Every tool from first quote
to final payment.

TradeOps handles the full job lifecycle — AI-built estimates, signed proposals, automated invoices, and live QuickBooks sync — so you stop chasing paperwork and start running jobs.

Start free — no credit card

Quotes in minutes, not hours.

Describe the job — electrical rough-in, bathroom reno, duct replacement — and TradeOps generates a line-item estimate with parts, labor, markup, and applicable taxes. No more starting from a blank spreadsheet.

  • AI parses job descriptions and populates materials, labor hours, and rates
  • Custom labor rates per trade type or crew member
  • Material markups applied automatically at configurable percentages
  • GST/HST and state/provincial sales tax calculated per line item
  • Permit allowances and disposal fees built into estimate templates
  • One-click convert estimate to proposal or invoice
  • Estimate history with revision tracking
AI Draft
$1,840
$620
$310
Total: $3,072.50

Send a pro proposal. Get it signed the same day.

Turn any estimate into a branded proposal with your logo, terms, and payment schedule. Clients sign directly in their browser — no app required, no printing. You get notified the moment they sign.

  • Branded PDF and web-based proposal view
  • Legally binding e-signatures with timestamp and IP audit trail
  • Custom contract terms and scope-of-work clauses
  • Deposit collection at signing (Stripe or ACH)
  • Multi-signer support for commercial jobs
  • Automatic follow-up if proposal isn't opened in 48 hours
  • Proposal acceptance triggers project creation automatically
Kitchen Renovation — Proposal #PR-041
Client signature
J. Mitchell
Signed Jun 8, 2026 — 2:41 PM

Get paid faster with invoices built for trade work.

TradeOps supports retainage schedules, progress billing, deposit invoices, and holdback releases — the billing structures that construction and renovation actually use. Not the generic invoice templates built for freelancers.

  • Progress billing tied to project milestones
  • Retainage holdback and release invoices
  • GST/HST, PST, and US state sales tax on every line item
  • Online payment via credit card, ACH/EFT, or bank transfer
  • Auto-reminders at 7, 14, and 30 days overdue
  • Partial payments and payment plans
  • Invoice PDF sent automatically on creation
INV-082 — Paid
$4,200.00
INV-083 — Due in 3 days
$1,850.00
INV-084 — Retainage hold
$900.00
AR Balance$2,750.00

Give every client a professional home base.

Clients log in to see their project status, review and sign proposals, pay invoices, and message you — without emailing back and forth. Fewer calls. Fewer "what's the status" texts. More trust.

  • Branded client login at your domain or a TradeOps subdomain
  • Project timeline and milestone view
  • Document library: proposals, contracts, permits, warranties
  • Secure messaging thread per project
  • Invoice history and payment receipts
  • Change order approvals with e-signature
  • Mobile-friendly — clients can approve from their phone
Client view — Bathroom Reno
Proposal signed
Deposit paid — $1,500
In progress: Tile install
Final invoice pending

Client records that actually connect to the job.

Every client has a full history: estimates sent, proposals signed, invoices paid, messages exchanged, and notes from your crew. When a lead calls back six months later, you see everything in 10 seconds.

  • Unified client record: contact, job history, payment history
  • Pipeline view — lead to active to complete
  • Contract templates with custom fields and terms
  • Lead source tracking (referral, website, ad)
  • Tags and custom fields for segmentation
  • Notes and file attachments per client
  • Bulk export for reporting
Sarah Chen — Repeat client
Jobs complete
4
Lifetime revenue
$28,440
Referred: M. Torres (2 leads)

Know your job costs before you invoice.

Log materials, subcontractor invoices, fuel, and equipment costs against each job. See actual vs. estimated costs in real time. Stop guessing whether you made money on a job — know it before you invoice.

  • Expenses attached to specific jobs or general overhead
  • Receipt photo capture from mobile
  • Subcontractor cost tracking and markup
  • Job cost report: estimated vs. actual margin
  • Reimbursable vs. non-reimbursable expense categories
  • Mileage tracking with IRS/CRA rate auto-calculation
  • Syncs to QuickBooks as bills or expense items
Job #38 — Cost summary
Estimated profit$2,400
Actual labor$940 (+$140)
Materials$1,180 (-$60)
Actual profit$2,320

Let TradeOps chase the leads so you don't have to.

Build automations triggered by job status, proposal views, payment receipts, or time delays. Send a follow-up when a quote hasn't been opened, a thank-you when a job closes, or an invoice reminder sequence — all without lifting a finger.

  • Visual workflow builder — no code required
  • Triggers: job status change, proposal viewed, invoice due, form submitted
  • Actions: send email/SMS, create task, update status, assign to team member
  • Lead follow-up sequences with custom intervals
  • Review request automation post-job completion
  • Internal notifications (Slack or email) on key events
  • Pre-built templates for common trade workflows
Automation: Proposal follow-up
T
Proposal sent (trigger)
W
Wait 48 hours — not opened
E
Send follow-up email

Your books stay current without any manual entry.

TradeOps is built around QuickBooks. Every invoice, payment, expense, and client record flows to QuickBooks automatically. Your accountant gets clean books. You skip hours of data entry every month.

  • Two-way sync: invoices, payments, clients, expenses, products
  • Chart of accounts mapping customizable per business
  • Tax codes mapped to QuickBooks tax items
  • Sync log with error reporting and manual re-sync
  • Sub-customer (job) support for project-level QB reporting
  • Supports QuickBooks Online — all tiers
  • No duplicate entry — what you bill is what QB sees
TradeOps
QuickBooks
INV-085 synced✓ 2s ago
Payment $4,200 posted✓ 2s ago
Expense #EXP-041✓ 2s ago
How we compare
TradeOps vs. the alternatives.

Built specifically for trade businesses — not repurposed project management software with a price tag to match.

Feature TradeOps Procore Jobber Wave / FreshBooks
AI-generated estimates
E-signatures on proposals
QuickBooks native syncAdd-on
Client portal (branded)Basic
Retainage & holdback billing
GST/HST supportLimited
Workflow automationsBasic
Job cost vs. estimate reportingBasic
Mobile expense receipt capture
Starting price$49/mo$375+/mo$49/moFree / $17

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