Your CRM.
Your permits.
Your AI agent.
TradeFlow gives electricians, plumbers, and HVAC contractors everything they need to run their business: customer management, automated follow-ups, city permit auto-fill, and a 24/7 AI agent that actually knows your trade.
Sound familiar?
Most trade contractors lose 20-30% of potential revenue to disorganization. Not because they're bad at their trade, but because running a business is a different skill entirely.
Missed calls = missed revenue
You're on a job site. A new customer calls. It goes to voicemail. They call your competitor instead. This happens every single day.
Permits eat your weekends
Driving to city hall, filling out the same forms by hand, tracking which permits are pending. It's 2026. This should be automated.
Leads slip through the cracks
No system for tracking who called, what they need, or where they are in the process. Sticky notes and memory aren't a CRM.
No time to follow up
You quoted a job 3 days ago. Did you follow up? Probably not. You were on another job site. Automated follow-ups fix this.
Everything you need to run your trade business
Not another generic CRM. TradeFlow is purpose-built for licensed contractors who need permits, pipelines, and follow-ups that actually match how trade work gets done.
Customer Pipeline
Track every lead from first call to final payment. See your entire business at a glance.
- ✓ 13-stage pipeline
- ✓ Automated lead capture
- ✓ Mobile-friendly
Permit Auto-Fill
Select a customer, pick the city, and get a pre-filled permit application in seconds.
- ✓ 8+ OC cities
- ✓ Pulls from CRM
- ✓ Download/review/submit
24/7 AI Agent
Your TradeFlow Agent is an AI assistant that knows your CRM, your pipeline, your permits, and your business.
- ✓ Look up customers
- ✓ Add notes/tags/permits
- ✓ Available 24/7 via Discord
Automated Follow-Ups
New lead? Auto-welcome SMS. Missed call? Text-back in seconds. Sent an estimate 48 hours ago? Automatic follow-up.
- • New lead auto-response
- • Missed call text-back
- • Estimate follow-up + review requests
Estimates & Invoices
Build professional estimates on-site, send via email, convert accepted estimates to invoices with one click.
- • Pre-loaded service line items
- • Customer accepts/declines online
- • One-click invoice conversion
Professional Website
A custom website optimized for AI search and local SEO. City-specific pages that rank.
- • 15+ location pages
- • Schema markup
- • Lead capture wired to CRM
Meet your TradeFlow Agent
Not a chatbot. Not a help desk. An AI that knows your CRM, your permits, your pipeline, and your business. Available 24/7 via Discord on your phone.
From first call to fully operational
Under 2 weeks. No disruption to your business.
Discovery call (30 min)
understand business, pain points, service area
Discovery call (30 min)
understand business, pain points, service area
We build your system (7-14 days)
custom website, CRM, permits, workflows, TradeFlow Agent
Onboarding + training (1 hour)
walk through everything, video guide to rewatch
Onboarding + training (1 hour)
walk through everything, video guide to rewatch
You work, we optimize (Ongoing)
support, updates, new city forms as you expand
One plan. Everything included.
No hidden fees. No per-user charges. No feature gates. No surprises.
- ✓ Custom website (15+ pages)
- ✓ Full CRM with 13-stage pipeline
- ✓ Permit auto-fill
- ✓ 24/7 TradeFlow Agent
- ✓ Automated lead follow-up + missed call text-back
- ✓ Estimates & invoicing
- ✓ Calendar & scheduling
- ✓ Google review automation
- ✓ Ongoing support & updates
- ✓ New city permit forms as you grow
Currently accepting electricians in Orange County, CA. Expanding to plumbing and HVAC soon.
Frequently Asked Questions
What trades do you support?
Launched with electricians, expanding to plumbing/HVAC/GC. 8+ OC cities for permits.
Do I need to be tech-savvy?
No. Smartphone = enough. We handle setup. 1-hour onboarding with video.
What exactly is the TradeFlow Agent?
AI assistant on Discord. Like texting a smart office manager. 24/7.
How does permit auto-fill work?
Pre-loaded contractor info. Pick customer + city. CRM fills PDF. 30 minutes → 30 seconds.
Can I use my existing phone number?
Yes. Forward or dedicate. Missed calls trigger text-back.
What if I want to cancel?
Cancel anytime. No contracts. Data is yours.
Ready to stop losing leads?
Book a free 30-minute demo. We'll show you exactly how TradeFlow works for your trade and your service area. No pressure, no pitch deck, no commitments.