Tradesflow logo

Tradesflow

by Tradesflow · Since 2020
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ActiveAvailable globallyCloud
Quick facts
VendorTradesflow
Year launched2020
StatusActive
LocationKelowna, BC V1X 3M9, CA
Countries servedGlobal
Languages1
Integrations1+
Free tier
Free trial
Contact sales

About Tradesflow

Tradesflow is a job management software from Tradesflow designed for trades, subs, and service businesses. It combines live maps, online platform accessibility, and multi-device compatibility so users can manage their workflow efficiently. This software simplifies the management of jobs, reducing paperwork and facilitating easy communication among team members. Users can access key pricing information and privacy policy directly within the platform, ensuring transparency and compliance. Key capabilities: live maps online platform any device pricing & features privacy policy Best for: tradespeople and service businesses that need to manage jobs and improve communication.

Tradesflow is a comprehensive field service management software designed to streamline various aspects of business operations for tradespeople, subcontractors, and service-based businesses. Its primary purpose is to simplify job management, enhance productivity, and improve customer satisfaction by integrating multiple functionalities into one user-friendly platform. Key features include scheduling, CRM, live maps, invoicing, and customizable forms. The user interface of Tradesflow is intuitive and easy to navigate, making it accessible even for those who are not tech-savvy. The design is clean and straightforward, with a focus on minimizing clutter and maximizing efficiency. Unique design elements include live maps for real-time tracking, customizable forms to collect specific information, and a 2-click invoicing system that simplifies billing processes. The mobile access feature ensures that users can update and access information on-the-go, whether they are in the office or on a job site. In terms of functionality, Tradesflow offers a wide range of features that set it apart from its competitors. These include activity tracking, service history, calendar management, and maintenance scheduling.

Pros & Cons

What users like
  • +1. Increased Productivity: The software has led to a significant increase in productivity by streamlining processes and eliminating manual tasks.
  • +2. Enhanced Organization: The digital storage of notes, photos, and documents ensures that important information is easily accessible and searchable.
  • +3. Improved Communication: The ability to connect with technicians via laptops and tablets facilitates smoother communication and collaboration.
  • +4. Streamlined Invoicing: The software simplifies the process of creating and sending invoices, reducing errors and speeding up payment processing.
  • +5. Professionalism: The ability to create and send professional-looking proposals and invoices enhances the overall image of the business.
What users flag
  • 1. Limited Search Functionality: The search functionality, specifically for finding "Sent Proposals," could be improved.
  • 2. Duplicate Customer Creation: The software might sometimes suggest creating duplicate customer profiles even when the last names differ.

Features

Key features

1. Simplified Scheduling
A color-coded calendar allows you to see your team's availability at a glance and assign jobs with ease. One-tap access to job information ensures everyone is on the same page.
2. Streamlined Quoting and Invoicing
Manage quotes, job notes, and invoices within a single platform. Effortlessly keep your finances organized and avoid bookkeeping headaches.
3. Client Management (CRM)
Ditch the paper! Access all customer and job information in one central location. Client details and job history are readily available before you even arrive at the site.
4. Team Management
Assign tasks, manage schedules, and customize user permissions to ensure smooth operation. Automatic notifications keep the admin team informed.
5. Property History
Track every job performed at a specific location. Access a comprehensive history of all work done for a particular property.

Additional features

1. Scheduling
Color-coded calendar with one-tap job info and team availability view.
2. Quotes & Invoices
Generate quotes, manage job notes, and create invoices within the platform.
3. Client Management (CRM)
Store and access customer and job information electronically.
4. Team Management
Assign tasks, manage schedules, and customize user permissions. Automatic notifications keep the admin team informed.
5. Property History
Track the complete job history for each property.
6. Setup for Success
Customize proposal and invoice templates, create job completion checklists, and set perks/commissions for team members.
7. Live Maps
View all current jobs and pricing on a live map. Easily access job details and directions with a single tap.
8. Professional Proposals & Invoices
Send visually appealing proposals and invoices in PDF format. Meet all digital and reporting requirements for modern customers.
9. Stellar Service
Allow customers to accept proposals, respond to inquiries, and even pay invoices online. Improve your professional image by readily accessing customer information on mobile devices.
10. Payment Processing
Get paid faster and avoid forgetting invoices with online payment options.
11. Information Security
The software helps maintain organized records and reduces the risk of losing job information.
12. Improved Professionalism
Tradesflow allows you to present yourself as a well-organized and efficient business.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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