A mechanic's lien claims the property for unpaid work. Deadlines vary by state — general guidance only. Consult an attorney in your jurisdiction before filing.
Proposals & jobs
Interior/Exterior estimate
Estimate builder
1
Client
2
Surfaces
3
Review
4
Proposal
5
Sign
Property type
Work type
Client info
Pricing tier
One tap sets your pricing. Override anytime.
🏗️
Asphalt plant, tanks, or heavy machinery?
Switch to Equipment Coating for auto-calculated crew, schedule & materials
⚙️ Override rates for this job
Change here to override for this job only.
New room
🔍 Room walkthrough
Check anything that needs doing in this room. These will auto-calculate into your price — no hours needed.
🎨 Who's supplying the paint?
⚠️ Paint cost removed from estimate. No warranty on finish quality — client assumes all responsibility for paint performance.
Product *
Color & Finish *
Finish (pick first)
Or browse by family:
Accent wall color
Running total
Price adjustment
📸 Portfolio Showcase
Proposal pitch preview
0%
-40%0+40%
Final bid
Saturday and Sunday will show as available when scheduling
✓ Link ready — send to client
Bid saved as Pending. You'll get a follow-up reminder in 3 days if no response.
Review & sign
Or draw signature instead
Draw with finger or stylus
Terms & conditions
✓
Job closed!
General estimate
Estimate
Time & Materials proposal
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Scope of work
Rates & crew
$
1
%
Day rate
$0
enter rate & crew
Est. labor total
$0
—
Working days
0
at 8hr days
Material categories
🧾
Markup is baked into displayed prices. Clients see the all-in price only — markup is never shown to them.
Not-to-exceed cap (optional)
$
Estimated total
$0
±15% normal for T&M
Labor$0
Materials$0
NTE cap$0
—
Profit %
Billing cadence
WeeklyBy milestoneOn completion
Build Your Own proposal
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Scope of work
Subtotal$0
Sales tax$0.00
$0
—
Profit %
Deposit %%
Balance later$0
Total$0
—
Property type
Work type
⏱️ Time & Materials Proposal
✏️ Build Your Own Proposal
Workers on crew
Billing time on this job
1
$/hr per worker
Est. total hours
Labor estimate
Enter rate & hours above
—
Add materials on the next screen
Contract Terms
Billing cycle
Deposit amount
—
$
Client pays actual T&M only, up to this cap
Line items
Subtotal$0.00
Tax / markup%
$0.00
Sales tax$0.00
⚠ Sales tax rate not set
Total$0.00
—
Profit %
✓ Link ready — send to client
Bid saved as Pending. You'll get a follow-up reminder in 3 days if no response.
Calendar
This week
Upcoming
Schedule
Pick a client and date for the estimate walkthrough.
Shows as purple on the calendar
S
M
T
W
T
F
S
OpenBookedBufferTime offEstimateJob
Licensing
Contracts
Fleet & Team
Employees
Subcontractors
Devices
IRS Schedule C ready
Books
Every payment, receipt, and mile. Categories follow IRS Schedule C buckets so taxes are one tap.
Income log
Scan a receipt
Take a photo of any receipt — AI reads the vendor, amount, date and category automatically.
Expense log
Bid details
Income by type
Top expenses
Miles by client
Taxes
⚠️ Not a licensed tax tool. These numbers are estimates only — not a substitute for a CPA. Do not file taxes based solely on these figures. Consult a qualified tax professional, especially for self-employment tax and quarterly payments.
Your situation
This year so far
Estimated tax owed
Quarterly due dates
These are estimates — not a substitute for a CPA. Numbers intentionally round up to avoid surprises at filing.
Email + push for new leads, signed proposals, payments
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Advanced
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Data & export
Download data, factory reset
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🛠️
Developer
Trade switcher, debug tools, legal inspector
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ℹ️
About TradeDesk
Version info, privacy, terms
›
🏢
Business info
Shown on proposals, invoices, and your client hub
🏢
Business info
Shown on proposals, invoices, and your client hub
Your name
Business name
Used on every proposal and invoice header.
Logo
Square PNG works best. Drop in here or paste from clipboard.
Address
Required for invoicing.
Phone & email
License #
State contractor license. Shown in your client hub footer.
Years in business
Sales tax rate
Default rate charged on taxable materials. ZIP lookup available from any estimate.
%
Google review link
Sent to clients after job completion.
Crew location tracking
Auto-logs drive mileage and time-on-site for dispatched crew during business hours only. Always on — a standard part of running your crew on TradeDesk.
✓Active during business hours
Business hours
Tracking runs only between these times. Nothing is recorded outside the window.
to
Labor burden
Your true cost above wages — payroll taxes, workers' comp, insurance. Used for loaded labor cost in Job Profit and Crew Cost. 30% is typical.
% over wage
Your pay (for job costing)
Counts your own time on job sites as a labor cost in Job Profit and Crew Cost. Leave at 0 if you don't want to cost your own hours.
$
🎨
Branding
Applied to client hub, intake, proposals, and signature pages
🎨
Branding
Applied to client hub, intake, proposals, and signature pages
Brand color
Used for primary buttons, links, and accents in client-facing surfaces.
Selected · #2D5DA8
Client hub subdomain
Your homeowners will see this on every link.
.tradedeskpro.app
Website URL
Show "Powered by"
Small TradeDesk credit at the bottom of client-facing pages.
"Powered by TradeDesk Pro" footer
Loading splash
What clients see while the hub loads — uses your brand color & logo.
TradeDeskPro
Live preview · what your clients see when their hub loads
💵
Rates & pricing
Labor rate, deposit, margin & estimator defaults
What do you want to bring in each month?
🎨 Painting labor rates
Base labor rates before scope add-ons. If a $2,500 job feels like it should show more profit, raise these to match your real pricing.
Walls rate is per room sq ft (L×W floor area). Trim is per linear foot. Add-ons (sand, spackle, primer) stack automatically.
Labor rates
Used as default rate in line-item estimates for this trade.
Sherwin-Williams paint prices
Last updated: Apr 2025
Contractor pricing used in material cost calculations. Edit any price to match your PRO+ account rates.
Edit contractor prices ($/gal)
Proposals
Appears on all client proposals under Terms & Conditions.
Finance charges
Applied to balances unpaid 30+ days after job completion. Default: 1.5%/month (18% APR).
💬
Notifications
SMS templates sent to clients
Variables: {name} first name · {business} your biz name · {url} proposal/hub link · {amount} balance · {address} job address
These terms appear on every proposal and are required for enforceable contracts in most states. Keep them up to date each year.
📋
Proposal terms
Shown at the bottom of every estimate before signing
Custom terms
Standard UETA disclosure and payment terms are always included. This field adds to them.
🔄
Change-order clause
Appended to every change order document
✍️
UETA disclosure
Electronic signature consent statement
By clicking "I Agree," you consent to the use of electronic records and signatures in accordance with the Electronic Signatures in Global and National Commerce Act (ESIGN) and applicable state law (UETA).
Standard UETA text — required in all 50 states. Automatically included on every proposal.
🏗️
Your trades
Manage which trades you offer
🔌
Integrations
External services connected to your account
Third-party services you opt into. Each shows its connection status and a tap-target to connect or manage.
🔌
Connected services
at a glance
Loading…
Stripe settings
% fee added (max 4% per card network rules)
📄
Tax setup
Mileage rate, federal brackets, state rates
Auto-updated each January via IRS data. IRS ref: irs.gov · KS ref: ksrevenue.gov
Mileage & year
Auto-updated each January · Override manually if needed
Federal standard deductions · IRS published · auto-updated
Single
Married jointly
Married separately
Head of household
Federal bracket tops · single filer · MFJ auto-doubles
Dev account only — changes business_type in DB immediately.
⚖️ Legal Compliance Inspector
Cancellation — State is authority · Federal (16 CFR Part 429) is the floor
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—
Mechanic's Lien
—
—
Cancellation Deadline (from signing date above)
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ℹ️
About TradeDesk
Version info
Version
Settings saved!
Top Clients
Your highest-value clients — tap to open. Score = tier (A:30/B:20/C:10) + revenue + jobs won + recency. Realtors and PMs get +20 bonus. Higher score = call them first.
Leads
Leads
Track every opportunity from first contact to signed proposal.
Jobs
Jobs
Collect
Collect
Pre-written SMS for each escalation stage. Lien deadlines auto-tracked under applicable state law.
Workspace
Client hub
Every client has a private project portal — preview, share, or copy any link.
Gallery
Proposals
Proposals
Everything you've sent for signature. Tap any row to open the client's portal.
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Import Contacts
All imported contacts are tagged Existing Contact as their lead source.