TradeOn / Consulting
TradeOn Consulting
Custom solutions, on a core that already works
When the shelf doesn't sell what your business needs, we build it — custom workflows, integrations, and fully bespoke applications on the same platform that runs real service companies in production every day.
What we build
Software shaped to the business — not the other way around
Most software makes you rearrange your operation to fit its checkboxes. Consulting work goes the other direction: we start from how your business actually runs and build the system around it.
Custom business solutions
Industry-specific flows, forms, documents, and reporting designed around your operation — built into the platform, not bolted to its side. Your dispatch board, your paperwork, your rules.
Bespoke applications
A full application of your own — your screens, your workflow, your name on it — running on the TradeOn core. The data model, documents, payments, and AI layer are already built and battle-tested.
Integrations & reporting
The systems you already have, finally talking to each other — and reports that answer the question you actually asked, tied out to the numbers you file on.
AI-assisted workflows
An assistant wired to your real data that drafts the reply, the estimate, the follow-up — with a human confirming every send. The AI layer ships with the core; we shape it to your work.
Done-for-you web design
We'll design your website — or build one from scratch
Every TradeOn business gets a generated website in the platform at no extra cost. This is the step up: a done-for-you engagement where we design the site for you, or build a fully custom, bespoke site to your exact look and content — as a paid add-on on top of the $149.99 platform.
- We design it for you — you hand over the brand, photos, and services; we lay out and launch a site that looks the part.
- Custom & bespoke sites — beyond the template: one-of-a-kind pages, copy, and structure built around how you actually sell.
- Still wired to your inbox — however custom the design, its request form lands straight in your TradeOn online-requests inbox.
- Need a full app instead? — the same team builds bespoke applications on the proven core, well past a website.
Go paperless — done for you
Switch from paper — or a clunky old system — without losing your history
The reason most shops stay on paper, or limp along on software they hate, is the fear of starting over with an empty screen. So we don't hand you one. Our team backfills your real data before you go live — a done-for-you onboarding on top of the $149.99 platform — using the very same importers we used to move a 30-year service company across.
- Historical invoices in from Excel or CSV — customers, jobsites, completed jobs, and issued invoices land together, each row traceable back to your original sheet.
- A click-to-resolve queue — every likely duplicate is yours to decide: use the record you already have, create a new one, or skip it. Nothing merges behind your back.
- Photos of paper invoices — snap the page and on-device OCR lifts the invoice number, so a stack of paper doesn't turn into a week of typing.
- Price list, timecards & payments — your price list from a spreadsheet, past timecards entered by the week, and check-stub payments verified against the invoices they settled.
The TradeOn core
Your build starts at mile twenty, not mile zero
Most custom software projects spend their budget rebuilding plumbing: accounts, permissions, documents, payments. On the TradeOn core, that foundation is already in production — running a working HVAC-R company and a moving company today — so the budget goes into the part that's actually yours.
- Customers, jobs & scheduling — multi-tenant data model with sites, equipment, and history built in.
- Documents & payments — branded PDF engine, estimates to invoices, pay links, card fees handled.
- Portals & inboxes — customer-facing sign-in and an online-requests inbox with one-tap triage.
- The boring parts, done right — offsite backups with proven restores, geo-verified time, tax reports that tie out.
How an engagement runs
Discovery. Build. Run.
No hundred-page requirements documents, no disappearing for six months. Three phases, working software early, and a team that answers the phone after launch.
We sit with the operation
We map how the work actually flows — who books it, who does it, where the money leaks. Then an honest scope: what to build, what the platform already does, and what you shouldn't pay anyone to build. If the shelf sells it, we'll say so.
Working software, early and often
Your solution takes shape on the proven core — real screens on real data, in your hands as it grows, not a demo at the end. Scope stays honest because you're looking at the actual thing every week.
In production, and kept there
Launch isn't goodbye. Hosting, monitoring, offsite backups with proven restores, and iteration as the business changes — because we run our own company on this same stack, and it has to work for us too.
Who it's for
For businesses the checkbox list forgot
Plenty of businesses fit the platform as it ships — that's what the flat price is for. Consulting is for the ones that don't: the workflow with a twist, the operation stuck in spreadsheets, the idea that needs its own app.
- Your workflow has a twist — compliance steps, approval chains, or paperwork that off-the-shelf software refuses to understand.
- You outgrew the spreadsheet — the business runs on one heroic Excel file and everyone's afraid to touch it.
- You need a customer-facing app — not just software for the office, but something your customers sign into.
- Your systems don't talk — good tools, siloed data, and a person re-typing between them every day.
Engagement shapes
Three ways to work with us
Every engagement starts with discovery and lands in one of three shapes. Scope and price are set in plain language before anything gets built — no meter running behind your back.
Solution sprint
A scoped, fixed-deliverable build on the platform: the custom form set, the integration, the report your accountant keeps asking for. In and out with a working result.
Your own app on the core
A full application designed around your business — your screens, your flows, your brand — standing on infrastructure that's already surviving production. Starts at mile twenty, not mile zero.
We keep it alive
An ongoing partnership: hosting, monitoring, backups with proven restores, and steady iteration as the business changes. The same care we give our own company's stack — because it is the same stack.
Book a consult
Bring the problem. We'll scope it straight.
Tell us what's slowing the business down — in your words, not software words. The first conversation costs nothing and ends with an honest read on what you actually need.
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