TradeGear
v1.0.0
Launch
Launch Release
- ▸ Complete CRM and job management for solo residential service contractors across 18 trades
- ▸ Full job lifecycle: Draft → Quoted → Active → Invoiced → Paid
- ▸ Recurring client lifecycle: Draft → Quoted → Active → Paused → Complete
- ▸ Quick Quote tiered packages with reply-to-approve quoting and digital signature capture
- ▸ Share sheet with optional PDF attachment, reply-to-approve text, and client contact header
- ▸ Paid Visits sub-tab in History with PDF export for recurring visit invoices
- ▸ Summary and QuickBooks exports include recurring visit revenue
- ▸ Visit log with inline checklist, receipts, document attachment, supply tracking, and expense logging
- ▸ Custom checklist templates with phase-based auto-assignment
- ▸ Appointment types with color coding on the calendar and color-coded calendar day cells
- ▸ Scheduling from the Schedule tab only
- ▸ Supply Zones, Equipment tab, and Tool Zones (optional features)
- ▸ Configurations tab: Templates, Checklists, Appointment Types
- ▸ Optional Features toggle system
- ▸ Multiple service locations per client with access notes, gate codes, and pet info
- ▸ Dashboard with revenue, margin, visit cost, and performance metrics
- ▸ Local push notifications: job reminders, low stock alerts, invoice overdue
- ▸ Export All Data and incremental sync backup with photos
- ▸ Light and dark mode, hints toggle
- ▸ Available for Windows and Android