01
Gather the open loops
Bring customer conversations, unpaid invoices, quotes, and job notes into one focused view.
Customer follow-ups
Overdue invoices
Pending quotes
Appointment alerts
Your day. More done.
A simpler day for a stronger business.
Trade Nexa turns scattered customer follow-ups, overdue invoices, and pending quotes into a practical plan for today.
Built for home-service businesses that want forward progress, not more admin.
Today's plan
Three moves for today
Keep customers, cash, and jobs moving.
01
Follow up 3 customers
Warm leads and open job conversations
02
Chase 2 invoices
Overdue balances that need a nudge
03
Prepare 1 quote
Keep the next good job moving
Priorities with the right context, ready when you are.
A daily operating rhythm
Turn data into action.
Trade Nexa gives small service teams a quieter, clearer way to work through the day.
02
Start with a clear plan
See the few actions worth doing today, with enough context to move without hunting for it.
03
Close the day with clarity
Mark work complete, carry forward what remains, and use the weekly recap to keep the operation on track.
Built for the real work
Less busy work. More progress.
Use the built-in CRM to keep customer details and next steps close. Then let your daily plan surface the conversations and jobs that need attention.
Weekly recaps help you look beyond today—so your operation keeps a steady pace without losing track of what is still open.
Forward progress
Open the day with a plan, not a pile.
Start with the work that moves customers, cash flow, and jobs forward.