TradeDesk

Make money today

sorted by money on the table

Quick actions

Today's calendar

Lead sources

Year to date · close rate & revenue

▼

Clients

New client

Required

Full name

Phone

Lead source

Optional: add anytime

Street address

City

State

Zip

Email

Property type

Year built Pre-1978 = EPA disclosure

Occupation

Client tier

Notes

Properties

NotesPrivate · not sent to client

Activity timeline

Client risk

General estimate

Estimate

Property type

Work type

Client name

Job address

Name your proposal

Date

Calendar

This week

Upcoming

Schedule

Pick a client and date for the estimate walkthrough.

Client

Name

Address

Time (estimate visits)

Duration (days)

Buffer days after

Shows as purple on the calendar

Allow weekends

Date: tap a day below

S

M

T

W

T

F

S

Open Booked Buffer Time off Estimate Job

Notes

Licensing

Contracts

Fleet & Team

Time Log

IRS Schedule C ready

Books

Every payment, receipt, and mile. Categories follow IRS Schedule C buckets so taxes are one tap.

Income log

Taxes

Not a licensed tax tool. These numbers are estimates only, not a substitute for a CPA. Do not file taxes based solely on these figures. Consult a qualified tax professional, especially for self-employment tax and quarterly payments.

Your situation

Filing status

Spouse / other income ($/yr)

Quarterly taxes already paid ($)

Last year's total tax bill ($) From your prior year return, unlocks safe harbor

Last year's AGI ($) Used for 110% safe harbor threshold, leave 0 if unknown

This year so far

Estimated tax owed

Quarterly due dates

These are estimates, not a substitute for a CPA. Numbers intentionally round up to avoid surprises at filing.

Account

Settings

TradeDesk Pro

1 user

Dark mode

Easier on the eyes at night or in the truck

Your business

Business info

Name, address, phone, email, license #

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Branding

Logo, brand color, white-label client hub

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Rates & pricing

Default labor rate, deposit %, IRS mileage rate

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Legal & terms

Proposal terms, change-order clause, UETA disclosure

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Your trades

Manage your trade lines

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Operations

Integrations

Stripe payments

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Tax setup

State, filing status, quarterly schedule

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Cloud sync

Backup, restore, device list

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Notifications

Email + push for new leads, signed proposals, payments

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Advanced

Data & export

Download data, factory reset

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Developer

Trade switcher, debug tools, legal inspector

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ℹ️

About TradeDesk

Version info, privacy, terms

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Business info

Shown on proposals, invoices, and your client hub

Business info

Shown on proposals, invoices, and your client hub

Your name

Business name

Used on every proposal and invoice header.

Logo

Square PNG works best. Drop in here or paste from clipboard.

Address

Required for invoicing.

Phone & email

License #

State contractor license. Shown in your client hub footer.

In business since

The year you started. Your client hub shows "X years in business" and bumps itself automatically every year, no need to update it.

Sales tax rate

Default rate charged on taxable materials. ZIP lookup available from any estimate.

%

Google review link

Sent to clients after job completion.

Crew location tracking

Auto-logs drive mileage and time-on-site for dispatched crew during business hours only. Always on, a standard part of running your crew on TradeDesk.

Active during business hours

Business hours

Tracking runs only between these times. Nothing is recorded outside the window.

to

Labor burden

Your true cost above wages, payroll taxes, workers' comp, insurance. Used for loaded labor cost in Job Profit and Crew Cost. 30% is typical.

% over wage

Your pay (for job costing)

Counts your own time on job sites as a labor cost in Job Profit and Crew Cost. Leave at 0 if you don't want to cost your own hours.

$

Branding

Applied to client hub, intake, proposals, and signature pages

Branding

Applied to client hub, intake, proposals, and signature pages

Brand color

Used for primary buttons, links, and accents in client-facing surfaces.

Selected · #2D5DA8

Client hub subdomain

Your homeowners will see this on every link.

.tradedeskpro.app

Website URL

Show "Powered by"

Small TradeDesk credit at the bottom of client-facing pages.

"Powered by TradeDesk Pro" footer

Loading splash

What clients see while the hub loads, uses your brand color & logo.

TradeDeskPro

Live preview · what your clients see when their hub loads

I have a dedicated home office

A room used ONLY for business, unlocks the commuting deduction. (IRS §280A)

Rates & pricing

Labor rate, deposit, margin & estimator defaults

Monthly revenue goal ($)

What do you want to bring in each month?

Default labor rate ($/hr)

Profit margin target (%)

Default deposit (%)

Applied to every new estimate (0 = no deposit)

Paint coverage (sq ft/gal)

Materials markup (%)

Supplies rate ($/sq ft)

Labor rates

Default hourly rate ($/hr)

Used as default rate in line-item estimates for this trade.

Proposals

Workmanship warranty

Appears on all client proposals under Terms & Conditions.

Finance charges

Finance charge rate (%/month)

Applied to balances unpaid 30+ days after job completion. Default: 1.5%/month (18% APR).

Notifications

SMS templates sent to clients

Variables: {name} first name · {business} your biz name · {url} proposal/hub link · {amount} balance · {address} job address

Hub send

Proposal follow-up

Collection: Reminder

Collection: 2nd Notice

Collection: Intent to Lien

Legal & terms

Proposal terms, change-order clause, UETA disclosure

These terms appear on every proposal and are required for enforceable contracts in most states. Keep them up to date each year.

Proposal terms

Shown at the bottom of every estimate before signing

Custom terms

Standard UETA disclosure and payment terms are always included. This field adds to them.

Change-order clause

Appended to every change order document

UETA disclosure

Electronic signature consent statement

By clicking "I Agree," you consent to the use of electronic records and signatures in accordance with the Electronic Signatures in Global and National Commerce Act (ESIGN) and applicable state law (UETA).

Standard UETA text, required in all 50 states. Automatically included on every proposal.

Your trades

Manage which trades you offer

Integrations

External services connected to your account

Third-party services you opt into. Each shows its connection status and a tap-target to connect or manage.

Connected services

at a glance

Loading…

How you get paid

Clients only see the options you turn on when they sign a proposal. Card payments are handled by Stripe below.

Accept cash

Client can choose to pay cash in person.

Accept check

Client can choose to pay by check.

Allow pay later

Client signs now, no money due at signing, settles up any way before the job's done.

Tax setup

Mileage rate, federal brackets, state rates

Auto-updated each January via IRS data. IRS ref: irs.gov · KS ref: ksrevenue.gov

Mileage & year

IRS mileage rate ($/mile)

Auto-updated each January · Override manually if needed

Federal standard deductions · IRS published · auto-updated

Single

Married jointly

Married separately

Head of household

Federal bracket tops · single filer · MFJ auto-doubles

10%

12%

22%

24%

32%

35%

State tax rates

Lower rate

Upper rate

Bracket top (single)

Std deduction, single

Std deduction, MFJ

Auto-updated annually from IRS & state data.

Filing status

Cloud sync

Backup, restore, and device access

Loading sync status…

Data & export

Delete by category or factory reset

Delete by category

Clients & bids

All leads, proposals, jobs, and payments

Expenses

All recorded business expenses

Mileage

All drive logs and GPS trips

Danger zone

Factory reset

Wipes everything, clients, bids, mileage, expenses, fleet, settings. Cannot be undone.

Developer

Trade switcher, debug tools

Dev account only, changes business_type in DB immediately.

Legal Compliance Inspector

State

Signing date (deadline test)

Cancellation: State is authority · Federal (16 CFR Part 429) is the floor

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Mechanic's Lien

-

Cancellation Deadline (from signing date above)

-

ℹ️

About TradeDesk

Version info

Version

Top Clients

Your highest-value clients, tap to open. Score = tier (A:30/B:20/C:10) + revenue + jobs won + recency. Realtors and PMs get +20 bonus. Higher score = call them first.

Leads

Track every opportunity from first contact to signed proposal.

Jobs

Collect

Pre-written SMS for each escalation stage. Lien deadlines auto-tracked under applicable state law.

Workspace

Client hub

Every client has a private project portal, preview, share, or copy any link.

Gallery

Proposals

Everything you've sent for signature. Tap any row to open the client's portal.