Quote Faster. Schedule Smarter. Get Paid Quicker.

Trade Services App is a ready-to-go Zoho CRM vertical built for tradies, contractors, and field service businesses 

to manage jobs, quotes, schedules, and payments – all in one place.

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The Problem
The Solution
Key Benefits
Who It's For
Pricing
The Problem

Running a trade or service business isn’t just about doing the work – it’s managing the constant admin that comes with it:

  • Chasing quotes that never get approved
  • Double-booked jobs or gaps in the schedule
  • Paperwork lost in the ute or buried in email threads
  • Late invoices that delay your cash flow

All these delays cost you time, money, and repeat customers.

The Solution

Trade Services App brings your quoting, job scheduling, and customer management together into one powerful yet easy-to-use platform.

  • Quote & Invoice Management – Create, send, and track quotes and invoices from your phone or desktop

  • Job Scheduling & Calendar Sync – Book jobs, assign team members, and see your schedule in real-time

  • Customer Database – Keep all client and job history in one place

  • Mobile-Friendly Access – Update job details and collect signatures onsite

  • Payments Tracking – Monitor what’s been paid and chase overdue invoices in a click

Key Benefits

Key benefits include:

  • Win More Work: Respond to enquiries and send quotes faster
  • Stay Organised: No more missed jobs or lost paperwork

  • Get Paid Faster: Professional invoices and payment reminders built in

  • Run Anywhere: Cloud-based access for you and your team, in the office or on the job

Who It's For

Whether you’re:

  • A plumber juggling emergency call-outs and scheduled installs

  • An electrician managing multiple projects

  • A builder coordinating teams and subcontractors

  • A painter, landscaper, cleaner or handyman growing your client base

Trade Services App is built to work the way tradies work.

Pricing

Professional – Core Trade Management

$75 per month per user excl. GST

Initial set-up fee of $350 per account

Best for: Tradies and service businesses who need streamlined quoting, job scheduling, and client management without advanced compliance and automation tools.

Features:

  • Lead capture & client database management
  • Job scheduling & team assignment

  • Calendar sync & mobile access

  • Client nurturing & onboarding

  • Basic reporting & analytics

  • Email & calendar integration

  • Client account management

Enterprise – Complete Trade & Compliance Management

$125 per month per user excl. GST

Initial set-up fee of $650 per account

Best for: Growing trade businesses wanting a full-service platform with advanced compliance, safety management, and automation features.

Features:

  • Lead capture & client database management

  • Quoting & invoicing in one click

  • Job scheduling & team assignment

  • Calendar sync & mobile access

  • Client nurturing & onboarding

  • Payment tracking

  • Basic reporting & analytics

  • Email & calendar integration

  • Client account management

  • Toolbox talks management & safety compliance tracking
  • Timesheet management

  • Detailed job costing & profitability reports

How it works?

Attract

Manage client enquiries, follow-ups, and quotes to build strong relationships with the companies you work for.

Invoice

Create professional quotes and convert them to invoices in one click, and track payments.


Schedule

Book jobs, assign team members, and sync with your calendar.



Nurture

Build strong relationships with automated follow-ups, welcome packs, and service reminders.

Comply

Don’t get caught out on compliance. Manage toolbox talks, record safety notes, store compliance documentation 

Click on each element to see how it works

Less Admin. More Time on the Tools.

Run your trade business smarter – from quote to final payment. Book your free demo today and see how Trade Services App can save you hours every week.

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