TradepilotUSA Business Operations Suite
CRM, invoices, live visitor maps, SEO automation, and operations in one dashboard.
TradepilotUSA helps businesses turn website activity into leads, manage customers and invoices, automate SEO workflows, coordinate partners, and run daily operations from one connected system.
TradepilotUSA's actual operating system
See visitors live, capture leads, invoice customers, and manage partners without stitching apps together.
TradepilotUSA combines the pieces that usually live in separate tools: live traffic maps, CRM records, order management, invoices, receipts, SEO automation, partner management, and business reporting.
Trusted by contractors, manufacturers, sales teams, and growing service businesses.
See real-time website traffic, geography, and lead opportunities from one dashboard.
Replace 5+ disconnected tools with one connected business operating system.
AI lead response, customer service, email drafting, and business analytics built in.
Built around the features TradepilotUSA does best
business tools in one dashboard
live integrations (Stripe, Telnyx, Shopify, OpenAI & more)
autonomous AI agents working 24/7
database tables powering the platform
Who TradepilotUSA is for
Built for businesses that need operational clarity.
Contractors & Service Teams
Track leads, quotes, jobs, receipts, invoices, and follow-ups without bouncing between spreadsheets.
Manufacturers & Fulfillment Teams
Keep orders, production activity, partner submissions, materials, and customer records connected.
Sales & Growth Teams
See pipeline activity, customer communication, traffic, SEO performance, and follow-up work in one place.
Live dashboard
Watch traffic, leads, invoices, orders, and partner activity move in real time.
TradepilotUSA brings live visitor activity, CRM data, customer records, invoices, orders, SEO performance, and operational data into one clean business dashboard.
Business Suite preview
See the customer dashboard the way your business uses it.
The Business Suite brings the daily briefing, live visitor map, software modules, and 326+ features into one customer-facing operating dashboard.
Creator Suite
The operating system behind content creators.
Brand deals pipeline, rate card builder, UGC portfolio, link-in-bio manager, collab tracker, platform stats — everything a creator needs to run their business without juggling 10 apps.
The TradepilotUSA strengths your business can actually use.
Lead CRM
Track website leads, contact status, source pages, follow-ups, and customer activity.
Order Management
Manage customer orders, partner submissions, deposits, statuses, and job records.
Live Visitor Map
See real-time website traffic, visitor categories, and geographic activity across your site.
Partner Management
Track partner applications, active partners, status, onboarding, and communication.
Receipt OCR
Process receipts, track vendors, total spend, materials, and purchase history.
Message Center
Keep partner messages, unread alerts, and communication history in one place.
Creator Suite
For content creators and social media entrepreneurs — manage brand deals, rate cards, UGC portfolio, bio links, collabs, and platform stats.
The Complete Platform
27 Business Modules. One Subscription.
Every tool your business needs — leads, invoices, jobs, voice, SMS, SEO, analytics, AI, partners, contractors — activated from one dashboard.
Full lead lifecycle — capture, status, follow-up, routing, activity timeline
Orders, deposits, partner submissions, job tracking, status updates
PDF invoices, line items, payment tracking, reminders, client portal, templates
Job creation, materials, profit tracking, estimates, job number generation
One-click payment links — collect money without sending an invoice
Commission rules, calculations, payouts, partner wallets, residual tracking
Scan receipts, extract vendors, totals, materials, and purchase history automatically
Manage materials, track spend, link to jobs and purchase history
Full drag-and-drop website builder with pages, templates, forms, media, publish
AI-generated SEO pages in bulk — approve, edit, publish, track indexing
Sitemap management, index monitoring, crawl events, seo score tracking
Live GSC data — top pages, top queries, KPIs, daily ranking trends
Hourly heatmaps, page rankings, traffic categories, live city activity
Real-time map showing every website visitor by city, state, and page
Session tracking, visitor categorization, page-level engagement, traffic sources
Browser calling, phone routing, call recording, transcription, call logs
Two-way SMS/MMS threads, AI-suggested replies, conversation history
Email sequences up to 30 steps, 7 segment types, send-time scheduling
Internal messaging with file attachments, read receipts, pinned messages
Real-time alerts, notification preferences, SMS alerts, push notifications
Partner dashboard — leads, orders, resources, training, commissions, tracking
12 automation modes — onboarding, order alerts, engagement re-activation
Contractor portal, service areas, categories, wallets, matching engine
Event-driven GPT-4 agent — analyzes every lead, call & text. Drafts follow-up actions, learns from feedback, maintains full memory.
Trigger-based agent with 12 automation modes — partner onboarding, order alerts, dormant re-activation, approval workflows, 24/7.
Outbound AI calling — dials leads automatically, delivers smart greeting, leaves voicemails, transcribes calls, GPT-4 analysis + auto follow-up SMS.
GPT-4 powered chat assistant for content, scripts, quotes, business analysis, and on-demand answers.
Connect Stripe, Telnyx, Shopify, FreshBooks, Gmail, Mapbox, GSC, and more
Workflow triggers, integration sync logs, scheduled jobs, webhook management
Push platform-wide announcements to partners, customers, or contractors
Built-In Integrations
10+ Live Integrations — Already Connected
Not plugins you have to configure. Not third-party Zapier hacks. Every integration is natively built into TradepilotUSA and live in production.
Subscriptions, payouts, Connect marketplace, webhooks, checkout
SMS, MMS, two-way conversations, AI-drafted replies, status tracking
GPT-4 agents, receipt OCR (vision), SEO generation, AI assistant
Page sync, product sync, customer sync, webhooks
OAuth email polling, inbound email threading, inbox integration
OAuth connect, invoice sync, accounting integration
Daily ranking data, top pages, top queries, index status
Interactive live visitor maps, geographic overlays
Real-time IP geolocation for visitor city/state/coordinates
Business phone integration, SMS routing, call forwarding
SERP rank tracking, keyword analysis, search intelligence
Transactional email delivery, email delivery tracking
No additional setup fees. No Zapier required. No API key hunting.
Communications Hub
SMS, Voice, Email, and Chat. All in One System.
TradepilotUSA replaces your texting app, email tool, and internal chat with one connected communications hub powered by Telnyx and AI.
- ✓Inbound/outbound SMS threads
- ✓MMS image/file support
- ✓AI-suggested reply drafts
- ✓Contact matching (lead/partner/contractor)
- ✓Conversation history with timestamps
- ✓Browser-based calling (no phone needed)
- ✓Outbound dialing from dashboard
- ✓Inbound call routing by company
- ✓Call recording (consent-based)
- ✓Full transcription with AI summaries
- ✓30-step email sequences
- ✓7 audience segments (partners, leads, Shopify, etc.)
- ✓Template library with HTML editor
- ✓Send-time scheduling
- ✓Duplicate-send prevention (idempotent log)
- ✓Internal messaging threads
- ✓File & image attachments
- ✓Read receipts
- ✓Pinned messages
- ✓Admin chat inbox view
- ✓Real-time SMS alerts
- ✓Push notification support
- ✓Per-user notification preferences
- ✓Partner message notifications
- ✓Admin alert routing
- ✓OAuth Gmail connect
- ✓Inbound email polling
- ✓Email threading by contact
- ✓Full message storage
- ✓Sync to contact timeline
Financial Operations
Invoices. Jobs. Estimates. Commissions. Receipts.
Your entire financial operation in one system — from the first estimate to the final receipt scan, with every dollar tracked.
Invoices & Billing
Full System- →PDF invoice generation
- →Line items with quantity × unit price
- →Client management portal
- →Payment tracking (partial + full)
- →Overdue auto-reminders
- →Invoice templates
- →Webhook event log
- →Commission split on invoices
Jobs & Estimates
New- →Job creation with auto job number (JOB-YYYY-NNN)
- →Materials tracking per job
- →Estimated vs. actual profit
- →Job status (9 statuses)
- →Estimate line items
- →Customer + product fields
- →Link to orders and invoices
- →Job number sequence by company
Commission Engine
Full System- →Commission rules per company
- →Automatic calculation on orders
- →Residual commission tracking
- →Partner wallet system
- →Lock / unlock commissions
- →Admin override + manual adjustments
- →Company-level payout totals
- →Commission status lifecycle
Receipt OCR & Materials
AI Powered- →Scan receipts with AI (OpenAI Vision)
- →Extract vendor, total, line items
- →Purchase history by vendor
- →Materials catalog management
- →Material spend by job
- →PDF and image attachment support
- →Storage bucket (Supabase)
- →Tax and category tracking
Checkout Links
Instant Payments- →Create one-click payment links
- →No invoice required
- →Share via SMS or email
- →Powered by Stripe
- →Payment confirmation tracking
- →Per-company checkout history
- →Use for deposits, retainers, or spot payments
Stripe Integration
Live Production- →Subscription management (monthly/annual)
- →Stripe Connect (partner payouts)
- →Webhook event processing
- →Payment method management
- →Subscription status synced to DB
- →Live production Stripe keys active
- →Company-level billing records
SEO & Analytics
Search Intelligence Built Into Your Dashboard
Track Google rankings, generate SEO pages with AI, monitor indexing, analyze live visitor behavior, and build your website — all in one platform.
Full website builder with pages, templates, drag-and-drop editor, forms, media library, publish workflow, and domain management.
Generate SEO landing pages in bulk with AI. Review and approve drafts, publish to your site, track Google indexing status.
Live GSC data inside TradepilotUSA: top pages, top queries, daily ranking trends, KPI summaries, and index status.
Real-time Mapbox map showing every website visitor by city, state, latitude/longitude, page visited, and session time.
Hourly heatmaps, page-type rankings, live city activity, page-view event tracking, and traffic categorization.
Track which pages are indexed by Google, crawl event history, sitemap status, and submit pages for indexing.
Sitemap builder with chunk management, sync jobs, rebuild control, URL inventory, and Google Search Console sync.
Serper API integration for keyword rank tracking, SERP analysis, and competitive search intelligence.
Partner & Contractor Network
Full Partner & Contractor Management
Not just a portal. A complete partner and contractor ecosystem with commissions, AI automation, tracking links, geographic coverage, and engagement intelligence.
Start Free Trial →Partners get their own dashboard with leads, orders, resources, commissions, and training
12 automation modes: onboarding, order alerts, re-engagement, approval workflows
Auto-generated tracking URLs for each partner — measure referral activity and page views
Rules-based commission calculation with lock/unlock, manual adjustments, wallet payouts
Contractors get their own portal with service areas, categories, wallet, and job access
Map partner and contractor service areas to US cities, states, and regions
Training docs, videos, and downloadable assets shared to partners in-portal
Partners opt in to SMS notifications — receive AI-drafted order alerts and updates
Enterprise-Grade Security
Every Row. Every Change. Every Restore.
TradepilotUSA has a full PostgreSQL audit trail built in. Every INSERT, UPDATE, and DELETE across every table is captured automatically — with the user, IP address, timestamp, and full row snapshot. Restore any record with one click.
Row-level security (RLS) on every database table
Full audit log: user + IP + timestamp on every change
One-click restore of any deleted or changed record
Multi-tenant data isolation across 198 tables
5-role access control (admin, operator, business, partner, contractor)
JWT-authenticated API with service role bypass protection
Partner portal
Give users their own clean dashboard.
Users can view leads, submit orders, access resources, watch training videos, and track their activity from a mobile-friendly dashboard.
Use TradepilotUSA your way
Track leads, voice calls, SMS threads, jobs, estimates, receipts, materials, invoices, and partner commissions from one dashboard. Three AI agents handle follow-up — Leads AI, Partner AI, and the new Voice AI that calls leads for you. Live map shows every site visitor in real time.
Start Free 14-Day Trial ›Financial operations
Track receipts, purchases, materials, and spend.
TradepilotUSA helps you process receipts, monitor material purchases, organize vendors, and understand where money is going.
TradepilotUSA Custom Solutions
Need Something Built Specifically For Your Business?
Not every company wants a generic monthly subscription platform. TradepilotUSA can be customized and branded specifically for your company, team, workflow, and industry.
Communication, automation, and control in one system.
Manage email, partner messages, lead follow-ups, status changes, and customer activity without jumping between disconnected tools.
Business outcomes
Live visibility, cleaner follow-up, stronger operations.
TradepilotUSA is built for teams that want live website visibility, CRM follow-up, invoice tracking, SEO automation, partner workflows, and business operations working from the same dashboard.
Why TradePilot
Why Businesses Choose TradePilot
Replace 5+ Software Subscriptions
CRM, invoices, live visitor maps, SEO automation, partner management, and AI tools — all from one dashboard. Stop paying for tools that don't talk to each other.
AI Employees Included
AI lead response, customer service, email drafting, content generation, and business analytics are built in — not add-ons. Your AI team works 24/7.
Built for Contractors & Service Businesses
Designed from the ground up for the workflows that matter to contractors, service teams, manufacturers, and sales-driven businesses.
CRM, Invoicing, Analytics & Automation in One Platform
Every tool your team needs — leads, customers, invoices, SEO pages, partner activity, live traffic — lives in one connected operating system.
Trusted by 500+ businesses, partners, and service teams.
Start Free 14-Day TrialInstant Payments
Collect Money in 60 Seconds.
No Invoice Required.
Checkout Links let you create a Stripe-powered payment link for any amount — then share it via SMS, email, or WhatsApp. The customer pays from their phone. You get confirmation instantly. No back-and-forth. No paper invoice needed.
Create payment link in under 30 seconds
Works for deposits, retainers, spot payments
Send via SMS or email directly from the platform
Customer pays from their phone — no app download
Stripe-powered — PCI compliant + instant confirmation
Full payment history tracked per company
Name the amount, add a note, generate the link. Done.
Customers pay from phone, tablet, or desktop. No account needed.
You and your customer both get confirmation the moment payment processes.
Every link, every payment, every customer — tracked in checkout_link_payments.
Platform Depth
More Power Than You'll Find in the Feature List
Some of the most powerful capabilities in TradepilotUSA live under the surface. Here's what most platforms can't match.
US Geographic Intelligence
8-table pipeline of census data, real US cities, state aggregations, and unresolved place handling. Powers precise contractor-to-lead matching at city scale across all 50 states.
Partner Network Lock-In
Every partner gets a unique tracking link, SMS subscription consent, commission wallet, and AI engagement automation. Churn is extremely low once partners are active in the network.
White Label Ready
The multi-tenant architecture already supports white-label deployments. Any dealer network, manufacturer, or distributor can run TradepilotUSA as their own branded platform.
Robot / Equipment Vertical
5-table system for robot and equipment management (assets, customers, jobs, maintenance, warranties) sits ready to activate. A complete new vertical module with no additional build cost.
App-Wide Audit Trail
PostgreSQL event trigger automatically captures every INSERT/UPDATE/DELETE across all 198 tables — with user ID, IP, timestamp, and full row snapshot. One-click restore on any record.
File Cabinet + Document Storage
Full document management system with folders, file uploads, and organization built in. Businesses can store contracts, permits, photos, and project files without leaving the platform.
Frequently Asked Questions
TradepilotUSA is a complete business operating system with 27 modules: leads CRM, invoices, jobs, estimates, receipt OCR, website builder, SEO toolkit, Google Search Console, live visitor maps, partner management, contractor management, SMS/MMS, voice calling, email automation, team chat, commissions, analytics, AI agents, and more — all from one dashboard.