Marcus Webb
Lead Installer
Features
Every Tool. One Elevated Platform.
Powerful AI, intelligent automation, and everything you need to manage your business in one seamless experience.
CRM & Customers
One record from first contact to signed job.
- Contacts and lead management
- Sales pipeline
- Notes, tags and tasks
- Lead capture forms
- Customer history
- Customer portal
Every message, note and appointment stays attached to the same customer record.
app.tradereply.comSample data
Pipeline
53 leads · $84,500 open value
New Lead2
Ava S.
Roof inspection
$1,200
Noah P.
Skylight leak
$900
Contacted2
Luis M.
Full replacement
$14,500
Kim R.
Downspout repair
$450
Qualified2
Marcus T.
Storm damage
$8,200
Owen B.
Shingle repair
$1,850
Estimate Sent1
Priya N.
Gutter replacement
$3,400
Job Won2
Dana W.
Chimney flashing
$2,100
Tess H.
Moss removal + seal
$1,300
Drag a card to move it through the pipeline — every stage is tracked automatically.
Illustrative screen with fictional sample data.
Living Headquarters Lobby · Crew HQ
Your team, assembled and ready for work.
A permanent part of your headquarters, not a popup you dismiss. Hover a figure — or tap on a phone — for their role, company contact details and work status. Larger crews page through the same lineup.
Alicia Grant
Service Manager
Devon Pike
Estimator
Rosa Imani
Field Technician
Illustrative lineup with fictional team members. In your workspace, everyone shown is a real teammate you invited, with only company contact details.
The luxury workspace
Built to be lived in, not just opened.
Focus Mode
One control slides the sidebar away and gives the work — and the headquarters backdrop — the whole screen. Search and alerts stay put, and your choice is remembered.
Personalized dashboard
Drag sections into the order you work in, hide the metric cards you never read, and pick a trade layout. It follows you to every device you sign in on.
TradeReply Academy
Every written guide can be read, listened to on your device, or watched once a recording exists. Progress is kept lesson by lesson.
Character customization · live
Your team, drawn as themselves.
Every teammate picks their own presentation, hair, work clothing, safety gear and pose — nobody infers it from their account, and nobody else can change it for them. Their character then stands in the headquarters lobby beside the real roster.
Illustrative character shown for the demonstration. In a real workspace every figure is a teammate your business invited.
Business email
An enquiry in your inbox becomes a lead in your pipeline.
Connect the company inbox your customers already write to. Qualifying enquiries are recognised, matched against existing customers, and turned into leads — with a human review queue for anything uncertain.
Company inbox
From: dana@northgate-property.example
Subject: Water coming through the ceiling in unit 4B
“Third time this month. Can someone come out Thursday morning and give us a quote? We manage six units and need it sorted before the weekend.”
Recognised · service request · request for quote
New lead
Source: Business email- Customer
- Northgate Property
- Service
- Emergency repair
- Requested
- Thursday morning
- Suggested next
- Confirm a visit time
Deduplicates against existing customers · no automatic reply without your approval
Minimum permissions
Read-only access to the connected mailbox, revoked the moment you disconnect.
Private by default
Bank statements, internal mail and newsletters are never imported.
Human approval
Replies require your say-so until you decide otherwise.
Sample enquiry with fictional details. Business email connections require provider approval and a completed security review before they can be switched on — until then, lead capture forms, SMS and manual entry remain the supported routes.
Ready to see it with your own customers?
Start the 7-day free trial and set up your business in the app. No long-term contract, cancel anytime.
Payment requests and QR codes point to the contractor's own payment processor — TradeReply does not process contractor customer payments. Questions first? tradereplyteam@gmail.com