Quoting, invoicing, expenses and job costing for tradespeople, with optional setup help and business websites.
100 questions · Information checked October 22, 2026
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Trades Chaser combines customers, quotes, jobs and itemized invoices with expenses, job costing and payment reminders. Its public site explains Free, Base and Enhanced plans. Compare your customer count, invoice needs and required features against the current plan limits before selecting a plan.
Trades Chaser's published Free plan requires no card and allows three customers and five invoices per month. Paid plans and promotional trials have separate terms. The free-invoice guide explains the limits so a solo operator can decide whether the allowance fits their workload.
Trades Chaser works in a mobile browser and can be installed to a phone's home screen. Its mobile-invoicing guide explains preparing and sending invoices while working in the field. Installation is through the browser; the current install page has the device-specific steps.
Trades Chaser offers scheduled reminders for overdue invoices. The payment guide explains combining prompt invoicing, clear terms and easier payment steps. Reminders help manage follow-up but do not guarantee that a customer will pay.
Trades Chaser lets businesses show payment instructions for services such as Stripe, Square, PayPal, Venmo, Zelle, Cash App and bank transfer. Availability depends on the methods the business configures. Displaying payment instructions is not the same as every provider having automatic payment reconciliation.
Yes. Trades Chaser lets you customize the wording, timing and number of reminder steps. Set the sequence to match how you communicate with customers, rather than using the default messages unchanged.
Marking the invoice paid cancels its future scheduled reminders. Keep payment status up to date, especially when a customer pays through an external method that you must record yourself.
The invoice detail page shows the reminder step and when the next one will run. This gives you a record to consult before deciding whether a personal follow-up is needed.
No. The sequence handles routine email nudges and records them against the invoice. If a customer replies or needs to discuss the work, you handle that conversation directly.
The dashboard shows outstanding balances, while income tracking rolls paid invoices up by month. Keeping invoices accurately marked paid helps separate cash received from work that has only been billed.
The published guide says each automatic reminder logs itself against the invoice. Review that history before contacting the customer so you know which messages have already gone out.
Sending promptly removes the delay between completing work and asking for payment. Trades Chaser’s mobile workflow lets you send from the job site; clear payment options and reminders support the later collection process.
The dashboard surfaces what is owed and how overdue it is. Use that overview to identify invoices that need attention, then open an individual invoice for its details and reminder history.
Trades Chaser can attach expenses to an invoice so the job's costs sit alongside the billed amount. Base supports manual expense entry. Enhanced adds AI-assisted receipt reading, which fills in details for the user to check and save; the receipt image stays attached.
Trades Chaser's Enhanced plan includes a receipt tracker that reads a photo or upload and suggests the vendor, amount, date and category. The user reviews the result before saving. It assists data entry rather than removing the need to check a receipt's details.
Trades Chaser's job-costing workflow connects expenses to the relevant invoice and shows the result after recorded costs. Enter materials and other job expenses consistently for a useful comparison. The result reflects the costs you have recorded, not an independent audit of profitability.
Trades Chaser supports digital quote acceptance without requiring the customer to create a login. Its guide describes using acceptance to continue into the job and invoicing workflow. Review the quote's scope and terms before sending it for acceptance.
Trades Chaser supports progress and milestone invoicing, including upfront deposits. A larger job can be split into separately billed stages instead of one final invoice. The progress-invoicing guide explains the workflow; your agreed customer terms determine when each amount is due.
The suggested list is a starting point. You supply real costs before items are included, and the calculators use your labor rate and materials markup. Review quantities, scope and pricing before sending a quote.
Yes. Suggested line items can be edited, removed or supplemented. The AI draft is not locked, so adjust it to reflect the actual work and materials needed for the customer’s job.
Your hourly labor rate is stored in Settings. The labor calculator applies that rate to the hours you enter, making the quote reflect your business’s numbers rather than an assumed generic rate.
Set your materials markup in Settings and enter the actual material costs. The calculator uses those inputs when building the quote; you remain responsible for checking that the resulting price covers the job.
The guide describes a follow-up chat for refining the suggested bill of materials. Use it to explain missing requirements, then review the revised items and supply their real prices.
Yes. The suggested bill of materials can include labor, materials and equipment. Treat each suggested item as a draft to verify against the actual project before pricing and sending it.
The Enhanced plan includes AI part identification and supplier price comparison using a description or photo. Check the proposed part and supplier information yourself before buying or quoting it.
Old material prices can distort a quote even when the labor calculation is correct. Trades Chaser’s price-comparison feature can help research a part, but the final quote should use the real cost you have verified.
Trades Chaser team accounts let invited crew members work in a shared account. The public plan information lists included seats and additional seat packs. Check the current team guide and pricing for the plan that matches your crew size.
Trades Chaser has a subcontractor book and bid-request workflow. Subcontractors can respond through a link without having their own account, and the published guide explains how accepted bids connect to job expenses. Review the bid details before accepting them.
Trades Chaser Enhanced can suggest labor, materials and equipment for a quote. The suggestions still need review, quantities and real costs before you send the quote. The AI quote-builder guide explains how those suggestions work with the quote calculators.
Trades Chaser publishes a comparison with Jobber and offers a mix of quoting, invoicing, expenses and job management. Use the comparison as the vendor's own explanation, then check each provider's current pricing, feature limits and workflow against your needs. It is not an independent review.
Trades Chaser lets a business set annual spending caps by category and compare them with recorded expenses. Its budget guide explains the relationship between expenses, categories and budget progress. Accurate entry and categorization are needed for the totals to be useful.
Yes. Team members are invited by email and receive their own login into the shared business account. They work with the same customers, jobs, invoices and calendar rather than sharing one password.
The published team guide lists two seats on Base and three on Enhanced, with additional seats available as flat add-on packs. Review the current plan details before expanding your team.
Team access can be removed from Settings without affecting the underlying data they worked on. This lets you manage who can enter the shared account while keeping its customer and job history.
Team members in the same account share customer history, jobs and invoices. An office helper can work from those records instead of relying on separate spreadsheets or repeated messages from the job site.
Trades Chaser offers an optional $299 one-time setup and training add-on. The public offer describes help importing customers, configuring quotes and follow-ups, and learning the workflow in a remote session. It is separate from software subscriptions and website hosting, and can be selected during signup.
Trades Chaser Sites advertises a website built from your photos and colors with hosting at $50 per year. The offer includes an affordable domain chosen and bought for you unless you bring your own, a connected quote-request form and the first year of Base. Hosting renews yearly until cancelled.
The quote form on a Trades Chaser Sites website sends requests into Trades Chaser leads with an email alert. The website order page explains the design process, hosting and included first year of Base. Existing websites should be discussed separately rather than assumed to have this integration already.
The Sites order form provides two options for a domain you already own: configure its DNS using supplied records, or transfer it for setup. Alternatively, Trades Chaser chooses and purchases an affordable domain suited to the business. Review the form before deciding which arrangement you want.
Base covers core customers, quotes, invoicing, expenses, job costing, calendars and reminders. Enhanced adds AI features, including receipt reading and quote-material suggestions. Current limits, standard prices and time-limited promotions are on the pricing section; the optional setup service is charged separately.
No. It is an optional, one-time add-on. You can use the software without buying it; website hosting, software plans and setup assistance are separate offerings.
The published setup offer includes help importing your customers. Prepare your existing customer information and discuss its format during setup so the import can be planned around your actual records.
Yes. The offer describes help setting up quotes and follow-ups and learning your workflow through a remote training session. It is intended to help you begin using the tools with your own business.
No. The setup offer says your trial and promotional benefits remain the same. The one-time assistance charge is separate from the software plan and its applicable introductory terms.
Add the payment methods you actually accept in Settings. Trades Chaser then displays those options on customer invoices and branded PDFs, reducing the need to repeat payment instructions in separate messages.
You can add a QR code where your chosen payment method supports one. The invoice shows the payment information you configure; confirm the destination before sharing it with customers.
Yes. The payment-method guide says your configured methods appear on the customer-facing invoice, branded PDF and customer portal. Customers can use the format that suits them without asking for separate instructions.
No. The guide describes showing your accepted methods and links side by side. An external transfer or payment app remains its own service; displaying instructions is not a promise of automatic reconciliation.
Yes. Bank transfer is among the supported payment instructions, alongside methods such as Stripe, Square, PayPal and Zelle. Configure only the methods your business uses and verify the details first.
The invoice can present several payment options rather than forcing everyone through one processor. Customers choose among the methods you have configured; the applicable payment provider handles its own payment flow.
No. A quote has a secure customer-portal link that can be opened without creating an account. The customer reviews the quote and can sign from a phone or computer.
Yes. The quote portal accepts a signature drawn on the screen. This avoids requiring the customer to print, sign and scan a document just to accept the quote.
The published workflow carries the accepted quote into a job and invoice, reducing repeated entry of the same scope and numbers. Review the resulting job and billing structure as part of your normal workflow.
The customer signature is part of Trades Chaser’s quote portal. The guide describes acceptance within that workflow, rather than requiring customers to move to a separate signing product.
Yes. The photo stays attached to the expense. This keeps the original record alongside the amount and category you reviewed instead of retaining only the extracted numbers.
No. The receipt workflow fills in proposed vendor, amount, date and category values for you to check and save. Correct errors before confirming the expense.
Yes. Base supports manual expense entry with categories, budgets and job costing. Enhanced adds photo-based AI extraction; the core record-keeping workflow does not require AI.
The job-costing guide includes materials, subcontractor costs and job-specific expenses such as rental or disposal fees. General overhead is usually recorded separately so the job’s direct cost remains understandable.
The amount billed is revenue before the job’s recorded costs. Trades Chaser’s invoice cost section subtracts linked expenses and shows profit and margin, helping you see the difference between a large invoice and a profitable job.
Recording costs consistently against invoices gives you a basis for comparing profit and margin across jobs. The guide recommends using those patterns to improve later quotes rather than judging jobs only by their billed totals.
Yes. Annual spending caps are set by category. Logged expenses count toward their own category, so one type of spending running high is easier to see than in a single combined total.
The budget guide says recurring expenses post on their schedule and count against the assigned category. Include regular costs such as subscriptions and insurance when planning annual spending.
A category shows its cap and the amount already spent as new expenses are logged. That lets you spot a trend early and reconsider purchases while there is still time to change course.
Split the accepted scope into milestones or a deposit plus later stages. Each stage becomes an invoice that you send when that portion of the work is due, rather than waiting to bill the whole project at completion.
Yes. The guide describes milestone invoices itemized against the original quote. That context helps the customer understand why an invoice arrived partway through a project.
Yes. Milestone invoices use the same follow-up sequence, payment methods and branded PDF as other invoices. Staged billing changes when portions are billed, without requiring a separate collection workflow.
No. A bid request is sent as a link the subcontractor can open and respond to without creating an account. Attach the request to a job so the scope remains associated with the response.
The bid-management screen shows statuses including pending, submitted and declined. This gives you a structured record instead of trying to reconstruct the outcome from phone calls and text threads.
No. It is a contact, history and bid-request workflow for the subcontractors you already work with. The guide explicitly distinguishes that record-keeping purpose from dispatching or scheduling a subcontractor workforce.
Existing records remain available. You cannot add a fourth customer or a sixth invoice in that month until you upgrade or the monthly invoice allowance resets. The published FAQ says hitting the limit does not delete your data.
Yes. Settings includes a cancellation control. The published FAQ says cancellation stops future charges while access continues through the period already paid for; review your subscription status when making the change.
The FAQ describes switching plans or monthly and yearly billing in Settings, with prorated charges. Review the displayed billing changes before confirming a switch.
Paid plans offer a demo business in Settings with sample customers, invoices and quotes in different states. The FAQ says it can be cleared before you start entering your own business data.
No. The published price policy separates the ongoing standard rate from time-limited introductory offers. Read the length and renewal price shown at checkout rather than treating a promotional period as a permanent free plan.
The intake requires at least three real photos and accepts files totaling up to 25 MB. Images of your work, crew, vehicle, storefront or logo help the site represent your actual business.
The order form asks for at least two colors. Choose colors that already fit your business identity so the design can be built around them and the photos you supply.
Yes. The intake includes an option for email instead of the design call. Select it when ordering so the team can discuss the design and requested changes in your preferred way.
The Sites offer says admin access is provided once the website is finished. The team first discusses the design with you, builds the site and connects its inquiry form to Trades Chaser.
If you use the included domain option, the team chooses and buys an affordable address suited to the business. If you want a particular domain you own, choose the DNS or transfer option in the intake.
Yes. The published Sites workflow sends quote requests into your Trades Chaser leads and provides an email alert. This connects the public website with your follow-up process.
The offer states that hosting renews yearly through Stripe until cancelled. Review those renewal terms at checkout and manage the hosting arrangement separately from your software subscription.
The Sites FAQ says that after the included first year of Base, you can continue on any available plan, including Free. Consider the limits and features you need before choosing how to continue.
No. Open the service in your browser and add it to your home screen if desired. The guide describes a full-screen web app with its own icon and no separate app-store installation.
The published guide describes the same customers, quotes, invoices, calendar and quote builder on both. Mobile navigation is designed for phone use, so the workflow is not restricted to a desk.
Yes. The mobile guide describes creating quotes from a phone while at a job site or in the truck. Enter and verify the scope while the details are fresh, then send it when the quote is ready.
The published mobile workflow is browser-based rather than an app-store download. Adding it to the home screen provides an app-like launch, without managing a separate store-installed version.
The electrician guide focuses on parts plus labor for jobs such as panel upgrades and rewires. Use the quote calculator to separate those costs and apply your own rates before sending the scope for acceptance.
The plumber workflow carries an accepted quote into a job and invoice. It is intended to reduce repeated entry between estimating, doing the work and billing, especially when mixing call-outs and scheduled installations.
The HVAC page highlights recurring-service reminders for work such as seasonal tune-ups and inspections. Use that workflow alongside customer records so recurring maintenance does not depend only on a paper note.
The general-contractor page emphasizes a shared calendar and quotes that separate materials from labor. It is aimed at owner-operators managing their own projects rather than a large multi-crew dispatch operation.
A handyman often handles many smaller jobs, so repeated administration matters. The trade page focuses on a compact quote, invoice and follow-up workflow with flat pricing rather than a large dispatch platform.
The landscaper page addresses both rhythms: reminders for recurring maintenance and materials-based quotes for installations. The shared business records help keep those different kinds of work in one workflow.
The roofer page highlights materials-driven quotes with digital acceptance in the customer portal. That keeps estimating and the customer’s signature in one flow rather than splitting them across unrelated tools.
The painter page focuses on building a professional quote quickly, then sending it for a signature. Use your actual labor and material inputs so speed does not replace checking the scope and price.
List the features you actually rely on before comparing prices. Trades Chaser’s own switching guide identifies dispatching, SMS and accounting synchronization as capabilities that may make a move inappropriate for a business depending on them.
The comparison guide positions it for solo operators and small crews. A business dispatching multiple teams should evaluate its operational requirements carefully; a lighter quote-and-invoice tool is not automatically a substitute for full field-service dispatch.
Trades Chaser’s guide says to check dependencies such as accounting sync, purchase orders and subcontractor scheduling. Compare the actual workflow you need, rather than assuming a lower-priced product replaces every feature.
No. The comparison on Trades Chaser’s website is the company’s own explanation of its positioning and trade-offs. Use it as a starting point, and verify competitor features and current pricing directly before deciding.
Start with the tasks you perform regularly: quoting, invoicing, expenses, customer follow-up and scheduling. Then check whether you actually need crew dispatch or advanced integrations before paying for a larger platform.
No. A useful comparison includes your required workflows and the features you would lose by switching. Trades Chaser’s solo-business checklist encourages checking fit rather than choosing only the lowest advertised monthly price.
These answers summarize our public information. Follow the linked product, booking or service page for current availability, prices and terms.
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