface the fastest available qualified tech automatically
One-click assignment — review the recommendation and confirm in a single click
AI Dispatch Scoring
Mike T. — HVAC Cert. ✓96 pts
Sara M. — HVAC Cert. ✓84 pts
James R. — No cert.42 pts
Carlos V. — On a jobBusy
RecommendationMike T.
Growth & Scale plans
04
Live Now

Trade Billing

Professional invoicing, payment tracking, and collections — built specifically for trade work. Stop chasing money. Start getting paid on time.

Professional invoices — branded, itemized, and sent from any device in under 60 seconds
One-click email delivery — send invoices directly to customers with full PDF attachment
Payment tracking — record payments by method, see balance due and payment history in real time
Auto overdue detection — invoices flip to overdue status automatically when the due date passes
Work order to invoice — convert any completed job to a full, itemized invoice in one click
Revenue dashboard — see total billed, collected, outstanding, and overdue at a glance
Billing Overview
INV-2026-012 · Acme HVACPaid
INV-2026-011 · Rivera PlumbingPartial
INV-2026-010 · Thornfield LLCOverdue
INV-2026-009 · Blake ElectricSent
Total Outstanding$14,320
Live · 14-day free trial
05
Live Now

Customer Portal

Give your customers a branded self-service portal. They see their jobs, pay invoices, request service, and check status — without calling you once.

Branded customer login — your company name and colors, not ours; customers never see "Trade Support"
Job status visibility — customers see real-time status of every open and completed job
Invoice access & payment — view, download, and mark invoices with payment info directly in the portal
Service request booking — customers submit service requests that flow directly into your dispatch queue
Email invite workflow — send portal access from a contact record in one click; customer sets their own password
Customer Portal
Open Work Orders2 jobs
Invoices Due$1,840
Service RequestsRequest →
Last Job CompletedMay 28
Portal Users Active47 customers
Live · Included all plans
06
Live Now

Contacts & CRM

Your complete customer database — searchable, filterable, and always current. Every contact has their full job history, invoices, notes, and portal status in one place.

Full customer records — contact details, company info, service history, and notes all linked together
Job history per contact — see every work order and invoice tied to a customer at a glance
Portal invite management — grant and revoke customer portal access directly from the contact record
Quick search & filters — find any customer, company, or contact instantly across your entire database
Smart autocomplete — type a name and pre-fill customer details on any new work order or invoice
Contact Records
Acme HVAC · Tom Bradley14 jobs
Rivera Plumbing · Anna R.7 jobs
Thornfield LLC · D. Cole$840 owed
Blake Electric · J. BlakePortal ✓
Total Contacts124
Live · Included all plans
07
Live Now

Fleet Manager

Full visibility into every vehicle in your fleet — kanban status board, cost tracking, compliance alerts, and driver logs. Know exactly what every truck is costing you and when it needs service.

Status kanban board — Active, In Maintenance, and Needs Attention columns updated in real time
Maintenance scheduling & history — log every service, oil change, and repair with full cost tracking
Fuel log & cost-per-mile — log every fill-up, see monthly fuel spend by vehicle
Compliance alerts — registration, inspection, and insurance expiry tracked per vehicle with auto-alerts
Driver logs & inspection reports — pre/post-trip inspection forms tied to each vehicle
Fleet cost dashboard — monthly and YTD spend per vehicle, fleet-wide totals at a glance
Fleet Command Center
Active Vehicles4 on road
In Maintenance1 in shop
Compliance Alerts2 vehicles
Fleet Cost — This Month$1,240
YTD Maintenance$6,820
Live · 14-day free trial
08
Live Now

Permit Tracker

Every active permit tracked against its job, inspection date, and approval status — in a kanban board sorted by expiry urgency. Never hold up a job because of a forgotten permit again.

Per-job permit records — every permit tied to a customer, job address, and work order
Expiry kanban board — permits sorted into Expired, 0–30, 31–60, and 61–90 day columns automatically
Permit lifecycle stages — track Applied → Approved → Inspected → Closed per permit
Issuer & jurisdiction notes — log the issuing authority, contact, and any county-specific notes
Expiry alerts — automatically flagged 90, 60, and 30 days before any permit expires
Permit Board
Expired1 permit
Expiring within 30 days2 permits
Expiring 31–60 days3 permits
Expiring 61–90 days4 permits
Total Active Permits12
Live · Included all plans
09
Live Now

License Vault

Every license, bond, and insurance certificate your company holds — stored, tracked, and never quietly expiring in a filing cabinet you forgot about.

Central document storage — upload license certificates and insurance docs directly to each record
Renewal alerts — automated email reminders at 90, 60, 30, and 7 days before expiry
State & county tracking — separate records for every jurisdiction you operate in
Insurance management — coverage dates, policy numbers, carrier contacts, and coverage amounts
Expiry board view — kanban board shows everything expiring in the next 90 days at a glance
License & Compliance Vault
GA Contractor LicenseActive
General Liability Ins.90 days
Fulton Co. Business Lic.Expired
Workers Comp. PolicyActive
Total Records18
Live · Included all plans
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