Time at this address is never counted as work on its own. It waits for you to mark it, unless a job is scheduled or your clock is running.
Pre-1978: Lead paint pamphlet required
Trip in progress
0:00
Trip history for this client
Proposals & payments
Log a payment
Mechanic's lien record
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
General proposal
Proposal
People on sitesolo1
Up front
Estimated total
$0
±15% normal for T&M
Labor$0
Materials$0
Your rate
$0/hr
per worker
Crew on site1
Day rate$0
Materialsat cost
The most it can cost$0
Billing cadence
WeeklyBy milestoneOn completion
Subtotal$0
Sales tax$0.00
$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
Proposal saved as Pending. You'll get a follow-up reminder in 3 days if no response.
Every hour your phone recorded, sorted into driving, on site, shop and loading. Anything it could not place is flagged for you to answer.
Year
IRS Schedule C ready
Books
Every payment, receipt, and mile. Categories follow IRS Schedule C buckets so taxes are one tap.
Where the work happens
Income log
Scan a receipt
Take a photo of any receipt. The vendor, amount, date and category fill themselves in.
Expense log
Your locations
Your shop and the supply houses you use. Drive time between them logs itself, and time parked here stops counting as driving.
Proposal details
How you're runningyou vs TradeDesk
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
›
TrueSuite rate library
Preset $ rates for TrueMeasure & TrueScan
›
Advanced
Data & export
Download data, factory reset
›
Developer
Trade switcher, debug tools, legal inspector
›
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.
In business since
The year you started. Your client hub shows "X years in business" and bumps itself automatically every year, no need to update it.
Sales tax rate
Default rate charged on taxable materials. ZIP lookup available from any proposal.
%
Google review link
Sent to clients after job completion.
Crew location tracking
Auto-logs drive mileage and time-on-site for dispatched crew. Always on, a standard part of running your crew on TradeDesk.
Active
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.
$
Work hours
A stop at a customer's address outside these hours, with nothing on the calendar and no clock running, gets asked about on Home instead of counted. Family visits stay off the books.
Branding
Applied to client hub, intake, proposals, and signature pages
Branding
Applied to client hub, intake, proposals, and signature pages
Logo
Shown on proposals, invoices, and your client hub. Tap it to change.
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.
TradeDesk
Live preview · what your clients see when their hub loads
Price book
What you charge, learned as you work
Rates & pricing
Labor rate, deposit, margin & estimator defaults
What do you want to bring in each month?
Applied to every new proposal (0 = no deposit)
Printed on every proposal and stamped when you send it. Shorter windows close faster when material costs move.
Labor rates
Used as default rate in line-item proposals for this trade.
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
TrueSuite rate library
Set your $ rates once, they auto-fill on every measured line
Fill these in now and TrueMeasure (map tracing) and TrueScan (LiDAR room scan) both pre-fill the rate the next time you confirm a measured line, instead of asking you to type it live on-site.
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 proposal 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
Code editions
Which edition your inspector enforces
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
How you get paid
Clients only see the options you turn on when they sign a proposal. Card payments are handled by Stripe below.
Venmo
Your Venmo username. Invoices get a Pay with Venmo link with the amount already in.
@
Floor plan price
Default when selling a scanned floor plan standalone. Adjustable per scan.
$
Scan rate per wall sq ft
Auto-prices scanned rooms when they load into an estimate: room total = measured wall footage times this. Leave 0 to price each room by hand.
$
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
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.