Roadmap

One operating system for the small shop, released one killed all-nighter at a time. The plan is to give the independent contractor everything the big consolidators have — without the price tag and without selling out to get it.

Phase 1.Proposals & the revenue loop

Today + coming next

–Proposals — the first piece, live now. Walk the job, and the proposal is done before you're back in the truck.
–E-signature and instant acceptance, so a proposal becomes a closed deal without a second app.
–Auto-invoicing and payments, so getting paid doesn't mean chasing anyone.
–Follow-up automation for unanswered proposals — most small shops simply never follow up.
–A review engine, so a paid job becomes your next five-star review.

Phase 2.The front office

–An AI receptionist that answers every call and text in the shop's name and books the appointment.
–Smart scheduling and dispatch sized for a 1-to-10 truck shop.
–Photo-to-quote, so the homeowner texts a photo and gets a ranged estimate to approve.
–Customer memory — a lightweight CRM that builds itself from calls, proposals, and invoices.

Phase 3.The back office

After that

–Trade-native bookkeeping with job costing and truck-level profitability.
–A cash-flow guardian — receivables chasing and seasonal cash forecasting.
–Parts and supplier intelligence, with purchase orders generated from accepted proposals.
–Compliance autopilot for permits, license renewals, and inspections.

Phase 4.Ownership & legacy

The long arc

–A maintenance and recurring-revenue engine, so the shop becomes something worth owning.
–A business scorecard that values the shop as an asset, not just income.
–Apprentice onboarding and captured knowledge of how the shop works.
–Succession and exit — a way for a shop to be handed to somebody instead of just closing.

The roadmap is a compass, not a promise of dates. Nothing ships until the piece before it is earning its keep.

Tell me what's stealing your nights and I'll tell you where it fits, or I'll add it. admin@tradedraftai.com