Integrations · EcoSource IQ
Trade OS is the operating system. RhoeFlow, WorkEdge Pro and OttoToPay Pro are stand-alone apps that plug into it. Use one, or use them together and enter the customer, the property and the job once.
The AI-powered operating system for trade businesses. Trade OS holds the shared pieces every app needs: your company and team, customers and properties, the CRM, job estimates and an AI assistant that can work across all of it. Built on TruFicient's own CRM, used daily in a working HVAC company.
Apps on Trade OS
Job management for small contractor teams: jobs, customers, notes and every job-site photo, on the phone and the desktop.
Invoicing and payments built for trade businesses. Send an invoice from the job and get paid by card or bank.
Who keeps what
No copies drifting out of sync. Each app owns its part and the others link to it.
| Data | Lives in | RhoeFlow's role |
|---|---|---|
| Company, team, login | Trade OS | Uses the shared account |
| Customers & properties | Trade OS / WorkEdge Pro | References them by ID |
| Jobs, photos, video, notes | WorkEdge Pro | Uploads to the job; links photos to inputs |
| Assessment, loads, equipment selection, duct design | RhoeFlow | Owns and versions them |
| Reports & design summary | RhoeFlow → copy on the WorkEdge job | Generates and writes back |
| Invoices & payments | OttoToPay Pro | Hands off accepted scope |
Let us know when you request an invite and we'll connect your account during onboarding.