Every tool your trade business needs

From project tracking to invoicing, TradesOps gives you a unified platform built for contractors and the trades.

Project Management

Track every job from the initial bid through final completion. Keep budgets, timelines, materials, and crews organized in one place.

  • Kanban board and list views for all active projects
  • Budget tracking with real-time cost vs. estimate comparisons
  • Document management for plans, permits, and photos
  • Project health scores to flag at-risk jobs early
Completion Checklists
Standardized closeout steps for every job
Crew Assignments
Assign teams and track who is working where
Timeline Tracking
Gantt-style milestones with deadline alerts

Quoting & Invoicing

Create professional quotes with trade-specific area and material calculations, then convert to invoices with one click. Accept online payments to get paid faster.

  • Area calculator with square footage and cubic yard formulas
  • Material and labor cost breakdowns per line item
  • Convert quotes to invoices or projects in one click
  • Online payments via Stripe with automatic payment tracking
Progress Billing
Bill by percentage complete on large jobs
Change Orders
Track scope changes with client approval
Retainage Tracking
Hold back and release retainage amounts

Contract Management

Generate contracts from templates, send them for electronic signature, and track the status of every agreement.

  • Customizable contract templates with merge fields
  • Electronic signature via secure token-based signing links
  • Automatic PDF generation and storage
  • Version tracking and amendment history
E-Signatures
Legally binding electronic signatures
Templates
Reusable templates for common contract types
Status Tracking
See pending, signed, and expired contracts

CRM & Lead Tracking

Capture every lead, track follow-ups, and manage your sales pipeline. Never let another opportunity slip through.

  • Lead pipeline with customizable stages
  • Contact database with full interaction history
  • Follow-up reminders and task assignments
  • Conversion tracking from lead to project
Contact Management
Full profiles with notes and activity history
Follow-Up Tasks
Automated reminders so nothing falls through
Pipeline Analytics
See conversion rates and lead sources

Employee & Scheduling

Manage your workforce, track hours, schedule crews, and handle equipment assignments all from one dashboard.

  • Employee profiles with certifications and pay rates
  • Time tracking with clock-in/clock-out
  • Equipment assignment and availability tracking
  • Overtime and labor cost reporting
Time Tracking
Digital timesheets with GPS verification
Equipment Management
Track equipment across job sites
Crew Scheduling
Visual calendar for crew assignments

Reporting & Analytics

Real-time dashboards and customizable reports give you visibility into every aspect of your business.

  • Revenue and profitability dashboards
  • Project margin analysis and trending
  • Employee productivity and utilization reports
  • Accounts receivable aging and cash flow forecasting
Dashboard Overview
Key metrics at a glance
Financial Reports
Revenue, expenses, and profit tracking
Project Reports
Status, budgets, and timeline analysis

Plus everything else you need

Role-Based Permissions
Control who can see and edit each part of the system.
Expense Tracking
Log and categorize expenses per project.
Purchase Orders
Create and manage POs for material orders.
Permit Management
Track permit applications and approvals.
Incident Reports
Document safety incidents and near-misses.
Audit Trail
Full history of every change for compliance.
PDF Generation
Professional PDFs for quotes, invoices, and contracts.
Client Portal
Give clients a self-service portal for invoices and contracts.
Inventory Tracking
Monitor material stock levels and reorder points.

See TradesOps in action

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