Introducing TradeCraft: The All-in-One Platform to Power Your Service Business

Welcome to the official breakdown of TradeCraft, the comprehensive software solution built from the ground up to meet the unique demands of service businesses. We believe that the trades deserve technology that is as hardworking and reliable as they are. This post will walk you through every major feature and explain how it can help you streamline operations, improve efficiency, and grow your business.

The Dashboard: Your Business at a Glance

When you log in, the first thing you see is your Dashboard. This is your command center, giving you an immediate, high-level overview of your business performance. Key metrics like Total Revenue, Active Jobs, and New Clients are right at your fingertips, along with a monthly revenue chart to visualize your financial health over time.

Comprehensive Job Management

The core of any service business is the job itself. TradeCraft's job management system is designed to be powerful yet intuitive.

• Create & Track: Easily create new jobs, assign them to technicians, and track their status from "New" to "Completed".
• Recurring Jobs: Set up recurring maintenance or service contracts with customizable frequencies (e.g., weekly, monthly, quarterly).
• Detailed Information: Every job includes a full description, priority level, and estimated time, ensuring your team has all the information they need.

Intelligent Scheduling & Dispatch

• Visual Calendar: Our drag-and-drop calendar provides a clear view of your team's schedule, helping you optimize routes and prevent double-bookings.
• Dispatch Board: The dispatch board gives you a real-time, Kanban-style view of all active jobs, so you know exactly what your team is doing at any given moment.

A Powerful Customer CRM

Keep your customer information organized and accessible.

• Centralized Database: Store contact details, service addresses, and private notes for every customer.
• Complete Service History: View a full history of every job, estimate, and invoice associated with a customer, empowering you to provide personalized and informed service.

Streamlined Estimates & Invoicing

• Professional Estimates: Quickly create detailed estimates with line items and custom terms. Customers can approve them online, and you can convert an approved estimate into a job with a single click.
• Fast Invoicing: Generate invoices directly from completed jobs or create them from scratch. Our system automatically calculates totals, including taxes.
• Payment Tracking: Record manual payments (cash, check, card) against invoices and always know the outstanding balance.

Product & Service Catalog

To speed up your quoting and invoicing process, the Catalog allows you to pre-define common parts, materials, and services. Set names, descriptions, SKUs, and unit prices once, and then add them to any estimate or invoice in seconds.

Robust Equipment Tracking

Your tools and equipment are valuable assets. TradeCraft helps you keep track of them.

• Equipment Log: Maintain a list of all company-owned equipment, from ladders to specialty tools.
• Assign & Track: Assign equipment to specific technicians to ensure accountability.
• Maintenance History: Record service and maintenance logs for each piece of equipment to keep your assets in top condition and minimize downtime.

Insightful Reporting & Analytics

Make data-driven decisions with our Reports page. Get instant insights on:

• Financials: Track total invoiced revenue and outstanding accounts receivable.
• Operations: Identify your top-performing services and see which technicians are completing the most jobs.

Empowering Your Field Technicians

TradeCraft is designed to work seamlessly for your team in the field.

• Focused Job View: Technicians get a simplified view of only their assigned jobs.
• On-the-Go Updates: They can update job statuses, add notes, and attach photos directly from their mobile device.
• Clock-In/Clock-Out: The optional timesheet feature allows technicians to easily track their work hours for accurate payroll.
• Instant Invoicing: Technicians can even generate an invoice and record a payment on-site as soon as a job is done.

Full Customization & Control

Make TradeCraft your own. In the Settings panel, Company Admins can:

• Manage Users: Invite team members and assign specific roles to control permissions.
• Customize Company Profile: Add your logo, contact info, and default tax rates.
• Configure Notifications: Set up automated email and SMS reminders for your customers.
• Edit Templates: Customize the look and feel of your estimates and invoices.

We built TradeCraft to be the only tool you need to run your service business. We're constantly working on new features and improvements. Ready to take control?

Get started for free today!