The crew and the office on one board
Field buttons are sized for gloves. The office still sees the stage, the estimate, and the commission.
TradePlaybook
Built for crews who sell from the driveway
The CRM that shows up already knowing your trade.
TradePlaybook configures pipelines, Good / Better / Best estimates, and commission rules from a sentence about the business. Roofing first. HVAC, plumbing, and remodeling ride the same model.
- Three roofing playbooks plus HVAC and plumbing starters.
- A diff before anything changes, and one-click undo.
- A field screen with buttons a tech can hit with gloves on.
Good, better, best on the kitchen table
Estimates are priced for the homeowner conversation, then the accepted tier becomes the invoice.
Talk, don’t configure
Describe the shop in plain language. The assistant writes pipelines, fields, and commissions as config — never code.
Playbooks from the field
Retail reroof, storm claims, and repair ship ready. HVAC and plumbing starters are in the same box.
Diff, then undo
Every change shows what will move. One click rolls the workspace back to the previous version.
Automations that stay simple
Stage changes and elapsed time create tasks, send email, or text the customer when SMS is on.
Trades on the truck
Roofing ships first. HVAC and plumbing playbooks are installable. Remodeling and solar covers are ready for the next playbooks.
roofingRoofing
hvacHVAC
plumbingPlumbing
remodelingRemodeling
solarSolar
Playbooks that already know the job
Install one, then change the commission rate or add a field. The core records stay put.
roofingroofing
Retail Reroof
Retail replacement roofs sold as Good, Better, and Best. Inspection, proposal follow-up, production handoff, and an 8% commission when the job is sold.
roofingroofing
Storm / Insurance
Hail and wind claims: inspection photos, adjuster meeting, supplements, and a contingency. Commission is 6% of the approved scope once the contingency is signed.
roofingroofing
Repair
Leak calls and small repairs. Fast triage, a dispatch fee, and a 5% commission once the invoice is paid.
hvachvac
HVAC Replacement
Starter playbook for system replacements: diagnose, send Good / Better / Best, install, and pay 7% when the homeowner approves.
plumbingplumbing
Plumbing Service
Starter playbook for service calls and water-heater replacements. Dispatch, quote on site, and pay 8% when the invoice is collected.
Pricing on the table
New workspaces include 14 days of Pro. Crew, Pro, and Agency are billed monthly in the app. Solo stays free.
Solo
Free
No card
One owner, one playbook, the assistant in mock or live mode.
- 1 workspace
- Core CRM
- Marketplace installs
Crew
$149
per month
The truck and the office on the same board.
- Roles for office, sales, crew
- Commissions
- Field view
Pro
$299
per month
For shops running more than one trade.
- Multiple pipelines
- Report questions
- CSV import
Agency
$497
per month
Publish playbooks for other contractors.
- Marketplace publishing
- Version history
- Priority setup
What shops say
Examples, not customers“We stopped rebuilding the same pipeline every spring. The storm playbook was on before the first claim call.”
“Good, better, best finally looks like something I can leave on a kitchen table.”
“The office sees the same stages the tech sees. Commission night stopped being a spreadsheet.”