TradeSite → TradeDesk workflow

Operations

Move a fictional request from lead to completed job.

+ Create customer request

Awaiting action0Lead or qualified

Draft quotes0Awaiting approval

Scheduled0Confirmed jobs

Unassigned0Needs an owner

Guided workflow

Quote and job pipeline

Use a request created in this browser to test every stage. Samples show realistic completed progress but remain read-only.

Loading the isolated operations desk…

Confirmed work only

Schedule

September 2026

MonTueWedThuFriSatSun

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

Internal team view

Roster and workload

Customers never see this view. Assignment remains a business decision.

PS

Priya SinghElectrician

0 jobs

LC

Liam ChenPlumber

0 jobs

SW

Sam WardAir-conditioning technician

0 jobs

AM

Alex MorganProperty maintenance

0 jobs