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TradeBooks builds your plan, tracks the daily activity, and reports the truth with a weekly dashboard showing sales, production, profit, and what needs attention.
Spend energy on decisions and action - not gathering data, questioning accuracy, or reacting late.
Who Is This For?
You're working harder than ever — but you can't trust your reports, your overhead is a guess, and your profitability is a mystery until year-end.
QuickBooks reports are only as accurate as what's been entered. Unallocated transactions mean your P&L could be off by hundreds of thousands.
Estimating with a guessed overhead % means you could be pricing every job at a loss. You need a plan — not a hunch.
Tax bills, slow receivables, and payroll crunches pile up when there's no forecasting system telling you what's coming weeks ahead.
Platform & Features
See your weekly, monthly, and YTD performance vs. plan — with drill-downs into every variance before it becomes a crisis.
Build a realistic sales plan by season, track your lead-to-sale lag, and know exactly when revenue will land in your account.
Build your overhead plan from real transactions — then track actuals against it every month so your estimates are always accurate.
Know your cost per lead, revenue per lead, and closing ratio — broken down by paid vs. organic source — so you spend smarter.
Starting at
$2,500
per month
For businesses up to $1M annual revenue
No contracts. Cancel anytime. Setup in days, not months.
“The plan is what we do for people. Once they're connected and following it — it's going to work out to exactly what they expected."
— Marlin Nelson, Founder
No contracts. Cancel anytime. Setup in days, not months.
Join contractors who've replaced spreadsheet stress with real-time clarity. Book a free 30-minute demo — we'll show you exactly how it works with your numbers.
No commitment required. Setup takes days, not months.