Question 1

What is TradeBuilds CRM?

Accepted Answer

TradeBuilds CRM is field-service software for home service shops. It keeps clients, quotes, scheduling, dispatch, invoices, card payments, and maintenance plans in one system your crew can use from the office or the truck.

Question 2

Who is it built for?

Accepted Answer

HVAC, plumbing, electrical, roofing, landscaping, remodeling, appliance repair, and general contracting shops. If your day is jobs, estimates, and getting paid, TradeBuilds is built for that workflow — not for a corporate sales team.

Question 3

How does pricing work? Are there per-seat fees?

Accepted Answer

No. Plans are flat monthly or annual pricing for the shop, not billed per technician. Starter is $79/mo, Pro is $149/mo, and Business is $249/mo. Annual billing is two months free ($790, $1,490, and $2,490). Growing the crew does not automatically raise the bill.

Question 4

Is there a free trial?

Accepted Answer

Yes. You can start a 14-day trial at crm.tradebuilds.app with no credit card and no contract. If TradeBuilds is not the right fit, you can walk away before you are billed.

Question 5

What can I do in the CRM on day one?

Accepted Answer

Create client records and job history, build estimates from your price book, send quotes with accept-online links, schedule and dispatch jobs, invoice, take card payments, and (on Pro and Business) run recurring maintenance plans, AI-assisted quotes and follow-ups, and good/better/best options.

Question 6

Can my technicians and office staff all use it?

Accepted Answer

Yes. Business includes unlimited team members and roles so dispatchers, techs, and owners can share one board without extra seat fees. Starter and Pro are built for owner-operators and growing crews; upgrade when you need the full shop on one system.

Question 7

Does it work on a phone in the truck?

Accepted Answer

Yes. TradeBuilds CRM is designed to run the board from a phone in the field — quoting, scheduling, and collecting payment without going back to the shop computer. We also offer native apps for iPhone, iPad, and Mac so the same account works on the devices your crew already carries.

Question 8

How do I sign in? Can I use Google or Apple?

Accepted Answer

You can sign in at crm.tradebuilds.app with your TradeBuilds account, Google, or Sign in with Apple. Google and Apple sign-in use those companies’ secure login screens. We receive the identifiers needed to create or open your account (such as name and email). With Sign in with Apple, Hide My Email is supported if you choose a relay address.

Question 9

Does TradeBuilds sync with Google Calendar?

Accepted Answer

Yes. You can connect Google Calendar so jobs and appointments can appear on the calendars your shop already uses. Connecting Calendar is optional. When you connect it, we request access only to provide scheduling and sync. You can disconnect Google Calendar at any time from your account settings. Calendar data is not sold and is not used for advertising.

Question 10

Are there iOS and macOS apps?

Accepted Answer

Yes. Native TradeBuilds CRM apps are available for iPhone, iPad, and Mac. Sign in with the same account you use on the web, including Google or Apple authentication. App permissions (such as notifications or calendar access) are requested only for features you use, and you can change them in iOS or macOS Settings.

Question 11

How do quotes, invoices, and payments work?

Accepted Answer

Build a quote from your price book, send an accept-online link, and convert accepted work into a scheduled job. Invoices can be collected with online card payments so you get paid in the driveway instead of chasing paper. Card details are handled by our payment processor — TradeBuilds does not store full card numbers.

Question 12

What are maintenance plans?

Accepted Answer

Pro and Business include recurring maintenance plans and subscriptions so tune-ups and service agreements renew on their own. That is the recurring revenue most shops forget to bill when it still lives in a spreadsheet.

Question 13

Can I use a custom domain or branded client portal?

Accepted Answer

Business includes a custom domain and branded client portal so customers can book, review quotes, and pay in an experience that looks like your company — not a generic software tab. We also build websites, booking flows, hosting, and professional email for shops that want the full stack.

Question 14

How long does setup take?

Accepted Answer

Most shops can get the CRM usable in an afternoon: clients, price book, and a first quote. If you want a custom workflow, portal, or integrations, we start with a conversation about how your team actually works and build from there.

Question 15

Who owns my data? Can I export or delete my account?

Accepted Answer

You own your shop’s CRM data — clients, jobs, quotes, invoices, and files you upload. You can request an export or deletion by emailing sabrina@tradebuilds.app. Account deletion is also available for users who signed in with Apple or Google, as required by those platforms. Please see our Privacy Policy for details.

Question 16

How do I get help, change plans, or cancel?

Accepted Answer

Open the chat messenger on any page, email sabrina@tradebuilds.app, or call (513) 804-8941. We can help with onboarding, billing, Google Calendar, sign-in, and the iOS or Mac apps. You can cancel before a renewal to stop future charges; the Privacy Policy and Terms of Service describe data handling after cancellation.

Answers for shops running TradeBuilds CRM.

Common questions about the CRM.