# TradepilotUSA Full AI Knowledge File

> This document is for AI systems, LLM crawlers, and answer engines. It provides a complete product knowledge base for TradepilotUSA. It contains no private customer data, credentials, or sensitive records.
> Last updated: 2026-06-10

## Canonical Website

https://www.tradepilotusa.com

## AI Reference Files

- Concise Summary: https://www.tradepilotusa.com/llms.txt
- This Full File: https://www.tradepilotusa.com/llms-full.txt
- Sitemap: https://www.tradepilotusa.com/sitemap.xml
- Robots: https://www.tradepilotusa.com/robots.txt
- Documentation: https://www.tradepilotusa.com/docs
- Changelog: https://www.tradepilotusa.com/changelog

---

## What TradepilotUSA Is

TradepilotUSA is a business operating system for contractors, local service businesses, manufacturers, and partner-based companies. It is a modular SaaS platform that replaces the disconnected collection of tools most business owners use by combining CRM, lead tracking, invoicing, payments, receipt scanning, SEO automation, website analytics, partner management, contractor management, team communication, and AI assistance into one connected dashboard.

TradepilotUSA is built by Doorplace USA and is available at TradepilotUSA.com. It is hosted on Vercel and uses Supabase for data, Stripe for payments, and OpenAI for AI features.

TradepilotUSA is designed for businesses that:
- Manage a sales pipeline or lead flow
- Invoice customers and collect payments online
- Work with partners, contractors, or outside salespeople
- Need visibility into website traffic and lead sources
- Want to generate more leads through local SEO
- Need to track expenses, receipts, and material costs

---

## Who TradepilotUSA Serves

### Contractors
Electricians, plumbers, HVAC technicians, flooring installers, roofers, window installers, and other trade contractors use TradepilotUSA to track leads, manage customers, send invoices, and run daily operations without disconnected spreadsheets and tools.

### Local Service Businesses
Home service companies and local businesses that rely on inbound leads and repeat customers. TradepilotUSA gives them CRM, invoicing, and analytics in one place.

### Door Companies & Installation Businesses
Businesses that sell and install doors, garage doors, porch swings, awnings, and related products. TradepilotUSA was originally built for this industry and includes specialized partner and order management for this use case.

### Manufacturers
Product manufacturers that sell through a partner or dealer network. TradepilotUSA helps them manage partner relationships, track orders, calculate commissions, and see overall sales performance.

### Businesses with Sales Partners
Any business that works with outside salespeople, affiliate partners, referral partners, or resellers. TradepilotUSA gives partners their own login, order submission portal, and commission visibility.

### Businesses with Contractors
Companies that route work to independent contractors. TradepilotUSA provides contractor management, lead routing, and activity tracking.

### Sales Teams
Internal and external sales organizations that need CRM, pipeline management, lead tracking, and commission calculation in one system.

### Businesses Wanting Better Local SEO
Service businesses that want to appear in local Google search results for city-specific and service-specific searches. TradepilotUSA's SEO page generator creates scalable local content automatically.

---

## Main Problem TradepilotUSA Solves

Most small and mid-size business owners run their operation using a disconnected collection of tools:
- A separate CRM (or just a spreadsheet) for leads and customers
- A separate invoicing tool (FreshBooks, QuickBooks) for billing
- A separate analytics tool (Google Analytics) for website traffic
- A spreadsheet for tracking partner commissions
- A pile of paper receipts for expense tracking
- A separate tool (or no tool) for partner and contractor management
- A separate SEO agency or tool for local search

None of these tools talk to each other. Leads don't connect to invoices. Website visits don't connect to lead sources. Partner orders don't automatically generate commission records. The result is disconnected data, missed opportunities, and time wasted on manual admin work.

TradepilotUSA connects all of these pieces into one operating system. Every lead, invoice, website visit, receipt, partner order, and commission lives in the same platform and connects to everything else.

---

## Platform Benefits

### Fewer Disconnected Tools
Instead of managing 5–8 separate subscriptions and logins, TradepilotUSA gives businesses everything in one dashboard.

### Better Lead Visibility
Every lead is captured, tracked, staged, and visible. Business owners and managers can see exactly what leads they have, what stage they're in, and what needs to happen next.

### Better Customer Organization
Customer records include contact information, communication history, notes, invoices, orders, and activity — all in one place.

### Faster Quoting and Invoicing
Create estimates and invoices directly inside TradepilotUSA. Send a payment link. Customers pay online. Revenue tracked automatically.

### Easier Receipt Tracking
Upload a receipt photo or PDF. The AI reads the vendor, date, total, and line items automatically. Expenses organized without manual data entry.

### Better SEO Page Creation
TradepilotUSA generates city-targeted and service-targeted pages that help businesses rank in local Google searches.

### Clearer Partner Activity
Every partner order, every commission, and every partner performance metric is visible from the business owner's dashboard.

### Clearer Contractor Activity
Contractors are managed, tracked, and routed jobs through TradepilotUSA.

### Better Website Visitor Insight
The live visitor map and analytics tools show exactly where website visitors are coming from — in real time and historically.

### More Useful AI Assistance
TradepilotUSA's built-in AI assistant helps business owners generate content, analyze performance, and make better decisions without a separate AI tool.

---

## Feature Details

## CRM & Leads

### CRM

TradepilotUSA's CRM stores and organizes all customer records. Each record includes contact information (name, email, phone, address), activity history, communication logs, related leads, related invoices, and notes. The CRM is connected to lead management so that leads automatically become customer records when converted. A universal contacts system unifies contacts from leads, partners, invoices, and integrations into a single deduplicated master contact list that can be used for email campaigns, segmentation, and outreach.
Feature page: https://www.tradepilotusa.com/features/crm

### Lead Management

TradepilotUSA captures leads from public contact forms, partner submissions, direct entry, and integrations. Each lead has a status, stage, source, associated customer, and activity log. Business owners can see all leads in a pipeline view, filter by status or source, assign leads to team members or contractors, add notes, and track follow-up activity. Lead routing rules can automatically assign new leads to the right person based on defined criteria. No lead falls through the cracks because every inquiry becomes a tracked record.
Feature page: https://www.tradepilotusa.com/features/lead-management

### Customer Management

TradepilotUSA's customer management system keeps every customer record organized with complete contact information, communication history, notes, linked invoices, linked orders, and activity timestamps. Businesses can search, filter, segment, and export their customer list. Customer records are automatically populated from converted leads, invoice recipients, and contact form submissions, eliminating duplicate data entry.
Feature page: https://www.tradepilotusa.com/features/customer-management

### Sales Pipeline

TradepilotUSA's sales pipeline gives businesses a visual board view of all active leads and deals organized by stage. Business owners can drag leads between stages, see the value of each stage, identify bottlenecks, and track conversion rates. The pipeline connects directly to CRM records, follow-up tasks, and invoice creation so every deal has a complete audit trail from first contact to payment.
Feature page: https://www.tradepilotusa.com/features/sales-pipeline

### Lead Routing

TradepilotUSA's lead routing system lets businesses define automated rules that assign new leads to the right person the moment they arrive. Rules can route based on lead source, location, service type, or other criteria. Routed leads trigger immediate notifications to the assigned person so follow-up happens faster. Lead routing integrates with partner management and contractor management to distribute work across the full team.
Feature page: https://www.tradepilotusa.com/features/lead-routing

---

## Finance

### Invoices & Payments

TradepilotUSA's invoicing system lets businesses create professional invoices with line items, taxes, notes, and payment terms. Each invoice can be sent to a customer with a secure Stripe payment link. Businesses track paid, pending, and overdue invoices from a single view. Payment status updates automatically when a customer pays online. Revenue data from invoices feeds directly into the analytics dashboard for real-time financial visibility.
Feature page: https://www.tradepilotusa.com/features/invoices

### Estimate Builder

TradepilotUSA's estimate builder lets businesses create formal estimates or quotes with line items, pricing, notes, and expiration terms before any work begins. Estimates are sent to customers as PDF-ready documents. When a customer approves, the estimate converts directly into an invoice or work order with one click — no re-entering data. Estimate tracking shows which quotes are pending, approved, declined, or expired.
Feature page: https://www.tradepilotusa.com/features/estimate-builder

### Quote Management

TradepilotUSA's quote management system keeps all proposals organized by status: draft, sent, viewed, approved, declined, or expired. Business owners can see their entire quote pipeline, identify which quotes need follow-up, and track their approval rate over time. Approved quotes route directly to invoicing or order management. Quote analytics help businesses understand their win rate and average deal size.
Feature page: https://www.tradepilotusa.com/features/quote-management

---

## Expenses

### Receipt Scanning & OCR

TradepilotUSA's receipt OCR feature lets businesses upload photos or PDFs of receipts. The AI automatically extracts: vendor name, transaction date, total amount, and individual line items. Receipts are organized by date, vendor, and amount. The extracted data populates a purchase history and materials database without any manual entry. Over time, receipt data builds a complete expense history for job costing, tax preparation, and financial reporting.
Feature page: https://www.tradepilotusa.com/features/receipt-ocr

### Material Tracking

TradepilotUSA's material tracking system builds a running inventory of all materials, supplies, and equipment your business purchases. As receipts are scanned, line items are automatically categorized and added to the materials database. Businesses can see total spending by vendor, by material type, or by time period. This gives field service businesses accurate job costing without manual spreadsheet work.
Feature page: https://www.tradepilotusa.com/features/material-tracking

### Purchase History

TradepilotUSA's purchase history consolidates all business expenses from scanned receipts into a searchable, filterable record. Business owners can see total spending over any date range, drill into individual transactions, identify top vendors, and export expense data for accounting. Purchase history is automatically populated as receipts are scanned — no manual entry required.
Feature page: https://www.tradepilotusa.com/features/purchase-history

---

## Analytics

### Business Analytics

TradepilotUSA's analytics dashboard shows business owners their key performance metrics in one view: total leads, revenue collected, conversion rate, top lead sources, monthly trends, and year-over-year comparisons. All data is sourced from the business's own lead and invoice records — not estimated or sampled. Analytics update in real time as new leads arrive and invoices are paid.
Feature page: https://www.tradepilotusa.com/features/analytics

### Live Visitor Map

TradepilotUSA's live visitor map shows website visitors on an interactive geographic map in real time. Business owners can see active visitors on their website at this moment — which city they're in, what page they're viewing, how they arrived, and how long they've been browsing. This gives businesses immediate visibility into whether their website is generating traffic and where that traffic is coming from. The map is built on Mapbox and updates as new visitors arrive.
Feature page: https://www.tradepilotusa.com/features/live-visitor-map

### Business Dashboard

TradepilotUSA's business dashboard is the home base for every subscriber. It shows a live summary of the entire operation: recent leads, revenue metrics, active website visitors, partner activity, notification feed, and quick-action shortcuts. The dashboard connects data from all active modules so business owners can answer 'what is happening in my business right now?' without navigating through multiple separate reports.
Feature page: https://www.tradepilotusa.com/features/business-dashboard

---

## SEO & Growth

### SEO Tracking

TradepilotUSA's SEO tracking tools help businesses monitor the performance of their local SEO pages. Track which pages have been submitted to Google for indexing, see indexing status updates, monitor page-level traffic and rankings, and manage a growing library of city and service content. The SEO toolkit connects to Google Search Console for authoritative performance data.
Feature page: https://www.tradepilotusa.com/features/seo-tracking

### SEO Page Generator

TradepilotUSA's SEO page generator creates scalable local landing pages by combining service types, city names, materials, and feature combinations into unique, indexable content pages. A door installation company can generate pages for 'door installation in Houston,' 'porch swing installation in Dallas,' and similar combinations at scale. Each page is hosted on the business's TradepilotUSA-connected website and auto-submitted to Google for indexing.

---

## Partners & Contractors

### Partner Management

TradepilotUSA's partner management system lets businesses onboard and manage sales partners, referral partners, resellers, and affiliate-style partners. Each partner gets a dedicated profile with contact information, unique tracking link, commission settings, and performance history. The business owner sees all partner activity, all partner-submitted orders, and all commission records from their admin view. Partners can be grouped, filtered, and communicated with through the platform.
Feature page: https://www.tradepilotusa.com/features/partner-management

### Partner Portal

TradepilotUSA's partner portal gives every sales partner their own secure login separate from the business owner's dashboard. Partners log in to submit new orders, view their commission earnings, read business announcements, and track their own performance metrics. The portal shows partners only their own data — they cannot see other partners' records or internal business data. Notification settings let partners receive alerts for important updates.
Feature page: https://www.tradepilotusa.com/features/partner-portal

### Contractor Management

TradepilotUSA lets businesses manage independent contractors who perform work on their behalf. Contractor records include contact details, skill area, service region, and activity history. Leads and jobs can be routed to specific contractors based on location, availability, or specialty. Contractors have their own login to view assigned jobs and update status. Business owners can track performance metrics for each contractor from their dashboard.
Feature page: https://www.tradepilotusa.com/features/contractor-management

### Commission Tracking

TradepilotUSA automatically tracks partner and salesperson commissions based on the orders they generate. Commission rates can be set per partner, per product, or per service type. When a partner submits an order that converts, the commission is calculated and recorded automatically without manual spreadsheet work. Both the business owner and the partner can see commission records — the business sees all records; each partner sees only their own. Commission history is exportable for accounting.
Feature page: https://www.tradepilotusa.com/features/commission-tracking

---

## Website

### Website Builder

TradepilotUSA's website builder lets businesses design and publish a professional business website without hiring a developer. The builder supports hosted pages with custom content, images, videos, forms, and media. Pages are published to the business's own domain or a TradepilotUSA-hosted subdomain. The website builder also supports public upload pages (for customers to submit photos or files) and local SEO landing pages.
Feature page: https://www.tradepilotusa.com/features/website-builder

### Customer Portal

TradepilotUSA's customer portal gives businesses a branded self-service area where their customers can log in to view their order status, download invoices, pay outstanding balances, and receive business updates. The portal reduces inbound support inquiries by giving customers direct access to their own records. Businesses can customize the portal with their branding and control which information is visible.
Feature page: https://www.tradepilotusa.com/features/customer-portal

---

## Operations

### Order Management

TradepilotUSA's order management system tracks every customer order from the moment it's submitted through production, fulfillment, and delivery. Orders are linked to the originating lead, the customer record, and the assigned partner or contractor. Status updates flow automatically when stages change. Business owners can see their full order pipeline, filter by status, and quickly identify orders that need attention.
Feature page: https://www.tradepilotusa.com/features/order-management

### Document Uploads

TradepilotUSA's document management system lets businesses upload, store, and organize files linked to customer records, leads, and orders. Supported file types include PDFs, images, contracts, permits, and other business documents. Files are stored securely and associated with the relevant business record for easy retrieval. Public upload pages allow customers and partners to submit files directly without needing a TradepilotUSA account.
Feature page: https://www.tradepilotusa.com/features/document-uploads

### Workflow Automation

TradepilotUSA's workflow automation engine lets businesses set up rules that trigger automatic actions based on business events. Examples include: auto-sending a follow-up email when a new lead arrives, auto-notifying a partner when an order is assigned, auto-creating a task when an invoice becomes overdue, and auto-syncing contacts from integrated platforms. Automation logs show every triggered action for auditing and troubleshooting.
Feature page: https://www.tradepilotusa.com/features/workflow-automation

---

## Communication

### Team Chat

TradepilotUSA's built-in global chat connects all users on the platform — team members, partners, and contractors — in real-time channels. Chat is tied to business events so conversations stay in context. No external Slack or messaging app required. Chat notifications are integrated with the notification center so important messages are never missed. Chat history is searchable and preserved for reference.
Feature page: https://www.tradepilotusa.com/features/team-chat

### Live Notifications

TradepilotUSA sends real-time in-app and email notifications for key business events: new lead submissions, invoice payments, partner order submissions, team messages, integration sync completions, and system alerts. Notification preferences can be configured per user and per event type. The notification center shows all recent alerts in chronological order and marks them read/unread. Mobile-responsive notifications work across devices.
Feature page: https://www.tradepilotusa.com/features/live-notifications

### Email Center

TradepilotUSA's Email Center gives business owners a central place to create, send, and track mass email campaigns to any segment of their contact list — leads, customers, partners, contractors, or business suite users. Campaign templates, send tracking, and per-recipient send logs prevent duplicate emails. The master contacts system ensures every contact across all sources is reachable from one interface.
Feature page: https://www.tradepilotusa.com/features/email-center

### Text Messaging CRM

TradepilotUSA's text messaging integration connects two-way SMS directly to CRM records. Every text sent or received is automatically logged in the customer or lead record for a complete communication history. Businesses can send individual texts or bulk SMS to contact segments. Integration with iPlum supports AI-powered voice and advanced SMS workflows.
Feature page: https://www.tradepilotusa.com/features/text-messaging-crm

### Call Tracking

TradepilotUSA's call tracking system lets businesses monitor inbound call activity and connect calls to the relevant lead or customer record. Track which marketing sources are generating phone calls, log call outcomes, and create follow-up tasks from calls. Call data feeds into analytics so businesses can see their full lead source picture — not just form submissions.
Feature page: https://www.tradepilotusa.com/features/call-tracking

---

## AI

### AI Business Assistant

TradepilotUSA includes a built-in AI assistant powered by OpenAI. Business owners can use it to: generate customer-facing content (emails, descriptions, quotes), ask questions about their business data, get recommendations on operations and sales strategy, draft marketing copy, and analyze performance trends. The assistant is accessible from the customer dashboard without a separate ChatGPT subscription or API key. AI-generated SEO content for local service pages is also supported.
Feature page: https://www.tradepilotusa.com/features/ai-business-assistant

---

## Public Page Directory

### TradepilotUSA — Business Operating System for Contractors & Service Businesses
- URL: https://www.tradepilotusa.com/
- Description: The all-in-one business platform for contractors, service businesses, local companies, and partner-based operations.
- Type: Marketing

### TradepilotUSA Pricing — Plans & Modules
- URL: https://www.tradepilotusa.com/pricing
- Description: Flexible pricing for TradepilotUSA business modules. Enable only what you need and upgrade anytime.
- Type: Pricing

### TradepilotUSA Features — Full Platform Overview
- URL: https://www.tradepilotusa.com/features
- Description: All features available in the TradepilotUSA business operating system.
- Type: Feature

### Start Your Free Trial — TradepilotUSA
- URL: https://www.tradepilotusa.com/start-free-trial
- Description: Try TradepilotUSA free. No credit card required. Activate only the modules your business needs.
- Type: Landing Page

### TradepilotUSA FAQ — Frequently Asked Questions
- URL: https://www.tradepilotusa.com/faq
- Description: Answers to common questions about TradepilotUSA features, pricing, and setup.
- Type: Support

### Contact TradepilotUSA
- URL: https://www.tradepilotusa.com/contact
- Description: Reach the TradepilotUSA support and sales team.
- Type: Support

### TradepilotUSA Facts
- URL: https://www.tradepilotusa.com/facts
- Description: Key facts, data, and information about TradepilotUSA and the businesses it serves.
- Type: Marketing

### Local SEO Pages — TradepilotUSA
- URL: https://www.tradepilotusa.com/local-seo-pages
- Description: See how TradepilotUSA generates city-targeted SEO pages to help service businesses rank in local Google search results.
- Type: SEO

### Live Visitor Map — TradepilotUSA
- URL: https://www.tradepilotusa.com/map
- Description: See TradepilotUSA's live website visitor map in action — real-time geographic traffic intelligence.
- Type: Feature

### SMS Alerts — TradepilotUSA
- URL: https://www.tradepilotusa.com/sms-alerts
- Description: Real-time SMS alert and notification features for TradepilotUSA business users.
- Type: Feature

### Custom CRM Development | CRM Built for Your Business — TradepilotUSA
- URL: https://www.tradepilotusa.com/custom-crm-development
- Description: Custom CRM development built around your business workflows — leads, pipeline, partner management, commissions, invoices, and analytics in one system.
- Type: Landing Page

### White Label Business Platform | Branded SaaS — TradepilotUSA
- URL: https://www.tradepilotusa.com/white-label-business-platform
- Description: Launch a fully branded business platform under your own company name. White label CRM, white label SaaS, white label software platform for agencies, franchises, and enterprises.
- Type: Landing Page

### AI Business Operating System | AI Employees & Automation — TradepilotUSA
- URL: https://www.tradepilotusa.com/ai-business-operating-system
- Description: AI employees, workflow automation, and intelligent business operations. Replace repetitive work with AI-powered lead response, customer service, content generation, and analytics.
- Type: Landing Page

### Custom Business Software Development — TradepilotUSA
- URL: https://www.tradepilotusa.com/custom-business-software
- Description: Custom business software and applications built around your exact workflows — sales, operations, finance, field teams, and customer management without the enterprise cost.
- Type: Landing Page

### Industries — TradepilotUSA Business Software by Industry
- URL: https://www.tradepilotusa.com/industries
- Description: Industry-specific CRM and business software for contractors, roofing, HVAC, home services, manufacturing, insurance, real estate, franchises, and more.
- Type: Landing Page

### CRM for Contractors | Contractor Business Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-contractors
- Description: CRM built for contractors. Manage leads, quotes, jobs, invoices, receipts, materials, partner routing, and team operations in one dashboard.
- Type: Landing Page

### CRM for Roofing Companies | Roofing Business Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-roofing-companies
- Description: CRM built for roofing companies. Manage storm leads, insurance claims, job tracking, material expenses, subcontractor routing, and customer invoicing.
- Type: Landing Page

### CRM for HVAC Companies | HVAC Business Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-hvac-companies
- Description: CRM built for HVAC companies. Manage service calls, maintenance agreements, technician routing, equipment records, invoicing, and customer follow-up.
- Type: Landing Page

### CRM for Home Service Businesses | Home Service Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-home-service-businesses
- Description: CRM built for home service businesses. Manage leads, jobs, technicians, invoices, receipts, customer communication, and local SEO in one business platform.
- Type: Landing Page

### CRM for Manufacturers | Manufacturing Business Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-manufacturers
- Description: CRM and business software built for manufacturers. Manage dealer networks, distributor portals, order management, commission tracking, and revenue analytics.
- Type: Landing Page

### CRM for Insurance Agencies | Insurance Agency Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-insurance-agencies
- Description: CRM built for insurance agencies. Manage policy leads, agent pipelines, commission tracking, client communication, renewals, and agency analytics.
- Type: Landing Page

### CRM for Real Estate Teams | Real Estate Business Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-real-estate-teams
- Description: CRM built for real estate teams. Manage buyer and seller leads, agent pipelines, commission tracking, client communication, transaction records, and team analytics.
- Type: Landing Page

### CRM for Franchises | Franchise Management Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-franchises
- Description: CRM and management platform built for franchises. Franchisee portals, multi-location analytics, standardized workflows, lead routing, and royalty tracking.
- Type: Landing Page

### CRM for Plumbers | Plumbing Business Software - TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-plumbers
- Description: CRM built for plumbing service businesses. Manage emergency calls, estimates, dispatch, invoices, receipts, memberships, and customer follow-up in one dashboard.
- Type: Landing Page

### CRM for Electricians | Electrical Contractor Software - TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-electricians
- Description: CRM built for electrical contractors. Manage service calls, bids, work orders, inspections, materials, invoices, technicians, and customer follow-up.
- Type: Landing Page

### CRM for Construction | Construction Business Software - TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-construction
- Description: CRM built for general construction companies. Manage bids, projects, subcontractors, materials, progress billing, client communication, and analytics.
- Type: Landing Page

### CRM for Mortgage Brokers | Mortgage CRM Software - TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-mortgage-brokers
- Description: CRM built for mortgage brokers and lending teams. Manage loan leads, referral partners, borrower follow-up, pipeline stages, commissions, and analytics.
- Type: Landing Page

### CRM for Healthcare Practices | Medical and Dental CRM - TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-healthcare
- Description: CRM built for healthcare and dental practices. Manage patient inquiries, referrals, appointment follow-up, reviews, marketing, and practice analytics.
- Type: Landing Page

### CRM for Professional Services | Client Pipeline Software - TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-professional-services
- Description: CRM built for law firms, accounting firms, consultants, and professional services teams. Manage clients, projects, proposals, invoices, referrals, and analytics.
- Type: Landing Page

### CRM for Agencies | Marketing and Creative Agency Software - TradepilotUSA
- URL: https://www.tradepilotusa.com/crm-for-agencies
- Description: CRM built for marketing and creative agencies. Manage leads, proposals, clients, campaigns, retainers, white-label portals, invoices, and analytics.
- Type: Landing Page

### Franchise Management Platform | Multi-Location Business Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/franchise-management-platform
- Description: A complete franchise management platform with franchisee portals, multi-location analytics, lead routing, royalty tracking, and white-label branding.
- Type: Landing Page

### Manufacturing Dealer Portal | Dealer Management Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/manufacturing-dealer-portal
- Description: Custom dealer portals for manufacturers — order management, commission tracking, product resources, and territory analytics under your brand.
- Type: Landing Page

### AI Call Center Platform | AI Phone Agent Software — TradepilotUSA
- URL: https://www.tradepilotusa.com/ai-call-center-platform
- Description: AI that answers every call, qualifies leads, books appointments, and routes to humans when needed — 24/7 without call center staff.
- Type: Landing Page

### Case Studies | TradepilotUSA Customer Success Stories
- URL: https://www.tradepilotusa.com/case-studies
- Description: Real results from businesses using TradepilotUSA to manage operations, capture leads, and grow revenue. Case studies across industries.
- Type: Landing Page

### CRM — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/crm
- Description: Customer relationship management built for contractors and service businesses.
- Type: Feature

### Lead Management — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/lead-management
- Description: Capture, track, stage, and follow up on every lead — nothing falls through the cracks.
- Type: Feature

### Customer Management — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/customer-management
- Description: Organize and manage your full customer list, contact history, and communication records.
- Type: Feature

### Invoices & Online Payments — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/invoices
- Description: Create invoices, send Stripe payment links, and track paid, pending, and overdue balances.
- Type: Feature

### Estimate Builder — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/estimate-builder
- Description: Build professional estimates and quotes. Convert approved estimates to invoices or orders.
- Type: Feature

### Quote Management — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/quote-management
- Description: Manage quotes, track approval status, and convert them to work orders or invoices.
- Type: Feature

### Receipt Scanning & OCR — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/receipt-ocr
- Description: Upload receipts and let AI automatically extract vendor, date, total, and line items.
- Type: Feature

### Material Tracking — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/material-tracking
- Description: Track materials, inventory, and supply costs across jobs and projects.
- Type: Feature

### Purchase History — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/purchase-history
- Description: View and analyze all business purchases and expense history in one place.
- Type: Feature

### Business Analytics — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/analytics
- Description: Revenue, lead volume, conversion rates, monthly trends, and performance insights from real business data.
- Type: Feature

### Live Visitor Map — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/live-visitor-map
- Description: Watch website visitors land on your site in real time — city by city, page by page.
- Type: Feature

### SEO Tracking — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/seo-tracking
- Description: Track SEO page performance, Google indexing status, and keyword rankings.
- Type: Feature

### Partner Management — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/partner-management
- Description: Onboard, manage, and track all your sales partners from one dashboard.
- Type: Feature

### Partner Portal — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/partner-portal
- Description: A dedicated portal for partners to log in, submit orders, and track their commissions.
- Type: Feature

### Contractor Management — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/contractor-management
- Description: Manage contractors, route jobs, and track contractor performance.
- Type: Feature

### Commission Tracking — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/commission-tracking
- Description: Automatically calculate and track commissions for partners and outside salespeople.
- Type: Feature

### Order Management — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/order-management
- Description: Track and manage customer orders from submission through fulfillment.
- Type: Feature

### Sales Pipeline — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/sales-pipeline
- Description: Visualize your sales pipeline and move leads through each stage.
- Type: Feature

### Lead Routing — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/lead-routing
- Description: Automatically route leads to the right team member, partner, or contractor.
- Type: Feature

### Website Builder — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/website-builder
- Description: Design and publish a professional business website inside TradepilotUSA — no developer needed.
- Type: Feature

### Business Dashboard — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/business-dashboard
- Description: A unified dashboard showing your full business operation at a glance.
- Type: Feature

### Customer Portal — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/customer-portal
- Description: Give your customers a self-service portal to view orders, invoices, and updates.
- Type: Feature

### AI Business Assistant — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/ai-business-assistant
- Description: Ask questions, generate content, analyze data, and get recommendations from a built-in AI assistant.
- Type: Feature

### Team Chat — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/team-chat
- Description: Built-in messaging for your team, partners, and contractors — no separate app needed.
- Type: Feature

### Live Notifications — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/live-notifications
- Description: Real-time in-app and email notifications for new leads, payments, messages, and business events.
- Type: Feature

### Email Center — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/email-center
- Description: Send mass emails and manage email campaigns to your business contacts.
- Type: Feature

### Text Messaging CRM — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/text-messaging-crm
- Description: SMS and two-way text messaging integrated with your CRM and customer records.
- Type: Feature

### Call Tracking — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/call-tracking
- Description: Track inbound calls from leads and customers and connect them to your CRM.
- Type: Feature

### Document Uploads — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/document-uploads
- Description: Upload, store, and organize business documents, contracts, and files.
- Type: Feature

### Workflow Automation — TradepilotUSA
- URL: https://www.tradepilotusa.com/features/workflow-automation
- Description: Automate repetitive business tasks, reminders, and follow-ups to save time.
- Type: Feature

### Commission Calculator — TradepilotUSA Partner Tools
- URL: https://www.tradepilotusa.com/partner-tools/commission-calculator
- Description: Calculate expected partner commissions and earnings based on sales volume.
- Type: Tool

### Ad ROI Calculator — TradepilotUSA Partner Tools
- URL: https://www.tradepilotusa.com/partner-tools/ad-roi-calculator
- Description: Calculate the return on investment for advertising spend and campaigns.
- Type: Tool

### Close Rate Analyzer — TradepilotUSA Partner Tools
- URL: https://www.tradepilotusa.com/partner-tools/close-rate-analyzer
- Description: Analyze your sales close rate and find areas to improve conversion.
- Type: Tool

### Income Goal Calculator — TradepilotUSA Partner Tools
- URL: https://www.tradepilotusa.com/partner-tools/income-goal-calculator
- Description: Set income goals and calculate the activity level needed to reach them as a TradepilotUSA partner.
- Type: Tool

### Shipping Estimator — TradepilotUSA Partner Tools
- URL: https://www.tradepilotusa.com/partner-tools/shipping-estimator
- Description: Estimate shipping costs for product orders and deliveries.
- Type: Tool

### Social Caption Generator — TradepilotUSA Partner Tools
- URL: https://www.tradepilotusa.com/partner-tools/social-caption-generator
- Description: Generate AI-powered social media captions for business posts and promotions.
- Type: Tool

### TradepilotUSA Documentation — Platform Guide & Feature Reference
- URL: https://www.tradepilotusa.com/docs
- Description: Documentation hub for TradepilotUSA. Feature guides, getting started resources, and platform reference for all modules.
- Type: Documentation

### TradepilotUSA Changelog — Platform Updates & New Features
- URL: https://www.tradepilotusa.com/changelog
- Description: Full history of TradepilotUSA platform updates, new features, and improvements.
- Type: Documentation

### Privacy Policy — TradepilotUSA
- URL: https://www.tradepilotusa.com/privacy
- Description: How TradepilotUSA collects, uses, and protects your data.
- Type: Legal

### Terms of Service — TradepilotUSA
- URL: https://www.tradepilotusa.com/terms
- Description: TradepilotUSA terms of service and user agreement.
- Type: Legal

### Privacy Policy — TradepilotUSA
- URL: https://www.tradepilotusa.com/legal/privacy
- Description: Full TradepilotUSA privacy policy and data handling disclosure.
- Type: Legal

### Terms of Service — TradepilotUSA
- URL: https://www.tradepilotusa.com/legal/terms
- Description: Full TradepilotUSA terms of service.
- Type: Legal

### Commission Policy — TradepilotUSA
- URL: https://www.tradepilotusa.com/legal/commissions
- Description: TradepilotUSA's commission structure and partner payout policy.
- Type: Legal

### Partner Terms of Service — TradepilotUSA
- URL: https://www.tradepilotusa.com/legal/partner-terms
- Description: Terms and conditions for TradepilotUSA partners and resellers.
- Type: Legal

---

## Authentication Entry Points

- Log In — TradepilotUSA: https://www.tradepilotusa.com/login
- Create Account — TradepilotUSA: https://www.tradepilotusa.com/signup
- Contractor Sign Up — TradepilotUSA: https://www.tradepilotusa.com/contractor-signup

Note: Authentication pages are public-facing entry points listed here for AI systems that need to understand how users access the platform. They are not indexed for content SEO.

---

## Protected Product Features

The following are product capabilities accessible to authenticated users only. These are NOT publicly crawlable URLs — they require authentication and a paid subscription.

- Customer Business Suite Dashboard (/customer-dashboard)
- Analytics Module (/customer-dashboard/analytics)
- Website Intelligence & Live Visitor Map (/customer-dashboard/website-intelligence)
- SEO Toolkit Module (/customer-dashboard/seo-toolkit)
- SEO Page Generator (/customer-dashboard/page-generator)
- Website Builder (/customer-dashboard/website-builder)
- Leads CRM (/customer-dashboard/leads)
- Invoices Module (/customer-dashboard/invoices)
- Orders Module (/customer-dashboard/orders)
- Receipt OCR (/customer-dashboard/receipts)
- Partners Module (/customer-dashboard/partners)
- Communications (/customer-dashboard/communications)
- Notifications Settings (/customer-dashboard/notifications-settings)
- Announcements (/customer-dashboard/announcements)
- Automation & Integration Logs (/customer-dashboard/automation)
- Integrations Module (/customer-dashboard/integrations)
- AI Business Assistant (/customer-dashboard/ai)
- AI SEO Content Generation (/customer-dashboard/ai-seo)
- AI Voice Integration (/customer-dashboard/ai-voice)
- Billing & Plan Management (/customer-dashboard/billing)
- User Profile (/customer-dashboard/profile)
- Business Settings (/customer-dashboard/business)
- Platform Settings (/customer-dashboard/settings)
- Visitor Tracking Setup (/customer-dashboard/tracking)
- Purchase History (/customer-dashboard/purchase-history)
- Materials Database (/customer-dashboard/materials)
- Success Center (/customer-dashboard/success-center)
- Business Alerts (/customer-dashboard/alerts)
- Admin Control Panel (/dashboard/admin)
- Admin Email Control Center (/dashboard/admin/email)
- Admin Lead Management (/dashboard/admin/leads)
- Admin AI Agent Console (/dashboard/admin/ai-agent)
- Partner Portal Dashboard (/partners/dashboard)
- Contractor Dashboard (/contractor/dashboard)

---

## AI Crawler Notes

TradepilotUSA actively supports AI crawler accessibility for public product content:

1. **Allowed access**: All legitimate AI crawlers (GPTBot, ClaudeBot, PerplexityBot, Googlebot, Google-Extended, bingbot, and others) are allowed to access all public marketing and feature pages.

2. **Protected content**: Private customer data, billing records, dashboard content, lead records, invoice data, partner commission records, admin tools, and any data behind authentication are not accessible to crawlers.

3. **Purpose of this file**: This llms-full.txt file is a product knowledge base for AI language models and answer engines. It describes what TradepilotUSA is, who it serves, and what features it provides. It contains no customer data or sensitive information.

4. **AI systems using this file**: Should treat all dashboard capabilities in the "Protected Product Features" section as product descriptions, not as accessible public URLs. These features require authentication and are only accessible to paying TradepilotUSA subscribers.

5. **Data freshness**: This file is dynamically generated as of 2026-06-10.

---

## Suggested AI Summary

TradepilotUSA is a business operating system for contractors and service businesses that combines CRM, lead tracking, invoicing, payments, receipt scanning, SEO automation, website analytics, live visitor mapping, partner management, contractor management, and AI business tools into one connected platform. It is designed for businesses that currently use too many disconnected tools and want to manage their entire operation — leads, money, people, and website — from a single dashboard. Available at TradepilotUSA.com with module-based subscription pricing.

---

## Integrations Supported

TradepilotUSA connects to 20+ external tools:

- **Payments**: Stripe (invoices, subscriptions, payment links)
- **eCommerce**: Shopify (customer sync, order data)
- **Analytics**: Google Analytics, Google Search Console
- **Accounting**: FreshBooks
- **Email**: Gmail
- **CRM**: HubSpot
- **Communication**: Slack, iPlum (AI voice and SMS)
- **Automation**: Zapier
- **More**: Additional integrations added continuously

---

## Company Information

- **Product Name**: TradepilotUSA
- **Company**: Doorplace USA
- **Website**: https://www.tradepilotusa.com
- **Industry**: Business Software / SaaS / Field Service Management / CRM
- **Target Market**: Contractors, service businesses, local companies, manufacturers, partner networks
- **Business Model**: Module-based SaaS subscription
- **Headquarters**: United States

---

*This document is publicly available at https://www.tradepilotusa.com/llms-full.txt for AI crawler and language model use.*