Fix Missed Money,
Weak Follow Up,
and Messy Operations.

TradeStack Digital gives trades businesses downloadable tools that fix the problem draining money right now.
No software. No login. No monthly subscription.

Pick Your Problem Start Free
12 YEARS
Field Operations
Experience
80+ FIELD TOOLS
Documents, Trackers
& Workbooks
4 TRADES
Covered From
Day One
TradeStack Digital — contractor SOPs and business systems

// Pick Your Problem

Pick the Problem You Need to Fix.

Downloadable documents and spreadsheet trackers. Pick the one that matches where you are right now.

// Free MONEY IS MISSING

Invoices, estimates, and follow up are slipping. Free Cash Recovery Kit uses scripts, an AR tracker, and a 30 day checklist to find what needs attention.

Start Free → // $399 I NEED THE FULL CASH RECOVERY SYSTEM

You need more than a starter kit for unpaid invoices and stale estimates. Cash Recovery Kit Upgrade tracks open money, follow up by stage, and runs a weekly review.

View Upgrade → // $999 I NEED CORE BUSINESS TOOLS

Your business depends on memory, texts, and whoever remembers the next step. Starter Pack installs the core documents for invoicing, job costing, safety, onboarding, and field operations.

View Starter Pack → BEST VALUE ULTIMATE OPERATIONS GEAR · $2,999 I NEED THE COMPLETE SYSTEM

Get the Starter Pack and Pro Operations Stack together, plus the Master Implementation Guide. Save $499.

GET BOTH SYSTEMS // $2,499 I NEED OPERATIONS CLEANED UP

People, jobs, subs, equipment, and complaints are moving without enough structure. Pro Operations Stack adds the control layer for collections, quality, hiring, service calls, fleet, and client communication.

View Pro Operations → // $4,999 I NEED FINANCIAL CONTROL

You need to see cash, pricing, risk, delegation, and growth clearly. Financial OS gives you the quick start workbook and pillar trackers to find where to start.

View Financial OS → // Not Sure NOT SURE WHERE TO START

Start with the money first. Free Cash Recovery Kit helps you find missed invoices, weak follow up, and open money before you buy anything.

Start Free →

Start Free

Get the Free Cash Recovery Kit.

Money you already earned is sitting uncollected. This is the fastest way to start getting it back. No cost, no card, no catch.

Free Cash Recovery Kit for contractors
Cash Recovery Kit FREE
  • Follow up scripts. Ready made phone, email, and text scripts for common payment objections.
  • Accounts receivable spreadsheet tracker. A done for you tracker where you enter open invoices, dates, status, and notes.
  • 30 day recovery checklist. Shows what to do each week.
  • Quick start protocol. Helps you get set up before you begin follow up.

The tracker works from the information you enter.

→ Start Free

The Next Step · $399

Cash Recovery Kit Upgrade.

You downloaded the free kit. Invoices, estimates, and follow ups are still slipping. This goes deeper.

Cash Recovery Kit Upgrade for trades businesses
Cash Recovery Upgrade $399

A deeper cash recovery system for invoices, estimates, and follow up. Not software. Downloadable documents and a spreadsheet tracker.

  • Cash recovery spreadsheet tracker for open invoices and stale estimates
  • Phone, email, and text follow up scripts for common payment objections
  • Invoice follow up scripts by aging stage
  • Estimate follow up scripts for jobs that never closed
  • Weekly review checklist for open money
  • Setup steps so you know what to enter first
→ Buy Now

$999

Starter Pack.

For the contractor whose core operation still lives in the owner's head.

Who It's For

Contractors under $600K who need the core operating documents in place before anything else.

What It Fixes

Invoicing, job costing, onboarding, subcontractors, safety, equipment checks, field operations, incident reporting, and customer handoff.

What You Get

30 Day Roadmap

Week 1 · Cash
Customer Invoice
Daily Field Operations
Week 2 · Margin and Safety
Job Costing and Estimate
Job Site Safety
Week 3 · Compliance
Equipment Inspection
Incident Reporting
Week 4 · People
Employee Onboarding
Customization Guide

More than the Upgrade: the Upgrade fixes cash collection. Starter Pack installs the core operating documents across the whole business.

→ Buy Now · $999

Or get both now: Ultimate Operations Gear, the complete foundation + control system, $2,999. Save $499.

BEST VALUE · SAVE $499

GET THE FOUNDATION AND THE CONTROL LAYER IN ONE PURCHASE.

Ultimate Operations Gear combines the Starter Pack and Pro Operations Stack, then adds the Master Implementation Guide so you know what to install first.

STARTER PACK
+
PRO OPERATIONS STACK
+
MASTER IMPLEMENTATION GUIDE
  • Everything in the Starter Pack
  • Everything in Pro Operations Stack
  • Master Implementation Guide, not sold separately
Buy separately:$3,498
Ultimate Operations Gear:$2,999
You save:$499
GET ULTIMATE OPERATIONS GEAR

Instant download. Editable documents and spreadsheet trackers. No software. No monthly subscription.

$2,499

Pro Operations Stack.

For the business with the foundation in place and a growing crew.

Who It's For

Contractors running multiple trucks and people who need the next layer of operating control.

What It Fixes

Job costing variance, collections escalation, quality control, safety inspection, hiring, subcontractor management, service call workflow, equipment maintenance, complaint escalation, fleet management, change orders, and client communication.

What You Get

90 Day Roadmap

Month 1 · Margin and Cash
Job Costing Variance
Collections Escalation
Quality Control Inspection
OSHA Safety Inspection
Month 2 · People and Quality
90 Day Performance Tracker
Hiring Interview Process
Subcontractor Onboarding
Complaint Escalation
Month 3 · Operations Depth
Service Call Workflow
Equipment Maintenance
Fleet Management
Change Orders
Client Communication

More than Starter Pack: Starter Pack installs the core. Pro Operations adds the control layer for a growing crew.

→ Buy Now · $2,499

Or get both now: Ultimate Operations Gear, the complete foundation + control system, $2,999. Save $499.

$4,999

Financial OS.

A guided operating system, not a folder of files. Documents, spreadsheet trackers, calculators, guides, and workbooks, with a Quick Start workbook plus a workbook and tracking built into each pillar.

Who It's For

Owners who don't know their real numbers, are in every function of the business, have flat or lumpy revenue, and don't know how exposed they are on risk.

Start With Quick Start

Complete the 30 Day Financial Baseline first. Gather 3 months of bank statements, your P&L, an AR aging report, payroll records, vehicle and insurance information, and business formation documents. Then use the pain point map below to decide where to start.

Pillar 1 · Financial Intelligence

Solves: the owner doesn't know the real numbers

  • P&L Tracker · Cash Flow Forecast · Break Even Calculator
  • KPI Scorecard and Weekly Review · Annual Operations Calendar
  • Owner Compensation Model · Equipment and Asset Tracker · Financial Metrics Reference
  • Pillar 1 workbook
Pillar 2 · Delegation and Scale

Solves: the owner is in every function

  • Org Design Templates · Role Description Library · Accountability System
  • Delegation Roadmap · Handoff Documentation Standards · Crew Scheduling System
  • Pillar 2 workbook
Pillar 3 · Growth Architecture

Solves: revenue is flat or lumpy

  • Pricing Architecture · Sales Pipeline Forecast Model · Proposal and Estimate Suite
  • Revenue Growth Playbook · Common Failure Patterns
  • Pillar 3 workbook
Pillar 4 · Risk and Compliance

Solves: the business is exposed and the owner doesn't know it

  • Insurance Audit Checklist · Legal Entity Decision Guide · OSHA Compliance Tracker
  • Pillar 4 workbook
Pillar 5 · Extensions and Implementation

Solves: needing an install plan and internal examples

  • Implementation Playbook · Case Study Blueprint · Delegation Fear Assessment
  • Pillar 5 workbook
Premium Extensions

Solves: advanced protection and recovery issues

  • When to Escalate Legal · Retainage Recovery SOP · Bad Debt Write Off Protocol
  • Scope of Work Standards · Change Order Dispute Protocol · Warranty and Callback Policy
  • Premium Extensions Tracker
Quick Start

Solves: needing to know where to begin

  • Orientation Guide · Implementation Tracker · 30 Day Financial Baseline
  • QuickStart workbook

If This Is You, Start Here

I don't know if my business is actually profitableP&L Tracker
I am always short on cash even when busyCash Flow Forecast
I am pricing jobs and don't know if I am making moneyBreak Even Calculator
I am doing everything myself and cannot scaleDelegation Roadmap
I have invoices 60+ days out and cannot collect themWhen to Escalate
I keep getting into disputes with customers over scopeScope Standards
I don't know what I should be paying myselfOwner Compensation
I am not sure if my insurance is adequateInsurance Audit
→ Buy Now · $4,999

This is the top of the ladder.

// Need a Specific Fix?

Single Problem. Single Fix. Install It Today.

Not ready for the full system? These fixes each solve one specific problem, priced to remove every excuse.

Common contractor leaks: missed job follow up → · compare every product →

Chaos Triage Packet for trades contractors
Chaos Triage Packet $29 Checklist + spreadsheet tracker included

Everything feels urgent and nothing gets fixed in order. A weekly triage checklist and spreadsheet tracker to sort what to fix first.

→ Choose Your Trade ▾
HVAC · $29 Plumbing · $29 Electrical · $29 Roofing · $29
Callback Killer Checklist for trades contractors
Callback Killer Checklist $49 Checklist + spreadsheet tracker included

Trucks roll twice for the same job. A pre-departure closeout checklist and scripted objection handlers to stop repeat callbacks.

→ Choose Your Trade ▾
HVAC · $49 Plumbing · $49 Electrical · $49 Roofing · $49

Details →

Hiring SOP for trades contractors
Hiring SOP $99 SOP + spreadsheet tracker included

Every hire is a gut call. Trade-specific interview questions, a scoring rubric, and an onboarding checklist.

→ Choose Your Trade ▾
HVAC · $99 Plumbing · $99 Electrical · $99 Roofing · $99
Trade Specific SOP Pack for trades contractors
Trade Specific SOP Pack $249 3 to 5 SOPs + spreadsheet tracker included

Procedures live in people's heads, not on paper. Trade specific field SOPs built for HVAC, plumbing, electrical, or roofing.

→ Choose Your Trade ▾
HVAC · $249 Plumbing · $249 Electrical · $249 Roofing · $249

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
→ See the HVAC SOP Pack
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
→ See the Electrical SOP Pack
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
→ See the Plumbing SOP Pack
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
→ See the Roofing SOP Pack

Each trade pack is $249, built, documented, and ready to install. No customization required. No consultant needed.

→ See What's Inside
// 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.
UNKNOWN
UNTIL IT IS TRACKED
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 Theory
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.
Heath Thiel — founder of TradeStack Digital, on a jobsite
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 Pick Your Fix?
// Back to the top — pick the problem that matches where you are now
See Your Options →
tradestackdigital.com // systems.structure.scale

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 a week at $400 each is $41,600 a year. Run the math on your own numbers. Most owners have never added it up.

$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.

THOUSANDS Custom Build Cost

A custom consultant build can cost thousands. Starter Pack gives you editable documents you own 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. A built-in follow-up cadence tells you exactly when to chase each unpaid invoice.
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. A follow-up cadence tells you when to act on each invoice. 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.

A custom consultant build can cost thousands.
Generic advice sells you theory 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.

// 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 ($249) 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 custom consultant build can cost thousands. Starter Pack gives you editable documents you own for $999, so you can install the core structure without starting from scratch. TradeStack Digital built the starting structure from field operations experience so you are not staring at a blank page.
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), and products that include a tracker also come with a spreadsheet (.xlsx). Open them in Microsoft Word, Google Docs, Microsoft Excel, Google Sheets, 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.
Should I start with the Starter Pack or get Ultimate Operations Gear? +
If you need the core operating foundation first, start with the Starter Pack. If you already know you need both the foundation and the upper control layer, Ultimate Operations Gear gives you both in one purchase for $2,999 instead of buying them separately later.
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

tradestackdigital.com // systems.structure.scale