FOR TRADE CONTRACTORS
See what every job is making while you’re still on it.
Trade Agent runs the office side of a trade shop. Arti helps write the quote, codes your bills and receipts to the job, and keeps each job’s profit current as the costs come in.
- Whitfield panel & EV chargerToday
- Bill codedMountain States Electric Supply · $1,486.0026-240 Panel & gear · emailed to your Trade Agent address
- Receipt readThe Home Depot · $86.0026-050 Misc. material · scanned on Kai’s phone
- Time approvedLuis and Kai, 8:00 · $544.0026-010 Labor · clocked in on the job
Tracking to plan.
You do the work. Arti does the paperwork.
- 01 · Quote
Tell Arti the job. Get the quote.
Type it on your phone the way you’d text the office. Arti asks what it needs, writes every line and prices it for you.
YOUTyped one sentence
ARTIWrote and priced the quoteArtiQuote a 200 amp panel upgrade and a Level 2 charger in the garage. Dana Whitfield, Boulder.ArtiStart an estimate?200A panel upgrade and Level 2 EV charger, Boulder, CO.Yes, start estimateCalculating line itemsArtiWhitfield Panel & EV ChargerTotal: $15,120.005 itemsView EstimateESTIMATEWhitfield Panel & EV ChargerPE- 200A main panel and breakers$5,350
- Meter base and service mast$1,780
- Level 2 EV charger, 60A circuit$2,210
- Labor, 2 electricians, 2 days$4,800
- Permit and inspection$980
Total$15,120.00
Priced at today’s market.I checked current prices. My sources are in the estimate. - 02 · Signed
Your customer signs with a finger.
They get the quote by email, read it on their phone and sign. No account, no printer, no driving back out for a signature.
YOUHit sendCUSTOMERSigned from the couchSENT BY PEAK ELECTRICEST-1027 · Panel & EV charger$15,120.00Add your signatureDana WhitfieldSign and acceptYour signature is on the record
Trade Agent · nowEST-1027 was signedDana Whitfield · $15,120.00 - 03 · Costs
Arti files every bill and receipt.
Supply houses email bills to your Trade Agent address. Your crew snaps receipts in the truck. Arti reads each one and puts it on the right job.
YOUTapped approveARTIRead it and found the jobBill from Mountain States$1,486.00 → Whitfield job, Panel & gearReceipt from Kai’s phone$86.00 → Whitfield job, MaterialsWhitfield jobOn planSpent so far$4,642$6,128$6,214of $11,200- Panel & gear
- Materials
- Labor
- EV charger
Profit when it closes $3,920 - 04 · Invoice
Tap send. Get paid.
The invoice comes from the job, so it’s already filled in. Tap Send and your customer gets it by email, with a button to pay online.
YOUOne tapCUSTOMERPays online‹ InvoicesINV-1031PEPeak ElectricBoulder, COINVOICEBILL TODana Whitfield1420 Pine St, BoulderPanel upgrade & EV chargerFinal payment, 50%$7,560.00Amount due$7,560.00Send InvoiceSent
Your crew taps Start. The hours land on the job.
No timesheets on the dash, no texting hours on Friday. Your crew starts a timer on their phone, and the job is already picked from today’s schedule. You approve the week in a few clicks, and every hour is costed to the job at your rates.
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- Where they clocked inClock In and Clock Out record the location with every punch. Nobody has to call it in.
- Nobody forgets to clock outStill on the clock after 12 hours? Their phone asks: Still working, or Clock me out.
- Payroll in one fileExport approved hours to Excel or CSV, with regular time and overtime already split.
Put your crew on the job. Their phone knows first.
Pick the job and pick who’s on it. They get it on their phone with the time and the address, so nobody calls the office to ask where they’re going tomorrow. Move it later and their phone moves with it.
- Their Calendar tab shows Day, Week, Month or List, filtered to My Assignments.
- Tap the address on the appointment for turn-by-turn directions.
- Syncs both ways with Google Calendar.
Thursday, October 15, 2026, 8:00 AM – 12:00 PM · 1420 Pine St, Boulder
Ask about your money in plain words.
Arti knows your jobs, bills, invoices and payments. Ask who owes you, what a job has cost so far, or what you spent with a supplier this month, and the answer comes back with the numbers behind it.
$21,390 is out on six invoices. $2,140 of it is more than 30 days late, from Brandt Custom Homes on the Ortega job.
$9,842.16 on seven bills, across four jobs. The most went to the Whitfield job, at $2,868.
- QuickBooks OnlineApproved bills and expenses go to QuickBooks. Payments you make there come back.
- Your own bill addressYour shop gets one email address for bills. Give it to your suppliers once and Arti reads what lands.
- Paid onlineConnect Stripe once, and the invoices you send from your phone come with a button to pay online.