Trades Captain CRM — Stop Losing Jobs
The mobile CRM that fits in your pocket — built for tradespeople who are tired of sticky notes, forgotten follow-ups, and money walking out the door.
Sound Familiar?
Lost Leads
"I swear I was going to call them back..."
Leads come in. You get busy. They call someone else. That's $500+ jobs — gone.
Forgotten Follow-Ups
"Did I send that quote?"
You quoted the job. They said they'd think about it. You never followed up. They went with someone who did.
Scattered Systems
"It's in a text somewhere..."
Your "system" is sticky notes, text messages, and stuff you're trying to remember at 2 AM.
You're not bad at your job. You just don't have a system built for how you actually work.
One App. Your Whole Business. In Your Pocket.
Trades Captain answers one question every morning:
"What do I need to do today, and who do I need to follow up with?"
See Every Opportunity at a Glance
Every lead that goes cold is a job you didn't get. With our visual pipeline, you see exactly who needs attention — and who's about to slip away.
- New leads light up the moment they come in
- Drag and drop through stages: New → Contacted → Quoted → Won
- Leads untouched for 3+ days get flagged
- One tap to call or text — no copying phone numbers
The average tradesperson loses 2-3 jobs/month from forgotten follow-ups. At $500/job, that's $1,500 walking out the door. This pipeline pays for itself in a week.
Lead Pipeline
Sarah M. - Kitchen faucet repair
Mike R. - Water heater install
Lisa K. - Bathroom renovation
Every Job, Start to Finish
Turn leads into scheduled work. Track every job from "I'll be there Tuesday" to "Payment received."
- One tap turns a lead into a scheduled job
- See your whole day before you leave the house
- Tap the address, get directions — no typing
- Add before/after photos on site
- Tech notes stay with the job forever
Today's Schedule
Send Quotes Before You Leave the Driveway
That guy who said "let me think about it"? He called someone else. Someone who sent the quote faster.
- Build quotes in 60 seconds with saved services
- Professional PDF quotes — not texts your kid could send
- One tap converts quote to invoice
- Stripe payment link for instant card payments
- Track cash, check, Venmo, Zelle — mark paid when money hits
Quick Quote
Your Schedule in 5 Seconds
No more flipping through texts and voicemails trying to figure out where you're supposed to be.
- See your whole week in one view
- Jobs show customer, service, time, and address
- Syncs to Google Calendar — your family can finally see when you're free
- Tap any address for instant navigation
Week at a Glance
"Hey Mrs. Johnson, How's That Water Heater?"
Your customers are impressed when you remember. They're annoyed when you don't.
- Full history for every customer — jobs, quotes, conversations
- Notes that stay forever: "Dog's name is Rex. Gate code 4521."
- See what they've paid you over time
- One tap to call, text, or start a new job
Follow-Ups That Happen Without You
The fortune is in the follow-up. But you don't have time to follow up. So let the system do it.
- Quote not accepted in 3 days? Auto follow-up text
- Job completed? Auto review request the next day
- Appointment tomorrow? Auto reminder at 7 PM
- One hour out? Auto heads-up text
These aren't robot messages. They sound like you. And they work while you sleep.
One 5-star review from an automated text is worth more than you paid for the whole month.
Automations Running
Get It Out of Your Head
"I need to call Ferguson about that backorder... eventually... ah crap, I forgot."
- Set a reminder in 5 seconds
- Voice input — tap the mic, speak, done
- Link reminders to jobs or customers
- Push notification when it's time
- Snooze if you're in the middle of something
My Reminders
Your Crew Sees the Schedule. Not the Books.
- Invite techs with one email
- Technicians see their assigned jobs, addresses, notes
- They can add photos and update job status
- They can't see revenue, invoices, or billing
Everyone knows where to be. Nobody's calling asking "what's the address?"
Team Access
Built for the Truck, Not the Desk
Every other CRM was built by people who sit at desks. This one was built for people who work.
Big Buttons
Works with gloves and wet fingers
One-Thumb Use
Do everything without putting down your coffee
Works Offline
Check your schedule in a basement with no signal
Install Like an App
Add to home screen, works like native
Stays Logged In
30-day sessions — no passwords on job sites
Loads Fast
Even on 3G in the middle of nowhere
What's Included with Trades Captain CRM
Questions About Trades Captain CRM
Ready to Stop Losing Jobs?
Open the app. See what needs doing. Do it. Get paid. Go home.
That's it. That's the CRM.
$399/month · Includes website, SEO, AI SMS, and Trades Captain CRM · 3-month minimum · You own everything