# TradepilotUSA > TradepilotUSA is a business operating system for contractors, local service businesses, manufacturers, installers, sales teams, and partner-based companies. It replaces disconnected tools with one connected platform for leads, invoices, payments, receipts, analytics, SEO automation, partner management, contractor management, and AI business tools. ## Website https://www.tradepilotusa.com ## AI Knowledge Files - Full Knowledge Base: 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 ## Best For - Contractors (HVAC, flooring, roofing, windows, doors, electrical, plumbing) - Home service businesses and local trade companies - Door companies, garage door, and porch swing businesses - Installation businesses of any kind - Manufacturers with a dealer or partner network - Sales teams and businesses with outside salespeople - Partner programs and affiliate-style businesses - Businesses that need CRM, invoicing, SEO, analytics, and operations in one system ## CRM & Leads ### CRM Manage customer records, contact details, activity history, and communication logs in one place. ### Lead Management Capture leads from forms, partner submissions, and integrations. Track status, stage, source, and follow-up activity. ### Customer Management Manage your full customer list with contact history, activity logs, and linked invoices and orders. ### Sales Pipeline See all active leads and deals in a pipeline view. Move prospects through each stage toward a closed sale. ### Lead Routing Define rules to automatically assign incoming leads to team members, partners, or contractors based on criteria. ## Finance ### Invoices & Payments Create invoices, send Stripe payment links, and track paid, pending, and overdue balances in one view. ### Estimate Builder Build and send estimates or quotes before the job. Convert approved estimates directly to invoices. ### Quote Management Manage quote status, track approval and decline rates, and convert approved quotes into orders or invoices. ## Expenses ### Receipt Scanning & OCR AI reads the vendor, date, total, and line items from any receipt photo or PDF. Zero manual data entry. ### Material Tracking Build a materials database automatically from scanned receipts. See exactly what you spent per vendor. ### Purchase History All business purchases organized and searchable — built automatically from receipt scanning. ## Analytics ### Business Analytics Revenue, lead volume, conversion rates, monthly trends, and performance insights from your actual business data. ### Live Visitor Map An interactive geographic map shows who is on your site right now — city, page, and activity — live. ### Business Dashboard A central command center showing leads, revenue, visitors, partner activity, and key metrics — live. ## SEO & Growth ### SEO Tracking Monitor which SEO pages are indexed by Google, track keyword performance, and manage your local search content. ### SEO Page Generator Create city-targeted and service-targeted landing pages at scale. Rank in local Google searches without writing every page manually. ## Partners & Contractors ### Partner Management Onboard, manage, and track sales partners. See every order, every commission, and every partner's performance. ### Partner Portal A dedicated portal for partners to log in, submit orders, see their commissions, and read business announcements. ### Contractor Management Manage independent contractors, route leads and jobs to the right contractor, and track activity over time. ### Commission Tracking Automatically calculate and record commissions for partners and salespeople based on the orders they generate. ## Website ### Website Builder Design and publish hosted pages, landing pages, and upload pages directly inside TradepilotUSA. ### Customer Portal A hosted customer-facing portal where buyers can view orders, invoices, and business updates. ## Operations ### Order Management Manage customer orders end-to-end — submission, production status, fulfillment, and delivery confirmation. ### Document Uploads Secure file storage for contracts, photos, permits, and business documents linked to customer records. ### Workflow Automation Set up automation rules for follow-ups, reminders, notifications, and routine operational tasks. ## Communication ### Team Chat Real-time global chat connecting your team members, partners, and contractors — no separate app needed. ### Live Notifications In-app and email notifications for new leads, invoice payments, partner activity, messages, and system events. ### Email Center Mass email campaigns and individual outreach to all contacts — leads, customers, partners, and contractors. ### Text Messaging CRM Send and receive text messages with customers and leads — all logged in the CRM record automatically. ### Call Tracking Know which leads called, track call outcomes, and link phone activity to CRM records. ## AI ### AI Business Assistant Ask questions, generate content, analyze business data, and get operational recommendations from inside TradepilotUSA. ## Important Public Pages - TradepilotUSA: https://www.tradepilotusa.com/ - TradepilotUSA Pricing: https://www.tradepilotusa.com/pricing - Start Your Free Trial: https://www.tradepilotusa.com/start-free-trial - TradepilotUSA FAQ: https://www.tradepilotusa.com/faq - Contact TradepilotUSA: https://www.tradepilotusa.com/contact - TradepilotUSA Facts: https://www.tradepilotusa.com/facts - Local SEO Pages: https://www.tradepilotusa.com/local-seo-pages - Custom CRM Development | CRM Built for Your Business: https://www.tradepilotusa.com/custom-crm-development - White Label Business Platform | Branded SaaS: https://www.tradepilotusa.com/white-label-business-platform - AI Business Operating System | AI Employees & Automation: https://www.tradepilotusa.com/ai-business-operating-system - Custom Business Software Development: https://www.tradepilotusa.com/custom-business-software - Industries: https://www.tradepilotusa.com/industries - CRM for Contractors | Contractor Business Software: https://www.tradepilotusa.com/crm-for-contractors - CRM for Roofing Companies | Roofing Business Software: https://www.tradepilotusa.com/crm-for-roofing-companies - CRM for HVAC Companies | HVAC Business Software: https://www.tradepilotusa.com/crm-for-hvac-companies - CRM for Home Service Businesses | Home Service Software: https://www.tradepilotusa.com/crm-for-home-service-businesses - CRM for Manufacturers | Manufacturing Business Software: https://www.tradepilotusa.com/crm-for-manufacturers - CRM for Insurance Agencies | Insurance Agency Software: https://www.tradepilotusa.com/crm-for-insurance-agencies - CRM for Real Estate Teams | Real Estate Business Software: https://www.tradepilotusa.com/crm-for-real-estate-teams - CRM for Franchises | Franchise Management Software: https://www.tradepilotusa.com/crm-for-franchises - CRM for Plumbers | Plumbing Business Software - TradepilotUSA: https://www.tradepilotusa.com/crm-for-plumbers - CRM for Electricians | Electrical Contractor Software - TradepilotUSA: https://www.tradepilotusa.com/crm-for-electricians - CRM for Construction | Construction Business Software - TradepilotUSA: https://www.tradepilotusa.com/crm-for-construction - CRM for Mortgage Brokers | Mortgage CRM Software - TradepilotUSA: https://www.tradepilotusa.com/crm-for-mortgage-brokers - CRM for Healthcare Practices | Medical and Dental CRM - TradepilotUSA: https://www.tradepilotusa.com/crm-for-healthcare - CRM for Professional Services | Client Pipeline Software - TradepilotUSA: https://www.tradepilotusa.com/crm-for-professional-services - CRM for Agencies | Marketing and Creative Agency Software - TradepilotUSA: https://www.tradepilotusa.com/crm-for-agencies - Franchise Management Platform | Multi-Location Business Software: https://www.tradepilotusa.com/franchise-management-platform - Manufacturing Dealer Portal | Dealer Management Software: https://www.tradepilotusa.com/manufacturing-dealer-portal - AI Call Center Platform | AI Phone Agent Software: https://www.tradepilotusa.com/ai-call-center-platform - Case Studies | TradepilotUSA Customer Success Stories: https://www.tradepilotusa.com/case-studies - TradepilotUSA Documentation: https://www.tradepilotusa.com/docs - TradepilotUSA Changelog: https://www.tradepilotusa.com/changelog - Features Hub: https://www.tradepilotusa.com/features - Login: https://www.tradepilotusa.com/login - Sign Up: https://www.tradepilotusa.com/signup - Contractor Sign Up: https://www.tradepilotusa.com/contractor-signup ## Feature Pages - CRM: https://www.tradepilotusa.com/features/crm - Lead Management: https://www.tradepilotusa.com/features/lead-management - Customer Management: https://www.tradepilotusa.com/features/customer-management - Invoices & Online Payments: https://www.tradepilotusa.com/features/invoices - Estimate Builder: https://www.tradepilotusa.com/features/estimate-builder - Quote Management: https://www.tradepilotusa.com/features/quote-management - Receipt Scanning & OCR: https://www.tradepilotusa.com/features/receipt-ocr - Material Tracking: https://www.tradepilotusa.com/features/material-tracking - Purchase History: https://www.tradepilotusa.com/features/purchase-history - Business Analytics: https://www.tradepilotusa.com/features/analytics - Live Visitor Map: https://www.tradepilotusa.com/features/live-visitor-map - SEO Tracking: https://www.tradepilotusa.com/features/seo-tracking - Partner Management: https://www.tradepilotusa.com/features/partner-management - Partner Portal: https://www.tradepilotusa.com/features/partner-portal - Contractor Management: https://www.tradepilotusa.com/features/contractor-management - Commission Tracking: https://www.tradepilotusa.com/features/commission-tracking - Order Management: https://www.tradepilotusa.com/features/order-management - Sales Pipeline: https://www.tradepilotusa.com/features/sales-pipeline - Lead Routing: https://www.tradepilotusa.com/features/lead-routing - Website Builder: https://www.tradepilotusa.com/features/website-builder - Business Dashboard: https://www.tradepilotusa.com/features/business-dashboard - Customer Portal: https://www.tradepilotusa.com/features/customer-portal - AI Business Assistant: https://www.tradepilotusa.com/features/ai-business-assistant - Team Chat: https://www.tradepilotusa.com/features/team-chat - Live Notifications: https://www.tradepilotusa.com/features/live-notifications - Email Center: https://www.tradepilotusa.com/features/email-center - Text Messaging CRM: https://www.tradepilotusa.com/features/text-messaging-crm - Call Tracking: https://www.tradepilotusa.com/features/call-tracking - Document Uploads: https://www.tradepilotusa.com/features/document-uploads - Workflow Automation: https://www.tradepilotusa.com/features/workflow-automation ## Partner Tools - Commission Calculator: https://www.tradepilotusa.com/partner-tools/commission-calculator - Ad ROI Calculator: https://www.tradepilotusa.com/partner-tools/ad-roi-calculator - Close Rate Analyzer: https://www.tradepilotusa.com/partner-tools/close-rate-analyzer - Income Goal Calculator: https://www.tradepilotusa.com/partner-tools/income-goal-calculator - Shipping Estimator: https://www.tradepilotusa.com/partner-tools/shipping-estimator - Social Caption Generator: https://www.tradepilotusa.com/partner-tools/social-caption-generator ## Legal - Privacy Policy: https://www.tradepilotusa.com/privacy - Terms of Service: https://www.tradepilotusa.com/terms - Commission Policy: https://www.tradepilotusa.com/legal/commissions - Partner Terms of Service: https://www.tradepilotusa.com/legal/partner-terms ## AI Crawler Notes TradepilotUSA allows all legitimate AI crawlers to read public marketing, feature, and product pages. Private customer dashboards, billing data, admin tools, and partner data are protected by authentication and are not publicly accessible. This file is for public product understanding only.