01
Catch every opportunity
We organize inquiries, clean up lead handoff, and set a follow-up rhythm so estimates stop disappearing.
Lead intake · quote follow-up · CRM cleanup
The operations department for trades
You build the world.
We handle the rest.
We install an AI-assisted operations department inside your business in 7 days—so leads, estimates, jobs, and follow-ups keep moving without consuming your nights.
Installed to work
One clear control panel for the work that keeps your business moving.
LEADSIN
ESTIMATESFOLLOWED UP
JOBSON TRACK
Less admin.
More building.
7 days
to install your core operational system
Weekly
visibility into leads, quotes, jobs, and blockers
Human-led
with AI handling repetitive work in the background
The installed system
Same hard work.
A smoother business.
TradeFlow takes ownership of the repetitive operational work that leaks revenue and consumes your evenings.
02
Keep jobs moving
Scheduling, customer reminders, paperwork, employee documentation, and files get a single dependable home.
Scheduling · job paperwork · customer updates
03
Make the office repeatable
We turn recurring admin into simple SOPs and AI-assisted workflows your business can keep using.
SOPs · recurring tasks · weekly reporting
Services
The systems that stop admin from running the business.
Every trade business gets a different mix. We start with the leaks costing you the most, then install the systems that fix them.
These are modular operating systems selected after your initial audit—not a promise that every client needs every item.
01
Lead response & intake
Capture new inquiries, route the right details, and make sure prospects hear back while the job is still top of mind.
02
Estimate & quote follow-up
Create a dependable follow-up rhythm so open estimates get a clear next step instead of going cold.
03
Scheduling & customer reminders
Keep appointments, job updates, and customer reminders moving without relying on after-hours texts.
04
Job paperwork & documentation
Give job notes, employee documents, photos, and closeout paperwork a clear place to live and a process to follow.
05
CRM & Google Drive cleanup
Turn scattered customer records and job files into a usable operating system your team can actually maintain.
06
Review & maintenance follow-up
Build simple post-job follow-up that protects your reputation and gives past customers a reason to come back.
07
Weekly reporting & SOPs
Make the operational picture visible each week and turn the repeatable work into instructions your team can use.
Ways to work together
Start where the operational pressure is.
Choose the level of support that matches the size of the leak and how much ongoing coverage your business needs.
Find the leaks first
Operations Reset
A focused audit and reset for the highest-cost admin gaps. Leave with priorities, a cleaner operating picture, and a practical plan for what to fix next.
Request an operations auditInstall the core system
7-Day Operations Install + Core Coverage
We identify the biggest leaks, install the most important workflows, then provide ongoing coverage so the new system stays in motion.
Most common start
Keep the whole office moving
Operations Command
For businesses that need a higher-touch operating partner to manage priorities, recurring admin, reporting, and the next systems to install.
What changes first
Stop running the office after hours.
Bring us the work that keeps piling up. We’ll talk through your highest-cost admin leaks, identify the gaps, and map the first systems to install.
Your first call
- One accountable operations partner
- AI-assisted workflows built around your business
- A practical system installed in 7 days