Export and auto-map
Upload the customer CSV from your current platform. Tradellen detects common columns and previews every row before import.
Google Calendar
QuickBooks
Stripe
ResendOwner workspace
Good morning
Getting your day ready…
Operating brief
Preparing your workspaceLoading business details
Coverage
Checking AriaLoading voice-line status
Field capacity
Checking scheduleLoading team availability
Exceptions
Reviewing attention itemsChecking customer follow-up
Today
Aria is answering on your business line · 0 calls today
Crews in the field
Only technicians who consent to location sharing appear on this map.
Today at a glance
Calls handled
0
Today
Jobs scheduled
0
Today
Revenue booked today
$0
From booked jobs
Invoices outstanding
$0
Awaiting payment
Service lifecycle
Today’s operation from first contact through follow-up
01IntakeWaiting for activity
02PlanSchedule and qualification
03DispatchCrew assignments
04DeliverField execution
05CollectRevenue progress
06RetainCustomer history linked
Calls handled
0
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Bookings created
0
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Conversion rate
0%
Calls booked / total
Est. revenue
$0
at avg ticket
Activity · last 7 days
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Recent calls
| Time | Caller | Issue | Duration | Status | Address |
|---|
Upcoming
Active numbers
Numbers provisioned for your account. Each routes to Aria 24/7.
Add a number
Provision a local number for any of your service areas.
Service areas
How Aria answers your phone
LiveAnswer these in plain English and we'll write Aria's script for you. Changes go live within 15 minutes of saving.
Just list it the way you'd say it to a customer.
Set in Business profile so your schedule, booking windows and after-hours routing all agree.
This is the phone that rings when someone has a gas smell, a flood, no heat in freezing weather, etc. With no number set, Aria takes an urgent message instead of transferring.
Advanced · edit Aria's exact words yourself ▾
This is the full script Aria follows. "Update Aria" above rewrites it · only edit here if you want to hand-write the wording.
Refine with AI
Chat to adjust Aria's personality, add rules, or change the flow.
Aria is thinking...
Today
Showing all technicians
Needs a tech
Scheduled
En route
On site
Completed
Invoiced
| Customer | Address | Phone | Last service | Jobs | Total revenue | Tags |
|---|
Flat-rate pricebook
Present Good / Better / Best options on every job. Avg ticket up 38%.
Business reports
Booked value by week
Last 8 weeks · value of booked calls, not collected revenue
Getting started
New here? Reopen the setup guide or bring your data over from another app.
Language
Choose the interface language for your dashboard. Business data you enter is never translated.
Setup & integrations
Connect the tools your account needs. Each row shows whether it's on and what won't work until it is.
Sample data
Your account starts empty. Load example records to explore the features, then remove them anytime.
Business profile
Used on invoices, scheduling, email, customer messages and receptionist scripts.
Your technicians
Everyone who works jobs in the field. Each one gets a personal link to their technician workspace · you can see who opened it and who is set up.
Google Calendar
Sync schedules, service visits and technician assignments with Google Calendar.
Default tax rate
Applied to new estimates and invoices. Until you set one, they use 0%. You can still override the rate on any individual estimate or invoice.
After-hours mode
Use a shorter after-hours call script and offer next-available slots.
Active now
Shorter script, next-day availabilityEmail delivery
Send estimates, invoices, confirmations and review requests from your business email. Platform email can send basic messages, but connect Gmail or verify a sending domain for reliable customer delivery.
Checking email connection…
We use Google's secure sign-in to send only the emails you trigger from here · we can't read your inbox. Already connected Google Calendar? You're set.
Send appointment confirmations
Email the customer when a job is bookedSend review requests
Email a review link when a job is completedSMS / texting
Shared inbox, reminders, on-my-way texts and invoice links. Delivery stays off until your business texting line is connected and verified.
Checking texting status…
Field operations
Control what technicians can do from their phone. These permissions are enforced for the account, not just hidden in the dashboard.
Allow technicians to record offline payments
Cash, check or bank transfer collected in the field. Off by default · techs can still send the customer a secure pay link.Field card-present collection (foundation)
Prepares card-present (Stripe Terminal) for the field. Tap-to-pay needs a supported reader or the native app · it is not available in the mobile browser, where the secure payment link stays the way to take a card.Used to estimate labor cost on jobs that don't have a rate from a timesheet. Labeled "est" until you enter real hours/rate on the job.
Payment collection (Stripe)
Connect your own Stripe account so customer invoice and service-plan payments go directly to your business. Until onboarding is complete, online collection is clearly marked as not live or test-only.
In-person card readers and tap-to-pay are not available in this web app; collect in person with a secure invoice pay link or record an offline payment on the invoice.
In-person card readers and tap-to-pay are not available in this web app; collect in person with a secure invoice pay link or record an offline payment on the invoice.
Checking payment account…
Advanced support diagnosticsHealth checks, integration status and data export for support conversations
System health
Connection status for your integrations and any recent delivery failures.
Run diagnostics to see your system status.
Account controls
Deactivating blocks all sign-ins (yours and your office logins) until support reactivates: nothing is deleted. Requesting deletion schedules a permanent removal in 30 days; you can keep working and cancel any time before then. Invoices, payments and the audit trail are kept for the legally required period even after deletion.
Connection setup detailsOnly needed when support asks you to connect a provider manually
SMS / Texting (Twilio)
Send reminders, on-my-way texts and invoices from your own Twilio number. Each account connects its own Twilio · we never text from a shared platform number.
Checking texting connection…
Set up texting in 5 steps
- Create a free account at twilio.com.
- Buy a local phone number (about $1/month) · Console → Phone Numbers → Buy a number (SMS-capable).
- From the Console dashboard, copy the account ID and security token Twilio gives you.
- Paste them (and your Twilio number) into the fields below, then click Save & connect.
- Enter your mobile and Send test SMS to confirm delivery.
How to get connected: 1) Sign up free at twilio.com. 2) Buy an SMS-capable number (Console → Phone Numbers → Buy a number). 3) Copy the account ID and security token from Twilio and paste your Twilio number above, then Save & connect and send a test.
US carriers require Twilio A2P 10DLC registration before texts deliver. Your security token is stored securely. This is separate from your receptionist phone number.
Payments provider status
Shows whether secure checkout, invoice pay links and online-booking deposits are ready for live use.
Checking Stripe connection…
Advanced setup notes
Support can connect the Stripe server key for live checkout. Until that is complete, deposits are skipped and the booking flow still works normally.
Photo & file storage
Where job photos and customer signatures are stored.
Checking storage…
Advanced setup notes
Default: photos and signatures are stored securely in Tradellen. As your volume grows, support can move file storage to a dedicated high-capacity plan, no action needed from you.
Subscription
Growth plan · active
Tradellen Assistant
Operations Copilot · ask about anything in your dashboard
Team · 0 members
Activity feedLatest pings & status changes
Accounting & A/R
Track open balances, overdue invoices, deposits, statements and accounting export without pretending a sync exists.
Not connected
$0
Outstanding balance
$0
Overdue
0
Due this week
0
Failed statement emails
Open balances
A/R by customer or fleet account, oldest invoices first.
Aging
Deposits
QuickBooks sync settings
These controls are available after QuickBooks is connected. Until then, use export for your accountant.
Auto-sync
Push new jobs, invoices and payments to QuickBooks automaticallyCreate invoices from completed work
Completed jobs and repair orders can become accounting invoicesAccounting history
Exports, statement batches and real sync events appear here.