Included on every plan
Scheduling and dispatch
What you get
- A one-day dispatch board with a lane for every worker and an Unassigned lane for work nobody has yet.
- Double-bookings and time off are flagged before you commit. You can still book anyway when you mean to.
- A two-week "needs a person" list surfaces unassigned visits and visits whose assigned worker has time off.
- "Find a time" suggests up to three bookable options that respect shop hours, time off and existing bookings, and ranks workers with the job type’s required skills, the customer’s preferred worker and estimated drive time between stops.
- A map of the day’s stops, with each worker’s last recorded position from their most recent crew-app update, when their phone shared its location.
More of what TradePath HQ does
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.
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.
Start your 14-day free trial14 days free. No credit card required.