Less office work. Same independent business. Learn about the pilot →Plumbing alpha · Learn more →
TRADEAGENT OS
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THE PRODUCT / ONE CONNECTED RECORD

One job.
First call to
final payment.

The job keeps moving. It stops at the points where you should decide.

Walk through a jobTell us about your shop

ILLUSTRATIVE JOB · EARLY PRODUCT WORKFLOW

Saturday, 7:40 a.m.
A leaking water heater.

You’re on another job. Here’s the path we’re building around. This is a workflow explanation, not a live demo or a product screenshot.

  1. 01

    A customer calls.

    Call intake brings the reported problem and customer details together for your review.

    You decide whether to take the job, and when.

  2. 02

    One place for the story.

    Keep customer, location and job details connected. Review the record before the next step.

    You decide what happens next.

  3. 03

    Your price. Their approval.

    Prepare or review the quote. Send a Client Hub link for approval, with an optional deposit.

    You approve the scope, price and deposit.

  4. 04

    The job in your pocket.

    Tech Hub holds job details, notes, photos and status updates while you’re in the field.

    Your judgment stays on the job.

  5. 05

    Keep the details attached.

    Complete the work with notes and photos alongside the job history.

    You confirm the work is complete.

  6. 06

    Close the loop.

    Keep the invoice and payment link connected to the job. Stripe payments depend on account setup and readiness.

    You review what you charge.

Early means early. Call handling and customer messaging are being hardened. Payment availability depends on Stripe setup and release readiness. We’ll confirm the working scope with your shop before the alpha.

TWO VIEWS. ONE RECORD.

Tech Hub

Job details, notes, status updates and photos. A practical mobile workspace for the work in front of you.

Client Hub

Your customer’s link for the relevant job information, photos, quotes and payment steps. No customer app to install.

STRAIGHT TALK

Help with the office.
You run the business.

TradeAgent isn’t a full accounting system. It doesn’t replace your judgment or a person on the job. It’s early, and parts of the workflow are still being tested.

Exploring, not available: parts and materials help, supplier and accounting connections, and ways to support a helper or keep customers informed when you’re unavailable. These are not promised alpha features.

BUILT WITH INDEPENDENT PLUMBERS

Less office.
More of your own life.

We’re starting small. Tell us about your shop, and help shape the office you’d actually use.

Tell us about your shop

Early development. Limited alpha by application.