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What is TradesBackbone?

TradesBackbone is an innovative cloud-based software tailored for small trade businesses, providing a robust suite that combines customer management, job tracking, estimates, invoicing, payment processing, office scheduling, and dispatching capabilities. Technicians are equipped to handle their responsibilities seamlessly through a mobile browser, allowing them to access job assignments, create estimates, send invoices, take photos, and update job statuses with ease. Customers enjoy the convenience of approving estimates through text or email, with these approvals automatically converted into invoices for efficiency. The platform also supports recurring services, route optimization, reminders, and customer follow-ups to enhance overall service delivery. Access to sensitive records and financial information is managed through role-based controls, ensuring that team members view only the data pertinent to their roles. Users subscribed to Pro plans and higher can benefit from QuickBooks Online integration, while API access is restricted to the Elite tier. Furthermore, the software boasts optional AI features designed to assist with responding to inquiries regarding business records and creating estimates or follow-up messages. When the AI Front Desk feature is enabled, it autonomously drafts responses for customer queries, which must receive human approval prior to being sent. This adaptable software serves a myriad of industries, including plumbing, HVAC, electrical services, roofing, lawn care, pest control, and cleaning services, positioning itself as an essential tool for trade professionals aiming to enhance their operational efficiency and elevate customer engagement. Consequently, tradespeople can dedicate more time to their primary services while ensuring effective and timely communication with their clientele. Ultimately, this fosters a more organized and productive work environment within the trade sector.

What is ShopBoard?

ShopBoard is an all-encompassing scheduling and dispatch solution aimed at small enterprises in the HVAC, plumbing, electrical, and related sectors. Its user-friendly drag-and-drop interface provides office staff with a clear view of all technicians' tasks alongside a segment for jobs that have yet to be assigned, facilitating easier schedule management and modifications. Technicians in the field have the capability to access job details via their mobile devices, receive real-time notifications while traveling to job sites, and upload photos and customer signatures pertaining to their work. The platform includes customizable quoting features, allowing businesses to offer customers tiered pricing options—good, better, and best—through convenient links, as well as job-specific invoicing and integration with Stripe for payments. Furthermore, ShopBoard presents outstanding invoices and quotes in straightforward dollar amounts, giving business owners a comprehensive overview of pending approvals and payments. Designed for operations with roughly one to eight service vehicles, it follows a SaaS subscription model. By optimizing processes related to scheduling, estimates, technician communications, and invoicing, the software significantly boosts the efficiency of managing service jobs. This cohesive system not only simplifies daily operations but also enhances customer service, leading to increased satisfaction with the services provided. Ultimately, ShopBoard empowers small businesses to operate more effectively while maintaining a high level of service quality.

Media

Media

Integrations Supported

Make
Mycel
QuickBooks Online
Stripe
Zapier

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$59/month
Free Trial Offered?

Supported Platforms

SaaS
Android

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Martello Systems

Date Founded

2026

Company Location

United States

Company Website

tradesbackbone.com

Company Facts

Organization Name

ShopBoard, LLC

Company Website

useshopboard.com

Categories and Features

Categories and Features

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