Customer records
Store names, phone numbers, emails, addresses, and service notes.
Client management
Keep customer details, service addresses, job notes, estimates, invoices, and payment history connected in one field service workspace.
Direct answer
Store names, phone numbers, emails, addresses, and service notes.
Keep job addresses and customer context connected to field work.
Keep jobs, estimates, invoices, and payment status near the customer.
Workflow
SoloTradeKit keeps customer, job, estimate, invoice, and payment work in one sequence so field admin does not become a second job.
Save contact details, address, and notes from the first request.
Connect jobs, estimates, invoices, and documents to the record.
Use the customer history when sending invoices or reminders.
Simple field service pricing
Start with the core solo operator workflow: customers, jobs, estimates, invoices, payment links, reminders, and client-facing document access.
One plan for solo tradespeople.
Month-to-month subscription.
Payment links are powered by Stripe.
FAQ
Yes. SoloTradeKit includes customer records, service addresses, job notes, estimates, invoices, and client-facing document access.
Yes. SoloTradeKit includes client portal pages for estimates, invoices, PDFs, and payment information.
SoloTradeKit is not an enterprise CRM. It focuses on the client details solo contractors need to run field service work.