Client Portal
Free
$0 · no card required
- Sites, service requests, quotes, approvals, messages, and invoices.
- One login across every connected TradelyHQ contractor.
- Invite your property or facility team with role-based access.
Pricing
Flat plans. One place for the whole job.
Pick the plan that fits your crew. One flat price a month, every feature included, unlimited work orders, and unlimited office users. Dispatch, quotes, NTE approvals, invoices, and payment follow-up all live in one place. Your clients request work in their own portal and you assign it in one click.
Pricing in USD. Built for plumbing, HVAC, electrical, general facility maintenance, and janitorial companies. 30-day free trial, no credit card.
How billing works
Only field techs count.
Owners, admins, dispatchers, and customers are included free. Your plan follows your crew size, so add or remove techs whenever the crew changes and the price moves with the band you land in.
Client Portal pricing
Start free. Add the equipment system when you need it.
Client-company billing is separate from every contractor relationship. One company subscription covers the entire property or facility team.
Equipment & Maintenance
$49 / month
One flat price per client company
- Unlimited Site Codes, equipment records, and Client Portal users.
- Multiple photos and private documents for each equipment record.
- Service history, warranties, maintenance attention, and Work Order requests.
- Cancel from billing settings; contractor pricing never changes.
Crew
5 to 10 techs
$799 / mo
Pay yearly up front, get 2 months free
- One flat price for the whole crew. No per-tech math.
- Every feature included. No add-on tiers.
- Only field techs count. The office and your customers are free.
- Unlimited work orders, quotes, and invoices.
Shop
11 to 18 techs
$1,499 / mo
Pay yearly up front, get 2 months free
- One flat price for the whole crew. No per-tech math.
- Every feature included. No add-on tiers.
- Only field techs count. The office and your customers are free.
- Unlimited work orders, quotes, and invoices.
Fleet
19 to 25 techs
$2,299 / mo
Pay yearly up front, get 2 months free
- One flat price for the whole crew. No per-tech math.
- Every feature included. No add-on tiers.
- Only field techs count. The office and your customers are free.
- Unlimited work orders, quotes, and invoices.
Running fewer than 5 techs? You still start on Crew, the 5-tech floor. Bigger crew? Talk to us about a plan for more than 25 techs and we'll see if we're a fit.
30-day free trial, no credit card. Every package includes every feature.
Included in every plan
The whole job in one place
Other field software hands you a stack of digital forms and leaves the office work to you. TradelyHQ keeps dispatch, quotes, NTE approvals, invoices, and payment follow-up in one place, so nothing falls through the cracks. Every package gets all of it.
From request to paid in one place
Create and schedule work orders, build and send quotes, get NTE approvals, invoice, and follow up on overdue bills. It all lives in one place instead of email threads, group texts, and spreadsheets.
Your clients have their own portal
Clients request work in their own login and watch the status. You assign the right tech in one click. No more chasing job details over the phone.
FAQ
Common questions
Is there a discount for paying annually?
Yes. Pay for the year up front and get 2 months free on any package. Same deal on Crew, Shop, and Fleet. Switch between monthly and annual anytime from Settings → Billing.
How does the price work as my crew grows or shrinks?
Your price follows your crew size. Each package covers a band of techs for one flat price. Add techs and once you cross into the next band your package moves up. Drop techs and it moves back down. Stripe prorates both directions. You don't get cash back to your card. Instead, the unused part of the higher package is credited to your account and applied to your next invoice, so next month's charge is automatically lower.
Is there a minimum?
Yes. The smallest package is Crew, which covers up to 10 techs for a flat $799/mo. Run fewer than 5 techs and you still start on Crew. Grow into Shop and Fleet from there. More than 25 techs? Talk to us.
Does my data stay mine?
Yes. No other contractor can see your jobs, customers, invoices, notes, or photos. You can download your records as a spreadsheet from Settings anytime.
What's the refund policy?
30-day free trial means you don't pay anything to try the product. After that, paid plans are non-refundable, but you can cancel anytime. Your subscription runs until the end of the period you've paid for.
I'm on another tool today. How hard is it to switch?
You can bring over your customer list, work history, and invoice records from a spreadsheet. We include setup help if you'd rather have us walk through it with you.
How long until my techs are productive on it?
Most techs can start working jobs the same day. They can see assigned work, add notes and photos, check in, and capture customer signatures, so the office has what it needs to answer questions and send invoices.
Is the 30-day trial really no credit card?
Yes. Start the trial, run real work orders, and see whether it saves your office time. At day 30 you start a paid subscription in Settings → Billing or the account pauses. Your data is preserved for 30 days.
Can I cancel anytime?
Yes. Cancellation is handled from Settings → Billing. Nobody on our side has to approve it.
Can customers see job status without calling my office?
Yes. You can share clear job updates, notes, and photos so customers know what is happening without calling your office for every status check. Your company name and logo show up on those updates.
Do you support Spanish-speaking techs?
Yes. Techs can use English, Spanish, or Portuguese. Pick the language for each tech so field notes and job details are easier to understand.
What currency do you bill in?
All plans and add-ons are billed in USD.
What support do I get?
Email support is included. The help center covers common questions and is always free to browse.
What does the Client Portal cost?
The core Client Portal is free with no card required. A client company can add Equipment & Maintenance for $49/month for the whole company, including unlimited sites, equipment records, and Client Portal users. It does not change any contractor plan.
What's the catch?
There isn't one. Most software in this space charges a big setup fee, takes a cut of every work order you bill, or locks you into a long contract before they'll even let you log in. We charge one flat price for your crew size. That's it. Cancel anytime, take your data with you, no early-termination fee.
Flat price, period.
What's NOT in the price
You pay one flat price for your crew size and nothing else. Here's what never shows up on your bill:
- No setup fee. Sign up online and run real work orders the same day.
- No fee per work order. Run 1 work order or 10,000 and your bill is the same.
- No charge for owners, admins, dispatchers, or customers. The office staff who keep jobs moving don't count toward the bill.
- No long contract minimum. Month-to-month works. Cancel anytime.
Try it on your own jobs.
Start dispatching jobs, collecting field notes, and sending invoices faster. Cancel anytime.
Sign up →Prefer a walkthrough first? Book a demo. Built for plumbing, HVAC, electrical, general facility maintenance, and janitorial companies, US-based. Run a different kind of shop, or more than 25 techs? Get in touch and we'll let you know if we're the right fit.