The Trade Books

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 for the day. Tap one 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 status updates in real time on the office board. Capture the work. Shoot site photos, attach them to the job, get the customer's signature on a quote or completion doc, and collect payment — all on the same screen. Build estimates on the spot. Add line items, see the running total, and send the estimate to the customer for signature without leaving the truck. Take payment. Charge a card or collect a deposit through the same processor your office is already using. Stay stocked. Search truck inventory, scan a part barcode, request materials from the office, and snap a photo of every receipt for expenses. Look up warranties on equipment. Type or scan the serial. See coverage status and service history right away. Stay in touch with dispatch. All customer SMS, calls, and emails sync from the office so nothing falls through the cracks. Time clock built in. Clock in when the day starts, clock out when it ends, and see your shift totals. This app uses the same login as your Trade Books web account. Roles and permissions you set up in 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 https://thetradebooks.com — your first 14 days are on us.