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📖 COMPLETE FIELD MANUAL & HOW-TO GUIDE

Trade OS for Dummies

Zero confusing tech jargon. Step-by-step instructions for electrical, HVAC, plumbing, roofing, and landscaping pros. Learn how to estimate, dispatch, lock worker views, and collect payments in seconds.

Showing 10 Guide Modules

👤 Target Audience:Business Owners, Estimators, Lead Technicians

Step-by-Step Instructions

1

Tap "+ New Estimate"

From your main Workbench screen, tap the gold "+ New Estimate" button or select an existing customer from your client list.

💡 Pro Tip: If it is a new customer, just type their name and mobile number. OnderVolk auto-formats the contact card.
2

Pick your items or use Live Price Radar

Search our built-in catalog of over 100,000 trade materials (Romex, PVC, Copper pipe, Lennox condensers, architectural shingles, pavers). Tap to add.

💡 Pro Tip: OnderVolk automatically pulls verified live wholesale costs from your nearest Home Depot, Lowe’s, Ferguson, SiteOne, or ABC Supply based on your ZIP code.
3

Let the Margin Guard calculate your tiers

Set your target gross profit margin (e.g. 45%). OnderVolk automatically structures Good (Standard Repair), Better (Recommended Upgrade), and Best (Premium + Extended Warranty) options.

💡 Pro Tip: Homeowners choose the "Better" or "Best" tier 72% of the time, boosting your average ticket by $1,400+ per job.
4

Hit "Send to Customer via SMS"

The homeowner receives a high-contrast web link. They tap their preferred tier, sign with their finger, and pay the deposit on their own phone with Apple Pay or credit card.

👑
Boss & Business Advantage:All signed estimates automatically generate an enforceable contract with your state’s specific statutory pre-lien language included.
⚠️
Common Field Mistake to Avoid:Never quote in flat lump-sums. Giving 3 tiers prevents customers from price-shopping your competitors.

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