TradeGear Flow Guide

How the tools work together — and on their own.

The Connected Flow

All four tools are designed to work as one connected job flow — from the first lead all the way to the final invoice. Each step hands off cleanly to the next, so you never re-type the same information twice.

TradeCapture — Capture the Lead

Share your public lead form and let homeowners send you their job details. Every submission lands in your inbox instantly with the name, phone, address, problem, and urgency — everything you need to follow up and win the job.

Integration buttons

Open in TradeFlow Sends the homeowner's details to TradeFlow with the estimate fields pre-filled.

Send Scheduling Link to Homeowner Opens a pre-filled email to the homeowner with your TradeSchedule booking link.

TradeSchedule — Book the Appointment

The homeowner picks a time that works from your real availability, with double-booking prevented automatically. You get an email confirmation with a one-click Google Calendar link so the visit never slips through the cracks.

Integration buttons

Open in TradeFlow Sends the appointment and homeowner details to TradeFlow with the estimate fields pre-filled.

TradeFlow — Build the Estimate

Turn the lead into a professional, branded estimate with line items, markups, and tax. From here you can start tracking real costs, or send the job straight to an invoice if it's a small one.

Integration buttons

Export to TradeTrack Sends the estimate's line items and totals to TradeTrack to begin job-cost tracking.

Export to Invoice Sends the estimate straight to the Invoices tab for small jobs that don't need cost tracking.

TradeTrack — Track the Job

Log your actual labor hours and material purchases as the job runs. Watch planned vs. actual profit in real time so you always know where you stand before the job is done.

Integration buttons

Export to TradeFlow Sends your actual job costs back to TradeFlow to generate an accurate final invoice.

TradeFlow — Send the Invoice

Close the loop. Your invoice arrives pre-filled — either from the original estimate or from TradeTrack's real actuals — with Venmo, Cash App, and Zelle payment links built in. Print it or save it as a PDF and you're paid.

Use Each Tool On Its Own

Every tool works completely on its own — no other tools required. Pick up just the one you need today and add the rest whenever you're ready.

TradeFlow (standalone)

Build branded estimates and invoices on their own, with line items, markups, tax, and built-in payment links — no other tools needed.

Export EstimateSaves the estimate to your Exports history.

Export InvoiceSaves the invoice to your Exports history.

Print / Save as PDFPrints or downloads the document.

Venmo · Cash App · ZelleAdds your payment handles to invoices.

TradeCapture (standalone)

Run a professional lead-capture page on its own. Share the link anywhere and collect homeowner requests straight to your inbox.

Save ProfileSaves your profile and generates your shareable lead-capture link.

Regenerate LinkUpdates the shareable link after profile changes.

TradeSchedule (standalone)

Offer online booking on its own. Set your availability and let homeowners book real time slots without the back-and-forth.

Save ProfileSaves your availability and generates your shareable booking link.

Regenerate LinkUpdates the booking link after availability changes.

TradeTrack (standalone)

Track job costs on their own. Enter a planned budget, log real labor and materials, and see your actual profit on every job.

Save JobCreates the job card on your active jobs dashboard.

Mark CompleteMoves the job from the dashboard to History.

Mark as InvoicedFlags the job as invoiced in History.

Delete JobRemoves the job permanently.