TradeFlow Ultimate

Key Features:

🤖 AI Assistant Type or just talk to it — ask what’s on today,

-CEO Style Organizer: The dashboard is laid out for fast readout, optimizing business management and organization.

-Financial Dashboard: Live readout of business financials on the dash.

🔗 Client Portal Generate a secure link for each client — no login required on their end. They see their jobs, invoices, balance owing, and exactly how to pay you, all in one place. You choose when to create it, regenerate it, or revoke it.

💰 Job Cost Tracking Start and stop a timer against any job, with a worker name and hourly rate. Log expenses by category — fuel, materials, equipment hire, subcontractors, travel, dump fees. Real profit per job, not a materials-only guess.

🏗️ Jobs & Purchase Orders Group a client’s estimates, invoices, tasks, documents and purchase orders under one job, so you see everything — and the real numbers — in one place instead of hunting across separate lists.

🧺 Site Safety Safety talks, hazard reports, incident records, and plant/vehicle checks — plus a 9-point risk register checklist — all building a real safety history over time, ready if anyone ever asks to see it.

• CRM: Streamline customer management with the CRM feature. Track leads from initial contact to job completion and easily import and export the customer list.

-Customer Appointment Booking Page: The app has an iframe; users can place the iframe code into their website, so Customers can book appointments on a live page within the user's website.

-Lead Capture: The app has an iframe code to be placed on the user's website for a lead capture page. Potential customers may ask questions/enquireys; this allows the user to gather leads.

• Appointment Scheduling: Schedule video consultations, phone calls, and site visits with ease. Customers can also book directly through the app.

• Estimates and Invoices: Generate professional invoices with an adjustable tax rate. The app also includes built-in Stripe and Afterpay payment links for easy payment processing.

• Video Consultations: Conduct video consultations directly from the app. Send join links to clients via SMS or email.

• Document Suite: Access professional business documents from the app. They can be downloaded as PDFs or sent directly to clients via email.

• Cloud Synchronization: Log in on any device and get real-time data synchronization.

📧 Email Marketing Suite Pre-made, professional email templates — Personalize, send, and track straight from TradeFlow.

🎨 Your Branding, Everywhere Set your business name, logo, and tagline once in Settings.

🔗 Connects With ProjectFlow Running project management alongside your business?

🌐 Built in 12 Languages English, Spanish, Hindi, Chinese, Japanese, Arabic, Russian, French, German, Portuguese, Indonesian and Samoan.