Now Available — Early Access

Run Your
Whole Business
From One Screen

From Marketing to Paid — One Platform.

TradePath is the complete field operations platform built for exterior remodeling contractors. CRM, estimates, contracts, project management, payments, and team communication — all in one system that works the way you do.

Book a Free Demo See How It Works
6+
Portals in one system
0$
Setup fee
30s
To send a proposal
TradePath — Drake CRM
Pipeline
Live
$247k
Pipeline
14
Active Jobs
$84k
This Month
JH
James Henderson
4821 Oak Ridge Dr, Katy TX
Completed
$18,400
SR
Sandra Rodriguez
2203 Pine Valley, Sugar Land
In Progress
$24,200
MK
Mike Kowalski
7714 Westbrook, Spring TX
Estimate
$31,500
TC
Tanya Chen
1105 Cypress Creek, Humble
Ordered
$19,800
If you have leads, we run your operation.
TradePath works for any exterior trade — roofing, windows, siding, gutters, fencing, doors, and beyond.
The Problem

Running a Trade Business
Shouldn't Require
10 Different Tools

Most exterior contractors are running their business across spreadsheets, group texts, paper contracts, and four different apps — and still dropping jobs, missing follow-ups, and leaving money on the table.

TradePath replaces all of it. One platform, one login, every person on your team connected in real time.

Estimates on paper get lost Rep writes a number on a napkin and it never makes it into the system. No follow-up fires. Job dies.
Communication lives in 6 different texts Rep texts PM, PM texts crew, crew texts back. Nobody knows what was actually promised.
You have no idea where the money went Revenue looks good until you see the job costs. No system = no visibility = no margin control.
Good reps quit because there's no structure No commission transparency, no leaderboard, no territory clarity. The best reps leave for companies that have their act together.
The Platform

Everything You Need.
Nothing You Don't.

TradePath is purpose-built for exterior remodeling — not adapted from generic CRM software. Every feature was designed around how contractors with leads actually close, install, and get paid.

Full CRM Pipeline
9-stage pipeline from first lead to final payment. Every lead tracked, every stage logged, zero jobs falling through the cracks.
Drake CRM
Field Estimator
Rep builds a full estimate at the appointment — roofing, windows, gutters, fencing. Photos attach. Proposal emails in 30 seconds.
Wingman App
Digital Contracts
Full contracts with dual signatures, financing terms, and payment schedules. Finalize on-site. No paper, no scanning, no delays.
Drake CRM
Collect Deposits
Stripe-powered card and Apple Pay collection built in. Rep collects a deposit at signing without leaving the system.
Stripe Integration
Commission Tracking
Self-gen, company lead, and canvassing commission calculated automatically. Reps see exactly what they've earned in real time.
Wingman + Drake
Live Leaderboard
Revenue, closes, close rate, and commission ranked in real time. Month, quarter, year, all-time. Nothing drives a sales team like knowing where they stand.
Drake + Wingman
Customer Communication
Pre-written, personalized SMS and email for every job stage. PM taps once — message fires. Customer always knows what's happening.
PM Portal
Financial Dashboard
Revenue vs expenses chart, AR aging buckets, payroll tracking, job profitability report. Know your margins before the job is done.
Finance Module
Google Places Built In
Every address field across the platform autocompletes via Google Maps. No typos, no missing zip codes, clean data every time.
All Portals
The Process

From First Lead
To Final Payment

1
Rep Receives a Lead
Add the lead in Wingman in 30 seconds. Whether it came from the internet, a canvass, a referral, or a store — it's in the system immediately.
2
Estimate & Close
Build the full estimate at the appointment. Present a professional printed assessment. Collect signature and deposit on the spot.
3
PM Takes Over
PM gets the job, schedules pre-install inspection, orders materials, coordinates the crew. Customer gets automated updates at every stage.
4
Complete & Collect
Job marked complete. Final invoice generated. Customer portal prompts for a Google review. Commission calculated. Done.
Built for Every Role

One Platform.
Six Portals.

Every person on your team gets a purpose-built interface — not a watered-down version of something designed for someone else.

Drake CRM
Full management view. Every customer, every job, every dollar — one screen.
Full pipeline management
Contract generation
Team & payroll
Financial reporting
Wingman
The rep's phone-first portal. Add leads, build estimates, track commission, see the leaderboard.
Field estimator
Photo capture
Live commission
Follow-up sequences
PM Portal
Project managers run every install from here. Job boards, work orders, inspections, crew communication.
Pre-install inspection
SMS communication
Material orders
Stage management
Customer Portal
Every homeowner gets a personal project portal. Timeline, photos, documents, and a review prompt at completion.
Live project timeline
Photo gallery
Document downloads
Review request
Install Partner
Subcontractors see only their assigned jobs. Photo upload, invoice submission, stage advancement — that's it.
Assigned jobs only
Photo upload
Invoice submission
Get directions
Finance
Revenue vs expenses, AR aging, payroll, job profitability — all synced in real time.
Revenue chart
AR aging buckets
Payroll tracking
Profitability report
Simple Pricing

No Contracts.
No Surprises.

Start free. Upgrade when you're ready. Cancel anytime. We earn your business every month.

Starter
$
199
/mo
Full CRM, Wingman rep portal, customer portal, and finance module. Everything you need to run a tight operation.
Drake CRM — unlimited customers
Wingman rep portal
Customer project portal
Finance dashboard
Up to 3 rep accounts
Google Places autocomplete
Get Started
Most Popular
Operations
$
299
/mo
The full platform. Everything in Starter plus PM portal, install partner portal, Stripe payments, and Twilio SMS.
Everything in Starter
PM portal with SMS
Install partner portal
Stripe deposit collection
Unlimited rep accounts
Live leaderboard
Material order generation
Book a Demo
Enterprise
$
499
/mo
Multi-location, white-label, and dedicated onboarding. Built for companies scaling across multiple markets.
Everything in Operations
Multi-location support
White-label branding
Dedicated onboarding
Priority support
Custom integrations
Contact Us
Early Access

Built in the Field.
Proven on Real Jobs.

My reps used to text me estimates from the field and I'd have to manually enter everything. Now it all syncs automatically. I probably save 3 hours a day.
RK
Rick K.
Owner — Exterior Remodeling, Houston TX
The leaderboard changed everything. My reps check it every morning. We closed 40% more jobs the first month we had it because nobody wanted to be at the bottom.
SM
Sarah M.
Sales Manager — Roofing Company, Dallas TX
Homeowners love the customer portal. We get Google reviews without asking because the portal literally takes them there when the job is done. Game changer.
JT
James T.
Owner — Windows & Siding, San Antonio TX

Ready to Run a
Tighter Operation?

Book a 20-minute demo and see the full platform live. We'll show you exactly how TradePath works for your crew — no sales pitch, just the product.

No contract required. Setup takes one day. Cancel anytime.