Your kinds of job, ready to go
Each starts with its own checklist, which you can change to suit how you work.
- Rooftop solar installation
- Home battery installation
- Inverter replacement
- Solar system check and panel clean
- Solar fault finding
For solar and battery installers
More systems on roofs, less paperwork in the van.
Quote a system and battery from the roof, keep the network approvals and the rebate paperwork on every job's checklist, and offer each customer their yearly system check.
Start your free trialSee pricing
30 days free. No card. Set up for solar and battery installers from the start.
Quote it out loud
Say the job in the van. Foreman drafts the quote from your own rates and price list, you check it, and it's texted to the customer to accept on their phone.
Quote the Taylors for a 10-kilowatt system on the north roof and a 13-kilowatt-hour battery in the garage, a day and a half for two of us.
Repeat work, offered again
When it's due, TradeMate texts the customer a few times that suit you. You OK the text, they pick a time, and it's booked.
- Solar system checks, every year
Automations for your trade
Switch on what helps. Anything going to a customer waits for your OK.
- Tell the office the rebate paperwork's in. When a solar job's rebate paperwork is submitted, the office hears, to let the customer know and watch for the payment.
- Offer yearly system checks. A solar or battery job done about a year ago: text them three times for a system check and panel clean (yours to OK). They pick one and it's booked.
Everyone sees their part
Give each person a role, and they see what they need and nothing more. The money and the prices stay with you.
- Accredited installer. Licensed electrician accredited for solar and batteries: designs, installs, commissions and signs off, including the rebate paperwork.
- Electrician. Does the electrical work under the accredited installer: their own jobs' cards.
- Installer. On the roof mounting rails and panels: their own jobs' cards.
Every morning, a straight answer
Foreman reads your jobs, invoices and bank, and tells you what matters today, most important first.
An example:
Morning Kim. Two network approvals came back yesterday, so the Taylor and Singh installs can be booked. Rain's forecast Thursday, and you've got a roof job then: Friday's free. Eleven system checks are due this month and the offers are ready.
Try it on your own business
30 days free, no card. Then $99 a month for the whole team.