Custom field-service build
Six-figure software that takes quarters to change when pricing shifts.
Sectors · Commercial trades
Wedge · AI App Studio
Replace six-figure custom software with one front office
HVAC, solar, subcontractors, and facility management operators often pay six figures for bespoke field-service builds — or run dispatch in spreadsheets beside a CRM nobody updates. Salestrics replaces the stitched B2B software stack with a unified context layer that agents can execute on. Traditional CRMs are passive databases. Salestrics gives mid-market operators one data spine — prospecting, CRM, billing, and ticketing — paired with a hosted MCP server so agents (Cursor, Claude, your own) can run operational workflows beside human teams.
Agent-Native · Mid-market operators · Hosted MCP
The stitched trades stack
Commercial operators stitch quoting, dispatch, billing, and service across custom builds and point tools that never share one customer record.
Spreadsheet dispatch
Crew schedules in Sheets — CRM does not know who is on site today.
Quoting elsewhere
Proposals in Drive or a standalone CPQ — won jobs re-keyed into billing.
Ticketing in email
Service requests in inboxes — no shared spine with sales or collections.
One front office with AI App Studio
Prospecting, CRM, billing, and ticketing on one data spine — plus AI App Studio to build the dispatch boards, checklists, and quote flows your trade actually runs.
Momentum + Resolve
Pipeline and service desk on shared Accounts — sales sees open tickets.
Workspace proposals
Quotes and scopes beside live opportunities — not orphan PDF folders.
AI App Studio
Build custom tools on live records — inspection forms, crew handoffs, margin calculators.
Ledger collections
Invoice and collect on the same spine as the deal your rep closed.
What operators get
- Momentum CRM and Resolve ticketing on one customer graph
- AI App Studio — custom apps on live pipeline, ticket, and billing data
- Workspace for quotes, scopes, and job folders tied to opportunities
- Ledger invoicing and collections beside the accounts your field team serves
Explore the platform
Commercial trades FAQ
Can Salestrics replace our custom field-service software?
For mid-market commercial trades consolidating front office — sales, dispatch coordination, service, and billing — Salestrics replaces six-figure custom builds with one platform plus AI App Studio for trade-specific workflows. Heavy asset telemetry or fleet GPS may still integrate alongside.
What is AI App Studio for trades operators?
AI App Studio lets your team build custom tools inside Salestrics — inspection checklists, crew handoff boards, margin calculators — on the same records as CRM and ticketing. No separate dev shop for every process change.
Who is this for?
Mid-market commercial operators with real seat counts — HVAC, solar, electrical subs, and facility management teams selling and delivering B2B services, not agencies reselling someone else's product.
How do we evaluate fit?
Book /demo. We map your quote-to-cash and service workflow, then show how one Agent-Native spine plus App Studio covers your front office without a new custom build.
One front office for commercial trades
HVAC, solar, subs, and FM operators — see how Salestrics replaces stitched stacks and six-figure custom software with AI App Studio on live data.