TradeGOATTradeGOAT
thetradegoat.com · 90 days of Pro, free
✕ Exit to the full tour
90 days of Pro — on us

The tool adapts to your business.
Not the other way around.

This is TradeGOAT, screen by screen — the exact tool a 20-year elevator contractor built because every app he tried made him throw away his documents, his math, and his way of working. Nothing on this page is a mockup of a promise. It's all built.

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tradegoat · proposals · bring your own
MENUDashboard
Proposals
Jobs
Maintenance
Customers
Schedule
Bring your own proposal
Your-Company-Proposal.docxREADING
Learning your language, your terms, your warranty…
Found in your document — tap to confirm:
Customer nameProject addressContract totalScope of workPayment schedule
Everything NOT marked stays exactly as you wrote it.YOUR WORDING ✓
Real feature — live today
1
Bring your own

Your proposal walks in the door. It doesn't start over.

Every tool you've tried wanted you to rebuild your business inside their template. TradeGOAT reads the Word or PDF proposal you already use — your scope language, your terms and conditions, your warranty, your payment schedule — and turns it into a living template. The fill-in spots become automatic. The rest is never touched.

  • Word in → editable Word out, in your format, ready to send
  • A red-pen review screen shows your original words with every fill-in spot marked — you confirm or fix, nothing sneaks by
  • A safety gate: a proposal physically cannot be sent with a blank fill-in spot
  • One document, ingested once — every future proposal in seconds
tradegoat · bid calculator
BUCKETSLabor
Travel
Parts
Materials
Equipment
Permits
Price it honestly — true cost in, one margin, price out
Cost bucketTrue cost
Labor — 2 crew × 6 days × $115/hr$11,040
Materials + parts$18,750
Travel · hotels · permits$2,310
Overhead — 6 job days × your daily rate$1,890
Your profit margin25%
Your price$45,320
Profit shown = profit kept. Overhead is already inside the cost.
Margin-first engine — locked math
2
Bid it

Real costs. One honest margin. No phantom profit.

Most estimating tools let you lie to yourself — margin on labor, markup on materials, overhead nowhere. TradeGOAT's engine is margin-first: every real cost goes in (crew, days, parts, travel, even your overhead per job day), you set one profit margin, and the price is computed the way the math actually works.

  • Overhead lives inside the cost — the margin you see is money you actually keep
  • Per-service rates — your big-job rate and your service-call rate are different numbers, whatever your trade calls them — and the tool knows it
  • Multiple options per proposal — let the customer pick the scope, not haggle the price
  • Every bucket itemized — labor crews by name, equipment rentals by the day, permits by the line
tradegoat · dashboard
MENUDashboard
Proposals
Jobs
Invoices
Awaiting signature — your whole pipeline, aging in real time
2 New Hydraulic Elevators
Riverside Property Group
$555,330
Awaiting signature · last activity 12d ago · started 3mo ago
Roof Replacement — Building C
Summit Medical Plaza
$88,400
ON HOLD
Paused — customer's board votes in Q3. It'll keep its place.
Spring Cleanup — 12 Properties
Oakmont HOA
$14,170
SIGNED → JOB
One dashboard, any trade — elevators, roofing, landscaping, yours.
Change any stage right from the card
3
Track it

Deals that take nine months don't get lost in month two.

Commercial work waits — on boards, budgets, and building owners. Your dashboard holds every proposal at its real stage: sent, under review, on hold, signed, lost — with the age of every deal ticking in plain sight. Move a deal between stages right from its card.

  • On Hold is a first-class state — parked deals keep their place for as long as it takes
  • Signed proposals lock forever — the customer's contract can never quietly change; changes become change orders
  • Win/loss history builds itself from every outcome
  • The owner's view — collected, billed, earned, pipeline: live money tiles only the right eyes see
tradegoat · job
JOBOverview
Billing
Milestones
Scorecard
Signed → the job starts itself
Billing milestoneAmount
50% — Contract signing$107,085BILLED ✓
25% — Pre-ship$53,542upcoming
25% — Final acceptance$53,542upcoming
Payment split comes from your company settings — 50/25/25, 40/40/20, whatever your business runs on.
Deposit — record it whenever the check lands6 MO LATER? FINE.
Signing kicks off billing + trackers
4
Win it

The signature is the starting gun.

The moment a proposal is signed, the job exists: billing milestones are created from your own payment split, operational trackers start, and the dashboard's money picture updates. Waiting half a year for the deposit check? The paperwork doesn't wait with it.

  • Your payment schedule, not ours — each company defines its own milestone split in Settings
  • Deposit decoupled — recorded when it actually arrives, never a blocker
  • Change orders append — the original contract price is untouchable
  • Every milestone tracks billed → collected — feeding the owner's dashboard
tradegoat · dashboard · the owner's view
TradeGOAT dashboard money view — bank balance from QuickBooks, this year and lifetime billed and collected
Real screens, not a mockup — this is Clearwater Outdoor Services, the demo landscaping company that lives inside TradeGOAT. Demo numbers, actual product.
5
The owner's view

What's in the bank. What's owed. What's coming. One glance.

Connect QuickBooks and the dashboard answers the owner's questions without a single report being run: the bank balance from your own books, everything billed and collected this year and lifetime, what's out awaiting payment, and the signed work you haven't billed yet.

  • Straight from QuickBooks — the same bank balance your bookkeeper sees, on your dashboard automatically
  • Receivable vs backlog, labeled honestly — "billed, awaiting payment" and "signed work left to bill" are different money, and the tool says so
  • You control who sees it — books visibility is granted person by person, even among owners
  • Hidden by default — one tap reveals, one tap hides
tradegoat · field ticket (your form)
Grounds Service Ticket — their actual paper form, reborn
Date7/2/2026 (auto)
CustomerOakmont HOA (auto)
EmployeeM. Webb (auto)
Phone(555) 210-8890 (auto)
MaintenanceRepairService callBillable ✓
Service performedStartEndHrs
Monthly grounds — common areas8:00a4:00p7.5 (lunch out)
Photos
Customer signature
Upload YOUR ticket — even a photo of it
6
Run it in the field

Your paper service ticket — reborn on the tech's phone.

Every service company has that half-page ticket: one copy to the customer, one for the tech, one back to the office. Upload yours — Word, Excel, PDF, or a photo of the paper form — and TradeGOAT rebuilds it as the digital ticket your techs fill on site. Same fields. Same labels. Your form.

  • The tech types almost nothing — date, customer, address, phone fill themselves from the unit
  • Hours compute themselves — start, end, optional lunch window deducted
  • Photos + signatures on glass — customer signs on the phone, right there
  • Finalize & send — customer and office get the signed PDF instantly, and the ticket files itself to that unit's history forever
tradegoat · maintenance
MENUDashboard
Proposals
Jobs
Maintenance
Schedule
The office runs itself
Needs billing
Summit Medical · 7.5 hrs · 34 mi · parts $86
MARK BILLED ✓
Due this month14 of 16 units visited
Missed-visit watch
Crestline — Unit 3 · monthly PM overdue 6 days
CATCH IT
Contract renewal — Riverside renews in 45 daysREACH OUT
Billable work can't slip through
7
Never miss a beat

Service clocks, missed-visit watch, and a billing list that empties itself.

Everything you service under contract — every unit, property, machine, or site — carries a service clock. Finish a ticket and it resets; miss one and it's flagged before the customer notices. Every ticket a tech marks billable lands on the office's needs-billing list, with the hours, miles, and parts already totaled, until the bill goes out.

  • "Got it running, didn't take payment" — never forgotten again
  • Contract renewals surface early — with the price-increase terms you set
  • Per-unit service history — a clean, printable one-pager the customer can hold
  • Field techs see their day — the office sees everything
tradegoat · same tool, three trades
We use your language — not ours — pick your words once, the whole tool follows
Elevator company
"Unit 3 — Passenger Elevator · Summit Medical"
UNITS
Landscaping company
"Property — Oakmont Common Grounds"
PROPERTIES
Roofing company
"Roof — Building C · Cedar Creek Storage"
ROOFS
Menus, tickets, reports, reminders — all in the word your crew already says out loud.YOUR WORD ✓
Set once during setup — change it anytime
8
It speaks your language

No trade words that aren't yours. Anywhere.

TradeGOAT was built by an elevator man, but it doesn't make you talk like one. You tell it what you service — units, properties, machines, roofs, trees — and your word shows up everywhere: the menus, the tickets, the maintenance calendar, the reports. Your services carry your names and your rates. Your proposals keep your language. There is no vocabulary to work around.

  • Your services, your names — the tool learns "Storm Cleanup" or "Lobby Modernization" from you, not the other way round
  • Your documents stay yours — proposals and tickets keep your exact wording, forever
  • Your rates by service — however many kinds of work you price, each keeps its own numbers
tradegoat · job scorecard
JOBOverview
Billing
Milestones
Scorecard
Bid vs actual — live, while the job runs
CategoryBidActual±
Labor$11,040$12,400–$1,360
Materials$18,750$17,980+$770
Travel + hotels$2,310$2,310$0
True margin22.9% (target 25%)
Why did it slip? Tagged: Delay — crane held 2 days
Owner sees dollars · crew sees progress
9
Learn from it

Know what the job really made — before it's over.

Most contractors find out what a job made at tax time. Every TradeGOAT job carries a live scorecard: what you bid next to what it's actually costing, category by category, with your true margin recalculating as actuals come in. When a number slips, you tag why — under-bid, delay, scope — while there's still time to steer the job back into the green.

  • Variance per bucket — see exactly where the money moved
  • Catch it while it's fixable — a slipping margin shows up mid-job, when you can still change course, not at tax time
  • Reason tags build a pattern — your next bid gets sharper than your last
  • Role-aware — the owner sees the P&L; the crew sees the schedule, not the dollars
tradegoat · dashboard · won vs lost
TradeGOAT pipeline and win-loss analytics — win rate, average won and lost proposal size
Real screens, not a mockup — the demo company's pipeline after fifteen Proposals: a 60% win rate and the first honest read on where its pricing wins.
10
It grows with you

Every Proposal you run through it makes the next one smarter.

The analytics aren't a report you buy — they're a picture that builds. Every win and every loss freezes its economics: price, margin, size, days on site. Week one, you get a baseline. Six months in, you know your win rate by job size, what your winning margins actually look like, and which bids you were right to lose. The tool doesn't know your business on day one — it learns it, the same way you did.

  • Lost bids are data, not failures — marking a loss freezes the numbers so the comparison stays honest
  • Won vs lost, side by side — margins, price-per-day, job size: see what your market says yes to
  • The picture sharpens with history — the more of your business runs through the tool, the more it can teach you
tradegoat · settings · members
SETTINGSProfile
Pricing
Billing
Members
Roles
Your whole crew, one account
Dale C. — owns the companyOWNER
M. Webb — crew lead, field
Invite lands by email → one click → they're inside your company's account
Roles decide who sees the money:Owner · Admin · Supervisor · Viewer
Field-first on the phone
11
Bring the team

Office bills. Field fills tickets. Owner sees everything.

Invite your people by email and they land inside your company's account with the right role. Techs get a phone-first view of their work without the company's financials. The office runs billing and customers. The owner gets the whole picture, everywhere.

  • One-click email invites — no IT department required
  • Role-based screens — money stays with the people who should see it
  • Family businesses welcome — multiple owners supported
1 documentis all it takes — your proposal or your ticket becomes the system
0 rebuildsyour language, your math, your forms — nothing starts over
20+ yearsof running a real trade business, built into every screen
90 days of Pro — on us

Your trade. Your documents. Your tool.

TradeGOAT is live with real contractors right now. Start with 90 days of Pro on us — every feature, up to 25 users, and we load your documents with you. The first 25 companies in keep half price for as long as they stay. A company name and an email is the whole signup.

Built by Travis Evans · Evans Elevator Company · 20+ years in the trades

The path · step 1 of 4 — See it → Drive it → Price it → Request access Next: Drive the demo →