Included on every plan
Customer links and updates
What you get
- Appointment confirmation and a day-before reminder, by email.
- An "on the way" email with a link showing the visit’s status, plus a rough arrival time when the worker’s phone shares its location.
- Quote approval, invoice payment and saving a card on file, each from its own secure link. Payment and saving a card need your Stripe account connected.
Popular with
More of what TradePath HQ does
Scheduling and dispatch
A dispatch board with a lane for each worker, conflict warnings, and a map of the day.
Crew app in the phone’s browser
Each worker’s day on their phone, with one clear next step per visit. Nothing to install.
Quotes, invoices and payments
Quotes customers approve online, invoices they pay by card, and a clear view of what is owed.
Service plans and repeat work
Repeating jobs that keep visits on the schedule, and service plans that bill on schedule, with optional card auto-charge.
Timesheets
Hours recorded from visit start and finish, reviewed and approved weekly.
Checklists, photos and notes
Visit checklists you design, with required questions and photo answers.
Customers and properties
Customer records with multiple service addresses, files, and CSV import.
Inventory and truck stock
Stock in the warehouse and on every truck, parts used on jobs, and truck restocking.
Get your next workday under control.
Bring the schedule, crew, customer follow-through, and billing into one clearer view.
Start your 14-day free trial14 days free. No credit card required.