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TradeOS

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What TradeOS is

TradeOS is field service management software for trade shops. It handles incoming calls, job booking, scheduling, dispatch, quotes, invoicing, and payment collection. Its AI receptionist, Grace, answers using the shop’s name, checks availability, books work, and provides call summaries and transcripts for review. Teams can manage customer portals, recurring memberships, referrals, Google review requests, and revenue analytics. The technician app supports offline work with automatic synchronization, voice-to-invoice, photo diagnosis, and customer signatures on site. TradeOS syncs customers, invoices, and payments one way to QuickBooks Online, with TradeOS remaining the source. Stripe processes card payments, while TradeOS says it does not see or store full card numbers. The service runs on web, iOS, and Android, with dispatch, estimates, work orders, invoice payments, and route tracking. Plans start at $149 a month, with a 10-day trial and no free plan.

Who it suits

It suits HVAC, plumbing, electrical, roofing, landscaping, painting, and general home-service businesses. Shops needing technician mobility and dispatch workflows can use its web and mobile apps.

What it does well

  • AI receptionist books jobs and sends transcripts
  • Technician app works offline with automatic sync
  • One-way QuickBooks Online synchronization
  • Supports customer portals and recurring memberships
  • Available on web, iOS, and Android

What to know first

  • No free plan
  • Starter limited to 1 to 5 technicians
  • QuickBooks sync is one way

Limits

Starter covers one to five technicians; Growth covers six to 15, and Scale covers 16 to 50. The trial lasts 10 days, and there is no free plan.

Plans

PlanBilled and limitsPrice
Scalemonthly · 16–50 technicians · everything in Growth · highest Grace call/text allowance · branches with separate hours and numbers · cost codes and accounting export · priority phone and email$1,250 a month
Startermonthly · 1–5 technicians · scheduling, dispatch and route planning · Grace AI receptionist · quotes, memberships, reviews and referrals · invoices, statements and progress billing · truck inventory, crew threads and payroll export · QuickBooks sync · customer portal$149 a month
Growthmonthly · 6–15 technicians · everything in Starter · additional Grace call minutes and customer texts · spoken answers from Ask Grace · priority email support$399 a month
Enterpriseover 50 technicians or branch rollout · unlimited technicians · branch-by-branch rollout · fleet-sized usage · dedicated onboardingOn request

As tradeoperatingsystems.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the TradeOS website
  2. Start the 10-day trial or select a monthly plan
  3. Choose Starter, Growth, Scale or Enterprise based on technician count
  4. Use the web service or install the iOS or Android technician app
  5. Connect QuickBooks Online and Stripe for supported financial workflows

Verdict

TradeOS combines call handling, scheduling, field work, billing, and payments for trade businesses. Its paid plans begin at $149 a month and include a 10-day trial, while larger teams can choose higher tiers or unpriced Enterprise.

Questions

How much does TradeOS cost?

Starter is $149 a month for one to five technicians. Growth is 399.00 USD for six to 15, and Scale is 1250.00 USD for 16 to 50.

Is there a free plan or trial?

There is no free plan. TradeOS offers a 10-day trial and advertises a 30-day money-back guarantee.

Which platforms can I use?

TradeOS is available on web, iOS and Android.

Does TradeOS integrate with QuickBooks?

Yes. Customers, invoices and payments sync one way to QuickBooks Online, with TradeOS as the source.

Who is TradeOS for?

The listed trades include HVAC, plumbing, electrical, roofing, landscaping, painting and general home-service businesses.

Facts from TradeOS's own pages

AI receptionist
Its Grace AI receptionist answers in the company’s name, checks real availability, books appointments and texts confirmations. · tradeoperatingsystems.com, 15 Oct 2026
App Store availability
Apple lists TradeOS Tech as a free iPhone and iPad technician app requiring a TradeOS account. · apps.apple.com, 15 Oct 2026
App Store data collection
Apple’s listing says the app may process payment information, precise location, contact details, photos or videos, audio, identifiers and crash data for functionality and diagnostics. · apps.apple.com, 15 Oct 2026
App Store requirements
The iOS listing requires iOS 15.1 or later and lists a 48.4 MB download. · apps.apple.com, 15 Oct 2026
Call oversight
Shadow mode gives the owner a summary and transcript of every AI-handled call, with controls to override, retrain or disable Grace. · tradeoperatingsystems.com, 15 Oct 2026
Company
TradeOS is operated by TradeOS LLC, a Missouri limited liability company located in Imperial, Missouri; its site says it began at the founder's family electrical shop. · tradeoperatingsystems.com, 4 Oct 2026
Customer data
TradeOS says it does not sell personal information or share account business data with advertisers. · tradeoperatingsystems.com, 4 Oct 2026
Customer portal
The product includes a self-service customer portal link. · tradeoperatingsystems.com, 15 Oct 2026
Dashboard
The owner dashboard shows jobs, revenue, unpaid invoices, the schedule and a daily briefing on desktop or phone. · tradeoperatingsystems.com, 15 Oct 2026
Data retention
After cancellation, business records are retained for up to 90 days before deletion or anonymization unless law requires longer retention. · tradeoperatingsystems.com, 15 Oct 2026
Dispatch map
TradeOS combines jobs and technician routes on a map for dispatch visibility. · tradeoperatingsystems.com, 15 Oct 2026
G2 product description
G2 categorizes TradeOS under brokerage trading platforms, intelligent document processing and productivity bots, and describes it as a platform for financial institutions and professional traders. · g2.com, 15 Oct 2026
Google reviews
TradeOS can request Google reviews after paid jobs. · tradeoperatingsystems.com, 15 Oct 2026
Headquarters
Imperial, Missouri, United States · tradeoperatingsystems.com, 28 Sept 2026
Industries
The site says the product supports HVAC, plumbing, electrical, roofing, landscaping, painting and general home-service businesses. · tradeoperatingsystems.com, 15 Oct 2026
Integration
TradeOS offers QuickBooks Online sync for customers, invoices, and payments, with TradeOS as the source and one-way sync to QuickBooks. · tradeoperatingsystems.com, 4 Oct 2026
Job management
The product supports scheduling, dispatch, quotes, customer portals, recurring memberships, referrals, Google review requests, and revenue analytics. · tradeoperatingsystems.com, 4 Oct 2026
Limit: AI accuracy
The terms warn that AI outputs can be inaccurate or incomplete and require human review before invoices or automated communications are sent. · tradeoperatingsystems.com, 15 Oct 2026
Limit: availability
TradeOS does not guarantee uninterrupted or error-free service and says maintenance and outages may occur. · tradeoperatingsystems.com, 15 Oct 2026
Limit: G2 coverage
G2 says there are not enough TradeOS reviews to provide buying insight. · g2.com, 15 Oct 2026
Limit: regulated data
The terms prohibit storing or transmitting HIPAA-covered health information unless TradeOS agrees in writing. · tradeoperatingsystems.com, 15 Oct 2026
Limit: usage fees
AI voice minutes, SMS and Stripe processing can be billed separately from the subscription price. · tradeoperatingsystems.com, 15 Oct 2026
LinkedIn company facts
LinkedIn lists San Francisco headquarters and a 2024 founding year. · linkedin.com, 15 Oct 2026
LinkedIn company size
LinkedIn lists TradeOS as privately held with a stated company size of 11–50 employees and shows three employee profiles. · linkedin.com, 15 Oct 2026

Where TradeOS stands on Freedom251

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