TradeBooks builds your plan, tracks the daily activity, and reports the truth with a weekly dashboard showing sales, production, profit, and what needs attention.
Build a one-year financial and operational plan around your overhead, production capacity, revenue goals, and profit needs.
Capture receipts, job names, transactions, allocations, and accounting updates so the data is accurate.
Review weekly plan vs actual performance so you know what is on track, behind, and needs attention.
TradeBooks does the back-office work that makes the dashboard accurate.
Receipts + Job Info
Job/category
Accounting system
Weekly variances
What to fix next
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.