How to use PacificTrade
Tap to open the quick start guide
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📱 Get PacificTrade on your phone
Add to your home screen — works like a real app, even offline
Getting started
Set up your business profile
Add your phone, address and service area
Send your first AI quote
Takes under 60 seconds with AI
Book a job on the calendar
Set a date and send SMS reminder
Send your first invoice
Get paid with an online payment link
No pending quotes yet
When you send a quote it appears here. Track views, follow up by SMS, and mark accepted.
Job booked
Quote sent
Book a job
Customer name
Job type
Date
Time
Phone (SMS reminder)
Address
This month
Book a job and it will appear here
Quote builder
Fill in the details — the more information you give the more accurate the AI quote will be.
Client name
Client phone
Type of work
Client address / location ← affects pricing
Describe the job in detail
The more detail you provide the more accurate and specific the AI quote will be. Include measurements, materials, current condition, any challenges, what the client wants done — anything relevant.
Photos — optional but helps AI price more accurately
Tap to add photos
Up to 4 photos · JPG, PNG · helps AI estimate costs
Create invoice
Customer name
Email
Phone
Client address
Job completed
Materials cost ($)
Labour / service charge ($) ← your profit
Invoice date
Payment terms
Note
Preview
Your Business
your@email.com
INVOICE
#INV-0001
Date: —
Due: —
Date: —
Due: —
Bill to
Customer name
| Description | Amount |
|---|---|
| — | — |
Total: $0
Invoice history
No invoices sent yet — create and send your first invoice above
Fiscal year —
Total revenue (YTD)
$0
This fiscal year
Invoices paid
0
Transactions
Outstanding
$0
Unpaid invoices
Recorded expenses
$0
Materials & costs
Net profit
$0
Revenue minus expenses
Expenses by category
No expenses recorded yet — scan receipts to track expenses
Month 1 of 12
0%
Monthly breakdown
Tax summary
Planning guide
For planning purposes only. PacificTrade is not a tax adviser. Always consult a licensed CPA or tax professional for accurate filings.
Fiscal year
—
Gross revenue
$0
Recorded expenses
$0
Net income
$0
Recommended tax set-aside
$0
Set aside 25–30% of your net income for federal and state taxes. This is a general guideline — your actual amount will vary.
Quarterly estimated payment dates (IRS)
Q1 — Jan 1 to Mar 31
Due: April 15
Q2 — Apr 1 to May 31
Due: June 16
Q3 — Jun 1 to Aug 31
Due: September 15
Q4 — Sep 1 to Dec 31
Due: January 15
Job history & AI pricing memory
AI pricing memory: Every completed job is stored here. The AI uses this to improve estimate accuracy over time.
No job history yet
Every time you mark an invoice as paid, the job saves here. The AI learns your pricing patterns over time.
Customers
No customers yet
Customers are added automatically when you send a quote or book a job.
Receipt Scanner
Take a photo of any receipt — AI reads it automatically and saves it to your expense records.
Tap to scan a receipt
Take a photo or upload from camera roll
Expense history
No receipts yet
Scan your first receipt above
Business settings
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Install PacificTrade as an app
Works on iPhone and Android — access from your home screen
?
Your name
your@email.com
Pro planBusiness name
Owner name
Trade type
Phone
Email
Address
Fiscal year
Fiscal year starts
Default payment terms
Experience & specialisation
This appears on your public profile so customers can see your background and expertise.
Years in business
Number of jobs completed
Experience description — shown to potential customers
Service area & radius
Set how far you are willing to travel for jobs. Customers outside your radius will not see your listing.
Base location (city or zip)
Maximum travel radius
You will appear in searches within 20 miles of your base location.
Licence & insurance Optional
Adding your licence and insurance details displays a verified badge on your profile. This builds trust with customers and is strongly recommended for higher-value jobs.
Contractor licence number — CSLB (California)
Licence type / class
General liability insurance — provider name
Insurance policy number — optional
PacificTrade Marketplace
List your business so homeowners can find and contact you directly.
Your client quote request link
Share this link with clients — they fill in their job details and it appears in your Pending Quotes automatically.