Included on every plan
Service plans and repeat work
What you get
- Repeating jobs put visits on the schedule about a month ahead and keep topping them up.
- Service plans raise an invoice on their own schedule and email it to the customer.
- One plan can cover several properties, each with its own rate.
- Turn on auto-charge for a plan and a saved card is charged when the invoice is raised, once Stripe is connected and a card is on file. If the card is declined, the invoice still goes out.
- Pause and resume a plan, and hold one-off charges for its next invoice.
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.
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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