Features
Everything the job needs. Nothing it doesn't.
See every TradePilot feature: lead capture, professional estimates, crew scheduling, job execution, invoicing, payments, job costing and the AI assistant.
The core toolkit
Lead capture
Every call, form and referral lands in one inbox with a status you can actually track.
Professional estimates
Line items, materials, labor, deposits and terms — approved online with a signature.
Scheduling that holds up
Day, week and crew views with drag-and-drop, arrival windows and double-booking warnings.
Job execution
Checklists, photos, materials and clock in/out from the truck, not from a clipboard.
Invoices and payments
Invoice from a completed job in two taps, track deposits, partials and overdue balances.
Profit per job
Estimated versus actual labor and materials, so you know which work is worth repeating.
Customer follow-up
Review requests and repeat-service reminders that bring old customers back.
AI assistant
Draft estimates, summarize your day and answer questions about your own numbers.
Leads that never go cold
- One inbox for calls, web forms, referrals and repeat customers
- Status pipeline from New through Won or Lost
- Convert a lead into a drafted estimate in a single click
- Search across every name, address, service and note
Estimates that win the job
- Line items for labor, materials, quantities and markup
- Discounts, tax and deposit terms calculated for you
- AI drafts the line items from a plain-language description
- Live profit and margin preview before you send it
Scheduling built for crews
- Day and week dispatch views with arrival windows
- Assign crews and see who is loaded and who is free
- Crew members see only their own jobs and checklists
- Job status flows from Scheduled to In Progress to Completed
Money you can actually see
- Invoice straight from a completed job with real hours and materials
- Deposits, partial payments, refunds and overdue tracking
- Online card payment links your customers can pay in seconds
- Job costing: estimated vs actual labor, materials and profit per hour
The workflow
Lead to paid, then back around again.
Lead
Capture the request with photos, address and preferred date.
Estimate
Build it in minutes — or let the AI draft the line items.
Approval
Customer reviews, signs and pays a deposit online.
Scheduled job
Assign a crew, set the arrival window, send the reminder.
Completed job
Checklist, photos, materials and hours captured on site.
Invoice
Generated from the job with actual time and materials.
Payment
Record cash, check, card or online payment against the balance.
Review
Send the review request while the work is still fresh.
Follow-up
Reminder fires when they're due for the next service.
See it with your own jobs.
The demo workspace is loaded with real-looking leads, estimates, jobs and invoices.