TradeGOAT runs the six things every service company does: price the work, propose it, win it, track the money, run the field, and learn from every job. Built trade-agnostic — it speaks your trade's language, not ours.
The margin-first engine: true costs in, one honest margin, price out. No phantom profit.
Crew, days, materials, travel, hotels, permits — every real cost builds the price, itemized line by line.
Your overhead per job day is folded into cost before margin — so the profit you see is profit you keep.
You set your own warning and danger floors; the slider shows them in color while you price.
Your big-job rate and your service-call rate are different numbers — whatever your trade calls them, each service keeps its own.
Let the customer pick the scope instead of haggling the price.
Need to hit a number? Lock it, and the tool shows you the margin you're accepting.
The headline act: bring the proposal you already use, and it becomes the system.
Upload your Word or PDF proposal — the tool reads your scope language, terms, warranty, and payment schedule and turns them into a living template.
Every detected fill-in spot shown against your original words — you confirm or fix. Everything you don't mark is never touched.
Finished Proposals render to actual documents in your format, with your logo — editable, printable, emailable.
A Proposal physically cannot be sent with a blank fill-in spot a customer would see.
Simple sequential or your own custom format — per proposal type if you want it.
Signed Proposals lock forever. Changes become change orders — the original price is untouchable.
Deals that take nine months don't get lost in month two.
Draft → sent → under review → on hold → signed → lost, changeable right from the dashboard card, with every deal's age ticking in plain sight.
Parked deals keep their place for as long as the customer's board takes.
Signing creates the job instantly — billing milestones from your own payment split, trackers running, money picture updated.
Won and lost Proposals freeze their economics automatically, feeding the win/loss analysis with zero data entry.
In hand, owed, committed, and coming — never blurred together.
Ready to send · out awaiting payment · paid. Three buckets, no accounting degree required.
Your payment split (50/25/25 or whatever you run) with amounts, invoice numbers, and collected status per draw.
Push invoices, read payments back, and mirror the books' real billing history onto every job. After you connect, QuickBooks is the billing truth.
Parts, travel and hotels, and labor — each tracked in its own lane against what you bid, so a job's real cost is never a mystery.
She reads your expenses, groups them by vendor and job site, and hands you "these belong to this job" to approve in one tap. You enter your crew's labor; she pulls the rest from your books — and the profit you see is the real one.
Bill gross, watch the holdback per draw — for any trade that lives with retainage.
Bank balance from your books, lifetime billed and collected, receivables vs backlog — labeled precisely, revealed on tap, gated person by person.
Your QuickBooks P&L rendered exactly as your bookkeeper sees it — income, spending, and net, year by year.
Your paper ticket reborn on a phone; an office list that empties itself.
Upload your own half-page ticket — Word, Excel, PDF, or a photo — and techs fill the same form on their phones.
Photos, parts, hours, and the customer's signature captured on site; the finished PDF emails itself to the customer and the office.
Every unit, property, machine, or site under contract carries a clock — finish a ticket and it resets.
A maintenance window closing without a visit gets flagged before the customer notices. Ever.
Billable field work lands with hours, miles, and parts already totaled, and stays until the bill goes out. "Got it running, didn't take payment" — never again.
Company calendar, personal schedules, time-off requests, per-job crew assignment.
One record per relationship — contacts, locations, equipment, contracts, history, lifetime money. Bulk-import all of it from spreadsheets or straight from QuickBooks with duplicate-proof matching.
Units, properties, machines, roofs — you pick the word once and the whole tool uses it, everywhere.
Most contractors find out what a job made at tax time. Not anymore.
Bid vs actual by cost bucket while the job runs — a slipping margin shows up when you can still steer it back into the green.
Your winning Proposals next to the ones that got away — margins, price per day, where you win by size and type. It builds itself from every outcome.
Completed and in-progress work with amounts, dates, and types — the questions general contractors ask, printable in one click.
Revenue by type, top customers, win rate, collected vs backlog — exportable, printable.
Every lesson the tool learns about your business is visible, reviewable, and yours to pause or delete. Nothing teaches itself behind your back.
Not a chat box bolted onto the side. A position you fill — and you give her a name.
Every company that starts on TradeGOAT gets a secretary, and the first thing you do is name her. Mine is Gina. Yours is whoever you want her to be — and after that she is simply your secretary, the same way the person at the front desk is.
What makes her different from every "AI assistant" you have been pitched is that she works inside the tool, not beside it. She is not answering questions about your business from a summary somebody fed her. She is in it — the same jobs, the same proposals, the same books, the same dispatch board you are. Ask her what a job made and she goes and looks.
She is all-purpose on purpose: she can do anything in the tool that the person she works for can do — no more, and no less. Give her to your office manager and she has your office manager's reach. She never sees a dollar a viewer could not see. That is also why she is priced per person — she lives inside one real mailbox and mirrors one real person. Adding a technician or another office seat never costs extra; adding a second secretary does.
Forward the email that matters to your secretary's address and it lands in her tray, ready to read and act on — your own inbox stays untouched.
She stages everything — a document to file, a cost to sort onto a job — and waits. Nothing enters your books or your records until you approve it. She drafts; you decide.
Forward a PDF to a job's inbox and it lands in that job's Documents for the whole team — not buried in one person's email.
She reads your QuickBooks expenses, groups them by vendor and job site, and hands you "these belong to this job" to approve in one tap — so the profit you see is the real one.
What did the Riverbend job make? Who has not signed yet? What is out past thirty days? She looks it up in your live records and answers — she is not guessing from a summary.
Send a job to a crew member; their phone buzzes, they acknowledge, and it moves across the board until it's done. Your secretary can run that board for you. Dispatch comes with Pro — it is built for shops routing crews from an office all day.
Owner, office, field — plus custom roles on 40+ granular permissions. Techs see their work, not your financials. Even books visibility is granted person by person.
Invite by email; your people land inside your company with the right view. No IT department required.
A step-by-step setup that learns your trade, your rates, your services, your crew — re-enterable anytime.
The first add-on agent — a code & licensing reference that answers with live primary sources, never guesses — is already working for pilot companies.
30-day recovery on deleted records, a full audit trail of every change, and honest math that never hides a number.
The field experience is built for the truck, not shrunk from a desktop.
The live demo is open — drive a real company through all of this in ten minutes. No login. When you're ready, 90 days of Pro are on us, and the first 25 companies keep half price for as long as they stay.