Clearward Trades
Run the job.
Know the numbers.
Professional business operating systems built for people who work in trucks, shops, mechanical rooms, customer homes, and the field.
MICROSOFT EXCEL WORKBOOKGOOGLE SHEETS TEMPLATE ACCESS
Includes the tested .xlsx workbook plus access to a separately tested native Google Sheets template.
Field-ready operating model
- 01
Capture the workCustomers, locations, leads, jobs, and schedules
- 02
Price and bill itEstimates, invoices, partial payments, and balances
- 03
Know the outcomeMaterials, labor, expenses, and actual job margin
09purpose-built trade systems
1,000customer load-test target
02tested spreadsheet platforms
1.0.0versioned operating architecture
Built around the work
Choose the system that speaks your trade.
Every product shares a dependable operating backbone, then adds the records, workflows, and decisions that make that trade different.
01Plumbing business system
Run the call. Know the cost. Keep the service history.Connect customers, service locations, fixtures, emergency calls, scheduled work, estimates, invoices, payments, materials, recurring maintenance, and job profitability in one field-ready operating system.
- Quoted-versus-actual job margin
- Fixture and property service records
- Partial payments and overdue balances
02HVAC business system
Know the equipment. Schedule the service. Protect the margin.Connect customers, properties, HVAC equipment, filters, maintenance agreements, service calls, estimates, invoices, parts, technicians, and profitability without turning business records into technical service instructions.
- Property-to-equipment service history
- Maintenance agreement renewal workflow
- Warranty, callback, and job-margin visibility
03Pressure Washing business system
Price the surface. Plan the route. Know what the job made.Manage leads, customers, service addresses, surfaces, packages, estimates, routes, chemicals, equipment, mileage, recurring work, invoices, payments, and actual job profitability in one connected system.
- Estimate-versus-actual profitability
- Route and repeat-customer records
- Chemical usage and cost tracking
04Roofing business system
Control the project. Track the changes. Reconcile the job.Coordinate leads, properties, projects, user-entered measurements, estimates, material orders, crews, subcontractors, change orders, progress payments, warranties, expenses, and job costing.
- Approved change-order control
- Deposit, progress, and final balances
- Estimate-versus-actual job reconciliation
05Mobile Detailing business system
Book the vehicle. Track the products. See the real job value.Connect customers, vehicles, packages, add-ons, appointments, travel, product usage, chemical inventory, invoices, deposits, tips, repeat service, customer lifetime value, and job profit.
- Vehicle-level service history
- Drive time versus detail time
- Customer lifetime value and next-service visibility
06Handyman business system
Define the scope. Capture every purchase. Close the job cleanly.Manage customers, properties, jobs, estimates, tasks, materials, purchases, receipts, suppliers, subcontractors, scheduling, invoices, payments, mileage, equipment, and job profitability.
- Purchase and receipt allocation by job
- Scope-change and punch-list visibility
- Actual labor/material variance
07Lawn & Landscape business system
Run the route. Track the visit. Know which work pays.Connect customers, properties, recurring service plans, route stops, crews, equipment, fuel, materials, administrative chemical records, estimates, invoices, payments, seasonality, and route profitability.
- Route-level revenue and cost
- Skip/reschedule and service-visit history
- Revenue per crew hour and seasonality
08Electrical business system
Dispatch the work. Control the materials. Reconcile the call.Manage customers, properties, service calls, work orders, estimates, schedules, technicians, parts, suppliers, invoices, payments, mileage, service history, callbacks, and profitability.
- Property and service-call history
- Material/labor cost reconciliation
- Callback and collection visibility
09Appliance Repair business system
Track the appliance. Follow the part. Close the repair record.Connect customers, properties, appliances, service calls, diagnosis notes, parts orders, suppliers, labor, warranties, callbacks, invoices, payments, technicians, mileage, maintenance plans, and job profitability.
- Appliance-to-service history
- Parts-order and callback control
- First-call completion and actual margin
Utility over decoration
Built like an operating system, not a stack of generic templates.
Clearward Trades connects the records an owner-operator actually needs to move a job from first call to final reconciliation.
01Connected records
Stable customer, location, job, estimate, invoice, payment, and cost IDs keep the workflow traceable.
02Trade-specific history
Fixtures, equipment, surfaces, vehicles, properties, appliances, routes, warranties, and callbacks stay tied to the work.
03Honest numbers
Projected profit, invoiced revenue, cash collected, direct job cost, overhead, and actual gross profit remain distinct.
04Error resistance
Dropdowns, visible inputs, formula fields, duplicate warnings, missing-relationship checks, and guided sample data reduce common mistakes.
Know the boundary
Business administration—not technical trade instruction.
These systems organize business records and operating decisions. They do not replace qualified technical judgment, codes, permits, safety procedures, licensing requirements, contracts, insurance, accounting, tax, payroll, or legal advice. Verify requirements with the responsible professional, authority, supplier, or provider.
Clearward Trades
Less paper drift. Better operating visibility.
Choose your trade and see exactly how the system follows the work.
Explore all nine systems