For business owners

Run the business, not the busywork

Stop stitching together spreadsheets, texts, and a shoebox of receipts. See your revenue, margins, and cash flow in real time — and let TradesOps handle the follow-ups, billing, and admin that used to eat your nights and weekends.

14-day free trial · No credit card required

TradesOps · Owner dashboard
Revenue (MTD)
$248k
+12%
Gross margin
34%
+2.1 pts
Cash on hand
$92k
+$14k
Overdue A/R
$6.2k
−31%
Revenue vs. cost — last 12 weeks+18% QoQ
Revenue Cost
Job profitability
  • Riverside patio41%
  • Oakview driveway33%
  • Depot slab pour22%
  • Mill St. footings12%
Real-time visibility

Know your numbers before you need them

No more waiting on the bookkeeper or guessing at month-end. Every quote, invoice, and hour flows into live dashboards that tell you exactly where the business stands.

Revenue & margin, live

Watch revenue, gross margin, and profit update as quotes are approved and invoices are paid — not weeks later at month-end.

Job costing & profitability

See true profit per job as labor, materials, and change orders land against the estimate. Spot the jobs bleeding money while you can still act.

Cash-flow at a glance

Know what's in the bank, what's owed, and what's due — so you can make payroll and buy materials without white-knuckling it.

Forecasting from live data

Project revenue and cash from your real pipeline and schedule, so you plan hiring, equipment, and big buys with numbers instead of gut.

Pipeline & win rates

Track leads, open quotes, and conversion so you know whether the top of the funnel can actually feed next quarter.

Labor & productivity

See crew hours against budgeted hours per job, and catch overruns before they turn into a loss on the P&L.

Cash-flow control

Get paid faster, chase invoices less

The fastest way to improve cash flow isn't winning more work — it's collecting on the work you've already done. TradesOps makes paying you the easiest thing your client does all day, then follows up on the ones who don't.

  • Clients pay online by card or bank transfer straight from the invoice — no trip to the bank, no waiting on a check.
  • Automatic reminders and dunning nudge late payers for you — friendly first, then firm — so you stop playing bill collector.
  • Progress billing, deposits, and retainage keep cash coming in across the life of a big job, not just at the end.
  • Every payment reconciles back to the job automatically, so your books and your dashboards always agree.
Accounts receivableAuto-reminders on
Invoice #341 · Delgado
$8,900
Paid online
Invoice #338 · Novak Bros
$4,200
Reminder sent
Invoice #337 · Harper LLC
$2,150
Final notice
Collected this week
$21,450
One source of truth

From first lead to final invoice — in one place

When the lead, the quote, the job, the crew hours, and the invoice all live in the same system, nothing falls through the cracks — and nobody re-keys the same number three times.

1
Lead
2
Quote
3
Contract
4
Job
5
Time & materials
6
Invoice

Your Monday, before and after

Same jobs, same crew, same phone calls — a very different week for you.

Before
  • Text the crew to find out who's where, then chase timesheets all week.
  • Dig through email and paper to figure out which invoices are unpaid.
  • Rebuild the same numbers in a spreadsheet to guess at this month's profit.
  • Call the bookkeeper to ask whether you can afford that new mixer.
  • Do the invoicing and follow-ups at the kitchen table after the kids are asleep.
After TradesOps
  • Open one dashboard and see every crew, job, and dollar in real time.
  • Overdue invoices already have reminders going out — automatically.
  • This month's revenue, margin, and cash are on screen, always current.
  • Cash-flow forecast tells you what you can afford before you commit.
  • The admin ran itself while you were on the job site — your evening is yours.
Scale without the overhead

Grow the top line without growing the back office

Automation does the admin, so more revenue doesn't have to mean another salary in the office. Give the right people the right access and let the system run the routine.

Automation does the admin

Reminders, recurring invoices, follow-ups, and compliance nudges run in the background so the office workload barely moves as revenue climbs.

Role-based team access

Give office staff, PMs, and crew exactly the access they need — and nothing they don't. Permissions keep financials and settings locked down.

Run it from anywhere

Approve a quote, check a margin, or send an invoice from your phone between site visits. The whole business fits in your pocket.

Exceptions come to you

Instead of checking everything, get flagged only when something needs you — an over-budget job, an expiring license, a stalled quote.

Faster cash, less float

Getting paid days sooner on every invoice means less reliance on lines of credit to bridge the gap between doing work and getting paid.

Nothing slips

Licenses, insurance, and certifications flag before they lapse, so growth never comes with a compliance surprise.

Owner questions, answered

How long until I actually see useful numbers?

Fast. Import your contacts and open jobs, send a couple of quotes and invoices through the system, and the dashboards populate immediately. Most owners are looking at live revenue and receivables the same day they set up.

Do I have to switch my accounting software?

No. TradesOps runs your quoting, jobs, invoicing, and payments end to end, and gives you clean financial data you can hand to your accountant or export at any time. It complements your books rather than replacing your accountant.

Can I control who sees the financials?

Yes. Role-based permissions let you decide exactly what each person can see and do. Your crew can log time and photos without ever seeing margins, payroll, or company-wide revenue.

Will this actually save me office time, or just move the work around?

It removes work. Reminders, recurring invoices, payment reconciliation, and compliance alerts happen automatically. The point is to grow revenue without adding an admin salary to keep up.

Does it work from my phone on site?

Completely. TradesOps is mobile-first, so you can approve quotes, send invoices, and check margins from anywhere — no office computer required.

Take back your evenings

See your whole business on one screen and let TradesOps handle the rest. Full access to every feature — no credit card required.

Start your free trial