The operating system for home-service companies

Run the whole service business from first call to collected revenue.

Trades Operator gives 3–10 truck HVAC, plumbing, electrical, and cleaning companies one connected system for calls, booking, dispatch, estimates, invoices, payments, attribution, accounting, and AI-assisted decisions.

Book a Demo →See the Operating Loop →
Built by 20-year operatorsNo integration stack requiredAll modules. One database.Search every record · Ask any question
app.tradesoperator.com/command
Command Center
Tue, Jun 2, 2026
Do This Next
Estimate #1042 - Martinez HVAC Repair - $3,840
Sent 3 days ago - no response - AI follow-up drafted and ready
Invoice #887 - Henderson AC Install - $1,140 overdue
14 days past due - reminder drafted and ready to send
Missed call - (303) 555-4421 - 11:23 am - no customer match
Callback task created - currently unassigned
Job #331 - Riverside Rd - labor over plan - $240 margin risk
6.2 hrs billed vs 4.0 estimated - tech flagged on close
Collected Today
$4,280
Open Invoices
$31,400
MTD Collected
$82,100
Active Jobs
6
Open Jobs - Today
#334
Thompson AC Service
Today 2:00pm
Martinez
En Route
#335
Bloom Plumbing Fix
Today 4:30pm
Rivera
Scheduled
#336
Park Ridge HVAC
Tmrw 9:00am
Davis
Scheduled

Why Trades Operator

Stop losing money between systems.

The average home service company runs 4–6 disconnected tools. Every handoff between them destroys data, creates blind spots, and produces a reporting layer that can't answer the questions that actually matter.

Today's stack
Ad click->Phone callxSticky note->Quote sheetxJob done->InvoicexPayment->QuickBooksxNobody knows what worked
Trades Operator connects the loop
Trades Operator
Ad click->Tracked call->Customer record->Smart estimate->Dispatched job->Field evidence->Invoice->Payment->Accounting->Attribution proof

The platform

One operating system. Five surfaces.

The same database. The same customer record. The same definition of "collected revenue" everywhere at once. No sync. No mapping. No integration to break.

Surface 00 - The Brain
In Build

Command Center

Open the app. See what needs attention. Every morning: decisions made, drafts ready, problems caught — before they cost you.

  • DO THIS NEXT - ranked action list with source evidence
  • Missed calls, unresponded estimates, and overdue invoices surfaced automatically
  • Job margin alerts before the truck leaves the job
  • Revenue proof across all attribution sources in one view
  • AI drafts the follow-up, reminder, or next step - you approve
  • Every item links back to the underlying record
Surface 01
Live

Phones + Intake

Every call recorded, transcribed, and joined to the customer record. Missed-call text-back, call summaries, and source attribution from ring one.

Surface 02
In Build

Jobs + Field Ops

Schedule, dispatch, technician brief, photos, signatures, notes, and time tracking. The job record closes back into the same database as the estimate and invoice.

Surface 03
Q3 2026

Money + Accounting

Estimates, invoices, card-present + ACH payments, job costing, and full double-entry accounting. The ledger lives where the job does.

Surface 04
Live

Marketing + Attribution

Native Google and Meta sync. Click-to-invoice attribution. Revenue — not just leads — pushed back to your ad platforms so bidding optimizes for what actually collected.

Operator AI

AI that works from your real business records.

Not a chatbot bolted on. The AI reads your actual calls, jobs, invoices, and campaigns — and acts as the command layer over your whole operation.

01

Finds what needs attention

Surfaces unresponded estimates, overdue invoices, missed follow-ups, and margin risk — ranked by dollar impact — before you ask. Every item links to the underlying record.

02

Drafts replies, summaries, and next steps

Follow-up emails, job summaries, reminder texts, dispatch notes, and estimate responses — drafted from actual record data. You review and send. Nothing goes out without you.

03

Cites the source records

Every AI output shows which calls, jobs, invoices, or campaigns it drew from. You can verify before you act. The answer is a query over your data, not a guess.

04

Requires approval for consequential actions

Money, customer-facing messages, schedule changes, accounting entries, and automations require human confirmation. The AI runs the draft. You run the decision.

AI outputs may be incomplete. You are responsible for reviewing AI-generated content before sending to customers, posting accounting entries, or changing schedules. Trades Operator AI does not replace professional judgment.
Full Operator AI details →

Closed-loop attribution

Know which marketing became paid work.

Trades Operator doesn't report leads. It connects marketing spend to collected revenue — on the same database where the job and payment live.

Google / Meta→Tracked Call→Customer→Estimate→Job→Invoice→Payment + Books→Attribution Proof
Ad -> Invoice
Full lifecycle tracked, not just form fills
Zero hops
Calls, jobs, and payments on the same record
Auto-sync
Collected revenue pushed back to Google + Meta
Full attribution details →

Built for the owner

Open the app. Know what to do next.

The system surfaces what matters, in order of dollar impact, every time you log in.

Scenario 01
This estimate needs a follow-up today.
Sent 3 days ago, no response. AI has the follow-up drafted. You review and send in 30 seconds.
Scenario 02
This invoice is overdue and has a draft reminder ready.
The AI pulls the job record, payment history, and contact info. You approve and it goes out.
Scenario 03
This job is losing margin because labor is over plan.
Flagged before the invoice is created, with hours billed versus estimated and the margin impact.
Scenario 04
This missed call created a callback task.
Every missed call creates a task automatically. Callback assigned. Nothing falls through.
Scenario 05
This campaign brought in revenue, not just clicks.
The ad that drove the call that became the job that produced the payment stays connected.

Details

Security is built into the operating system.

Tenant-scoped data

Every query, read, and write is scoped to the authenticated tenant. No cross-account data access by design.

MFA-gated sensitive actions

Payment, accounting, permission changes, and bulk data exports require multi-factor authentication.

Audit logs

Every action on money, customers, and scheduling is logged with timestamp, user, and IP. Exportable on request.

Tokenized public links

Estimates and invoices sent to customers use time-limited tokenized links — not shareable beyond the intended recipient.

Approval-first AI

No AI action touches money, customer-facing output, schedule, or accounting without explicit human confirmation.

Payment handled by providers

Card data never touches Trades Operator servers. Processed by PCI-compliant providers. We store only payment metadata.

SOC 2 readiness work is in progress. Full audit is not yet complete. We will not claim certification until it is.

Full security details →

Plans

Choose how you operate.

Trades Operator is not priced like a form tool. It is priced like the operating system it is. Talk to us before you choose — the right plan depends on what you're replacing. Pricing is discussed on the demo call. We qualify before we quote.

Tier 01
Design Partner
High-touch, limited availability. For operators who want to shape the platform with the founding team.
  • All Core Operator modules
  • Free access for the first 12 months
  • Direct Slack with the founders
  • Weekly product check-ins
  • White-glove migration
  • Founding-rate pricing locked for life
Apply as a design partner →
Tier 02 - Most common
Core Operator
Full daily operations. Every surface connected. For shops ready to run on one platform.
  • Phones, call recording, AI summaries
  • Booking, dispatch, job ops and field evidence
  • Estimates, invoices, payments
  • Books and job costing
  • Marketing attribution
  • Command Center and AI layer
Book a Demo →
Tier 03
Growth + Intelligence
For shops serious about marketing performance, AI automation, and reporting at scale.
  • Everything in Core Operator
  • Advanced attribution and revenue reporting
  • AI marketing automations
  • Campaign-level revenue proof
  • Advanced dispatch intelligence
  • Dedicated success manager
Talk to founders →

Pricing is discussed on the demo call. We qualify before we quote.

Operator demo

For owners ready to replace the daily operating loop.

We qualify before we demo. The platform is purpose-built for a specific type of shop.

  • 3–10 trucks or equivalent home service volume
  • Wants one connected operating system — not another integration
  • Cares about calls, jobs, money, attribution, and accounting in the same place
  • Willing to connect real provider workflows during onboarding