Built for your working day
Plumbing & HVAC
Keep enquiries, service calls, quotes and invoices connected from the first call to the final payment.
Built for US contractorsRun your contracting business in one place.
Manage leads, customers, estimates, jobs, invoices and payments without jumping between different systems. Trade Sidekick keeps everything connected and helps you see what needs your attention next.
14 days free. No credit card required.
Tuesday, September 18
Good morning, Alex
Here's what needs you today.
New enquiries
3
Quotes waiting
4
Today’s jobs
5
Outstanding
$4,280
Today's schedule
8:30 AM · HVAC serviceBooked
11:00 AM · Faucet repairBooked
2:30 PM · HVAC estimateBooked
Sidekick
Two quotes need a follow-up and one invoice is overdue.
Made for the trades
Built for the people who keep homes and businesses running
From a first lead on site to the final invoice, Trade Sidekick helps small trade businesses keep the whole working day connected.
Built for your working day
Electrical
Carry customer details, site notes, certificates and follow-ups through every electrical job.
Built for your working day
Building & roofing
Organize new leads, estimates, scheduled work and outstanding payments across every project.
Built for your working day
Carpentry & remodeling
Keep measurements, documents, customer updates and the next job easy to find on site.
Swipe the image or use the controls to see more trades.
Plumbing & HVACElectricalBuildingRoofingHVACLandscapingCarpentryCleaning & repair
A clearer working day
Less paperwork. Fewer missed opportunities.
When leads, customer details, messages, quotes and invoices live in different places, valuable work gets missed. Trade Sidekick brings the day together.
Keep every lead organized
See who contacted you, what they need and the next step before an opportunity slips away.
Move work from quote to paid job
Carry the same details forward through quoting, scheduling, invoicing and payment.
Know what needs your attention today
See today’s jobs, replies to chase and overdue money without searching across different tools.
One connected workflow
From lead to paid job
Information carries through the whole job, reducing repeated entry and keeping the business organized.
- 1Lead
- 2Customer
- 3Quote
- 4Job
- 5Invoice
- 6Payment
Everything connected
The tools your trade business needs
Practical features built around the way work actually moves—from the first lead to the final payment.
Leads and missed-call follow-up
Keep every new opportunity together, record what the customer needs and see who still needs a reply.
Customers and contact history
Keep contact details, addresses, notes, messages, jobs and outstanding balances connected to the right customer.
Professional quotes and estimates
Build clear quotes or estimates, track their status and turn accepted work into a job without entering it twice.
Jobs and scheduling
Carry the details forward, assign the work and keep every job moving from booked through to completed.
Calendar
See bookings and job visits by day, week or month so the next appointment is always clear.
Invoices and payment tracking
Create invoices from completed work, record part or full payments and see what remains unpaid or overdue.
Messages and follow-ups
Review communication history, prepare replies and keep follow-ups connected to the customer and job.
Document Vault
Store warranties, certificates, receipts and job paperwork in private business storage, linked where they belong.
Business overview and reporting
See money received, invoiced, outstanding and overdue across the date range you choose.
Secure account access
Keep your business information protected behind one secure account, separate from every other Trade Sidekick business.
Sidekick AI
Understand what needs attention, find information and prepare useful drafts while you approve important actions.
Sidekick AI
An AI sidekick for the everyday admin
Sidekick AI helps you understand enquiries and calls, identify what needs attention, suggest replies and follow-ups, and reduce time spent on repetitive administration.
You stay in control.
Sidekick AI helps you work through the admin faster. Important communications and changes still need the correct approval.
Sidekick AI
What needs my attention today?
Two quotes are waiting for replies. Invoice #1048 is overdue, and your next job starts at 11:00.
Draft a friendly quote follow-up
What do you need?
Getting started
Set up once. Keep every job moving.
Set up your trade business
Choose your country, currency, terminology and business settings.
Keep your work connected
Manage enquiries, customers, quotes, jobs and invoices through one organized workflow.
Get paid and stay on top
Track payments, follow-ups and the work requiring your attention.
Inside Trade Sidekick
A clear view of the work
Switch between accurate views of the existing product. All names and figures shown here are fictional demonstration data.
Tuesday, September 18
Good morning, Alex
Here's what needs you today.
New enquiries
3
Quotes waiting
4
Today’s jobs
5
Outstanding
$4,280
Today's schedule
8:30 AM · HVAC serviceBooked
11:00 AM · Faucet repairBooked
2:30 PM · HVAC estimateBooked
Sidekick
Two quotes need a follow-up and one invoice is overdue.
Accurate product preview shown with fictional demonstration data.
Straightforward pricing
Choose the plan that fits your business
Start with 14 days free: 1 user, 500 MB of storage and 50 Sidekick AI actions. No card is needed, and the trial includes no live phone or text service.
Starter
Solo trade, the essentials
$39 / month
- 1 included user
- 2 GB shared document storage
- 200 Sidekick AI actions per month
- No live calling or SMS included
Pro
Busy trade with customer messaging
$169 / month
- 2 included users
- 10 GB shared document storage
- 600 Sidekick AI actions per month
- 300 AI receptionist minutes when live calling is activated
- US backup voicemail is not activated
- 200 shared SMS segments when messaging is approved
Business
Established trade with higher allowances
$419 / month
- 5 included users
- 50 GB shared document storage
- 2,000 Sidekick AI actions per month
- 900 AI receptionist minutes when live calling is activated
- US backup voicemail is not activated
- 600 shared SMS segments when messaging is approved
US prices are shown in USD and exclude applicable taxes. Pro and Business checkout opens only after the supervised US phone and messaging pilot is approved.
US phone and text service is not on sale yet. The US AI receptionist is in supervised testing; live activation follows the launch checks.
Receptionist minutes and SMS segments are shared across your business each month and become available after live telecom is activated for an eligible paid account. US receptionist calls do not currently fall back to voicemail when the receptionist is off or unavailable.No automatic usage overage charges are applied.
Built on trust
Your business stays your business
Designed for contractors
Works across every screen
Secure business accounts
Business data stays separated
US-first, with UK software support
Common questions
Trade Sidekick FAQ
Spend less time managing the work—and more time doing it.
Questions? Email tradesidekicksupport@gmail.com