The Trade Books

The field app for HVAC, plumbing & electrical crews — jobs, estimates, photos, signatures, payments & time clock, synced live with your Trade Books office.

Trade Books is the field-tech companion to the Trade Books platform — the all-in-one home services management software trusted by HVAC, plumbing, electrical, and other home-service contractors.

If you run a service business, you already use Trade Books in the office. This app puts the same data in your techs' pockets — without the back-office noise.

BUILT FOR THE TRUCK, NOT THE DESK

• Today's jobs at a glance — see every job assigned to you, tap to open it, get directions, call the customer, and start work.

• Move the job forward — mark on-the-way, arrived, in-progress, or completed in one tap. Dispatch sees it in real time on the office board.

• Capture the work — site photos, customer signatures, and payment collection, all on the same screen.

• Build estimates on the spot — add line items, see the running total, and send for signature without leaving the truck.

• Take payment — type in a card or collect a deposit through the same processor your office already uses.

• Stay stocked — search truck inventory, scan part barcodes, request materials from the office, and snap receipt photos for expenses.

• Look up warranties — type or scan a serial number, see coverage status and service history instantly.

• Stay in touch with dispatch — customer texts, calls, and emails sync from the office so nothing falls through the cracks.

• Time clock built in — clock in, clock out, see your shift totals.

Same login as your Trade Books web account. Roles and permissions from the office carry over.

Trade Books is built for serious home-service businesses that want one platform for their books, their dispatch, and their crews. Sign up at thetradebooks.com — your first 30 days are on us.