Customers & scheduling
Customer records and sales appointments
Keep contacts, properties, Opportunities and appointments connected. Give the assigned rep the context to walk into the next visit prepared.
Explore customers & scheduling →Built for home improvement teams
From the first visit.
Through the final detail.
Bring customers, field sales and the office together. Manage appointments, estimates, contracts and production in one place, with workflows configured for your company.
Sales and production, together
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Customers & appointments
Customer history, rep assignments and visit details.
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Estimates & contracts
Your price book, proposal templates and customer signatures.
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Office review
Review the signed sale before handing it to production.
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Production & field work
Custom stages, requirements, scheduling and crew assignments.
The platform
Tools for the visit, the office and the job site.
Manage customer records, build proposals and coordinate production without re-entering the same job details.
Field estimating
Estimating tools for the field
Choose products from your price book, configure options and upcharges, add photos and scope notes, and review the estimate with the customer.
Explore field estimating →Proposals & signing
Proposals, payment terms and signing
Move from an estimate to payment terms and a branded proposal or contract. Review the document before collecting each required signature.
Explore proposals & signing →Office review & Jobs
Sold review and production Jobs
Review signed sales, request corrections and hand approved work into Jobs. Track production through your own stages, with requirements and responsibilities defined for each step.
Explore office review & jobs →Customer communication
Appointment messages and reminders
Manage appointment messages and reminders alongside the schedule. Configure company defaults, message wording and rep details without losing sight of consent and quiet hours.
Explore customer communication →Team access
Access that fits each person’s work
Give sales, office and field staff access that matches their responsibilities. Custom permissions keep a sales view of a Job separate from production work.
Explore team access →Custom production workflows
Run production the way your company works.
A window installation and a roofing job have different requirements. Configure your production stages and track the work through measurements, ordering, scheduling and installation.
The customer record, signed documents and job details stay available as the work moves from sales to the office and out to the field.
An example production sequence
- Final measure
- Ordering
- Scheduling
- Installation
- Your stages, in your order
- Name and arrange production stages to match how your company takes a sold job through to completion.
- Requirements before moving on
- Use requirement templates to define what needs to be completed as work progresses.
- Responsibility and timing
- Set the responsible role and expected turnaround for each stage, with overdue tracking and escalation settings.
Built around your team
Give each team the tools it needs.
The salesperson and the installer have different jobs to do. TradeTendr keeps their work connected while respecting what each person can see and change.
- Sales
- Appointments, estimates, photos and the next step in the sale.
- Office
- Scheduling, document review and a clear handoff into Jobs.
- Field teams
- Assigned work, site details and measurements where permitted.
- Owners & managers
- Production progress, overdue work and team access.
Built for exteriors
Built around the work you sell.
Windows, doors, siding and roofing. Bring the product details and the customer conversation into the same workflow.
Siding
Present materials, service sections and the scope of work in one proposal.
Windows & doors
Keep product choices, sizing, upcharges and images with the estimate.
Roofing
Connect site photos and estimate details to the work your team will deliver.
Connected where it matters
Bring the right details into the workflow.
Configure the connections your company needs. Availability depends on your provider accounts, permissions and setup.
Product quoting
ProVia entryLink
Import available quote line items, sell prices and product images by entryLink number, then include them in your TradeTendr estimate.
Scheduling
Google Calendar
Connect supported calendar workflows so appointments fit into the way your team manages its day.
Communication
Customer messaging
Bring company phone and SMS setup together with appointment messages and reminders. Provider registration and customer consent apply.
See your workflow in TradeTendr.
Walk through the journey from a scheduled visit to a signed sale and a Job. Let’s talk about how your team works.
Request a demo