1. [Home](https://www.g2.com/) 2. ... 3. [Field Service Management Software](https://www.g2.com/categories/field-service-management) 4. [Trade Summit Discussions](https://www.g2.com/products/trade-summit/discuss) [ ![Trade Summit](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_25c4f18fb51e8d79ca3e54014fe8fb5d/trade-summit.png "Trade Summit") ](/products/trade-summit/reviews) # Trade Summit Discussions TradeSummit is field service management software built for HVAC, plumbing and electrical contractors with 1 to 25 people. It runs the whole job in one app: online booking and call intake, a drag-and-drop dispatch board with live technician location and drive times, good/better/best estimates from your pricebook, signed change orders, invoices with card and ACH payments on site or by text link, and QuickBooks Online sync. Technicians get a mobile app in English and Spanish for their day, directions, checklists, photos and payments. Owners see job costing on every job, maintenance memberships with recurring billing, review requests, and TradeSummit Intelligence: a daily briefing that flags overdue invoices, estimates going cold, jobs running past their planned time, scheduling conflicts and low-margin work. Optional add-ons include an AI Receptionist that answers calls 24/7 and books into real open slots, and a done-for-you contractor website with online booking. Pricing is published, from $69/month, with a 14-day free trial and no credit card required. ![Trade Summit](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_25c4f18fb51e8d79ca3e54014fe8fb5d/trade-summit.png "Trade Summit") Trade Summit Discussions Most CommentedMost HelpfulCommon QuestionsNewest Showing **1** discussion ![mike .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "mike .") M Loading... [mike .](https://www.g2.com/users/614f0fb3-a9e6-4859-ad54-2a6242d83ad2 "mike .") • about 2 hours ago CEO/Admin More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Trade+Summit+stands+out+for+bringing+key+contracting+workflows+into+one+place%2C+like+customer+management%2C+scheduling%2C+dispatching%2C+estimates%2C+invoices%2C+and+pa...&title=How+are+you+handling+integrations+and+onboarding+in+Trade+Summit+as+it+matures%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-are-you-handling-integrations-and-onboarding-in-trade-summit-as-it-matures) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=How+are+you+handling+integrations+and+onboarding+in+Trade+Summit+as+it+matures%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-are-you-handling-integrations-and-onboarding-in-trade-summit-as-it-matures&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-are-you-handling-integrations-and-onboarding-in-trade-summit-as-it-matures) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=How+are+you+handling+integrations+and+onboarding+in+Trade+Summit+as+it+matures%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-are-you-handling-integrations-and-onboarding-in-trade-summit-as-it-matures%0aTrade+Summit+stands+out+for+bringing+key+contracting+workflows+into+one+place%2C+like+customer+management%2C+scheduling%2C+dispatching%2C+estimates%2C+invoices%2C+and+pa...) 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It helps keep operations organized, improve visibility across jobs, and use AI-powered insights to spot what needs attention and... [ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 0 (0 Comments) Add a comment [ View discussion ](/discussions/how-are-you-handling-integrations-and-onboarding-in-trade-summit-as-it-matures) ## Browse by popular topics [Field Service Management Software](/products/trade-summit/discuss?filters%5Btags%5D%5B%5D=field-service-management-software)