Run Your Service Business Smarter

Your command center for job management, scheduling, invoicing, and team coordination. Built for HVAC, plumbing, electrical, and service pros who want to run their business, not chase paperwork.

14-day free trial

No credit card required

Cancel anytime

TradeSlate Dashboard

24Active Jobs

$47.2kRevenue MTD

96%On-Time Rate

HVAC Repair - JohnsonToday, 2:00 PM

$450

Plumbing Install - SmithTomorrow, 9:00 AM

$1,200

Electrical Panel - DavisCompleted

$2,850

Enterprise Security

SOC 2 compliant with bank-level encryption

256-bit Encryption

Your data is protected at rest and in transit

99.9% Uptime

Reliable service you can count on

24/7 Support

Real humans ready to help anytime

The Problem

Running a service business shouldn't require 6 different apps

You're juggling spreadsheets, calendar apps, invoicing software, and paper forms. Your data is scattered. Things slip through the cracks. You're working harder, not smarter.

SchedulingGoogle Calendar, Calendly, Jobber$30-50/mo

Double-bookings and no-shows

InvoicingQuickBooks, FreshBooks, Wave$25-80/mo

Manual data entry nightmares

Customer CRMHubSpot, Salesforce, Spreadsheets$0-150/mo

Lost history and scattered notes

Job ManagementServiceTitan, Housecall Pro, Paper$150-400/mo

Jobs falling through cracks

Replace them all with

TradeSlate

One platform. Complete control.

Everything you need to run your service business in one place. Schedule jobs, dispatch techs, track work, invoice customers, and get paid—all from a single dashboard. No more app-switching. No more lost data. No more headaches.

Built for simplicity. Every screen connects logically. If you can fill out a paper form, you can use TradeSlate. Finally transition from clipboards and filing cabinets to a modern system—without the learning curve.

3hrsSaved per dayStop switching between apps and re-entering data

40%Faster paymentsInvoices go out the moment jobs are done

99%On-time arrivalsAutomated reminders for you and your customers

$0Lost jobsEvery lead and job tracked from start to finish

Trusted by 500+ service businesses • $12M+ in jobs managed • 4.9/5 customer rating

Everything You Need to Run Your Business

One platform replaces your spreadsheets, paper forms, and disconnected tools.

Job Management

Track every job from initial quote to final payment. Visual kanban boards show job status at a glance. Attach photos, notes, and checklists to each job. Never lose track of work orders again.

Visual status workflowsPhoto documentationCustom checklistsQuote-to-payment tracking

Smart Scheduling

Drag-and-drop calendar makes scheduling effortless. See technician availability in real-time. Automatic SMS/email reminders reduce no-shows. Optimize routes to minimize drive time between jobs.

Drag-and-drop calendarTechnician availabilityAutomatic remindersRoute optimization

Customer CRM

Build lasting customer relationships with complete service history at your fingertips. Store multiple properties per customer. Track equipment, warranties, and maintenance schedules. Never ask "have we been here before?"

Full service historyEquipment trackingMultiple propertiesWarranty management

Team Management

Control who sees what with role-based permissions. Assign jobs to the right technician based on skills and location. Track time on jobs automatically. Manage payroll hours with built-in timesheets.

Role-based permissionsSkill-based assignmentTime trackingTimesheet reports

Invoicing & Payments

Create professional invoices in seconds from completed jobs. Accept credit cards, ACH, and checks. Automatic payment reminders chase overdue invoices for you. Sync with QuickBooks for seamless accounting.

One-click invoicingOnline paymentsAuto payment remindersQuickBooks sync

Real-time Analytics

Know exactly how your business is performing. Track revenue, job completion rates, and technician productivity. Identify your most profitable services and customers. Make data-driven decisions.

Revenue dashboardsTechnician performanceProfitability reportsTrend analysis

Inventory Tracking

Never run out of parts on a job again. Track inventory across trucks and warehouses. Automatic reorder alerts when stock runs low. Log parts used against jobs for accurate costing.

Multi-location trackingLow stock alertsParts-to-job loggingCost tracking

Mobile Ready

Your entire business in your pocket. Technicians can view jobs, update status, capture signatures, and process payments from any device. Works offline and syncs when back online.

Works on any deviceOffline capableDigital signaturesField payments

Coming Soon

Powerful integrations on the way

QuickBooks Online

Automatic bookkeeping sync

Google Calendar

Two-way calendar sync

SMS Notifications

Customer text alerts

How We Compare

See how TradeSlate stacks up against the competition. More features, less cost, faster setup.

Feature	TradeSlate	ServiceTitan	Jobber
Job Management
Customer Portal
Real-time Scheduling
Inventory Tracking
Role-based Access Control
AI-powered Import
Mobile App
Free Trial	14 days	Demo only	14 days
Starting Price	$49/mo	$300+/mo	$69/mo
Setup Time	Same day	2-4 weeks	1-2 days
Contract Required

Trusted by Service Professionals

Join hundreds of service businesses who have transformed their operations with TradeSlate.

“TradeSlate transformed how we handle jobs. Our scheduling errors dropped by 90% and customer satisfaction soared. We finally have visibility into our entire operation.”

Sarah Johnson

Owner, Johnson HVAC Services

“We went from paper forms and spreadsheets to a fully digital operation in two weeks. The time savings alone paid for the subscription in the first month.”

Mike Rodriguez

Operations Manager, Premier Plumbing Co.

“The invoicing feature is a game-changer. We get paid faster, our techs love the mobile app, and I can finally take a vacation without worrying about missed jobs.”

David Chen

Owner, Chen Electric

“After trying ServiceTitan and Housecall Pro, we found TradeSlate. It has everything we need without the complexity. Our team was up and running on day one.”

Lisa Martinez

General Manager, All-Star Appliance Repair

“The customer portal alone has saved our office manager hours of phone calls every week. Customers can see their job status and pay invoices online.”

Tom Williams

Owner, Williams HVAC

“I love how everything is connected. When a tech completes a job, the invoice goes out automatically. No more chasing paperwork or waiting to bill customers.”

Jennifer Park

Office Manager, Summit Mechanical

Get paid — without the payment-setup headache

Take card payments on any invoice. TradeSlate does the Stripe setup, the receipts, and the reconciliation — the money just lands in your bank.

We set up payments for you

Connect your account in a couple of taps, right inside TradeSlate. No Stripe dashboard to learn and nothing to configure — we handle the setup so you don’t have to.

In-app setupNo Stripe account to manageDone in minutes

Money goes straight to your bank

Card payments on your invoices settle directly into your own account. You’re the merchant — we never hold or touch your funds.

Direct depositsYou own the moneySee payouts in-app

No extra fees from us

We don’t add a platform fee on payments. You keep what you earn, minus only the standard processing rate.

Zero platform feeRefund in one clickAuto-reconciled

Simple, Transparent Pricing

Start with a 14-day free trial. No credit card required.

Starter

$49/month

Perfect for solo operators

1 user included

Job management

Customer CRM

Basic scheduling

Invoicing

Email support

Professional