Using Tradesman
Deciding Who Sees the Prices
Getting on for eighty separate permissions, grouped by the part of the business they touch — including letting a tech build an estimate without seeing a dollar figure.
Field notes
Tradesman Blog
How working crews quote faster, keep the schedule tight, and get paid without chasing anyone down.
Using TradesmanGetting the Crew In
An invite code, a text, or an email. And you can assign work to someone before they've downloaded anything.
Using TradesmanQuickBooks, Without the Double Entry
Connect once and customers, invoices and expenses flow through on their own. Including everything already in the system.
Using TradesmanBringing Data In From a Spreadsheet or ServiceTitan
Upload the file, tell us which column is which, see exactly what's coming in before it lands.
Using TradesmanFinding One Job, or Exporting All of Them
Search every job, request, estimate and invoice by customer name, company, email or phone — or pull the whole lot out as a CSV.
Using TradesmanRevenue, Margin, and Which Jobs Actually Made Money
This month against last, what's outstanding, hours logged, quote conversion — and the profitability of every job you ran.
Using TradesmanWhat's Actually on the Truck
Counts, reorder points and locations — so you find out you're out of 3/4" fittings in the warehouse, not in a customer's basement.
Using TradesmanStop Guessing the Price
Your standard items with their price, their cost and the margin between the two — droppable into any estimate in one tap.
Using TradesmanA Website You Can Publish This Afternoon
Your services, your hours, your phone number, your colours — and a request form that files straight into your queue.
Using TradesmanThe Customers Who Haven't Called in a While
Set how long counts as too long. Anyone who goes quiet past that gets a note, automatically, every Monday.
Using TradesmanAsk for the Google Review While They Still Like You
The thank-you email fires when you mark the job complete — with a review button in it, and a QR code on the invoice for everyone else.
Using TradesmanOne Email, Every Customer
A price change, a storm, a new service, a holiday schedule. Write it once and it goes to your whole list.