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
Less chasing.More paid work.
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
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.
BUILD AROUND YOUR BUSINESS
A few useful next additions.
Start with TradeFlowKit. Add the tools that support your work, with access and pricing managed in OperatorOS.
SnapProofOS
Turn field photos and findings into an approved customer report tied to the job.
Explore SnapProofOSBrandForge OS
Prepare consistent brand and campaign material for the customers you want to reach.
Explore BrandForge OSA 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
Make room for a better workday.
Review TradeFlowKit plans and choose what fits your team.
See TradeFlowKit plans Talk through your needs