Help center

Everything you need to get the most out of Trade-Worth.

Getting started

After you create your account, you land in your private workspace. We recommend three quick steps: add a few customers, load your price book (parts and labor rates), and draft your first AI quote. Most owners send their first estimate within ten minutes of signing up.

Creating quotes with AI

Open a job and describe the work in plain language — for example, "replace 50-gallon gas water heater" or "200-amp panel upgrade." Trade-Worth drafts a priced, itemized estimate using your price book. Review it, adjust anything you like, and send. Every quote shows your true margin so you never bid blind.

Automatic follow-up

New leads receive a fast reply and open quotes are chased automatically until the customer responds. You can review and pause any follow-up sequence from the workspace at any time.

Inventory & margins

Materials count down as jobs are quoted and completed, so you know when to reorder. Reporting shows your pipeline, revenue, and margin trends over time.

Billing & trials

Your 14-day free trial starts at signup — no credit card required. You can upgrade, downgrade, or cancel anytime from your workspace settings. See pricing for plan details.

Still need help?

Visit our support page or email support@trade-worth.com and a real person will get back to you.