Included on every plan
Crew app in the phone’s browser
What you get
- Each worker sees their own visits for the day, in order.
- One button moves a visit along: start driving, arrived, complete. Each press is time-stamped and, when the phone shares its location, records where the worker was.
- "Start driving" opens directions in the phone’s maps app and, if the customer has an email address on file, emails them a link to follow the visit.
- Gate codes, notes, photos and checklists are on the visit, where the worker needs them.
- Workers can see their own hours for the week.
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.
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.
Customer links and updates
Emails and secure links that let customers follow a visit, approve a quote and pay an invoice.
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.
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