Clients and service details
Keep contacts, addresses, tenants, property managers, appliance details and job notes together.
BUILT FOR FIELD SERVICE
Run your service business without fighting your software.
Clients, jobs, quotes, invoices, payments and B.C. tax handling in one focused system — installed on hosting you control.
✓ No credit card✓ Your hosting✓ Your brand
ILLUSTRATIVE SCHEDULE · SAMPLE DATA
Service schedule
3Visits
$840Invoiced
2Parts due
Washer not drainingNew Westminster · Samsung
ScheduledDryer no heatBurnaby · Whirlpool
Parts readyDishwasher leakingVancouver · Bosch
ScheduledLESS ADMIN. MORE REPAIRS.
From independent technicians to growing service teams.
Start with Appliance Repair, HVAC, Plumbing, Electrical, Property Maintenance or General Service. Follow the work from the first request through visits, documents and payment.
Schedule and routes
See daily visits and open customer addresses or the entire route directly in Google Maps.
Quotes and estimates
Create branded quotes with parts, labour, detailed descriptions and a clear validity date.
Professional invoices
Generate clean PDF invoices, email secure document links and track unpaid balances.
B.C. GST and PST
Apply GST and PST independently by line, while showing clean tax totals on customer documents.
Your data, your brand
Use your logo, colour, business details and domain. The application runs on your own hosting.
What is included in TradeService 4.9.
Messages: browse email sending history and incoming/outgoing SMS with search, date/status filters and pagination. Open linked records and compose SMS through existing consent checks. Incoming email is not imported.
Settings include field explanations, expandable setup instructions, provider links and common-error guidance.
Public service requests: Google reCAPTCHA v2 keys and PHP cURL are required. enable a mobile-friendly form in Settings and link it from your website. Each submission creates a client and a Website request for review. Preferred dates require confirmation; optional email alerts use your configured SMTP; SMS notifications are not included.
Explore the installed application by task. Optional email, SMS, mapping and payment services require your own accounts and configuration; provider charges are separate.
Clients, requests & work orders
- Service agreement register: covered work, client, validity and next service dates, search and due filters. Prepare a job from the saved scope; no automatic billing or customer e-signature.
- Registered client equipment with model, serial, location, warranty dates and explicitly linked repair history; open protected files from related jobs.
- Client search, addresses, tenant and property-manager contacts, access notes and SMS consent.
- Requests with sources; work-order numbers, priorities, statuses, promised dates and customer references.
- Multiple equipment items, return visits, recurring jobs, warranty callbacks and job history.
Scheduling & field work
- My Day mobile workspace: assigned visits, date/status filters, call and directions buttons, protected job files and direct visit checklists. Internet connection required.
- Technician assignments, availability and schedule-conflict checks.
- Daily routes, service zones, depot settings and Google Maps links; optional Google Routes travel estimates require an API key.
- Visit checklists, outcomes, before/after photos, protected attachments and optional customer signatures.
Quotes, invoices & customer access
- Reusable service, part and bundle pricing templates with per-line taxes; insert copies into draft quotes and invoices.
- Branded quotes, invoices and service reports with PDF output, detailed lines and customer notes.
- Independent GST/PST flags per line, discounts, inspection credits and payment balances.
- Secure document links, customer quote decisions and a customer portal for visits, documents and payments.
Payments & business reporting
- Manual payments, partial payments, outstanding balances and optional Stripe payment links and deposits.
- Expenses, job costing, labour entries, parts costs and bookkeeping exports.
- Analytics with period comparisons, sources, customers, quote decisions, job contribution and technician workload.
Inventory & purchasing
- Parts catalogue, suppliers, stock movements, low-stock levels and purchase orders.
- Parts reserved for jobs, usage history and invoice lines from used inventory.
- Partial purchase order receipts, received and remaining quantities, delivery references and cancellation of outstanding items.
Team, workflows & trades
- Grouped, searchable application navigation, mobile menu, settings categories and expandable list filters.
- Administrator, dispatcher and technician roles; email invitations and password setup/reset links.
- Custom work-order stages, required checklist items and stage history.
- Six service profiles, per-record trades and trade filters; existing records keep their original trade.
Communication & integrations
- SMTP email configuration, document delivery logs and appointment, quote and invoice reminders.
- Optional Twilio SMS, appointment reminders, signed reply webhook and communication history.
- Server-side website intake API with revocable keys, duplicate protection and delivery logs; an external form needs an adapter.
Ownership, updates & recovery
- Searchable Help & Support guides, administrator installation checks and a downloadable technical report without customer records or credentials.
- Your domain, database, logo, business details and document colours.
- In-app software updates, license activation and a separate JSON records export.
- Sign-in attempt limits and encrypted recovery archives with database, code, configuration and uploads; AES-capable PHP Zip required.
ONE SIMPLE WORKFLOW
From customer call to paid invoice.
Keep customer details, equipment, visits and documents connected. Add your own work-order stages as your process grows.
Try the full workflow →- 1Add the customerContact, address and access notes
- 2Schedule and diagnoseAppliance, complaint and findings
- 3Quote the repairParts, labour and correct taxes
- 4Invoice and collectPDF, email and payment balance
NO PER-USER MONTHLY BILL
Install it once. Keep control of your business data.
Your domain
Use a private subdomain such as manager.yourcompany.ca.
Your database
Your clients and documents remain in the MySQL database you control.
Your documents
Quotes, invoices and service reports carry your own brand—not ours.
SIMPLE ANNUAL LICENSE
One price for the complete application.
Try every current feature for 14 days. Continue with an annual domain license when it fits your business.
- All current features
- One business installation
- Updates during active license
- Email support
- No credit card for trial
FOUNDING PRICE
$200CAD / year
plus applicable taxes
plus applicable taxes
B.C. total: $224.00 CADGST $10.00 CAD · PST $14.00 CAD
Start free trialBuy annual licenseLicense is issued to one installation domain.
Before you install.
What hosting do I need?
A standard PHP 8.1+ and MySQL hosting plan with HTTPS and the PHP OpenSSL extension. Enable PDO MySQL and the extensions required by the features you use. In-app updates require PHP Zip; encrypted backups additionally require AES-256 ZIP support. Check compatibility on a test installation.
Does the trial have limited features?
No. The 14-day trial uses the current complete application and is limited only by the expiration date.
Can I install it on WordPress?
Install it on a separate subdomain and database. Do not unpack it over an existing WordPress site.
What happens after 14 days?
Your data stays in your database. The private manager requires a paid key to continue; existing customer document links remain available.
How is the annual license delivered?
Submit the order, send the e-transfer using your order number, and the annual key is emailed after payment is confirmed.
READY TO TRY IT?
Start 14-day trial