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Trade Partner workspace

Welcome to your workspace

Plan your client projects, explore estimating access, and prepare for homeowner lead opportunities.

Pre-launch workspace. Projects are available now. Paid plans, AI credits, estimate generation, and homeowner lead purchases are being prepared. No payments are collected.

Your accessFree project toolsPaid estimating is not active yet
AI credit balance0Trial credits begin at estimating launch
Current projects0View saved projects →
01 · Your clients

Create or update a project

Your saved trade controls new forms. Existing projects keep their original scope.

Open client projects →
02 · Estimating access

Plans & AI credits

Compare plans, credit allowances, and generation usage. Review a checkout selection.

Explore plans →
03 · New opportunities

Homeowner leads

Preview how project-based lead pricing will work. Sample previews are available now.

View lead area →

Get started

  1. Complete your profile and primary trade.
  2. Create a client project and review its scope.
  3. Choose an estimating plan or credits for launch.
  4. Review payment and policy details before purchasing.
Read the Trade Partner Q&A

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