Keep every opportunity in sight
Give each inquiry a next step so a busy day does not turn into a forgotten customer.
All business types
TRADE COMPANIES / TradeFlowKit
From the first inquiry.To the final invoice.
Know what needs a quote, who owns the next job, and which invoices need attention. TradeFlowKit keeps the whole job connected.
HVAC · Electrical · Plumbing · Field services
One monthly flagship for your organization. Five seats and one eligible companion included.
POWERED BY OPERATOROSTradeFlowKit
From first call to paid invoice.
Send your team into the day prepared
Keep the customer, schedule, job details, and assigned work in one place.
Follow the money without the guesswork
See quotes, customer decisions, invoices, and recorded payments alongside the work.
A WORKDAY WITH TRADEFLOWKIT
One clear next step.
Then the next.
Start with one piece of real work. Keep its details and progress together.
- 01
Add the customer
Start with an inquiry or choose a customer already saved in your business directory.
- 02
Plan and quote the job
Set the next action, prepare a quote, and assign the work.
- 03
Keep the work moving
Track tasks, dates, notes, and the customer decision as the job progresses.
- 04
Invoice and follow up
Issue the invoice, collect or record payment, and see what still needs attention.
ILLUSTRATIVE WORKDAY
A service job with a clear next step
An HVAC inquiry arrives while the team is on another job. The quote, visit, and payment follow-up each need an owner.
- Save the customer and job; set the next task and visit date.
- Prepare a quote and record the customer decision before work starts.
- Keep completion notes and evidence with the job; invoice and follow up on the recorded balance.
The team can open one job to see the customer, work, decision, and cash follow-up. Recurring service can use the same customer history.
ROOM TO SUPPORT YOUR WORK
Keep TradeFlowKit at the center.
Your Stack includes one eligible companion. Review the available choices in pricing; free account apps do not use that selection.
SnapProofOS
Turn field photos and findings into an approved customer report tied to the job.
BrandForge OS
Prepare consistent brand and campaign material for the customers you want to reach.
A few things worth knowing.
Will I have to enter the same customer again?
Save the customer in your organization’s shared directory, then select that record in TradeFlowKit, BrandForge OS, or SnapProofOS when you have access. Linked customer details stay current. Existing separate records need review before linking, and historical reports keep their approved details.
Can I start with the tools for my trade?
Yes. Start with TradeFlowKit and choose the eligible companion that helps your team most. You can review current pricing and additional tools before purchasing.
Is QuickBooks already connected?
No. Accounting exports are available. Direct QuickBooks Online sync is planned and is not included as a live connection today.
YOUR NEXT STEP
Start with TradeFlowKit.
Review monthly pricing, choose your companion, and continue through OperatorOS.
Review TradeFlowKit pricing