Portfolio prototype for asset-heavy field service

Field service records that hold up after the job is done.

TradesFlow helps operators visualize a cleaner workspace for customers, scheduled work, equipment history, service notes, deficiencies, and billing handoffs. It is presented honestly as a working portfolio foundation, not a launched SaaS with invented proof.

Account setup is live. The deeper workflow is the product direction to validate with serious operators.

TODAY

Service board

7open items
08:30Confirmed

Maple Ridge Apartments

Annual sprinkler inspection

10:15In progress

Harbor Kitchen Group

Walk-in cooler service

13:40Quote needed

Cedar Street Offices

Access-control follow-up

Equipment Passport

Transfer switch ATS-02

Model: TX-200 - Serial: ATS-28A

Nameplate
Load test
Condition
2026-05Monthly exercise test completed. Battery replacement recommended.
2025-10Transfer switch cleaned and tagged for follow-up.
2024-11Initial asset record created from prior service invoice.
prototype posturePortfolio
account foundationLive
workflow examplesSeveral
billing handoffPlanned
Operating flow

From first call to clean handoff, one record keeps moving.

The product direction follows the practical path an asset-heavy service team repeats every day.

Capture the site

Create the customer, service address, caller notes, and known equipment before the request disappears into texts and memory.

Record the findings

Attach service notes, photos, deficiencies, warranty dates, and asset history so the next visit starts with context.

Hand off to billing

Turn completed work and unresolved findings into a clean admin handoff instead of a reconstruction job.

Signature module

Equipment Passport makes service history visible.

Repeat service should not depend on memory, texts, or old invoices. The asset record stays close to the work.

Customer record

Connect contact details, service addresses, visits, invoices, equipment, and notes.

Evidence-heavy work

Make recurring maintenance, deficiencies, photos, and follow-ups visible in one place.

Billing handoff

Reduce the gap between completed work and money collected.

Problem fit

Several ways operators can recognize the same workflow.

The pattern is a site plus physical assets plus evidence from the field plus follow-up work. These examples are meant to make the workflow visible, not to overclaim specialization.

Backup power service

Generator and transfer-switch work needs maintenance logs, test evidence, battery notes, repair quotes, and clean invoice handoff.

Commercial kitchen equipment

Ovens, fryers, walk-ins, warranty notes, parts history, and repeat calls all benefit from one visible asset record.

Access-control integrators

Panels, door controllers, cameras, site notes, customer approvals, and follow-up quotes need durable context across visits.

Life-safety inspections

Fire and safety work is still a good example, but only as one workflow pattern among several evidence-heavy service operations.

Repository

Built in the open for collaborators and early signal.

The repository is public so interested operators, collaborators, and technical partners can inspect the product direction and current implementation.

Open TradesFlow on GitHub