Why Trades Operator
One system.Not a stack.
Most shops run on a service app, a separate books file, a phone system, a call tracker, a review tool and a few spreadsheets. Trades Operator puts the work, the calls and the money in one place.
One recordThe stack
The usual stackvs Trades Operator
Each tool is fine on its own. The trouble is the gaps between them.
| The usual stack | Trades Operator | |
|---|---|---|
| Records | Customers live in several tools. You retype or export between them. | One customer record holds jobs, calls, texts, estimates and invoices. |
| Books | Someone re-enters the work into the accounting file. | Books follow the jobs and payments, so the numbers trace back to the work. |
| Calls and ads | A call tracker in one login, jobs in another. | Calls, tracking numbers and booked jobs sit side by side. |
| Questions | Build a report, or ask the one person who knows. | Ask Operator in plain words. It answers from your data. |
| Your team | Often a charge for each added user. | Not priced per user. |
| Moving over | Export, clean up, import, check. | We move your history for you. |
What you get
Built so the workand the money agree.
Operator answers. You decide.
Ask a question and get an answer from your own jobs, calls and invoices. When there is a next step, Operator suggests it and waits for you.
- Answers come from your records, not guesses
- Important actions are recorded with who and when
- Some actions can be undone for 24 hours
Clean books, even if you are not an accountant.
Invoices, payments and expenses come from the work your team already does. Your accountant gets reports they recognize, including a general ledger.
- Bank accounts connect through Plaid
- Cash and accrual reports
- Every number opens to the job or payment behind it
Your history comes with you.
Switching should not mean starting over. We move your customers and past work for you, and you review what came across.
- Housecall Pro, QuickBooks and Thryv connect directly; Jobber, ServiceTitan and spreadsheets come in from an export
- Spreadsheets and CSV files
- Customers are matched so you do not get duplicates
Everything in one place
WhatTrades Operator does.
From the first ring to the last payment, and the books after it.
Calls that turn into jobs
- Every call recorded and transcribed
- Missed calls get a text back right away
- Tracking numbers show which ad made the phone ring
One inbox for every customer
- Texts, email and calls in one thread
- Team chat on the job with @Operator
- Reminders and on-my-way texts go out for you
Schedule by skill, not guesswork
- Worker skills decide who can take a job
- Online booking shows real open times
- Drag-and-drop dispatch board
Good, better, best options
- Operator drafts an estimate from your notes
- Customers pick an option and sign online
- Deposits collected at approval
Invoices that get paid
- Card, ACH and Klarna pay-over-time
- Tips on their own line, paid to the tech
- Recurring invoices for maintenance plans
Books that follow the work
- Bank feeds through Plaid
- General ledger, P&L and balance sheet
- Run beside QuickBooks or replace it
Know which jobs made money
- Labor, parts and mileage per job
- Profit per job and per customer
- Mileage logged from the tech app
See what your ads really bring in
- Calls, leads and booked revenue by source
- Review requests after every job
- Win back old estimates and lapsed customers
A tech app that stays simple
- Today’s jobs, notes, photos and equipment
- Techs build estimates and take payment
- Only what their role allows
Equipment and service plans
- Units, models and serial numbers per address
- Service plan visits scheduled for you
- Warranty and history at a glance
Reports in plain words
- Ask Operator and get a chart back
- Compare trades, techs and months
- Every number opens to the records behind it
Safe by default
- Two-step sign-in for every role
- Owners set what each role can see
- Every money action is logged
Early access · Vendor portal
Give property managers their own portal.
Property managers request work, approve estimates, pay invoices and see the history for every unit, all under your brand.
- Approval limits per property, so small jobs just go
- Batch ACH pay at no cost to them
- PO numbers carry through to every invoice
The basics
Made for shopslike yours.
Built for the trades
HVAC, plumbing, electrical, cleaning and more. Skills, equipment and estimate options match how these shops work.
Not priced per user
Add office staff and techs without a bigger bill for each person.
The right access
Owners set what each role can see. Techs get their day, not your books.