Using Tradesman
Creating a Job
The record everything else hangs off — the address, the crew, the schedule, the notes, and the warranty date you will want in eighteen months.
Field notes
Tradesman Blog
How working crews quote faster, keep the schedule tight, and get paid without chasing anyone down.
Using TradesmanStop Chasing Unpaid Invoices Yourself
Turn on one switch and unpaid invoices get a polite nudge every week until they're settled. You never have to be the bad guy.
Using TradesmanRecording Cash, Checks and Everything Else
Half of this trade still pays with a folded check on the kitchen counter. Log it in ten seconds and photograph it while you're standing there.
Using TradesmanLet Customers Pay the Invoice From Their Phone
Connect Stripe once and every invoice you send gets a Pay button. Card or bank transfer, no account needed, and the receipt sends itself.
Using TradesmanTurn a Finished Job Into an Invoice
The job already knows the customer, the address and the work. Invoicing shouldn't mean typing it all again.
Using TradesmanSend an Estimate They Can Approve Without Creating an Account
The customer gets a link, opens it, and reads the whole estimate — no account, no app download. They type their name to approve, and the job is created there and then.
Using TradesmanBuild an Estimate in Under Two Minutes
Typed line items with their own units. Per-item tax. A toggle to hide a price from the customer. Scope of work in plain language.
Using TradesmanTake Bookings From the Website You Already Have
Two routes in: publish the free Tradesman site with a request form built in, or post from your existing site straight into your request queue.
Using TradesmanQuick Book: Book the Job While They're Still on the Phone
You already talked to them. Skip the request queue — pick job or estimate, type a brand-new customer, set the time, assign the tech, all on one screen.
Using TradesmanHow a Service Request Reaches You
A customer describes the problem, picks a time window, and attaches photos. It lands in a queue you can see instead of a voicemail you forget.