Software for small crews

Trade Office Tools

Plain-English software guides for contractors, tradespeople and small shops.

Less paperwork. More work done.

Start with our follow-up pick →Browse the guides

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Quick video guides

Welcome: what Trade Office Tools covers.

Scheduling: why we'd look at Jobber or Housecall Pro.

Invoicing and payroll: why we'd start with Invoice Ninja and Gusto.

Business phone: why we'd start with Quo.

Presenters are AI-generated. Vendor buttons are plain links, not affiliate links.

Send appointment reminders and review requests automatically.

Email automation
Automate Appointment Reminders and Review Requests with Moosend
A simple setup plan for trades businesses: reminder emails before the job, review requests after it.
Step-by-step
Move Your Customer Spreadsheet into a Free CRM in One Afternoon
A step-by-step plan for cleaning up a contractor's customer spreadsheet and importing it into a free CRM such as HubSpot's.
CRM basics
Is HubSpot's Free CRM Enough for a Small Contracting Business?
What HubSpot's free CRM covers for small trade businesses, where it falls short, and a simple setup.
Plans & pricing
HubSpot Plans Explained for Trades and Small Shops
How HubSpot's hubs and tiers are organized and how a small shop decides whether to upgrade.

Every guide links the sources it relies on, and we never claim testing we haven't done.