What it is
TradeOS is field service management software for trade businesses, bringing call handling, job booking, dispatch, quotes, invoicing, and payment collection into one system. Its AI receptionist, Grace, can answer in the shop’s name, check the schedule, book work, and send summaries and transcripts for review. Teams can also manage customer portals, recurring memberships, referrals, review requests, and revenue analytics. The technician app supports offline work with automatic syncing, voice-to-invoice, photo diagnosis, and on-site customer signatures. QuickBooks Online sync covers customers, invoices, and payments, with TradeOS as the source and one-way transfer to QuickBooks. Stripe processes card payments; TradeOS says it does not see or store full card numbers. The service runs on web, Android, and iOS, and lists HVAC, plumbing, electrical, roofing, landscaping, painting, and general home-service businesses among its intended trades. Plans start at $149 a month, with a 10-day trial and no free plan.
Who it suits. TradeOS suits trade and home-service businesses such as HVAC, plumbing, electrical, roofing, landscaping, and painting contractors. Its tools cover office scheduling and billing as well as technicians working in the field.
Good
- Grace books jobs and sends call summaries.
- Technician app supports offline work and automatic sync.
- QuickBooks Online sync covers customers, invoices, and payments.
- Available on web, Android, and iOS.
Watch for
- No free plan.
- Starter is limited to 1 to 5 technicians.
- QuickBooks sync is one-way from TradeOS.
Verdict
TradeOS combines call handling, job management, field tools, and payments for trade businesses. Check plan capacity and the one-way QuickBooks sync against your workflow before choosing a plan.
Plans and prices
| Plan | Price | Billed |
|---|---|---|
| Starter | $149 a month | monthly |
| Growth | $399 a month | monthly |
| Scale | $1,250 a month | monthly |
| Enterprise | — | — |
From TradeOS's own pricing page, checked 15 Oct 2026. Every plan
What the maker publishes
- AI receptionist
- Its AI receptionist, Grace, answers calls in the shop's name, checks the schedule, books jobs, and sends call summaries and transcripts for review. source
- AI receptionist
- Its Grace AI receptionist answers in the company’s name, checks real availability, books appointments and texts confirmations. source
- App Store availability
- Apple lists TradeOS Tech as a free iPhone and iPad technician app requiring a TradeOS account. source
- App Store data collection
- Apple’s listing says the app may process payment information, precise location, contact details, photos or videos, audio, identifiers and crash data for functionality and diagnostics. source
- App Store requirements
- The iOS listing requires iOS 15.1 or later and lists a 48.4 MB download. source
- Call oversight
- Shadow mode gives the owner a summary and transcript of every AI-handled call, with controls to override, retrain or disable Grace. source
- Company
- TradeOS is operated by TradeOS LLC, a Missouri limited liability company located in Imperial, Missouri; its site says it began at the founder's family electrical shop. source
- Customer data
- TradeOS says it does not sell personal information or share account business data with advertisers. source
- Customer portal
- The product includes a self-service customer portal link. source
- Dashboard
- The owner dashboard shows jobs, revenue, unpaid invoices, the schedule and a daily briefing on desktop or phone. source
- Data retention
- After cancellation, TradeOS retains business records for up to 90 days before deleting or anonymizing them, except records that must be kept longer by law. source
- Data retention
- After cancellation, business records are retained for up to 90 days before deletion or anonymization unless law requires longer retention. source
- Dispatch map
- TradeOS combines jobs and technician routes on a map for dispatch visibility. source
- G2 product description
- G2 categorizes TradeOS under brokerage trading platforms, intelligent document processing and productivity bots, and describes it as a platform for financial institutions and professional traders. source
- Google reviews
- TradeOS can request Google reviews after paid jobs. source
- Headquarters
- Imperial, Missouri, United States source
- Industries
- The site says the product supports HVAC, plumbing, electrical, roofing, landscaping, painting and general home-service businesses. source
- Integration
- TradeOS offers QuickBooks Online sync for customers, invoices, and payments, with TradeOS as the source and one-way sync to QuickBooks. source