The whole money flow in one place — estimate with your price book, send a professional quote, collect a signature, convert to an invoice, and take payment online. No double entry, no chasing.
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Build accurate numbers with built-in area calculators and a cost catalog that remembers your real prices. Punch in dimensions, pull items from your price book, and let the math handle waste factors, markup, and margins — the same way every time, for every estimator.
Branded, itemized, and easy to say yes to — with good/better/best options and a signature built right into the page.
Present good/better/best packages or optional add-ons and let the client pick — the total updates as they choose.
Clients approve and sign right on the quote from any device. No printing, scanning, or “I’ll get back to you.”
Clean, itemized quotes with your logo and colors that make a small shop look like an established firm.
One click turns an accepted quote into an invoice. From there, bill it your way and collect online — powered by Stripe, deposited straight to your account.
Turn an accepted quote into an invoice instantly. Line items, amounts, and client details carry straight over.
Clients pay by card or bank transfer from the invoice. Funds deposit to your account and reconcile automatically.
Bill deposits, percent-complete draws, or fixed milestones on big jobs — each stage invoiced against the contract.
Hold back a retainage percentage on each draw and release it at closeout, tracked accurately the whole way.
Retainers, service plans, and maintenance contracts bill themselves on the schedule you set.
Collect a deposit up front, then track partial payments against the balance until the invoice is settled.
“Just a heads-up — your invoice is due today.”
“Your invoice is now past due. Pay online here.”
“Second notice — please settle the balance.”
“Final notice before we follow up directly.”
Overdue invoices get a friendly nudge, then a firmer one, then a final notice — automatically, on a schedule you control. Recurring invoices bill themselves, and every payment reconciles against the right job the moment it lands.
Payments run through Stripe. You connect your account once, and clients can pay any invoice by card or bank transfer straight from the link. Funds deposit to your bank and the invoice is marked paid automatically.
Yes. Use progress or milestone billing to invoice a deposit, percent-complete draws, or fixed milestones — each one tracked against the contract value so you always know what’s been billed and what’s left.
It does. Set a retainage percentage to hold back on each draw, and release the accumulated amount at closeout. The held and released totals are tracked for you throughout the job.
Convert it to an invoice in one click — no re-entering line items. You can also turn the same accepted quote into a project, so the job kicks off with the scope and budget already in place.
No. TradesOps sends automatic reminders on a schedule you control — a friendly nudge on the due date, escalating to firmer notices if it stays unpaid — so you get paid without the awkward follow-up calls.
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