Trades Operator

Trades Operator runs calls, jobs, invoices and payments for home-service companies like HVAC, plumbing and electrical shops. Instead of a service app, a separate books file, a phone system, a call tracker and a review tool, we put the work, the calls and the money in one customer record.

Business phone numbers are built in. Calls are transcribed and summarized, matched to the customer, and credited to the ad that rang. Missed calls can get a text back. Schedule by technician skill on a drag-and-drop board, send estimates customers sign online, take card, ACH or Klarna payments, and keep books that follow the jobs, with bank feeds through Plaid and a general ledger, P&L and balance sheet.

Operator, our AI assistant, answers questions in plain words from your own records and drafts next steps, like following up on open estimates. Money always waits for your yes.

We're not priced per user, so the whole crew gets a login. Switching is free: we move your history in from Housecall Pro through its API (needs your Housecall Pro MAX plan), QuickBooks Online, Thryv files, or spreadsheet exports from Jobber and ServiceTitan.