Clients
Clients
General proposal
Proposal
Calendar
This week
Upcoming
Service due
Licensing
Contracts
Fleet & Team
Photos
Notes
Timesheet
Every hour your phone logged: driving, on site, shop and loading. Anything it couldn't place is flagged.
Year
Books
Everything else
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
Spouse or other income for the year.
Quarterly payments already made this year.
Total tax from last year's return. Keeps you clear of penalties.
Adjusted gross income, line 11 of your 1040. Leave 0 if you don't know.
This year so far
Estimated tax owed
Next quarterly payment
These are estimates, not a substitute for a CPA. Numbers intentionally round up to avoid surprises at filing.
Account
Settings
Dark mode
Easier on the eyes at night or in the truck
Your business
Business info
Name, address, phone, email, license #
›
Business card
A link and QR code people save, call, or ask for service from
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Branding
Logo, color, what your customers see
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Rates & pricing
Deposit, margin, markup, warranty, finance charges
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Price book
What you charge, learned from your estimates
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Legal & terms
Proposal terms, change-order clause, e-signature consent
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Your trades
Manage your trade lines
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Code editions
Which code your inspector enforces
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Your assistant
Name and look
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Operations
Integrations
Stripe, cash, check, Venmo, PayPal, Cash App, scan prices
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Tax setup
Mileage rate, brackets, state, filing status, home office
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Sign-in & backup
Who's signed in, and sign out
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Notifications
Text and email templates sent to clients
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TrueSuite rate library
Preset $ rates for TrueMeasure & TrueScan
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Advanced
Data & export
Delete by category, reset settings, delete account
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ℹ️
About TradeDesk
Version info, privacy, terms
›
Business info
Shown on proposals, invoices, and your Customer Portal
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 Customer Portal footer.
Proposals signed by
Whose name your proposals and notes come from, when that is not you. Blank uses your own name.
Call them
The word you and your customers see everywhere: on your screens, on the page they sign, and in your texts and emails.
In business since
The year you started. Clients see how many years you've been in business.
Sales tax rate
Charged on taxable materials. Look it up by ZIP from any proposal.
%
Google review link
Sent to clients after job completion.
Crew location tracking
Logs your crew's drive miles and time on each job. Always on.
Active
This phone's location
Powers drive mileage, time on site and the weather. Tap to turn it on or check it.
Labor burden
What each worker costs you on top of wages: payroll taxes, workers' comp, insurance. 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.
$
Work hours
A stop at a customer's address outside these hours, with nothing on the calendar and no clock running, gets asked about on Home instead of counted. Family visits stay off the books.
Business card
One link and QR code that never change, even when you edit the card
Name on the card
Title
Optional, like Owner.
Cell & email
Blank uses your business phone and email.
Services
One per line. People can tap these when they ask for service.
What's going on buttons
The choices on your card when someone asks for help, one per line, up to 8. Something else is always added. Leave blank for the usual ones for your trade.
Card design
Your printed card as a picture. It goes at the top of the card page, so the page looks like the card you hand out.
Tagline
Optional, like Quality Work. Reliable Solutions.
After-hours rates
Shown when someone taps "Is this an emergency?" on your card, so most wait for regular hours. Leave blank to show no prices.
Page look
Dark suits a black card.
Logo and color
From Business info and Branding, with your website and license.
On your invoices
A small "pass us along" with the QR at the bottom of every bill. Leads from it are credited to that customer.
Thank people who send you work
A reminder shows up on Home. Nothing is bought or sent until you tap.
Branding
Your logo and color on everything clients see
Logo
Shown on proposals, invoices, and your Customer Portal. Tap it to change.
Brand color
Buttons and links on everything your clients see.
Selected · #2D5DA8
Customer Portal subdomain
Your homeowners will see this on every link.
.tradedeskpro.app
Website URL
Show "Powered by"
Small TradeDesk credit at the bottom of your client pages.
"Powered by TradeDesk Pro" footer
Loading splash
What clients see while their page loads. Uses your color and logo.
Preview of what your clients see
Price book
What you charge, learned as you work
Rates & pricing
Labor rate, deposit, margin & estimator defaults
What do you want to bring in each month?
Applied to every new proposal (0 = no deposit)
Printed on every proposal and stamped when you send it. Shorter windows close faster when material costs move.
Proposals
Appears on all client proposals under Terms & Conditions.
Invoices
hours
Off. A bill under it is raised to it, and you can take it off any one bill.
Finance charges
Applied to balances unpaid 30+ days after job completion. Default: 1.5%/month (18% APR).
Notifications
Text and email templates sent to clients
Variables: {name} first name  ·  {business} your biz name  ·  {url} proposal/portal link  ·  {amount} balance  ·  {address} job address
What your sends say
One message per send. The text and the email both say it.
TrueSuite rate library
Your prices for measured work
Set these once and you won't be typing prices on site.
TrueMeasure rates
TrueScan rates · surfaces
TrueScan rates · electrical
Your trades
Manage which trades you offer
Code editions
Which edition your inspector enforces
Your assistant
What your crew sees and says
Name
Say it first and it still works: "Olivia, quote Dana".
Look
Integrations
External services connected to your account
Apps you can hook up. Tap one to connect it.
Connected services
How you get paid
Clients only see the options you turn on when they sign a proposal. Card payments are handled by Stripe below.
Venmo
Your Venmo username. Invoices get a Pay with Venmo link with the amount already in.
@
PayPal
Your PayPal.Me name. Invoices get a Pay with PayPal link with the amount already in.
paypal.me/
Cash App
Your $Cashtag. Invoices get a Pay with Cash App link with the amount already in.
$
Floor plan price
Default when selling a scanned floor plan standalone. Adjustable per scan.
$
Scan rate per wall sq ft
Prices a scanned room for you: wall square feet times this. Leave 0 to price rooms yourself.
$
Tax setup
Mileage rate, brackets, state, filing status, home office
Updates itself every January. IRS ref: irs.gov  ·  KS ref: ksrevenue.gov
Mileage & year
Updates every January. Change it if you need to.
Federal standard deductions · from the IRS, updates every year
Single
Married jointly
Married separately
Head of household
Federal bracket tops · single filer · doubled if married filing jointly
10%
12%
22%
24%
32%
35%
State tax rates
Lower rate
Upper rate
Bracket top (single)
Std deduction, single
Std deduction, MFJ
Updates every year from IRS and state numbers.
Sign-in & backup
Who's signed in, and sign out
Data & export
Delete by category, reset settings, delete account
Delete by category
Clients & proposals
All leads, proposals, jobs, and payments
Expenses
All recorded business expenses
Mileage
All drive logs and GPS trips
Settings
Put every setting back to its default. Your records stay.
Danger zone
Factory reset
Wipes everything, clients, proposals, mileage, expenses, fleet, settings. Cannot be undone.
Delete account
Closes your login and removes your data for good. Cannot be undone.
Developer
Trade switcher, debug tools
Dev account only, changes business_type in DB immediately.
Legal Compliance Inspector
ℹ️
About TradeDesk
Version info
Version
Privacy policy Terms of use
Top Clients
Your best clients, best first. Call these first.
Leads
Leads
Every lead, from first call to signed.
QR codes
One code per truck, sign, or card. Each tracks its own scans and leads.
New QR code
Marketing
Marketing
Get your name out and see who sends you work.
Jobs
Jobs
Collect
Collect
Who still owes you, with a ready-to-send reminder for each one.
Workspace
Customer Portal
Each client gets their own page. Preview it, share it, or copy the link.
Proposals
Proposals
Everything you've sent to sign. Tap one to see what they see.
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TradeDesk PRO