Field service management for trades

Run dispatch, service, and billing in one system

Tradeworth helps HVAC, plumbing, and electrical teams schedule work, document jobs in the field, close estimates with e-sign, and hand off clean invoices to accounting without re-entry.

Start 14-day Pro trial See the service workflow

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Dispatch and scheduling
Estimates, e-sign, invoicing
RLS-scoped workspace security

Field technician standing beside a branded service truck before a call.

WO-00284In progress

Synced

HVAC Service Call

Mesa HVAC Group · Assigned to R. Morales

CustomerMesa HVAC Group

Address1420 Maple Ave, Phoenix AZ 85004

EquipmentCarrier 24ANA160A300

Job typeAnnual maintenance

Photo set

Outdoor unit

Electrical panel

Final

Customer signature

GPS: 33.4484, -112.07402026-05-01 09:14

HVAC shop team standing together before the morning dispatch huddle.

Illustrative HVAC company

“Tradeworth replaced our whiteboard dispatch and disconnected tools. Office can schedule, techs can document on site, and billing closes faster because job data is already complete.”
Illustrative quote, Operations Director18 technicians, 2 dispatchers

Dispatch visibility

Live schedule board

Field completion

Forms, photos, signatures

Financial handoff

Estimate to invoice sync

Platform

Built for field service operations, not just forms

Tradeworth runs the full loop, from request intake and dispatch to signed approvals, invoicing, payment tracking, and accounting sync.

Booking, dispatch, and map routing

Capture requests online, assign work on the schedule board, and keep crews moving with route-aware dispatch.

Estimates, e-sign, invoices, and payments

Build good-better-best estimates, collect signatures, convert to invoices, and track payment events in one workflow.

QuickBooks Online sync

Sync customers and inbound invoice payment events so books and field ops stay aligned.

Time tracking and PTO

Capture time, run manager approvals, lock periods for payroll-grade reporting, and manage PTO and holidays.

Forms, records, and equipment history

Use forms, customer records, and equipment timelines as your source of truth for every visit.

Reviews and two-way SMS workflows

Trigger review follow-ups and manage customer messaging from one place. US carrier registration is completed during onboarding before broad outbound SMS use.

AI Copilot and workflow handoffs

Use Copilot and AI Q&A for faster answers, then route work with workflow handoffs across office and field teams.

Automation and integrations

Crew tier adds REST API, webhooks, and Zapier for deeper workflow automation.

Security and access

MFA is available now. Enterprise SSO, multi-location controls, and audit logs are available via our sales team.

Dispatch and scheduling

Plan jobs on the calendar, route work to the right crew, and keep status current from intake to completion.

Dispatch coordinator reviewing the schedule board and assigning field jobs.

Service agreements and memberships

Run service agreement workflows with e-sign, then track active memberships and renewal-ready accounts.

Technician and homeowner shaking hands after completing a service visit.

How it works

From intake to cash in one system

Service technician loading tools by a truck before heading to an on-site job.

PLM-00091

Synced

Plumbing Installation Debrief

Copper Trades Inc.

CustomerCopper Trades Inc.

Job typePipe replacement

Linked toWO-00091

Photo set

Before

After

Detail

Customer signature

Dispatched with context

A coordinator schedules the visit, assigns the tech, and sends the job with customer history, equipment records, and required form steps attached.

Captured on site

The tech completes the service workflow from one screen with forms, photos, GPS, and customer signature. Data syncs back to the office without re-entry.

Linked to records and equipment

Each submission is attached to the customer record and equipment lifecycle history so future visits, service agreements, and warranties have full context.

Converted to billing and accounting

Approved work becomes quotes and invoices with Stripe payments, then syncs to QuickBooks Online for cleaner books and faster close.

Audited with secure access controls

Managers review time approvals and PTO, while MFA protects account access. API, webhooks, and Zapier are available when teams are ready to automate.

Pricing

Plans sized for owner-operators through multi-crew shops

Start on a 14-day Pro trial, then pick the tier that matches your dispatch, billing, and integration needs.

Starter

$49/mo

Per seat, month to month

Core FSM operations for owner-operator teams

1 seat included (hard cap)
Quotes, invoicing, Stripe payments
Read-only customer portal
MFA available (TOTP + email)

Start 14-day Pro trial