Everything You Need to Run Your Business

Complete feature set built for home service contractors.

Lead Management

Capture and organize leads from every source.

  • Capture from web forms, manual entry, or bulk import
  • Assign to team members or use round-robin
  • Track status, value, and source
  • Bulk import from CSV/Excel
  • Custom fields and tags
  • Internal notes and communication history

CRM & Contact Management

Full contact database for every client.

  • Store unlimited contacts
  • Contact timeline: calls, notes, emails, jobs
  • Multiple contacts per account
  • Search and filter by any field
  • Tags for organization
  • Export to Excel

Task & Schedule Management

Stay organized and on schedule.

  • Create tasks for any lead or contact
  • Set due dates and priorities
  • Assign to team members
  • Automatic reminders
  • Calendar view of upcoming work
  • Task completion tracking

Quotes & Proposals

Professional quotes that convert.

  • Professional templates
  • Line items with descriptions
  • Tax and discount support
  • PDF generation and email
  • Track quote status (sent, viewed, accepted)
  • Convert to invoice with one click

Invoicing

Get paid faster with professional invoices.

  • Sequential invoice numbering
  • Line items and detailed descriptions
  • Tax calculations and discounts
  • PDF generation
  • Email invoices directly to clients
  • Payment status tracking

Online Booking Forms

Let clients book services 24/7.

  • Create branded public booking forms
  • Embed on your website
  • Share direct link with clients
  • Custom fields per form
  • Leads created automatically from submissions
  • Mobile-friendly and responsive

Client Portal (Hub)

Reduce phone calls and give clients control.

  • Secure OTP login (no password needed)
  • View quotes and invoices
  • Download PDFs
  • View job history and upcoming appointments
  • Access to stored documents
  • Reduces admin overhead by 40%

Deal Pipeline & Negotiations

Track jobs from lead to completion.

  • Custom pipeline stages
  • Track progress of each deal
  • Attach notes and files
  • Pipeline reporting and forecasting
  • Full audit trail and history
  • Integration with all other features

Subcontractor Management

Manage 1099 contractors and teams.

  • Store subcontractor information
  • W9 form collection and storage
  • Track payments and YTD amounts
  • Document verification status
  • Payment history and reconciliation
Pro/Business

License & Insurance Tracking

Stay compliant with document tracking.

  • Store licenses, certificates, insurance
  • Expiration date tracking
  • Automatic alerts when expiring
  • Full document storage
  • Verification status
  • Compliance dashboard
Pro/Business

GPS Schedule & Route Optimization

See all visits on a map and optimize your day.

  • Day / List / Map views for your schedule
  • Visits as pins with time, customer, technician
  • One-click route optimization between jobs
  • Open optimized route in Google Maps / Waze
  • Filter by technician
  • Auto-geocode customer addresses
  • Week calendar with quick navigation

E-Signature on Quotes

Get legally binding approvals from your clients.

  • Clients sign directly on their phone or computer
  • Signature captured in the Client Portal
  • Signature appears on the quote PDF
  • Approval creates a job automatically
  • "Approved by" with name and date on PDF

Credit Card Fee Pass-Through

Keep 100% of your invoice amount.

  • Optional toggle in Stripe settings
  • Processing fee (~3%) added to customer's total
  • Fee displayed clearly before payment
  • Business receives full invoice amount

Email Automation (Cadenas)

Automate follow-ups and stay in touch.

  • Build email sequences triggered by events
  • Schedule emails for optimal timing
  • Dynamic personalization (name, company, etc.)
  • Template library with pre-made designs
  • Full email logs and tracking
  • Multiple sequences per business

Website Builder

Launch your branded website in minutes.

  • No coding required
  • Custom logo and branding
  • Service list and descriptions
  • Hero image upload
  • Online booking integration
  • Custom domain support
Business

Google Reviews Automation

Grow your reputation on autopilot.

  • Auto-send review requests after jobs
  • Configurable delay (X days after completion)
  • Custom email template
  • Direct link to your Google review page
  • Track review request status
  • Increase review volume automatically
Pro/Business

Email Templates

Create professional email templates once, use forever.

  • Build and save reusable templates
  • Dynamic fields ({{client_name}}, {{phone}}, etc.)
  • Send one-off emails from lead records
  • Full email log and history
  • Beautiful pre-designed templates
  • Complete design control

Lead Capture Forms

Build forms that capture leads automatically.

  • Create multiple forms for different services
  • Shareable public links
  • Embed on any website
  • Custom fields per form
  • Leads created automatically
  • Mobile-responsive design

Reports & Analytics

Data-driven insights to grow your business.

  • Lead reports by source, user, status
  • Contact and task analytics
  • Revenue and performance tracking
  • Date range filtering
  • Export to Excel
  • Monthly and trend analysis

Team Management

Manage your entire team in one place.

  • Unlimited users (Business plan)
  • Up to 5 users on Pro plan
  • 5 role levels for fine control
  • Role-based permissions
  • Per-user SMTP email config
  • User activity tracking

Round-Robin Lead Assignment

Fair and automatic lead distribution.

  • Automatically distribute leads across team
  • Configure rules per source
  • Prevent overloading team members
  • Real-time assignment tracking
  • Performance-based adjustments
  • Full audit trail

Multi-Source Tracking

Know exactly where every lead comes from.

  • Track leads by source (origin)
  • Track by partnership (alliance)
  • Source performance reporting
  • ROI calculation per source
  • Attribution tracking
  • Source-specific analytics

Data Import & Export

Easy data portability and migration.

  • Bulk import leads from CSV/Excel
  • Export leads, contacts, reports
  • Multiple export formats
  • Scheduled automatic exports
  • Full data ownership
  • No data lock-in

Audit & Compliance

Track every change for compliance.

  • Full action audit trail
  • User activity logging
  • Change history per record
  • Compliance reporting
  • GDPR-ready data handling
  • Secure data storage

WooCommerce Integration

Turn online orders into business opportunities.

  • Connect your WooCommerce store
  • Orders become leads automatically
  • No manual data entry
  • Customer info pre-populated
  • Real-time synchronization
  • Full order history tracking

Make.com (Integromat)

Build powerful automations with 1,000+ apps.

  • Connect to 1,000+ apps and services
  • Create custom automation workflows
  • Trigger actions based on events
  • Complex multi-step workflows
  • Save hours every week
  • No coding required

Zapier

Connect Tradio to everything you use.

  • 5,000+ app integrations
  • Automate lead creation
  • Send notifications to Slack, email, etc.
  • Sync data across platforms
  • Custom workflows
  • Easy setup without code

Google Reviews Integration

Manage your online reputation.

  • Auto-request reviews from clients
  • Configurable timing
  • Direct Google review links
  • Review request tracking
  • Reputation monitoring
  • Email automation integration

Custom Webhooks

Send Tradio data anywhere.

  • Send data to any webhook URL
  • Connect platforms with webhook support
  • Trigger external systems
  • Full webhook documentation
  • Real-time data updates
  • Custom payload formatting

REST API

Full API access for developers.

  • Complete REST API
  • Build custom integrations
  • Access all data and features
  • Full API documentation
  • Webhook support
  • Rate limits and security controls
Business