Frequently asked questions

Everything you need
to know.

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Getting Started

TradesArrow is contractor CRM and operations software. It brings customer records, quotes, jobs and phases, scheduling, purchasing, photos, work orders, invoices, and team workflows into one shared workspace. AgentArrow adds AI assistance to supported tasks.

TradesArrow is built for independent contractors and trade or field-service businesses that manage customers, estimates, jobs, schedules, materials, and invoices. Public plans currently include 1, 3, or 6 user seats.

Manage customer records, quotes, jobs and dated phases, a shared project calendar, purchasing lists, jobsite photos, work orders, timecards, subcontractor onboarding, and invoices. Feature guides explain how each workflow works.

No. The 1-month free trial requires no credit card. Just create an account, invite your team, and start working.

You can import customer records from a CSV, or add customers, jobs, and quotes in the app. Contact us to discuss other data-import needs.

Plans & Billing

Starter is $37 per month for 2 seats, Pro is $69 per month for 5 seats, and Enterprise is $149 per month for 10 seats. Each plan includes a 1-month free trial with no credit card required. Prices are in USD. Annual pricing saves 10% compared with twelve monthly payments.

Yes. You can upgrade or downgrade at any time. Plan changes take effect at the start of your next billing cycle.

Plans are listed in US dollars with monthly or annual pricing. Annual pricing saves 10% compared with twelve monthly payments on every plan. Selecting annual saves your billing preference; payment is not collected yet. Arrow points still reset monthly.

After cancellation, your account stays read-only for 30 days so you can export your data.

Team & Access

Team members use their own logins in the same company workspace. Customer, job, quote, and schedule records are shared with the team.

Invite teammates from the Team page in the app. Each person gets their own login to the company workspace.

Team members work in the shared company workspace. Company owners can manage team membership.

Features & AgentArrow

Upload a room or jobsite photo and describe your renovation. Zoom into details, compare before-and-after images or two saved designs, name and favorite alternatives, brush an area to change, and add inspiration or material references. Visualize multiple photos, share branded presentations through expiring, revocable links, download comparisons, or start a quote from your chosen design. AI concepts may differ from requested materials or areas; they do not establish measurements or pricing. Confirm scope and measurements before quoting.

Record or upload a project conversation. AgentArrow transcribes the audio and can create a summary with decisions, change requests, and action items.

AgentArrow is TradesArrow's AI assistant. It can find information in a company workspace, prepare content, and prefill supported forms. Some tools also help draft quotes, process receipt details, visualize a planned renovation, and summarize meetings. Users review and confirm impactful actions before they are completed.

Yes. Take a photo of a supplier receipt and AgentArrow extracts its products, quantities, and prices into the job's purchasing records.

Yes. Share a read-only schedule link so clients can view active job phases and progress in their browser without signing in.

Yes. TradesArrow works in a mobile browser on phones and tablets; no app installation is required.

Data & Security

Company records are scoped to your company's workspace. Other TradesArrow companies cannot access your customers, jobs, quotes, or team records.

Yes. You can export customers, jobs, quotes, and purchasing lists at any time from the app. We believe your data belongs to you.

The Privacy Policy and Data Processing Agreement describe how TradesArrow handles company information.

Explore TradesArrow product guides

Read how each tool works, from customer and job management to AgentArrow features.

Still have questions?

Our team is available by phone and email. We typically reply within a few hours.

Or — no credit card required.