TradeFlow
报价、开票、自动催款,一个 App 搞定。
Quotes, invoices and reminders in one app.
给 1–15 人上门服务团队的报价、开票、催款工具。客户、单据、部分收款、账龄、催款队列、PDF 与会计导出都在手机里完成。
Quotes, invoices, payments and follow-ups for small field-service teams. Clients, line items, partial payments, aging, reminder queue, PDF and accounting exports — all on your phone.




功能
Features
- 快速报价与发票
- 部分/全额收款与账龄
- 3/7/14/30 天自动催款
- PDF、CSV、云备份
- Fast quotes & invoices
- Partial payments & aging
- 3/7/14/30-day reminders
- PDF, CSV and cloud backup
持续更新Continuously improved
功能会持续迭代,欢迎在反馈板块提出建议。Features improve over time; feedback is welcome in the forum.
无广告 / 无追踪No ads / no tracking
1.0.0 不包含广告 SDK,也不做跨 App 追踪。1.0.0 ships without ad SDKs and does not track you across apps.
这个工具解决什么问题
What it solves
面向没有专职财务的上门服务商。客户、报价、发票、收款和催款往往分散在 Excel、微信聊天和纸质单据里,容易漏收、漏跟进,月底还要花大量时间对账。
Built for field-service businesses without a dedicated finance team. Clients, quotes, invoices, payments and reminders usually live in spreadsheets, chats and paper, so money gets missed and month-end reconciliation eats hours.
适合谁Who it is for
水管、暖通、电工、清洁、装修、草坪等 1–15 人上门服务团队。Plumbing, HVAC, electrical, cleaning, remodeling and landscaping teams of 1–15 people.
核心能力Core capabilities
- 报价 / 发票 / 复制 / 部分收款,自动计算余额Quotes, invoices, duplicates and partial payments with automatic balances
- 3/7/14/30 天自动催款队列,语气逐次升级3/7/14/30-day reminder queue with escalating tone
- 应收账龄分桶与客户对账单Receivables aging buckets and customer statements
- PDF / HTML / QuickBooks、Xero CSV 导出PDF, HTML, QuickBooks and Xero CSV export
为什么用它Why it works
把开单、催款、收款放进同一条流程,减少来回翻找,降低漏收风险。One flow for quoting, chasing and collecting, with less searching and fewer missed payments.
TradeFlow 反馈
TradeFlow feedback
遇到报价、开票、收款或催款问题?在反馈板块提交,我们会跟踪处理。
Questions about quotes, invoices, payments or reminders? Post them in the feedback board.