In most small trades shops the schedule is a spreadsheet, the books are in QuickBooks or Wave, customers are handled by text and email, and the crew carries paper job sheets or types notes into a phone. The customer history is in whoever has sat at the front desk longest.
We build the one tool that holds all of it for electricians, plumbers, heating and cooling companies, roofers and painters.
The spreadsheet and the whiteboard
The schedule on the spreadsheet falls behind the calls coming in. A customer asks for a quote and nobody can find the photo from last spring's site visit. Somewhere between the job getting done and the bill going out, jobs get missed.
Things we could build for trades
- A dispatch board that shows who's where, what's booked, what's done and what's running late, with jobs you can move when the day changes.
- A page for the crew that works from the truck: today's jobs, mark them done, snap photos, get a signature. It runs in the phone's web browser, so there's nothing to install.
- A screen for the office with the schedule, the customers and the money, separate from what the crew sees.
- One customer record with every callback, quote, job, part and photo, searchable by name, address, phone or equipment serial number.
- Quotes built from a form, sent as a PDF with your logo, and turned into a job when the customer says yes.
- Invoices that go out when the job closes, land in QuickBooks, and take card payment from a link in the email.
- Maintenance plans (fall furnace tune-ups, spring air conditioning checks, annual inspections) tracked and booked so nothing slips.
Bringing your schedule spreadsheet and your QuickBooks customer list across can be part of the proposal, so tell us what you have on the first call. A dispatch board for a few crews is often a couple of weeks of work.
The parts the trades programs can't do
The programs made for trades are built for a typical shop, and every shop has a few things the typical one doesn't: the odd billing arrangement with a long-time commercial customer, or the report your insurance auditor wants every quarter. Those are the parts the program has no setting for, and a custom tool is built around them from the start.
There's no per-user or per-truck fee. Pricing, ownership and the rest of the money questions are on the work with us page.
Common questions from trades
My guys aren't computer people. Will they use it?
That's part of what we design for. It's built around how your crew works now, the parts they touch are kept as simple as we can make them, and we walk the crew through it when it goes live. Tell us on the first call what your guys are comfortable with and we build to that.
We already use QuickBooks. Do we have to switch?
No. We connect the new tool to QuickBooks so invoices and customers flow across without retyping. Most calendar and text message programs have a way to connect too, and we'll tell you on the first call whether yours does.
Can it handle a job that changes halfway through?
Yes. If parts change or a second visit is needed, the job record keeps the history and the invoice is built from the work that was done.
Who sets up the hosting?
You do, in your own name, and we tell you exactly what to get. Then we put the tool on it. The small monthly hosting bill comes to you, and there's nothing to pay us to keep using the tool.
Getting started
Book a short, free call about how your shop runs now and where it hurts. Request a call, or fill in the estimate form.