TradeOS
TradeOS is field service management software for trade businesses, handling calls, job booking, dispatch, quotes, invoicing, and payment collection.
What TradeOS is
TradeOS is field service management software for trade businesses, handling calls, job booking, dispatch, quotes, invoicing, and payment collection. Its AI receptionist, Grace, answers in a shop’s name, checks schedules, books jobs, and sends summaries and transcripts for review. Teams can manage customer portals, recurring memberships, referrals, review requests, and revenue analytics. The technician app supports offline work with automatic syncing, voice-to-invoice, photo diagnosis, and on-site signatures. QuickBooks Online sync transfers customers, invoices, and payments one way, with TradeOS as the source. Stripe handles card payments, and TradeOS says it does not see or store full card numbers. The service runs on web, Android, and iOS, serving HVAC, plumbing, electrical, roofing, landscaping, painting, and general home-service businesses. Plans are flat monthly prices without per-user fees, add-ons, or contracts. Starter costs $149 a month; Growth 399.00 USD; Scale 1250.00 USD.
Good
- AI receptionist books jobs and sends transcripts
- Technician app supports offline work
- Voice-to-invoice and photo diagnosis
- One-way QuickBooks Online synchronization
- Flat monthly plans without per-user fees
Watch out
- No free plan
- QuickBooks sync is one way
- Starter supports only 1–5 technicians
Who it suits
It suits trade and home-service companies needing scheduling, dispatch, technician tools, invoicing, and payments. Plans cover businesses from 1–5 technicians through 50-plus technicians or branches.
Verdict
TradeOS brings call handling, field work, customer management, and billing into one trade-focused system. Its plan tiers scale by technician count, with larger operations receiving routing and onboarding options.
Plans and prices
From TradeOS's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $149 a month | 1–5 technicians · scheduling, dispatch and route planning · Grace AI receptionist · quotes, memberships, reviews and referrals · invoices, statements and progress billing · truck inventory, crew threads and payroll export · QuickBooks sync · customer portal · monthly |
| Growth | $399 a month | 6–15 technicians · everything in Starter · additional Grace call minutes and customer texts · spoken answers from Ask Grace · priority email support · monthly |
| Scale | $1,250 a month | 16–50 technicians · everything in Growth · highest Grace call/text allowance · branches with separate hours and numbers · cost codes and accounting export · priority phone and email · monthly |
| Enterprise | Priced on request | over 50 technicians or branch rollout · unlimited technicians · branch-by-branch rollout · fleet-sized usage · dedicated onboarding |
The facts
Each one read from TradeOS's own pages, with the date it was checked.
What it does
- AI receptionist
- Its Grace AI receptionist answers in the company’s name, checks real availability, books appointments and texts confirmations.checked 15 Oct 2026
- Call oversight
- Shadow mode gives the owner a summary and transcript of every AI-handled call, with controls to override, retrain or disable Grace.checked 15 Oct 2026
- Customer data
- TradeOS says it does not sell personal information or share account business data with advertisers.checked 4 Oct 2026
- Customer portal
- The product includes a self-service customer portal link.checked 15 Oct 2026
- Dashboard
- The owner dashboard shows jobs, revenue, unpaid invoices, the schedule and a daily briefing on desktop or phone.checked 15 Oct 2026
- Data retention
- After cancellation, business records are retained for up to 90 days before deletion or anonymization unless law requires longer retention.checked 15 Oct 2026
- Dispatch map
- TradeOS combines jobs and technician routes on a map for dispatch visibility.checked 15 Oct 2026
- G2 product description
- G2 categorizes TradeOS under brokerage trading platforms, intelligent document processing and productivity bots, and describes it as a platform for financial institutions and professional traders.checked 15 Oct 2026
- Google reviews
- TradeOS can request Google reviews after paid jobs.checked 15 Oct 2026
- Industries
- The site says the product supports HVAC, plumbing, electrical, roofing, landscaping, painting and general home-service businesses.checked 15 Oct 2026
- Integration
- TradeOS offers QuickBooks Online sync for customers, invoices, and payments, with TradeOS as the source and one-way sync to QuickBooks.checked 4 Oct 2026
- Job management
- The product supports scheduling, dispatch, quotes, customer portals, recurring memberships, referrals, Google review requests, and revenue analytics.checked 4 Oct 2026
- Limit: AI accuracy
- The terms warn that AI outputs can be inaccurate or incomplete and require human review before invoices or automated communications are sent.checked 15 Oct 2026
- Limit: availability
- TradeOS does not guarantee uninterrupted or error-free service and says maintenance and outages may occur.checked 15 Oct 2026
- Limit: G2 coverage
- G2 says there are not enough TradeOS reviews to provide buying insight.checked 15 Oct 2026
- Limit: regulated data
- The terms prohibit storing or transmitting HIPAA-covered health information unless TradeOS agrees in writing.checked 15 Oct 2026
- Limit: usage fees
- AI voice minutes, SMS and Stripe processing can be billed separately from the subscription price.checked 15 Oct 2026
Where it runs
- App Store availability
- Apple lists TradeOS Tech as a free iPhone and iPad technician app requiring a TradeOS account.checked 15 Oct 2026
- App Store data collection
- Apple’s listing says the app may process payment information, precise location, contact details, photos or videos, audio, identifiers and crash data for functionality and diagnostics.checked 15 Oct 2026
- App Store requirements
- The iOS listing requires iOS 15.1 or later and lists a 48.4 MB download.checked 15 Oct 2026
The company
- Company
- TradeOS is operated by TradeOS LLC, a Missouri limited liability company located in Imperial, Missouri; its site says it began at the founder's family electrical shop.checked 4 Oct 2026
- Headquarters
- Imperial, Missouri, United Stateschecked 28 Sep 2026
- LinkedIn company facts
- LinkedIn lists San Francisco headquarters and a 2024 founding year.checked 15 Oct 2026
- LinkedIn company size
- LinkedIn lists TradeOS as privately held with a stated company size of 11–50 employees and shows three employee profiles.checked 15 Oct 2026
