Source, call, message, and customer context begin together.
The operating system for home-service companies
Your whole business, finally connected.
From the first call to collected revenue, Trades Operator connects every customer, job, technician, invoice, payment, and marketing dollar—then shows your team what to do next.
Built for owners, office, and field teams
One connected customer record
AI drafts; your team approves
Command Center
Tuesday, August 25Do this nextRanked by impact
Collected today$4,280
Open invoices$31,400
Month collected$82,100
Active jobs6
Today’s work3 shown
#334 · Thompson AC service2:00 PM · MartinezEn route
#335 · Bloom plumbing repair4:30 PM · RiveraScheduled
#336 · Park Ridge HVACTomorrow · DavisScheduled
Product proof: one owner view connects active work, money, and next actions.
Illustrative company and records
One operating trail
Nothing important gets lost between the call and the cash.
The customer does not restart at every step. Calls, estimates, work, field evidence, invoices, payments, and marketing source stay connected to the same operating record.
Estimate history and approvals stay attached to the opportunity.
The office sees capacity; the technician sees the right brief.
Photos, notes, time, and signatures become part of the job.
The invoice and payment close against the actual work.
Revenue connects back to the campaign and informs the next move.
CustomerElena Martinez
JobAC repair · #331
Outcome$3,840 collected · Google Ads
Operator AI
Answers and next actions grounded in your real business.
Trades Operator reads the connected operating trail, shows the records behind its answer, and prepares useful work for review. Your team stays in control of every consequential action.
Find what needs attention
Missed calls, stuck estimates, overdue invoices, and job risk rise in useful order.
Prepare the next step
Follow-ups, summaries, reminders, and job briefs are drafted from the record.
Show the source
Every answer points back to the calls, jobs, invoices, payments, or campaigns used.
Keep approval with your team
Messages, money, schedules, permissions, and accounting changes wait for authorized review.
Ask Trades OperatorReview required
Which estimates need attention today?
Three estimates are ready for follow-up. Martinez has the highest open value and has been waiting three days.
| Estimate | Waiting | Open value |
|---|---|---|
| Martinez · #1042 | 3 days | $3,840 |
| Foster · #1046 | 2 days | $2,180 |
| Nguyen · #1048 | 1 day | $960 |
Sources: 3 open estimate records · customer history · communication status. Drafts remain unsent until an authorized user reviews them.
Built around the work
One system. A clearer day for everyone.
Owners see the business, the office keeps work moving, and technicians get the context they need—without maintaining separate versions of the customer or the job.
See the business without assembling reports.
Open the Command Center and know where revenue, work, and attention are moving.
- Ranked daily actions
- Collected revenue and open work
- Marketing tied to paid jobs
Keep the day moving from one operating record.
Handle calls, customers, schedules, estimates, and follow-up without rekeying the story.
- Customer context from the first call
- Schedule and job status in one view
- Prepared follow-up with approval
Arrive prepared. Capture proof. Close cleanly.
The technician sees the right customer and job context, then returns usable evidence to the office.
- Mobile job brief
- Photos, notes, time, and signatures
- Clear handoff to invoice
Closed-loop clarity
Know which work made money—and where it came from.
When the call, job, invoice, payment, and campaign stay connected, the business can answer the question that matters: which marketing became collected revenue?
Google Ads · August$34,240 collected
18 paid jobsCampaignPaid jobsCollected
HVAC service12$18,480
AC installation4$11,200
Emergency HVAC2$4,560
Source trail: campaign → tracked call → customer → job → invoice → payment
Trust by design
Connected does not mean uncontrolled.
The system is designed to keep each company’s records scoped, make important actions reviewable, and preserve a visible trail from recommendation to source evidence.
Company-scoped access
Business records stay within the authenticated company and authorized role.
Approval-first AI
Consequential actions are prepared for review, not silently executed.
Source-linked answers
Operational answers show the records and evidence behind them.
Protected sensitive work
Money, access, exports, and provider changes receive stronger gates.
Security details should be specific, verifiable, and free of certification claims that are not complete.
Read the security approach →
See your operating trail
Bring us one real job journey.
We’ll show you how the call, customer, work, money, and marketing source can stay connected—and what your team could see first every morning.
Book a Demo
Built for owner-led HVAC, plumbing, electrical, cleaning, handyman, and appliance-service teams.