Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ShopBoard is a comprehensive scheduling and dispatch solution designed for small businesses in the HVAC, plumbing, electrical, and similar trades. Its intuitive drag-and-drop interface allows office personnel to see all technicians' assignments alongside a section for unassigned jobs, making it easier to manage and modify schedules. Field technicians are equipped to access job details from their mobile devices, receive notifications while en route, and upload photos and customer signatures directly related to their tasks. The platform offers customizable quoting options, enabling businesses to present good, better, and best pricing to customers through user-friendly links, alongside job-specific invoicing and Stripe payment integration. Additionally, ShopBoard displays outstanding invoices and quotes in clear dollar amounts, providing business owners with an overview of pending approvals and payments. Tailored for operations with approximately one to eight service vehicles, it operates on a SaaS subscription model. By streamlining processes such as scheduling, estimates, technician communications, and invoicing, the software enhances the overall efficiency of service job management. This unified approach not only simplifies operational tasks but also improves customer service and satisfaction.
Description
TradesBackbone is a cloud-based software solution designed specifically for small trade businesses, offering a comprehensive suite that integrates customer management, job tracking, estimates, invoices, and payment processing alongside office scheduling and dispatching features. Technicians are empowered to manage their tasks efficiently through a mobile browser, where they can view job assignments, generate estimates, send invoices, take photos, and update job statuses. Customers can conveniently approve estimates via text or email, with those approvals automatically transitioning into invoices. The platform also accommodates recurring services, route planning, reminders, and customer follow-ups to enhance service delivery. Access to records and financial data is governed by role-based controls, ensuring that team members only see what is relevant to their duties. For users on Pro plans and above, QuickBooks Online synchronization is available, while API access is a feature exclusive to the Elite tier. Additionally, the software includes optional AI functionalities that assist in responding to inquiries about business records and in drafting estimates or follow-up messages. When the AI Front Desk feature is activated, it automatically prepares customer replies, which require human approval before being sent. This versatile software caters to various industries, including plumbing, HVAC, electrical work, roofing, lawn care, pest control, and cleaning services, making it a valuable tool for trade professionals looking to streamline their operations and improve customer interactions. As a result, tradespeople can focus more on their core services while maintaining effective communication with their clients.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Make
No
Mycel
No
QuickBooks Online
No
Stripe
No
Zapier
No
Integrations
Make
Yes
Mycel
Yes
QuickBooks Online
Yes
Stripe
Yes
Zapier
Yes
Pricing Details
$59/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ShopBoard, LLC
Website
useshopboard.com
Vendor Details
Company Name
Martello Systems
Founded
2026
Country
United States
Website
tradesbackbone.com
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No