Solutions / Trades Edition
The phone gets answered while your hands are busy.
A trade runs on the next call, and the next call comes while you are under a sink or on a roof. JulyWork answers it, books the visit, sends the estimate for signature and invoices the job when it is done, with you approving anything that costs money.
Who It Is For
Trades, practice by practice.
Plumbing
Emergency calls at all hours, quotes written in the truck, invoices that go out a week late. The receptionist takes the emergency and tells the caller when you can be there; the books send the invoice before you have left the driveway.
HVAC
Seasonal rushes, maintenance contracts and a phone that rings hardest on the hottest and coldest days. Bookings, reminders and renewals handled without a person, and the service history kept on the job record.
Electrical
Permits, inspection dates and a customer who wants a written quote before anyone touches a panel. Estimates signed on a phone, permit and inspection dates on the calendar, and the invoice built from the work order.
Home inspection
Bookings that come from agents at odd hours, a report that has to go out the same day, and a signed agreement before the inspection starts. The receptionist books the slot and collects the address; the agreement is signed before you arrive.
Renovation and general contracting
Longer jobs, more paperwork: change orders, deposits, subcontractor invoices, permits. One record per job, every document filed against it, and the client always able to see where the money and the schedule stand.
Why Trades Adopt
You are the best at the work. Nobody is at the desk.
A one-truck operation and a twenty-person shop lose the same thing: the call that went to voicemail while everyone was on site, and the paperwork that piles up after dark.
The call that came while you were on a job
A homeowner with a burst pipe calls three numbers and books the first one that answers. JULY Call picks up every time, tells an emergency from a quote request, books the visit against your real calendar and texts the customer the time.
Estimates and invoices at ten at night
The estimate typed on the tailgate, the invoice written on Sunday, the deposit chased by text. JULY Sign sends the estimate for signature from the job record, and JULY Books raises the invoice the moment the work order is marked done.
Permits and inspections on a sticky note
A permit that has to be pulled, an inspection that has to be booked, a warranty that has to be honoured. JULY CRM keeps every date on the job and flags what is missing before the inspector arrives.
The JULY Lineup, In Your Words
The JULY lineup in the Trades Edition.
12 lines of the JULY lineup fit this industry. Every one reads from and writes to the same record. Enter something once and the whole lineup knows it.
Answers the phone while you hold the wrench
JULY Call answers every call to the business: it tells an emergency from a routine request, collects the address and the problem, books the visit on the right technician’s calendar and texts the confirmation. A customer asking where the crew is gets an answer without your phone leaving your pocket.
It does not quote a price it has not been given and it does not promise a time you have not set. An emergency is routed to a person at once. Every call ends with a written summary against the customer and the job.
JULY SignE-signing
Estimates, work orders and change orders, signed on site
JULY Sign prepares the estimate, the work order, the change order and the completion sign-off from the job record, with the customer, the address and the scope already filled in. The customer signs on a phone, at the kitchen table or from the office, and the signed copy files itself against the job.
You review every estimate before it goes out. Signed documents carry a record of who signed, when and from where, which is what settles a question about scope six months later.
JULY BooksBookkeeping
Invoiced when the job is done, not when you find the time
JULY Books raises the invoice from the completed work order, records the deposit and the balance, captures supplier and parts receipts from a photo, and keeps the ledger current job by job. Overdue invoices are visible without a spreadsheet, and the reminder is drafted before you have to think about it.
Your bookkeeper and your accountant see the same ledger you do, with every entry showing its job. The product categorizes, matches and drafts; a person approves what is sent, paid or written off.
One record per job, from first call to warranty
JULY CRM opens a job from the first call and carries it through: the site visit, the estimate, the permit, the inspection date, the parts order, the completion, the warranty window. It builds the checklist for the type of job, tracks the dates against the calendar and flags the missing item before it costs a day.
Property managers and builders who send you repeat work see the same record you do, on the jobs they own and nothing else. Access follows roles, and every action leaves a trail.
Quotes and confirmations from your own domain
JULY Email gives the shop an address on its own domain, so estimates, booking confirmations and supplier orders go out from the business and not from a personal Gmail, while you keep reading mail exactly where you read it now.
Supplier threads and customer chains arrive summarized, and the routine replies are drafted for you to send from the truck. A person still sends every one.
JULY TrackPipeline tracking
Every quote, job and callback with its next action
JULY Track puts the whole shop on one screen: the estimate sent Tuesday with no answer, the job scheduled for Friday, the callback that was promised, the warranty visit due. Each with a next action and a name.
The estimate that went quiet is flagged before the customer calls someone else. The owner opens one screen in the truck and knows where the day goes.
JULY DraftDocuments and contracts
Estimates, work orders and change orders, drafted from the job
JULY Draft prepares the estimate, the work order, the change order and the completion sign-off from the job record, with the customer, the address, the scope and the pricing you set already in place, and the terms explained in plain language.
You review every estimate before it goes out. Nothing is sent or signed without you.
JULY CloseClosing timelines
From signed estimate to paid invoice
JULY Close carries the job from the signed estimate to the paid invoice: the deposit, the permit, the parts order, the inspection date, the completion, the warranty window, all on one timeline the customer can see too.
When the inspection slips or the parts are late, the right person is told the same day, and the customer hears it from you before they have to ask.
JULY ContactOutbound engagement
Outreach when the season turns
JULY Contact works the list a trade never gets to: property managers and builders who send repeat work, past customers whose furnace is due, the neighbourhood you just finished a job in. An opener written for that person, a follow-up that does not quit, every touch logged.
A reply with real interest routes to you with the history attached.
JULY PostMarketing content
Before-and-after posts and seasonal reminders
JULY Post drafts the before-and-after post, the seasonal reminder and the service announcement from real jobs, in your voice, with the customer’s permission handled.
You review and publish. The page stays alive without an evening at the keyboard.
JULY OwnerThe long relationship
After the job
JULY Owner keeps the customer after the job: the maintenance reminder, the filter change, the warranty window, the water heater that is ten years old. It accumulates on the customer record and reminds the shop at the right moment.
The next call comes to you first, because you called first.
JULY MasterThe AI sales mentor
Sales coaching for the owner who quotes every job
JULY Master is a mentor for the conversations trades are not trained for: pricing a job without apologizing, following up on a quote without nagging, the customer who wants it cheaper, the review that went sideways. Drawn from curated playbooks, answered when the question comes up.
It fills the gap between the mentors you already have.
In Your Vocabulary
Same record. Your words.
The platform underneath every edition is identical. What changes is what each thing is called, and that is one setting, not a separate product.
- Primary contact
- Customer
- Second party
- Property manager / Builder
- Record
- Job
- Milestone
- Permit / Inspection date
- Event
- Site visit
- Document
- Estimate / Work order
Proven in Production
We run our own companies on it, including our real estate brokerage.
JulyWork runs the JULY Company’s own real estate brokerage every day. JULY Call answers our main line, JULY CRM carries our deals to completion, and a person approves every step that matters. That is a regulated, deadline-driven business with real money and real clients on the line, and it is where every product proves itself before it reaches anyone else.
We do not run a plumbing or HVAC company in-house, and we will not pretend we do. The Trades Edition is the same platform with the labels changed: a job instead of a deal, a site visit instead of a showing, a permit date instead of a subject removal, a work order instead of a contract. The architecture, the privacy rules and the human approval on every consequential action are identical, because they were built once and they are not optional.
Trades Edition
Tell us about your shop.
A short note is enough. Every message is read by a person who has run a service calendar, and answered with a real reply.
JulyWork