Create professional invoices, send payment links, and get paid online. Manage jobs, track expenses, and run your trade business — all from your phone. Works offline, so it works on the job site.
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Click around the interactive demo above, or check out these screenshots.
Dashboard — revenue, payments, and quick actions at a glance
Invoices — create, send, and track with status filters
Customers — contacts, job history, and quick actions
Quotes — detailed estimates with digital signing
Settings — business profile, catalog, and Chip AI
From the first quote to the final payment — PocketTrades handles it all.
Create and send polished PDF invoices with your logo, tax breakdown, and payment terms. Email or text them directly to your customer.
Build detailed quotes with labour and materials. Convert accepted quotes to invoices with one tap.
Track jobs from start to finish. Attach photos, notes, and create invoices directly from completed work.
Ask Chip by voice or text to create invoices, record payments, add customers, and answer questions about your business. Chip even sends you proactive morning check-ins when you have overdue invoices.
No internet on the job site? No problem. Everything saves locally and syncs when you're back online.
Track revenue, expenses, labour vs materials, and tax collected. Export reports for your accountant at tax time.
Keep all your clients organized with contact info, job history, and outstanding balances in one place.
Pre-loaded with hundreds of common labour and material items for your trade. Search, filter, and add items to invoices in seconds. Keep track of parts inventory with low-stock alerts.
Back up to the cloud and sync across all your devices in real-time. Your data stays in Canada on our secure servers. Restore instantly on a new phone.
GST/HST/PST/QST tax handling built in. Province-specific tax rates configured during setup. All prices in CAD.
Send your customer a secure payment link at portal.pockettrades.ca. They see your branded invoice and pay instantly via credit card (Stripe), PayPal, Square, or Interac e-Transfer. You get notified by push notification and email the moment they pay.
Choose from 3 professional invoice designs — Classic, Modern, or Minimal. Customize with your brand colour and logo.
Log expenses with receipt photos. Import bank statements from any Canadian bank. Track mileage. Everything you need at tax time.
See your outstanding balance and revenue at a glance without opening the app. Available on Android and iOS.
Payment alerts, overdue reminders, expiring quotes, morning briefings, and appointment reminders. Never miss a payment again.
Set up weekly, biweekly, monthly, or quarterly invoices. Auto-generate and auto-send to customers. Pause, skip, or stop anytime.
Snap a photo of any receipt. AI extracts the vendor, amount, date, and category automatically. Receipts attach to your expenses and sync to your accountant.
Auto-track your mileage between job sites. CRA-compliant rate ($0.70/km). One tap to log a trip for tax deductions.
PocketTrades Desktop for macOS and Windows. Fleet dispatch board, team management, vehicle tracking, purchase orders, and advanced financial reports. All data syncs with mobile.
Pick your trade, select your province, and your tax rates are auto-configured. Add your business name and logo.
Use your catalog of common items or add custom line items. Categorize as labour or materials for clean reporting.
Email or text professional PDFs to your customers. Record payments and track outstanding balances.
Built specifically for trades — not accountants, not corporations, not freelancers.
| Free | Pro | Traditional Software | |
|---|---|---|---|
| Works offline | ✓ | ✓ | ✗ |
| Professional PDF invoices | ✓ | ✓ | ✓ |
| Canadian tax built-in | ✓ | ✓ | ✓ |
| Job site friendly (mobile-first) | ✓ | ✓ | ✗ |
| Unlimited invoices & quotes | ✗ (5/mo) | ✓ | ✓ |
| Chip AI assistant | ✗ | ✓ | ✗ |
| Trade-specific catalog | ✗ | ✓ | ✗ |
| Advanced reports & exports | ✗ | ✓ | ✓ |
| Home screen widgets | ✗ | ✓ | ✗ |
| Monthly cost | $0 | TBD | $25-50+/mo |
Built in Canada, for Canadian tradespeople. Your data is stored locally on your device first and foremost. GST, HST, PST, and QST are all handled automatically based on your province. Every price is in Canadian dollars. No currency conversions, no US-centric tax headaches. (Americans, we see you watching. Stay tuned. 😉)
Works with tools you already use
Reviews coming soon!
PocketTrades is launching shortly. Be the first to try it.
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Requires PocketTrades Desktop for macOS or Windows
PocketTrades includes a secure, read-only portal your accountant can access anytime — no login required.
Generate a PIN-protected link from the app. Share it with your accountant via email or text. Revoke access anytime with one tap.
Revenue by month, expense breakdown by category, tax collected (GST/HST/PST), outstanding receivables, and profit & loss — all in one view.
Every invoice with status and totals. Receipt photos attached to expenses. Filterable by date range or quarter. Download as CSV anytime.
Quarterly tax summary, outstanding aging (30/60/90 days), and profit & loss — everything your accountant needs for CRA filings.
23 trades supported including electricians, plumbers, HVAC techs, general contractors, carpenters, painters, landscapers, roofers, welders, drywallers, tile setters, flooring installers, fencers, locksmiths, and more. The app pre-loads hundreds of common catalogue items specific to your trade so you can invoice faster from day one.
Yes. Every feature works without internet. Your data is stored locally on your device first and syncs automatically to our secure Canadian cloud servers when you have a connection. Changes sync between devices within seconds when both are online.
PocketTrades is designed for Canadian tradespeople with built-in GST/HST/PST/QST handling and CAD currency. We plan to expand to other markets in the future.
Your data lives on your device first, and syncs to our secure Canadian cloud servers encrypted in transit (TLS) and at rest. We never sell your information. Our privacy policy is written in plain language.
Absolutely. The free tier lets you create up to 5 invoices and 5 quotes per month with no time limit. Upgrade to Pro only when your business needs it.
Use Cloud Backup in Settings to back up all your data to our secure Canadian servers, then restore on your new device in seconds. Everything comes back — customers, invoices, jobs, quotes, expenses, your business logo, the whole thing. Sign in on any device and your data syncs automatically.
Android, iOS, macOS, and Windows. The mobile app handles day-to-day invoicing on the job site. The PocketTrades Desktop app adds fleet management, team management, advanced financial reports, and purchase orders — all syncing with your mobile app within seconds.