TradeOS

Spec sheet

What it does

TradeOS is field-service software for electrical, HVAC, plumbing and other trade-service shops that coordinates calls, jobs, technicians, invoices and payments.Read 15 Oct 2026 · tradeoperatingsystems.com

Product

TradeOS is field service management software that handles calls, job booking, dispatch, invoicing, and payment collection for trade shops.Read 4 Oct 2026 · tradeoperatingsystems.com

Security

The privacy policy states that data is transmitted over TLS, passwords are hashed, company data is isolated with Row-Level Security, and OAuth tokens are encrypted at rest.Read 4 Oct 2026 · tradeoperatingsystems.com

Support

The listed support contact is [email protected] and 314-681-5870; Growth includes priority email support and Scale includes priority phone and email support.Read 4 Oct 2026 · tradeoperatingsystems.com

Headquarters

Imperial, Missouri, United StatesRead 28 Sep 2026 · tradeoperatingsystems.com

Company

TradeOS is operated by TradeOS LLC, a Missouri limited liability company located in Imperial, Missouri; its site says it began at the founder's family electrical shop.Read 4 Oct 2026 · tradeoperatingsystems.com

AI receptionist

Its Grace AI receptionist answers in the company’s name, checks real availability, books appointments and texts confirmations.Read 15 Oct 2026 · tradeoperatingsystems.com

App Store availability

Apple lists TradeOS Tech as a free iPhone and iPad technician app requiring a TradeOS account.Read 15 Oct 2026 · apps.apple.com

App Store data collection

Apple’s listing says the app may process payment information, precise location, contact details, photos or videos, audio, identifiers and crash data for functionality and diagnostics.Read 15 Oct 2026 · apps.apple.com

App Store requirements

The iOS listing requires iOS 15.1 or later and lists a 48.4 MB download.Read 15 Oct 2026 · apps.apple.com

Call oversight

Shadow mode gives the owner a summary and transcript of every AI-handled call, with controls to override, retrain or disable Grace.Read 15 Oct 2026 · tradeoperatingsystems.com

Customer data

TradeOS says it does not sell personal information or share account business data with advertisers.Read 4 Oct 2026 · tradeoperatingsystems.com

Customer portal

The product includes a self-service customer portal link.Read 15 Oct 2026 · tradeoperatingsystems.com

Dashboard

The owner dashboard shows jobs, revenue, unpaid invoices, the schedule and a daily briefing on desktop or phone.Read 15 Oct 2026 · tradeoperatingsystems.com

Data retention

After cancellation, business records are retained for up to 90 days before deletion or anonymization unless law requires longer retention.Read 15 Oct 2026 · tradeoperatingsystems.com

Dispatch map

TradeOS combines jobs and technician routes on a map for dispatch visibility.Read 15 Oct 2026 · tradeoperatingsystems.com

G2 product description

G2 categorizes TradeOS under brokerage trading platforms, intelligent document processing and productivity bots, and describes it as a platform for financial institutions and professional traders.Read 15 Oct 2026 · g2.com

Google reviews

TradeOS can request Google reviews after paid jobs.Read 15 Oct 2026 · tradeoperatingsystems.com

Industries

The site says the product supports HVAC, plumbing, electrical, roofing, landscaping, painting and general home-service businesses.Read 15 Oct 2026 · tradeoperatingsystems.com

Integration

TradeOS offers QuickBooks Online sync for customers, invoices, and payments, with TradeOS as the source and one-way sync to QuickBooks.Read 4 Oct 2026 · tradeoperatingsystems.com

Job management

The product supports scheduling, dispatch, quotes, customer portals, recurring memberships, referrals, Google review requests, and revenue analytics.Read 4 Oct 2026 · tradeoperatingsystems.com

Limit: AI accuracy

The terms warn that AI outputs can be inaccurate or incomplete and require human review before invoices or automated communications are sent.Read 15 Oct 2026 · tradeoperatingsystems.com

Limit: availability

TradeOS does not guarantee uninterrupted or error-free service and says maintenance and outages may occur.Read 15 Oct 2026 · tradeoperatingsystems.com

Limit: G2 coverage

G2 says there are not enough TradeOS reviews to provide buying insight.Read 15 Oct 2026 · g2.com

Limit: regulated data

The terms prohibit storing or transmitting HIPAA-covered health information unless TradeOS agrees in writing.Read 15 Oct 2026 · tradeoperatingsystems.com

Limit: usage fees

AI voice minutes, SMS and Stripe processing can be billed separately from the subscription price.Read 15 Oct 2026 · tradeoperatingsystems.com

LinkedIn company facts

LinkedIn lists San Francisco headquarters and a 2024 founding year.Read 15 Oct 2026 · linkedin.com

LinkedIn company size

LinkedIn lists TradeOS as privately held with a stated company size of 11–50 employees and shows three employee profiles.Read 15 Oct 2026 · linkedin.com

LinkedIn news

A LinkedIn update says TradeOS launched a no-code AI analysis platform for stocks, foreign exchange and commodities and promotes plain-language trading agents.Read 15 Oct 2026 · linkedin.com

LinkedIn positioning

LinkedIn describes TradeOS as a vibe-coding platform for independent traders in stocks, forex and commodities.Read 15 Oct 2026 · linkedin.com

Memberships and referrals

Included tools support recurring service memberships and customer referral tracking.Read 15 Oct 2026 · tradeoperatingsystems.com

Migration

Customer lists and pricebooks can be imported by CSV, with column matching and duplicate skipping.Read 15 Oct 2026 · tradeoperatingsystems.com

Offline mobile work

The technician workflow stores status changes, notes and photos without signal and synchronizes when connectivity returns.Read 15 Oct 2026 · tradeoperatingsystems.com

On-site signatures

Customers can sign on the technician’s phone, with the signature attached to the PDF paperwork.Read 15 Oct 2026 · tradeoperatingsystems.com

Payments

TradeOS uses Stripe-powered payment links sent by text and displays revenue and receivables in the owner view.Read 15 Oct 2026 · tradeoperatingsystems.com

Photo diagnosis

The technician app can analyze job photos and return a likely cause, suggested steps and parts with a confidence score.Read 15 Oct 2026 · tradeoperatingsystems.com

Pricing terms

Plans are presented as flat monthly prices without per-user fees, add-ons, or contracts; the site also advertises a 30-day money-back guarantee.Read 4 Oct 2026 · tradeoperatingsystems.com

QuickBooks integration

QuickBooks Online synchronization covers customers, invoices and payments, with TradeOS as the source and one-way export to QuickBooks.Read 15 Oct 2026 · tradeoperatingsystems.com

Quotes

Users can build, send and convert quotes into jobs, including Good/Better/Best quotes from the pricebook.Read 15 Oct 2026 · tradeoperatingsystems.com

Rating on Apple App Store

Not enough ratings or reviews to display an overviewRead 15 Oct 2026 · apps.apple.com

Rating on G2

0.0 out of 5 from 0 reviewsRead 15 Oct 2026 · g2.com

Security controls

The privacy policy states TLS in transit, hashed passwords, row-level database isolation and encrypted OAuth tokens.Read 15 Oct 2026 · tradeoperatingsystems.com

Service providers

Named infrastructure and processing providers include Supabase, Vercel, Stripe, Retell AI, Twilio, Sentry, OpenAI and QuickBooks Online.Read 15 Oct 2026 · tradeoperatingsystems.com

Technician app

The technician app supports offline work with automatic sync, voice-to-invoice, photo diagnosis, and customer signatures on site.Read 4 Oct 2026 · tradeoperatingsystems.com

Trial and guarantee

The service offers a 10-day trial with no charge until day 11 and a 30-day money-back guarantee for the first paid subscription period.Read 15 Oct 2026 · tradeoperatingsystems.com

Voice invoicing

Technicians can speak the work performed and have invoice line items generated from the company pricebook.Read 15 Oct 2026 · tradeoperatingsystems.com

Who it serves

The site names HVAC, plumbing, electrical, roofing, landscaping, painting, and general home-service businesses as suitable trades.Read 4 Oct 2026 · tradeoperatingsystems.com

Plans and prices

Every TradeOS plan and price →

Where Specifiction places it

• Plumbing Software#15 of 338.3