Compare
Field service software vs. a shared calendar and an invoicing app
A shared calendar for the schedule and an invoicing app for billing is a common setup, and it works. The gaps are in between: the calendar doesn’t know what was quoted, the invoicing app doesn’t know what was done, and the crew is in neither.
Side by side
| What you need | Calendar plus invoicing app | TradePath HQ |
|---|---|---|
| Scheduling | Calendar events, one per job, often color-coded by person. | Jobs with visits, a lane per worker, and "Find a time" suggestions that respect hours and time off and put workers with the right skills first. |
| Conflicts | Overlapping events are easy to miss. | Double-bookings and time off are flagged before you save. |
| Job details for the crew | Squeezed into the event description, or sent separately. | Each visit carries the address, notes, photos and checklist. |
| From quote to job to invoice | Three places, re-typed at each step. | An approved quote becomes the job, and the invoice is raised from the job. |
| Customer updates | Calendar invites or manual texts. | Appointment emails, and an "on the way" email with a link to follow the visit. |
| Recurring billing | Often supported by the invoicing app. | Service plans bill on schedule and, once you connect Stripe, can charge a saved card. |
Stay with a calendar plus an invoicing app if…
- You are a one-person business and the calendar is only yours.
- Your invoicing app already does everything you need and nobody else schedules.
It’s time to switch if…
- You copy the same details between the calendar, the quote and the invoice.
- Your crew needs job details the calendar can’t hold.
- You need to know which quotes turned into work, and which work has been billed.
Questions
Common questions
Does TradePath HQ sync with my calendar or accounting software?
Not today. TradePath HQ is where the schedule, jobs, quotes and invoices live, and card payments go to your own Stripe account.
Can I keep taking card payments?
Yes. Connect your own Stripe account and customers pay invoices by card from a link. TradePath HQ does not add a fee.
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