Payments & CRM

The homeowner pays your company — you keep the spread

After the sub completes the job, payment is collected from the homeowner under your brand. Sub gets their cut, fees deducted, rest deposited to you.

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Automated invoicing

Invoices sent and collected without you touching a thing

When the sub marks a job complete, an invoice is automatically generated and sent to the homeowner under your brand. Payment is collected via card or ACH. No chasing, no awkward follow-ups.

  • Branded invoices generated automatically after job completion
  • Accept credit card, debit, and ACH payments
  • Automated follow-ups for outstanding invoices
Recent invoices
Sarah M.
Water heater install
$420
Paid
James L.
Electrical panel upgrade
$380
Paid
Maria K.
AC repair
$290
Sent
David W.
Drain cleaning
$180
Paid
Payment flow
1
Customer pays
Charged to Sarah M.'s card
$420
2
Sub payout
Deposited to Mike T.
-$180
3
Platform fee
TradesOS processing
-$32
Your profit
Deposited to your account
$208

Sub payouts

Subs get paid automatically. So do you.

When the homeowner pays, the money flows through your company. The sub's cut is calculated and deposited. Platform fees are deducted. Your profit lands in your account. No manual accounting.

  • Sub payouts calculated and deposited automatically
  • Platform fees deducted transparently
  • Your profit deposited same-day or next-day

Real-time profit tracking

See every dollar in real time

Your dashboard shows revenue collected, sub payouts, platform fees, and net profit — updated in real time. Filter by market, trade, time period, or individual sub. Know exactly how your business is performing at all times.

  • Real-time revenue and profit dashboard
  • Filter by market, trade, sub, or time period
  • Exportable reports for taxes and accounting
RevenueThis month
$18.4K
+23% vs last month
Collected from customers$24,600
Sub payouts-$9,840
Platform fees-$1,920
Your profit$12,840
Customer profile
S
Sarah Mitchell
(916) 555-0142 · Sacramento, CA
Job history
Water heater replacement
Mar 12, 2026
$420
Drain cleaning
Jan 8, 2026
$180
Faucet repair
Nov 15, 2025
$95
Lifetime value$695

Built-in CRM

Every customer, every job, every dollar — one place

Track leads, jobs, payments, and customer history in a single dashboard. Know which markets are performing, which subs are delivering, and where your next dollar is coming from.

  • Full customer profiles with contact info and job history
  • Track lifetime value and repeat customer rate
  • Exportable reports for taxes and accounting

Ready to get started?

Stop chasing payments. Collect automatically and keep the spread on every job.

No commitment required. See your first payout in days.