Stop Losing Revenue
to Chaos.
Install the System.

Most trades businesses don't fail because the work is bad.
They fail because nobody built the system.
We built it for you.

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See What's Inside  →
12 YEARS
Field Operations
Experience
89 DOCS
Built &
Field-Tested
4 TRADES
Covered From
Day One
TradeStack Digital

The Cost of No Systems

Running Your Business From Memory Is Costing You a Fortune

You don't need bad work to lose revenue. You just need no system. Here's what it's bleeding out of your business every month.

$41,600 Lost Per Year

Two unbilled jobs per week at $400. Nothing logged. Nobody follows up. That's not a bad month — that's your baseline.

$3K–$8K Cost of One Bad Hire

No onboarding doc. No standard. You hand them a van and a phone — then spend weeks cleaning up what they wrecked.

$50,000 OSHA Exposure

One undocumented incident. One inspector. No written procedure means no defense. The fine isn't the worst part — the shutdown is.

$15,000 Consultant's Price Tag

What a consultant charges to build these systems from scratch. We built them. You install them for $999.

Every one of these is preventable. The system that stops them is $999.

— Section 3: What TradeStack Is →

Chaos vs. System

What It Looks Like Without One.
What It Looks Like With One.

Without a system, your business runs on guesswork and your memory. With a system, it runs on paper and process.

Without System
Running the System
Dispatch & Scheduling Owner gets every call. Decides priority from memory. Tech doesn't know what's next until the phone rings.
Dispatch & Scheduling Dispatch SOP assigns jobs. Tech knows the route before the day starts. Owner makes one call — not six.
Billing & Invoicing 2 jobs per week unbilled. Invoices go out when you remember. Payment terms negotiated on the spot, verbally.
Billing & Invoicing Every job invoiced same day. Terms written in the proposal. Collections SOP triggers at Day 10, 20, and 30.
Hiring & Onboarding Hand them a van and a phone. "Figure it out." No documentation. No standard. Rework starts on day three.
Hiring & Onboarding Day 1: SOP binder, job shadow, diagnostic checklist. Day 30: tech runs calls solo. No rework cycle.
Quality & Callbacks 2–3 callbacks per week. Every tech does the job their own way. No checklist. No standard. No defense.
Quality & Callbacks Quality SOP means every job passes inspection before closeout. Callbacks drop. Reputation stays clean.
Collections & AR Who owes money? You don't know. Follow-up happens never. Cash flow is a guessing game every week.
Collections & AR AR aging report by customer. Collections SOP triggers automatically. Payment history tracked. Cash predictable.
Owner's Role In every call, every job, every invoice. Phone doesn't stop. Can't step away. Nights and weekends too.
Owner's Role One routing decision per day. Check the numbers. Run the business — not just the jobs.
Scaling Path Next truck means more chaos. Every hire is a risk because there's no system to hand them on day one.
Scaling Path Next truck runs the same system as truck one. Hire from the SOP. Each hire scales you — not just adds headcount.

Who This Is For

If You Recognize Yourself Here, You're In The Right Place

The Problem

Most trades businesses don't fail because the owner isn't good at the work.

They fail because nobody ever built the system.

No intake process. No onboarding doc. No handoff structure. Everything lives in your head — and the moment you step away from the tools, the whole thing slows down or stops.

You already know something is wrong. You've known for a while. You just haven't had the exact thing to install.

Consultants charge $15,000 to build this from scratch.
Coaches sell you mindset while your business bleeds.

TradeStack hands you the operating system.
You just have to be ready to run it.

The Trapped Tech $300K – $600K

Still on the tools 4 days a week. Losing clients while you're under someone's sink. You know you need to hand off — but there's nothing written down to hand off to.

The system gets you off the tools.
The Chaos Operator $600K – $1M

You have staff but no real system. Everything runs through your head. One bad hire or one slow month and the whole thing is exposed. You won't say it out loud — but you know it.

The system makes your business run without you holding it together.
The Ceiling Hitter $1M+

You've hit the wall. Can't scale without structure. You know the next level requires a real operating company — not a bigger version of what you've been doing.

The system is the infrastructure for what comes next.

By Trade

Built For Your Trade. Documented In The Field.

Every system in TradeStack was built around how your trade actually operates — not a generic business template with your logo swapped in.

HVAC Covered

Refrigerant compliance. Seasonal surge. Equipment installs with zero margin for error. Every HVAC liability is in the system.

  • EPA 608 refrigerant handling SOP
  • Seasonal startup & shutdown checklist
  • Service diagnostic protocol
Electrical Covered

OSHA exposure. Permit violations. Panel work that gets you sued if it's not documented. The electrical system covers every step that matters legally.

  • LOTO electrical safety SOP
  • Load calculation & panel sizing worksheet
  • Permit & inspection closeout SOP
Plumbing Covered

Callbacks from misdiagnosis. Walls closed before pressure testing. Installs done without documentation. The plumbing system stops every recurring loss.

  • Pressure testing & system verification SOP
  • Water heater installation SOP
  • Drain & sewer diagnostic SOP
Roofing Covered

Fall protection citations. Estimates without proper assessment. Material takeoffs that kill your margin. The roofing system is built around the three places roofing companies bleed.

  • Written fall protection plan
  • Roof assessment & inspection SOP
  • Material takeoff & waste calculator

Each trade pack is $199 — built, documented, and ready to install. No customization required. No consultant needed.

→ See What's Inside

// What the System Does

Built to Solve Specific Problems.

Each system targets a different revenue leak. Here's what operators fix first.

Contractors using the AR follow-up scripts typically collect on outstanding invoices within 30 days — without hiring a collections agency or writing off the balance.

Cash Recovery Kit AR Recovery System

Operators who install the diagnostic and closeout SOPs report fewer repeat callbacks — because every tech closes the job the same way, every time, before they leave the site.

Starter Pack Field Operations System

Business owners who implement the hiring and onboarding SOPs stop making every decision themselves — because new hires have a documented standard to follow from day one.

Starter Pack Hiring & Onboarding System

Outcomes based on system design and intended use. Individual results depend on implementation.

// Section 06 — Built By Someone Who's Been There

12 Years in the Field.
Not the Boardroom.

TradeStack Digital wasn't built in a consulting office. It was built after watching trade businesses bleed revenue from the same preventable problems — year after year.

12
Years in Industrial Operations
Not theory. Not consulting. Direct exposure to where trade businesses break — dispatch, billing, hiring, callbacks, and the gap between owner and operator.
$0
Recovered Without a System
Every dollar left on the table we've documented came from the same root cause — no repeatable process. The fix isn't working harder. It's installing the system.
// Field Built
Built From Inside the Trades
Every SOP, script, and playbook in TradeStack was pressure-tested against real operational failure points — not assembled from business school frameworks.
// Revenue Focused
Every System Ties to Revenue
Nothing in this system exists to look organized. Every document, every process, every checklist connects directly to a dollar that was previously walking out the door.
// No Fluff
Operators, Not Coaches
You won't get a workbook and a vision board. You'll get the exact documents, scripts, and workflows that a real operations system runs on — ready to install.
HT
Heath Thiel
// Founder — 12 Yrs Industrial & Field Operations
"I spent over a decade watching trade businesses run the same broken plays — great at the work, invisible on the back end. I built TradeStack Digital because the system they needed didn't exist. Now it does."
Ready to See What the System Costs?
// Compare tiers — pick the one that matches where you are now
See Pricing →
tradestack.co // systems.structure.scale

Pricing

You've Seen What's Inside.
Here's How to Get It.

Every tier is complete on day one. No upsells. No drip. Download it, install it, run it.

Start Here — No Risk

Free Cash Recovery Kit
Cash Recovery Kit FREE

Three documents. Zero cost. Stops the most common revenue leaks before you spend a dollar on anything else. Includes a plug-and-play AR tracker.

→ Get Free Kit
Cash Recovery Kit Upgrade
Cash Recovery Upgrade $99

Already downloaded the free kit? Add the full recovery stack for $99 before you lose another invoice. Includes a plug-and-play recovery tracker.

→ Add the Upgrade — $99

The Full System

Getting started? Grab a Trade Pack ($199) for 3–5 trade-specific SOPs ready to install today. Need the full foundation? The Starter Pack ($999) covers all four trades plus hiring, safety, costing, and scaling. Most contractors under $600K start there.

Trade Pack Trade Pack $199 3–5 SOPs + plug-and-play tracker included

Trade-specific SOPs built for HVAC, Plumbing, Electrical, or Roofing. Plug directly into your existing operation or pair with any tier above.

→ Choose Your Trade ▾
HVAC — $199 Plumbing — $199 Electrical — $199 Roofing — $199
Starter Pack Most Popular Starter Pack $999 10 SOPs + plug-and-play tracker included

The full operational foundation. Safety, field ops, hiring, costing, invoicing — every system a $300K–$600K trades business needs to stop running on gut feel.

→ Get the Starter Pack
Pro Operations Stack Pro Operations $2,499 13 SOPs + plug-and-play tracker included

Hiring, fleet, AR, quality control, client communications — the complete stack for a business running multiple trucks and people.

→ Get Pro Operations
Financial OS Financial OS $4,999 34 documents · 7 pillar trackers included

P&L tracking, job profitability, owner pay framework, budget build, tax prep — and 9 additional financial SOPs. 7 plug-and-play trackers — one per pillar, pre-built and ready to use.

→ Get Financial OS
// Guarantee

Every document was built against real operational failure points — not assembled from templates. If you install it and run it, it works.

tradestack.co // systems.structure.scale

// Quick-Win Products

Single-Problem. Single-Doc. Install It Today.

Not ready for the full system? These three product lines each solve one specific problem — priced to remove every excuse.

Chaos Triage Checklist — $29 · Your 15-minute Monday morning review

Chaos Triage Checklist HVAC
Chaos Triage $29 HVAC · SOP + plug-and-play tracker included

Five-number Monday dashboard + corrective actions + weekly non-negotiables. Built for HVAC operators running blind.

→ Get HVAC Triage — $29
Chaos Triage Checklist Plumbing
Chaos Triage $29 Plumbing · SOP + plug-and-play tracker included

Five-number Monday dashboard + corrective actions + weekly non-negotiables. Built for plumbing operators running blind.

→ Get Plumbing Triage — $29
Chaos Triage Checklist Electrical
Chaos Triage $29 Electrical · SOP + plug-and-play tracker included

Five-number Monday dashboard + corrective actions + weekly non-negotiables. Built for electrical operators running blind.

→ Get Electrical Triage — $29
Chaos Triage Checklist Roofing
Chaos Triage $29 Roofing · SOP + plug-and-play tracker included

Five-number Monday dashboard + corrective actions + weekly non-negotiables. Built for roofing operators running blind.

→ Get Roofing Triage — $29

Callback Killer Checklist — $49 · Pre-departure checklist + 5 objection handlers

Callback Killer HVAC
Callback Killer $49 HVAC · SOP + plug-and-play tracker included

10-point pre-departure checklist + 5 scripted objection handlers. Print it, laminate it, hand it to every tech.

→ Get HVAC Callback — $49
Callback Killer Plumbing
Callback Killer $49 Plumbing · SOP + plug-and-play tracker included

10-point pre-departure checklist + 5 scripted objection handlers. Print it, laminate it, hand it to every tech.

→ Get Plumbing Callback — $49
Callback Killer Electrical
Callback Killer $49 Electrical · SOP + plug-and-play tracker included

10-point pre-departure checklist + 5 scripted objection handlers. Print it, laminate it, hand it to every tech.

→ Get Electrical Callback — $49
Callback Killer Roofing
Callback Killer $49 Roofing · SOP + plug-and-play tracker included

10-point pre-departure checklist + 5 scripted objection handlers. Print it, laminate it, hand it to every tech.

→ Get Roofing Callback — $49

Hiring SOP — $149 · 20 trade-specific interview questions + scoring rubric + 30/60/90 gates

Hiring SOP HVAC
Hiring SOP $149 HVAC · SOP + plug-and-play tracker included

20 HVAC-specific interview questions, scoring rubric, 8 red flags, Day 1 onboarding checklist, 30/60/90 performance gates.

→ Get HVAC Hiring SOP — $149
Hiring SOP Plumbing
Hiring SOP $149 Plumbing · SOP + plug-and-play tracker included

20 plumbing-specific interview questions, scoring rubric, 8 red flags, Day 1 onboarding checklist, 30/60/90 performance gates.

→ Get Plumbing Hiring SOP — $149
Hiring SOP Electrical
Hiring SOP $149 Electrical · SOP + plug-and-play tracker included

20 electrical-specific interview questions, scoring rubric, 8 red flags, Day 1 onboarding checklist, 30/60/90 performance gates.

→ Get Electrical Hiring SOP — $149
Hiring SOP Roofing
Hiring SOP $149 Roofing · SOP + plug-and-play tracker included

20 roofing-specific interview questions, scoring rubric, 8 red flags, Day 1 onboarding checklist, 30/60/90 performance gates.

→ Get Roofing Hiring SOP — $149

What's Inside

The Operating System. Pick Your Entry Point.

Start free. Add what you need. Every tier is built, documented, and ready to install the day you buy it.

Start Here — No Risk

Free Cash Recovery Kit
Cash Recovery Kit FREE

One document. Three tools. Stops outstanding receivables from bleeding out of your business. Includes a plug-and-play AR tracker. No credit card. Delivered to your inbox.

  • 3 follow-up scripts — day 5 through 30+ past due
  • AR tracker — every outstanding invoice, one sheet
  • 30-day recovery checklist — week by week
→ Get Free Kit
Cash Recovery Kit Upgrade
Cash Recovery Upgrade $99

Already downloaded the free kit? Add the full recovery stack for $99 before you lose another invoice. Includes a plug-and-play recovery tracker.

  • Everything in the free kit
  • Overdue invoice recovery sequence
  • Deposit & payment policy template
  • Price objection response framework
→ Add the Upgrade — $99

The Full System

Getting started? Grab a Trade Pack ($199) for 3–5 trade-specific SOPs ready to install today. Need the full foundation? The Starter Pack ($999) covers all four trades plus hiring, safety, costing, and scaling. Most contractors under $600K start there.

Trade Pack Trade Pack $199 3–5 SOPs + plug-and-play tracker included
  • Trade-specific safety SOP
  • Installation & service protocol
  • Diagnostic & closeout document
  • HVAC · Plumbing · Electrical · Roofing — $199 each
→ Choose Your Trade ▾
HVAC — $199 Plumbing — $199 Electrical — $199 Roofing — $199
Starter Pack Most Popular Starter Pack $999 10 SOPs + plug-and-play tracker included
  • Job site safety SOP
  • Equipment inspection checklist
  • Daily field operations SOP
  • Incident reporting SOP
  • Customer handoff SOP
  • Employee onboarding SOP
  • Subcontractor agreement
  • Job costing & estimate template
  • Customer invoice template
  • Customization guide
→ Get the Starter Pack
Pro Operations Stack Pro Operations $2,499 13 SOPs + plug-and-play tracker included
  • Service call workflow SOP
  • Hiring & interview process SOP
  • Subcontractor onboarding SOP
  • Customer complaint escalation SOP
  • Equipment & fleet management SOP
  • Quality control inspection SOP
  • Collections & AR SOP
  • Job costing variance tracker
  • Service agreement & change order
  • 90-day performance tracker
  • Equipment maintenance log
  • Client communication templates
  • OSHA safety inspection SOP
→ Get Pro Operations
Financial OS Financial OS $4,999 34 documents · 7 pillar trackers included
  • P&L tracking system
  • Job profitability analysis
  • Owner pay & distribution framework
  • Annual budget build worksheet
  • Tax prep documentation system
  • + 9 additional financial SOPs
  • 7 plug-and-play trackers — one per pillar, pre-built and ready to use
→ Get Financial OS

// FAQ

Questions Before You Buy.

Straight answers. No pitch.

I don't have time to set up a system right now. +
That's exactly the problem these documents solve. Every SOP and template in TradeStack is built to install in a single work session — not a 3-month rollout. You don't need a consultant, a project plan, or a full day off the tools. You open the document, customize the fields for your business, and hand it to your team. The time you don't have is exactly what a running system gives back.
How do I know this works for my specific trade? +
Every document in the system was built with field operations in mind — not generic business consulting. The Starter Pack and Pro Operations include a Trade Customization Guide that walks through HVAC, plumbing, electrical, roofing, and general contracting specifically. If you want trade-specific SOPs from day one, the Trade Pack ($199) gives you 3–5 documents built for your trade — safety protocols, service protocols, and diagnostic procedures written for how your work actually runs.
My business is too specific — a template won't cover it. +
Every document is a working template, not a finished product. Your company name, your pricing, your process — all of it gets filled in. The structure is built so you're not starting from a blank page, and the customization guide walks you through every field that needs your specifics. Most buyers have their first document customized and in use within an hour of downloading.
What if my employees won't follow a process? +
That's a management problem, not a document problem — and the documents help with that too. You can't hold someone accountable to a standard that doesn't exist in writing. When the SOP is on paper and part of onboarding, "I didn't know" stops being a valid answer. The Employee Onboarding SOP and the 90-Day Performance Tracker (Pro Operations) are built specifically to create the accountability structure that makes follow-through enforceable.
How is this different from hiring a consultant? +
A consultant charges $5,000–$15,000 to build documents you could have had for $999 — and then they leave. TradeStack Digital gives you the same operational foundation without the retainer, the kickoff calls, or the 60-day timeline. These documents were built by someone with 12 years inside field and industrial operations. The difference is you own it outright and you install it on your schedule, not theirs.
Can I start with one tier and buy another later? +
Yes. Each tier is a standalone purchase — buy when you're ready for it. The Starter Pack is the right entry point for most businesses under $600K. When you're running multiple trucks and need the hiring, fleet, AR, and quality control layer, the Pro Operations is there. Every tier is complete on its own — you're not buying half a system at any level.
What format do the documents come in? +
All documents are delivered as editable Word files (.docx). Open them in Microsoft Word, Google Docs, or any compatible editor. Fill in your business details, adjust the language to match your voice, and they're ready to print, share, or add to your onboarding system. No special software required.
What kind of support is available after I buy? +
If you have a delivery issue, a file that won't open, or a problem with your order, email support@tradestackdigital.com and it gets handled. Implementation is on you — these documents are built to be self-installing and the customization guide walks you through the process. All sales are final on digital downloads.
Still have a question?
Reach out before you buy — we'd rather answer it now than have you sitting on a document you're not sure about.
→ support@tradestackdigital.com

tradestack.co // systems.structure.scale