Settings & connections
Company settings, users and roles, phones, email and integrations.
- The Connections hub: connect the apps TradesWork works withSee every app you can connect, which ones are done, and follow a step-by-step guide for each, starting with the six first-day essentials.
- Set up card and bank payments with StripeConnect your own Stripe account so customers pay by card, bank (ACH) and Tap to Pay, and the money goes straight to your bank.
- Get a business phone number and choose who answersBuy a local or toll-free number, ring your office phones during business hours, set recording and missed-call text-back, and make a test call.
- Register for business texting (A2P 10DLC)Register your business and what you text about with the US carriers so reminders, on-my-way texts and text-to-pay are delivered.
- Move your existing phone numbers to TradesWorkPort the numbers customers already call (including ServiceTitan main and tracking numbers) to TradesWork with no downtime.
- Send email from your own domainSet your sender name, reply-to and signature, then verify your domain with DNS records so invoices and estimates come from you@yourcompany.com.
- Forward lead emails into TradesWorkGet a private lead address (with a tag per lead site) and forward Angi, HomeAdvisor, Thumbtack, Yelp, Home Depot, Google LSA, Networx, Porch, Modernize and website-form emails so each becomes a lead within a minute.
- Forward supplier bills into TradesWorkUse your private bills address so supplier invoices are read, matched to purchase orders and queued for approval automatically.
- Connect QuickBooks OnlineConnect QuickBooks Online, pick a cutover date, map items, tax and accounts, and keep invoices, payments and refunds posting automatically.
- Add online booking to your website, Google and FacebookChoose bookable services and booking rules, switch online booking on, and add your booking link or button to your website and profiles.
- Connect lead sources: Angi, Thumbtack, Yelp, Home Depot, Google LSA, Facebook, your website and TradesForceUse the Lead sources gallery to connect each place your leads come from with the fastest path that works today, then send a test lead to prove it.
- Set up fleet GPS: plug-in trackers or technicians' phonesAdd vehicles, register OBD trackers through flespi or use technicians' phones, and set off-duty privacy, retention and the monitoring notice.
- Export payroll to Gusto, ADP or QuickBooks PayrollPartly availableSet pay rules, pay rates and payroll ids, approve timesheets, and download a payroll file your provider imports.
- API keys, webhooks, OAuth apps and MCPConnect TradesForce in one click, create scoped API keys, connect Claude or ChatGPT over MCP, control audience export, subscribe webhooks and manage OAuth apps.
- AI settings: turn AI on or off and choose what agents may doControl the company-wide AI switch, each agent's mode (Off, Suggest, Auto-apply low-risk), the technician AI tools, and see what AI has cost.
- Set up customer financingPartly availableAdd your lenders' plans so estimates show monthly prices, set the lender order, and track applications that your office helps customers complete.
- Keep material costs current with supplier price filesPartly availableAdd your distributors, import their price files, map SKUs to your price book and review the cost changes as a draft before they go live.