Trade Office Tools

Plain-English software guides for contractors, tradespeople and small shops.

Latest guides

• Move Your Customer Spreadsheet into a Free CRM in One Afternoon — A step-by-step plan for cleaning up a contractor's customer spreadsheet and importing it into a free CRM such as HubSpot's.
• Is HubSpot's Free CRM Enough for a Small Contracting Business? — What HubSpot's free CRM covers for small trade businesses, where it falls short, and a simple setup.
• HubSpot Plans Explained for Trades and Small Shops — How HubSpot's hubs and tiers are organized and how a small shop decides whether to upgrade.
• How to Track Estimates and Follow-Ups in a Free CRM — A five-step pipeline setup so no estimate slips through the cracks.