For trade businesses that are sick of losing work to admin

Tradiate is a SaaS product for trade businesses that want a better process between HubSpot and their field service management (FSM) software such as ServiceM8, Fergus, AroFlo, simPRO, or similar tools. It helps reduce manual admin between quoting, follow-up, and job creation, so more quoted work turns into booked jobs and more revenue is captured from the pipeline already in the business.

Tradiate is designed for trade businesses that want a better process between sales and operations. It is a strong fit for businesses that quote regularly, want to improve follow-up, want less manual double-handling, and want won work to move into delivery faster.

Tradiate helps solve the gap between quote, follow-up, and job creation. Many trade businesses lose revenue because follow-up is inconsistent, won work gets slowed down by admin, and repeat opportunities like annual servicing, upsell, and cross-sell are hard to see. Tradiate helps make those opportunities more visible and easier to act on.

Tradiate helps trade businesses capture more work by reducing manual friction in the process between quote and job. That includes improving follow-up, reducing reliance on memory and manual reminders, helping won work move faster, and making hidden opportunities like annual servicing and repeat work easier to spot.

Tradiate eliminates the need for manual data entry by syncing HubSpot deals directly to your FSM tool. This ensures a clean sales to ops handoff, where job details are populated automatically without re-keying information.

Tradiate is a SaaS product. Grow and Pro also include a one-time setup fee so the product is configured properly for each customer’s workflow. The goal is to give trade businesses a repeatable product with the right onboarding, rather than treat every customer as a custom project from scratch.

No. Tradiate is designed for businesses that already use HubSpot and a field service management (FSM) platform. It improves the way those systems work together so businesses can reduce admin, improve quote follow-up, and move won work into delivery faster.

Yes. Tradiate is built for businesses using HubSpot alongside field service management (FSM) software such as ServiceM8, simPRO, or similar tools.

Tradiate is designed around business outcomes, not just data sync. It helps trade businesses improve follow-up, reduce admin, automate the move from deal to job, and uncover revenue opportunities that are often missed in manual processes.

Tradiate has three plans:

• Lite — $59/month: Lite focuses on customer sync.

• Grow — $179/month: Grow focuses on quote-to-job and deal-to-job workflow automation.

• Pro — $349/month: Pro adds deeper service visibility, asset context, and more advanced operational insight.

Lite includes contact sync, company sync, two-way updates, default field mapping, duplicate handling, and basic sync logs. Lite is best for businesses that want cleaner customer records across HubSpot and their field service management (FSM) software.

Grow includes everything in Lite, plus jobs in HubSpot as deals, deal-to-job creation, job updates in HubSpot, and basic quote and line item handoff. Grow is best for businesses that want to reduce admin, improve follow-up, and move won work into delivery faster.

Pro includes everything in Grow, plus asset records, service history visibility, warranty and next service tracking, payment and compliance visibility, and more advanced automation and reporting. Pro is best for businesses that want deeper visibility into service history, repeat revenue opportunities, and operational context.

Lite is for customer record alignment. Grow is for quote-to-job and deal-to-job process improvement. Pro is for businesses that want deeper service and operational visibility, including the ability to uncover more of the revenue opportunities already in the business.

Grow will likely be the best fit for many trade businesses because it tackles the biggest operational bottleneck: moving won work into action faster while reducing admin and improving follow-up.

Yes. Grow and Pro include a one-time setup fee. Lite does not require the same mandatory setup.

Grow and Pro include a one-time setup fee because they usually require workflow configuration, field mapping, job creation setup, and rollout work to match the business process properly. This helps customers get live with the right configuration from day one.

Grow setup starts from $750. Pro setup starts from $1,500. Final pricing depends on the complexity of the rollout.

Setup can include things like stage mapping, workflow setup, field mapping, record configuration, quote-to-job logic, deal-to-job automation, and historical data considerations depending on the plan and scope.

Lite can be lighter-touch. For Grow and Pro, setup is part of the rollout and is charged as a one-time fee.

Yes. One of the reasons Grow and Pro include setup is to help businesses get live with the right configuration and avoid wasted time, missed steps, or a poor rollout.

Yes. Businesses can start on Lite or Grow and move up later as their needs change. For example, a business might start with Grow for quote-to-job automation and later move to Pro when they want deeper service visibility and more advanced operational insight.

Yes. Grow is a natural starting point for many businesses, and Pro is designed for the next stage when a business wants more visibility into service history, assets, recurring opportunities, and operational context.

Tradiate helps trade businesses stay on quotes more consistently, reduce reliance on memory and manual reminders, and improve the path from quoted work to booked jobs.

Yes. One of the core goals of Tradiate is to help reduce the number of opportunities that go cold because follow-up is delayed, inconsistent, or handled manually.

Yes. Tradiate is designed to help make opportunities like annual servicing, repeat work, upsell, and cross-sell more visible and easier to act on, rather than leaving them hidden in a manual process.

Yes. Tradiate can help businesses see more of the revenue already in their customer base by making hidden opportunities easier to identify and act on.

Yes. A major value of Tradiate is reducing manual friction between quoting, follow-up, and job creation. That means less re-keying, less chasing, fewer manual steps, and less admin drag.

Yes. By reducing manual admin and improving the flow from quote to job, Tradiate can help teams handle more work without needing to add as much overhead.

Yes. By reducing admin overhead, making better use of the pipeline, and helping teams capture more of the work already there, Tradiate can support better margin as the business grows.

Yes. That is one of the key use cases for Grow. Tradiate helps reduce the manual steps between accepted quote and active job so work gets moving faster.

Yes. Grow and Pro support deal-to-job creation as part of the workflow from HubSpot into your field service management platform.

Yes. Grow and Pro support jobs in HubSpot as deals.

Yes. Grow and Pro support job updates back into HubSpot.

Yes. Grow and Pro include basic quote and line item handoff.

Tradiate can support businesses that quote in HubSpot. Grow and Pro are the most relevant plans for that use case.

Tradiate can also support businesses that quote in their field service management platform, whether that is ServiceM8, simPRO, or another similar tool. The right setup depends on how the business wants the quote-to-job and job-to-delivery process to work.

If a business wants to use quoting inside HubSpot, they may also need the relevant HubSpot products and seats, including Commerce Hub depending on their setup and requirements.

Yes. Some businesses quote in HubSpot, some quote in their field service management software, and some use a mix. Tradiate can support different quoting workflows depending on the plan and setup.

Yes. Pro includes deeper asset and service visibility.

Yes. Pro includes service history visibility so businesses can see more of the context behind each customer.

Yes. Pro includes warranty and next service tracking.

Yes. Pro includes payment visibility.

Yes. Pro includes payment and compliance visibility.

Yes. Pro is especially relevant for businesses that want more visibility into annual servicing, recurring work, and hidden revenue opportunities in the customer base.

Yes. One of the core ideas behind Tradiate is helping businesses uncover revenue their current process is missing, including quoted work, annual servicing, upsell, cross-sell, and repeat job opportunities.

Yes. The page includes an ROI calculator designed to estimate potential uplift based on jobs per month, average job value, and the plan being considered.

No. The ROI calculator is an illustrative model designed to help businesses think about the commercial upside. Actual results will vary depending on current follow-up, workflow, team process, and conversion rates.

The ROI calculator is best used as a scenario tool. It shows what a better process could be worth if more quoted work turns into booked jobs and more hidden opportunities are captured.

No. Tradiate does not guarantee a specific uplift. The expected impact depends on the current process, the team, the quality of follow-up, and how much revenue is currently being missed through admin friction or poor visibility.

Tradiate is priced as a commercial product designed to help trade businesses capture more work, reduce admin, and improve the path from quote to job. The value should be considered in terms of revenue captured, admin time reduced, and opportunities no longer missed.

Pro is designed for businesses that want deeper service visibility, asset context, and more advanced operational value. It goes beyond cleaner data and basic process improvement and is meant to help uncover and capture more of the revenue already in the business.

Yes. A separate all-features page can provide a full breakdown of capabilities for visitors who want to compare every feature in detail.

Yes. Additional add-ons can be available for things like advanced automation, quoting workflows, extra data points, historical imports, and other tailored requirements.

Yes. More tailored rollouts can be supported where needed, particularly for Grow and Pro customers.

Yes. Historical imports can be supported as part of setup or a more tailored rollout.

Yes. Custom field mapping can be supported where required.

Yes. Grow and Pro are designed to be configured to match the business workflow, which is one of the reasons setup is part of the rollout.

Tradiate is best for trade businesses that already use a field service management platform and feel the pain of manual follow-up, admin-heavy job creation, missed opportunities, and poor visibility between quote and job.

Tradiate is most valuable when a business has enough quote volume, enough admin friction, or enough missed repeat opportunity that a better process can create a meaningful commercial impact.

A demo is the best next step if you want to see how Tradiate could fit your process, compare the plans, or understand what rollout would look like for your business.

A demo is a walkthrough of the product and how it could fit the business process. It is also a chance to discuss the right plan, setup requirements, and likely rollout approach.

The best way to get started is to book a demo. From there, the team can recommend the right plan, explain any setup requirements, and outline the next steps for rollout.