TradelyHQ

TradelyHQ runs your commercial field service business from one place. It's built for contractors with 1 to 25 techs: HVAC, plumbing, electrical, janitorial, painting, and general facility maintenance.

Take the job, send the right tech, get proof on site, invoice it, and push it to QuickBooks. Your office staff and your field crew work in the same system.

AI DISPATCHER Tell it what you want in plain English, like "send the best open HVAC tech and book it." It picks an available tech by skill and current workload, books the slot, and updates the board. It can also draft invoices and follow up on late ones.

It will not bill a customer, charge a card, or message a client on its own. Anything that touches money or a customer waits in a "Needs your OK" list with the name and the amount, so you approve it first. The busywork runs by itself and you stay in control.

WORK ORDERS & DISPATCH

• Create, assign, and track every job from intake to invoice
• Calendar and board views with drag and drop scheduling
• Spending caps (NTE) enforced in the database, not just on the screen
• Completion photos and customer signatures on the phone

FIELD TECH APP

• Techs see only their own assigned jobs
• Clock time, take completion photos, and capture signatures on site
• Works offline and uploads when the signal comes back

BILLING & QUICKBOOKS

• Build quotes, send invoices, and take a job from estimate to paid
• Invoices sync to QuickBooks Online automatically

CLIENT PORTAL

• Your customers log in to see job status, completion reports, and invoices, so you field fewer "where's my job" calls

RECURRING WORK

• Set preventive maintenance on a monthly, quarterly, or yearly schedule and the work orders generate before they are due

SECURITY

• Two-factor authentication
• Each company's data is isolated at the database level
• Data is encrypted at rest with daily backups

Sign in with your existing TradelyHQ account to get started.