Every feature, every plan

The whole list.
Nothing held back for the demo call.

All 101 features, named and explained, with the plan each one is on. 88 of them are in the $49 plan, because Solo isn't a stripped demo of the CRM. It's the CRM.

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14 days free · No credit card · Cancel anytime

Solo

$49 /mo

The complete CRM. Pipeline, estimates, contracts, invoices, payments, job costing, P&L.

  • 1 seat
  • 50 AI credits/mo
Start free trial

Solo+

$69 /mo

Everything in Solo, plus Photo Booth and the AI writing tools.

  • 1 seat
  • 200 AI credits/mo
Start free trial
Most popular

Team

$129 /mo

Everything in Solo+, plus workflow automation, the financial dashboard, reviews and content.

  • 3 seats, +$25 each
  • 1,000 AI credits/mo
Start free trial

Crew

$299 /mo

Everything in Team with 10 seats and 4,000 credits, for a full office and field crew.

  • 10 seats, +$25 each
  • 4,000 AI credits/mo
Start free trial
Feature by feature

Compare the plans

Add-ons are sold separately at every tier and are listed below the table, not as checkmarks here. A plan column only shows what that plan actually includes.

Sales & Pipeline

Every lead in one place, worked from first call to signed contract.

Lead & Contact Management Full records with typeahead search, filters and sorting. All plans
Visual Sales Pipeline Drag-and-drop Kanban board. Moving a card can fire an automation. All plans
Separate Leads Board Work unqualified leads on their own board, apart from live deals. All plans
Activity Timeline & Notes Every call, text, email and note on one scrollable history. All plans
Contact Import Bring your book over from a CSV or Excel file. All plans
Lead Capture API & Web Forms Your website's form creates the lead and alerts you by text and email. All plans
Embeddable Lead Widget Drop a capture form on any site you own. All plans
Canvassing Map Color-coded door-knock pins by status and rep. Turn a pin into a lead on the spot. All plans
AI Lead Response DraftsUses credits Drafts the first reply to a new lead. You read it and hit send. Solo+ and up
AI Follow-Up DraftsUses credits Writes the next touch on a lead that went quiet. Solo+ and up

Estimating & Proposals

Build it, price it, send it, get it signed. From a phone if you want.

Estimate Builder Line-item grid with quantity, unit, price and per-line tax. All plans
Price Book Your saved line items and categories, organized and reusable. All plans
Estimate Templates Save a whole estimate and reuse it on the next job of that type. All plans
Scope of Work Editor Rich text, with voice dictation so you can talk it out from the truck. All plans
Progress Billing by Scope Bid a big job in named scopes (tear-off, decking, shingles) with roll-up totals. All plans
Change Orders Price a change as its own document tied to the original job. All plans
Supplements Write a supplement against an existing estimate. All plans
Overhead, Profit & Tax Markup Set your default percentages once; every estimate carries them. All plans
E-Signature on Estimates Customer signs on their phone. No app, no account. All plans
Public Share Link One link shows the estimate, with an accept and a decline path. All plans
Branded Cover & Document Design Your logo, colors and tagline on the estimate you hand over. All plans
Print & PDF Export A clean PDF for the customer, the adjuster or the file. All plans
Proposals Branded proposal documents, separate from a line-item estimate. All plans
AI Estimate GenerationUses credits Describe the job, get priced line items back. Lean, standard or itemized. All plans
AI Line-Item ExtractionUses credits Upload a PDF or photo of a scope and it pulls the line items out. All plans

Contracts & E-Signature

Send it, sign it, stored. Nothing printed, nothing scanned.

Contract Builder Assemble a contract with your terms, warranty and payment schedule. All plans
Subcontractor Contracts Separate agreements for the crews you hire out to. All plans
E-Signature Legally signed on a phone, with the signed copy emailed back automatically. All plans
PDF Fill-In Type onto the blank lines of your own uploaded PDF contract, per customer. All plans
Standalone E-Sign Send any PDF out for signature, contract or not. All plans
Document Revisions & Version History Every version kept, so you can prove what was signed and when. All plans
AI Contract GenerationUses credits Drafts the contract body from the job. All plans
AI Clause LibraryUses credits Suggests the clauses most contractors forget until it costs them. All plans

Jobs & Production

Run the work, and know what you actually made on it.

Job Management Jobs with stages, statuses, notes, documents and photos. All plans
Production Pipeline A board for work that's sold, separate from work you're still selling. All plans
Job Costing Estimated vs actual revenue and cost on every job, with profit and margin calculated. All plans
Contract Value & Draw Schedule Split a contract into draws by percentage or fixed dollar, tied to milestones. All plans
Auto-Invoice on Milestone Hit a milestone and the next draw invoice is drafted for you. All plans
Completion Tracking Percent complete on each job, so you know what's actually close. All plans
Crew Assignment Assign a crew and an internal user, then text the crew their link. All plans
Crew Mobile App Your crew opens a link, sees their jobs, uploads photos, marks complete. No login. All plans
Job Photos Upload from the field, organized by job. All plans
Job & Client Documents Store any file on a job or a contact record. All plans
Trash & Restore Delete a job and get it back, because somebody will delete the wrong one. All plans
Photo BoothUses credits Capture or bulk-upload job photos, with AI summaries and built photo reports. Solo+ and up
Guided WalkthroughsUses credits Walk the job talking, and get a written punch list out of it. Solo+ and up

Scheduling

Crews booked, follow-ups that don't get dropped.

Calendar Jobs, appointments and crew schedule on one view. All plans
Tasks & Reminders Assignable tasks with due dates and an overdue nag you can't miss. All plans
Online Booking Page A public link where customers pick a slot themselves. All plans
Appointment Types Free estimate, repair call, inspection, each with its own rules and assignee. All plans
Booking Controls Lead time, buffers, max per day and how far out people can book. All plans
iCal Feed Subscribe from Google Calendar, Apple Calendar or Outlook. All plans

Invoicing & Payments

Bill from the truck. Get paid on the invoice.

Invoicing Create, send, print and track invoices with balance due. All plans
Payment Presets Deposit, progress and final schedules you set up once. All plans
Sequential Invoice Numbering Numbers run in order and never repeat, so your bookkeeper doesn't call you. All plans
Card & ACH Payments Stripe Connect. You're the merchant, money lands in your bank. All plans
Pay From the Client Portal Customer pays off the same link that shows their job. All plans
Manual Payment Recording Log the check or the cash against the invoice. All plans
Overdue Invoice Reminders Automatic chase at 1, 5 and 12 days late. Stops the second they pay. All plans

Financials & Reporting

What came in, what went out, and what you actually kept. Per job and in total.

Profit & Loss Gross revenue, cost, gross profit and net profit for any date range. All plans
Expense Tracking Log overhead by category (payroll, vehicles, insurance, rent, marketing and more) and flag what recurs. All plans
Net Profit After Overhead Your expenses come off gross profit, so the number is the real one. All plans
Margin Reporting Margin by job and across the business, not just revenue. All plans
Expense Breakdown Where the money is leaking, ranked biggest first. All plans
Date-Range Reporting Month to date, year to date, or any custom window. All plans
Project Duration Reporting How long jobs actually take from open to close. All plans
Custom Report Builder Build the report you want instead of the one you were given. All plans
What-If Revenue Forecast Change the inputs and see where the year lands. All plans
Financial Dashboard Company-wide invoiced, collected, outstanding and overdue, with a 12-month revenue chart. Team and up
Job Profitability Report Average margin across every won job, and your top jobs ranked by revenue. Team and up

Customer Experience

Give them a link and they stop calling you for updates.

Client Portal Customer sees job status, photos and documents, pays the invoice and messages you. All plans
Per-Job Portal Access Grant or revoke access per job or per lead. All plans
Document Visibility Control Decide file by file what the customer can see. All plans

Communication

Calls and texts that live on the customer's record, not in your pocket.

Business Phone Number A TradeForge number in your area code. 1 included (2 on Crew), extras $10/mo. All plans
Bring Your Own Twilio Number Already pay Twilio? Connect that account and we'll run your existing number. All plans
Two-Way SMS Text customers from the business number, threaded on their record. All plans
Unified Inbox Every conversation in one place, live-updating. All plans
Message Templates Save the texts you send 50 times a week. All plans
Click-to-Call Dialer Call any lead from the browser. All plans
Email From the Record Send and log email without leaving the contact. All plans
Missed-Call Text-Back Call goes to voicemail, they get a text immediately. Off until you turn it on. All plans

Automation

The follow-up that happens whether or not you remember it. Switch each one on or off.

Built-In Job Automations 12 behaviors that move work forward: signed estimate becomes a job with the deposit invoice drafted. All plans
Lead Nurture Sequence Three touches on day 1, 3 and 7 to a lead who went quiet. Stops the moment they reply. All plans
Daily Digest One email or text a day with overdue invoices, unsigned estimates, cold leads and stalled jobs. You pick which. All plans
Notification Preferences 11 alert types, email or SMS, switched per type. All plans
Workflow Automation Engine Build your own: 9 triggers into 8 actions, multi-step with delays. Team and up
13 Prebuilt Workflows Ready to clone: new-lead instant text, estimate follow-up, review request, win-back and more. Team and up
AI Workflow BuilderUses credits Describe the automation in plain English and it builds it, paused, for you to approve. Team and up

Reviews & Marketing

Five stars while the job is still fresh in their mind.

Review Request EngineUses credits Request reviews one at a time or in bulk, with tracking on who left one. Team and up
Review Platform Routing Point customers at your Google, Facebook or Yelp profile. Team and up
AI Chat AssistantUses credits An assistant that knows your jobs, customers and numbers. Ask it anything. Team and up
AI Content StudioUses credits Social posts, blogs and emails written in your voice. Team and up

Team, Branding & Setup

Your people, your brand, your rules.

Sub-User Logins Seats for your office and sales staff. 1 on Solo, 3 on Team, 10 on Crew. All plans
Granular Permissions A per-user grid controlling who sees pricing, financials and customer data. All plans
Crew Member Records Field crew records, separate from paid logins. All plans
Branding Center Logo, brand colors, tagline and per-document taglines. All plans
Pull Branding From Your Website Give it your URL and it lifts your logo and colors. All plans
Document Defaults Terms, warranty language and contract template, set once. All plans
Spanish Language Support Switch the whole interface to Spanish. All plans
AI Credit Packs & Auto-Topup Buy more credits when you need them: 500/$19, 1,500/$49, 5,000/$149. All plans
Training Library & AI Support Guides, PDFs and a support assistant that answers from them. All plans
Feature Solo $49/mo Solo+ $69/mo Team $129/mo Crew $299/mo

Sales & Pipeline

Every lead in one place, worked from first call to signed contract.
Lead & Contact Management Full records with typeahead search, filters and sorting.
Visual Sales Pipeline Drag-and-drop Kanban board. Moving a card can fire an automation.
Separate Leads Board Work unqualified leads on their own board, apart from live deals.
Activity Timeline & Notes Every call, text, email and note on one scrollable history.
Contact Import Bring your book over from a CSV or Excel file.
Lead Capture API & Web Forms Your website's form creates the lead and alerts you by text and email.
Embeddable Lead Widget Drop a capture form on any site you own.
Canvassing Map Color-coded door-knock pins by status and rep. Turn a pin into a lead on the spot.
AI Lead Response DraftsUses credits Drafts the first reply to a new lead. You read it and hit send.
AI Follow-Up DraftsUses credits Writes the next touch on a lead that went quiet.

Estimating & Proposals

Build it, price it, send it, get it signed. From a phone if you want.
Estimate Builder Line-item grid with quantity, unit, price and per-line tax.
Price Book Your saved line items and categories, organized and reusable.
Estimate Templates Save a whole estimate and reuse it on the next job of that type.
Scope of Work Editor Rich text, with voice dictation so you can talk it out from the truck.
Progress Billing by Scope Bid a big job in named scopes (tear-off, decking, shingles) with roll-up totals.
Change Orders Price a change as its own document tied to the original job.
Supplements Write a supplement against an existing estimate.
Overhead, Profit & Tax Markup Set your default percentages once; every estimate carries them.
E-Signature on Estimates Customer signs on their phone. No app, no account.
Public Share Link One link shows the estimate, with an accept and a decline path.
Branded Cover & Document Design Your logo, colors and tagline on the estimate you hand over.
Print & PDF Export A clean PDF for the customer, the adjuster or the file.
Proposals Branded proposal documents, separate from a line-item estimate.
AI Estimate GenerationUses credits Describe the job, get priced line items back. Lean, standard or itemized.
AI Line-Item ExtractionUses credits Upload a PDF or photo of a scope and it pulls the line items out.

Contracts & E-Signature

Send it, sign it, stored. Nothing printed, nothing scanned.
Contract Builder Assemble a contract with your terms, warranty and payment schedule.
Subcontractor Contracts Separate agreements for the crews you hire out to.
E-Signature Legally signed on a phone, with the signed copy emailed back automatically.
PDF Fill-In Type onto the blank lines of your own uploaded PDF contract, per customer.
Standalone E-Sign Send any PDF out for signature, contract or not.
Document Revisions & Version History Every version kept, so you can prove what was signed and when.
AI Contract GenerationUses credits Drafts the contract body from the job.
AI Clause LibraryUses credits Suggests the clauses most contractors forget until it costs them.

Jobs & Production

Run the work, and know what you actually made on it.
Job Management Jobs with stages, statuses, notes, documents and photos.
Production Pipeline A board for work that's sold, separate from work you're still selling.
Job Costing Estimated vs actual revenue and cost on every job, with profit and margin calculated.
Contract Value & Draw Schedule Split a contract into draws by percentage or fixed dollar, tied to milestones.
Auto-Invoice on Milestone Hit a milestone and the next draw invoice is drafted for you.
Completion Tracking Percent complete on each job, so you know what's actually close.
Crew Assignment Assign a crew and an internal user, then text the crew their link.
Crew Mobile App Your crew opens a link, sees their jobs, uploads photos, marks complete. No login.
Job Photos Upload from the field, organized by job.
Job & Client Documents Store any file on a job or a contact record.
Trash & Restore Delete a job and get it back, because somebody will delete the wrong one.
Photo BoothUses credits Capture or bulk-upload job photos, with AI summaries and built photo reports.
Guided WalkthroughsUses credits Walk the job talking, and get a written punch list out of it.

Scheduling

Crews booked, follow-ups that don't get dropped.
Calendar Jobs, appointments and crew schedule on one view.
Tasks & Reminders Assignable tasks with due dates and an overdue nag you can't miss.
Online Booking Page A public link where customers pick a slot themselves.
Appointment Types Free estimate, repair call, inspection, each with its own rules and assignee.
Booking Controls Lead time, buffers, max per day and how far out people can book.
iCal Feed Subscribe from Google Calendar, Apple Calendar or Outlook.

Invoicing & Payments

Bill from the truck. Get paid on the invoice.
Invoicing Create, send, print and track invoices with balance due.
Payment Presets Deposit, progress and final schedules you set up once.
Sequential Invoice Numbering Numbers run in order and never repeat, so your bookkeeper doesn't call you.
Card & ACH Payments Stripe Connect. You're the merchant, money lands in your bank.
Pay From the Client Portal Customer pays off the same link that shows their job.
Manual Payment Recording Log the check or the cash against the invoice.
Overdue Invoice Reminders Automatic chase at 1, 5 and 12 days late. Stops the second they pay.

Financials & Reporting

What came in, what went out, and what you actually kept. Per job and in total.
Profit & Loss Gross revenue, cost, gross profit and net profit for any date range.
Expense Tracking Log overhead by category (payroll, vehicles, insurance, rent, marketing and more) and flag what recurs.
Net Profit After Overhead Your expenses come off gross profit, so the number is the real one.
Margin Reporting Margin by job and across the business, not just revenue.
Expense Breakdown Where the money is leaking, ranked biggest first.
Date-Range Reporting Month to date, year to date, or any custom window.
Project Duration Reporting How long jobs actually take from open to close.
Custom Report Builder Build the report you want instead of the one you were given.
What-If Revenue Forecast Change the inputs and see where the year lands.
Financial Dashboard Company-wide invoiced, collected, outstanding and overdue, with a 12-month revenue chart.
Job Profitability Report Average margin across every won job, and your top jobs ranked by revenue.

Customer Experience

Give them a link and they stop calling you for updates.
Client Portal Customer sees job status, photos and documents, pays the invoice and messages you.
Per-Job Portal Access Grant or revoke access per job or per lead.
Document Visibility Control Decide file by file what the customer can see.

Communication

Calls and texts that live on the customer's record, not in your pocket.
Business Phone Number A TradeForge number in your area code. 1 included (2 on Crew), extras $10/mo.
Bring Your Own Twilio Number Already pay Twilio? Connect that account and we'll run your existing number.
Two-Way SMS Text customers from the business number, threaded on their record.
Unified Inbox Every conversation in one place, live-updating.
Message Templates Save the texts you send 50 times a week.
Click-to-Call Dialer Call any lead from the browser.
Email From the Record Send and log email without leaving the contact.
Missed-Call Text-Back Call goes to voicemail, they get a text immediately. Off until you turn it on.

Automation

The follow-up that happens whether or not you remember it. Switch each one on or off.
Built-In Job Automations 12 behaviors that move work forward: signed estimate becomes a job with the deposit invoice drafted.
Lead Nurture Sequence Three touches on day 1, 3 and 7 to a lead who went quiet. Stops the moment they reply.
Daily Digest One email or text a day with overdue invoices, unsigned estimates, cold leads and stalled jobs. You pick which.
Notification Preferences 11 alert types, email or SMS, switched per type.
Workflow Automation Engine Build your own: 9 triggers into 8 actions, multi-step with delays.
13 Prebuilt Workflows Ready to clone: new-lead instant text, estimate follow-up, review request, win-back and more.
AI Workflow BuilderUses credits Describe the automation in plain English and it builds it, paused, for you to approve.

Reviews & Marketing

Five stars while the job is still fresh in their mind.
Review Request EngineUses credits Request reviews one at a time or in bulk, with tracking on who left one.
Review Platform Routing Point customers at your Google, Facebook or Yelp profile.
AI Chat AssistantUses credits An assistant that knows your jobs, customers and numbers. Ask it anything.
AI Content StudioUses credits Social posts, blogs and emails written in your voice.

Team, Branding & Setup

Your people, your brand, your rules.
Sub-User Logins Seats for your office and sales staff. 1 on Solo, 3 on Team, 10 on Crew.
Granular Permissions A per-user grid controlling who sees pricing, financials and customer data.
Crew Member Records Field crew records, separate from paid logins.
Branding Center Logo, brand colors, tagline and per-document taglines.
Pull Branding From Your Website Give it your URL and it lifts your logo and colors.
Document Defaults Terms, warranty language and contract template, set once.
Spanish Language Support Switch the whole interface to Spanish.
AI Credit Packs & Auto-Topup Buy more credits when you need them: 500/$19, 1,500/$49, 5,000/$149.
Training Library & AI Support Guides, PDFs and a support assistant that answers from them.

Every feature above is tagged with the cheapest plan that includes it.

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No card. Nothing to cancel if you walk away.

Sold separately

Add-ons and packs

These work on any plan, including Solo. Priced on the page instead of behind a demo call, so you can add up your real monthly bill before you sign up.

AI Receptionist

$99/mo

Answers the phone when you can't, in a real voice.

  • Answers inbound calls 24/7 with your business info and hours
  • Books real appointments straight onto your calendar
  • Takes a message or warm-transfers the call to you
  • Trained on your own FAQ and knowledge base
  • Choice of 4 voices, with a weekly hours grid
  • Texts and emails you the moment a call comes in
  • 300 minutes included, $0.30/min after

AI Texting

$49/mo

Two-way texting that answers itself until you take over.

  • Replies to inbound texts using your business knowledge
  • Immediate missed-call text-back so the lead never goes cold
  • AI opener that starts the conversation for you
  • Hands off the second you reply yourself
  • Honors STOP and opt-out automatically
  • Daily reply cap so it can never run away
  • 500 segments included, $0.05/segment after

AI Front Desk Bundle

$129/mo

Both of the above together, and the one most people want.

  • Everything in AI Receptionist
  • Everything in AI Texting
  • Saves $19/mo against buying them separately
  • The call gets answered and the text gets returned, same number

Insurance Pack

Add-on

Restoration and insurance work, including the supplement.

  • Claims management with status tracking
  • AI supplement writing
  • AI claim notes and adjuster strategy
  • AI adjuster response drafting
  • Claim photos with per-photo AI damage assessment
  • Xactimate generate, paste, refine and .esx download
  • Adjuster emails drafted and sent from the claim

Storm Pack

Add-on

Knock where the storm actually hit, and measure the roof.

  • NOAA and IEM hail and wind lookup by address and radius
  • Save a storm event and attach it to a lead or claim
  • Roof measurement ordering through Roofr and EagleView
  • AI roof-measurement extraction from a PDF report
  • Measurements auto-populate the estimate
  • Material orders built from a measurement
  • Free with Crew when bundled with the Insurance Pack

Want to hear the receptionist before you pay for it? Call (740) 200-8228 and ask it something awkward.

Straight answers

Questions about the plans

What's actually in the $49 Solo plan?

88 of the 101 features on this page. The pipeline, the estimate builder with e-signature, contracts, invoicing with card and ACH, job costing with profit and margin per job, profit and loss, expense tracking, the client portal, scheduling with a public booking page, two-way texting, the crew app and your branding on every document.

Six things aren't in it: Photo Booth, the AI chat assistant, the content studio, the review engine, the workflow automation builder, and the company-wide financial dashboard. That's the list. Everything else at $49.

Does it do job costing and real financials?

Yes, and on every plan. Each job carries estimated and actual revenue and cost, and the profit and margin come off those. Across the business you get gross revenue, cost, gross profit, and net profit after the overhead you log, for any date range you pick, plus a custom report builder and a what-if forecast.

Two financial surfaces sit on Team and up: the financial dashboard (company-wide invoiced, collected, outstanding, overdue, with a 12-month revenue chart) and the job profitability report that averages margin across every won job and ranks your top jobs by revenue.

How do AI credits work?

Credits only move when you run an AI feature, like generating an estimate from a scope or pulling line items out of a PDF. Solo has 50 a month, Solo+ 200, Team 1,000, Crew 4,000. More are $19 for 500, $49 for 1,500, $149 for 5,000, with auto-topup if you want it.

Nothing that costs money fires on its own. The automations draft, move status and create tasks. You're the one who sends.

Do I get a phone number, and can I keep mine?

Every plan includes a TradeForge number in your area code, two on Crew, extras $10/mo. That's a new number, not the one on your truck.

If your number already lives in your own Twilio account, connect it and TradeForge will run that one instead. Nothing gets transferred. We can't pull a number off a regular phone company yet, so if you want calls answered on your existing number, forward it to your TradeForge number and the AI receptionist picks up.

Can I switch plans later?

Yes, up or down, and the add-on packs come and go independently of the plan. Start on Solo and move up when a seat or an automation is what you actually need, not because a sales rep put you there.

Who built this?

A contractor who runs trucks every day and uses it to run his own work. That's why the estimate builder has a voice mic, why the crew app doesn't need a login, and why job costing is on the cheapest plan instead of the expensive one.

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