Phones + Intake
Calls, recordings, AI summaries, call tags, automated follow-up tasks, and attribution to ad source. Every inbound call becomes a structured customer record.
Operating Loop
Every step. One system.
The Operating Loop is how Trades Operator connects a marketing touchpoint to a collected payment — without a single manual handoff or integration in between.
tradesoperator.com
Connected workflow
01
Lead captured
Call, form, or campaign source enters the operating record.
02
Work tracked
Customer, estimate, job, evidence, invoice, and payment stay connected.
03
Next action
The next approval, follow-up, or review task is visible without rebuilding context.
What this replaces
The broken stack every contractor knows.
Most shops are running 4–7 separate tools — each with its own login, its own data model, and its own dead end. The Operating Loop closes every gap in that chain.
Jobs + Field Ops
Schedule, dispatch, technician brief, field photos, job notes, time tracking, customer signatures. The complete job record — not just a ticket number.
Money + Accounting
Estimates, invoices, payments, refunds, job costing, double-entry books. Revenue closes in the same system where the job opened.
Marketing + Attribution
Ad click → tracked call → customer → job → collected revenue. Attribution is closed-loop, not click-reporting. Know which campaigns made money.
Command Center
The daily operating surface. DO THIS NEXT priorities, revenue strip, open jobs, missed follow-ups, margin warnings — everything that needs owner attention in one view.
Operator AI
AI that reads your records and surfaces what matters. Drafts replies, flags problems, prepares follow-ups, and cites the source before acting.
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