TradeGear Flow Guide
How the tools work together — and on their own.
The Connected Flow
TradeCapture and TradeDesk are built to work as one connected job flow — from the first lead all the way to the final invoice. A lead captured in TradeCapture drops straight into TradeDesk with its details pre-filled, so you never re-type the same information twice. One license key works across your whole crew — every device that enters your key sees the same business data. (An internet connection is required to save and sync your data.)
TradeCapture — Capture the Lead & Book the Job
Share your lead capture link and your booking link anywhere — text, email, social, a yard sign. Homeowners send their job details or book a real time slot from your availability, with double-booking prevented automatically. Every lead and booking lands in your dashboard instantly, and a notification email hits your inbox.
Dashboard
TradeDesk — Quote, Track & Invoice
Turn the lead into a professional, branded quote with line items, markups, and tax. Move the quote into Active Jobs to track your real labor and material costs as the work runs, then generate an accurate final invoice with Venmo, Cash App, and Zelle payment links built in. Email it straight from TradeDesk, mark it paid when the money lands, and your Dash keeps a rolling tally of income paid in the last 30 days — the whole path from lead to invoice without re-typing anything.
Dashboard
Use Each Tool On Its Own
TradeCapture and TradeDesk each work completely on their own — neither requires the other. Pick up just the one you need today and add the other whenever you're ready.
TradeCapture (standalone)
Run a professional lead-capture page and online booking on their own. Share your links anywhere, set your availability, and collect homeowner requests and booked time slots straight to your dashboard. One key works for your whole crew on any device.
Dashboard
TradeDesk (standalone)
Build branded quotes and invoices, track real job costs, and keep a full history on their own — no other tool needed. Line items, markups, tax, built-in payment links, email-with-signature requests, and a Mark as Paid action that drives a rolling 30-day paid income stat on your Dash.
Dashboard