Talk the job. Send the quote.
TradePilot turns a spoken site summary into a polished quote, texts it to your customer, and keeps the follow-up moving—before paperwork steals your night.
Built for HVAC · Electrical · Plumbing · Roofing
Field note → customer
Quoted while the job is hot.
The TradePilot promise
Built for the truck, not a software desk.
No forms
Speak naturally instead of tapping through fields.
You approve
Review every quote before it reaches a customer.
No lost follow-up
A 48-hour reminder keeps every open job visible.
One clean handoff
From driveway notes to a sent quote.
TradePilot acts like a second brain after every site visit—capturing context, organizing the quote, and remembering what happens next.
Say it like you would to your crew:
“Three-ton AC, rough attic access, customer wants financing, earliest install Thursday.”
01
Talk through the job
Dictate the equipment, access notes, scope, financing request, and anything else while the site visit is still fresh.
02
Review a ready-to-send quote
TradePilot turns field notes into a clear, professional quote without forms, late-night typing, or copy-and-paste work.
03
Send it before the competition
Text the quote to the customer from one workflow, while speed still gives you the advantage.
04
Let follow-up run itself
If the customer has not responded after 48 hours, TradePilot schedules the next touch so opportunities do not disappear.
Straightforward pricing
Buy back your evenings.
Start with the way you work today. Move up when the crew needs a shared cockpit.
Solo Operator
For one contractor quoting and following up from the field.
- Voice-to-quote workflow
- Customer text delivery
- 48-hour follow-up reminders
- One user
Crew
Best for growing shopsA shared quoting and follow-up workflow for small field teams.
Start free before choosing a plan. Carrier messaging charges may vary with usage.
Quick answers
Know before you roll.
The next quote starts with your voice
Stop bringing paperwork home.
Finish the site visit, say what happened, and let TradePilot turn momentum into a professional follow-up.