See what the day-to-day looks like for HVAC, electrical, and plumbing — for both a homeowner service call and a full commercial project. TRAID supports 20+ other trades too.
From a no-cool call to a fully documented commercial retrofit.
Residential
Customer calls
Job created and dispatched to the nearest available tech.
AI Part Vision diagnostic
Snap a photo of the failed part — TRAID matches it against your price book on the spot.
Good / Better / Best quote
Present up to three repair or replacement options; the customer picks one.
On-site e-signature
Customer signs on your tablet — no printing, no chasing a signature later.
Invoice & payment
Invoice generates from the accepted tier the moment the job is marked complete.
Commercial
Site assessment & cost codes
Quote broken out by division so budget vs. actual is tracked from day one.
RFIs
Equipment or access questions routed to the right person with a due date.
Submittals
Equipment cut sheets and spec approvals tracked through review.
Milestone-tracked phases
Rough-in, startup, and commissioning tracked as project milestones.
AIA-style pay applications
Progress billing against a schedule of values, with retainage handled automatically.
Change orders
Scope changes priced and approved without touching the original contract.
Powered by the same Commercial add-on
High-ticket residential sales and commercial panel/fixture work, one platform.
Residential
Service call scheduled
Dispatched with priority and estimated duration set.
Tiered on-site quote
Panel upgrade, EV charger, rewire — present options at the panel, not back at the office.
Instant e-signature
Customer approves before you leave the driveway.
Work scheduled
Larger jobs booked onto the calendar with the right crew.
Invoice on completion
Paid the same day the panel goes live.
Commercial
Cost-coded scope
Panel, fixture, and conduit work budgeted by division.
RFIs
Panel schedule or spec questions tracked with the GC.
Fixture & panel submittals
Cut sheets reviewed and approved before rough-in.
Milestones
Rough-in, trim, and final inspection tracked as project phases.
Pay applications
AIA-style progress billing tied to the schedule of values.
Change orders
Added circuits or fixture changes billed separately from the base contract.
Powered by the same Commercial add-on
Fast for the emergency call, scalable for the ground-up build-out.
Residential
Emergency or service call
Dispatched immediately with the customer address and issue noted.
AI Part Vision lookup
Identify the fixture or valve on-site against your price book.
Quote & e-sign
One clear price (or a couple of options) signed before work starts.
Job dispatched
Tech routed with parts and job notes already on their phone.
Invoice & payment
Paid on-site or by card the moment the job is done.
Commercial
Subcontractor scope & cost codes
Bid and track plumbing scope against the GC's budget.
RFIs
Fixture spec or rough-in questions routed and tracked to close-out.
Submittals
Fixture and valve cut sheets submitted for approval.
Pay applications
Progress billed against the schedule of values as work completes.
Change orders
Added fixtures or scope changes priced and approved separately.
Powered by the same Commercial add-on
Available across every trade above
Quotes, dispatch, e-signatures, invoicing, and the Commercial add-on suite work the same way no matter what box you check at sign-up.
Start free — no card required. Our AI import brings your existing customer list along with you.
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