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Before TradeBooks we used Google Spreadsheets to track jobs and costs. This system was very volatile because not everyone could use it and some information was accidentally deleted at times. We now use TradeBooks. Not only is TradeBooks easier to use with no risk of losing any information but we now run everything through it, including our projects and job costs. The team also uses it to upload receipts which automatically allocate to the correct job. The data entry has been cut down significantly. If you're considering using it you clearly want to know what's under the hood of our business and TradeBooks will show you that down to the penny. TradeBooks is an extremely helpful tool for tracking finances, and projects.
Victor Green
Empire Roofing
I used to spend weekends on spreadsheets trying to figure out if we were profitable. TradeBooks does it automatically — and I actually trust the numbers now.
Mike K.
Duluth Roofing · General Manager
Before TradeBooks, I was looking at my bank account and hoping for the best. Now I can see exactly where I stand — leads, margin, backlog — every single day.
Jeff D.
Empire Roofing · Owner
The overhead planning tool alone changed how we estimate jobs. We went from guessing 25% overhead to knowing the exact number — and our margins improved immediately.
Ryan T.
Royal Tile · Owner