Platform Operations Guide

A streamlined roadmap from registration to verified bookings and automated reviews.

Basera Trades replaces complicated website builders and costly lead-generation agencies with a clean, zero-commission operating platform built specifically for independent Canadian contractors.

Contractor Onboarding

How to Register & Complete Your Business Setup

Setting up a professional online presence shouldn't require technical knowledge or long questionnaires. Here is exactly what to expect:

01

Register Your Early Adopter Account

Enter your legal business name, primary email, and select your Canadian province, city, and core trade category. Your public profile slug is generated immediately without long questionnaires.

Don't see your specific trade or town? Select the closest match during sign-up and send our team a direct request in your dashboard — we add custom categories instantly.
02

Configure Services & Upload Your Portfolio

In your dashboard under 'Edit Profile & Services', add the specific job types you offer along with general starting rates or consultation notes. Upload up to 10 photos of your completed projects to showcase quality craftsmanship to potential clients.

03

Request Your Verified Business Badge

Use the built-in 'Business Verification' tool on your dashboard to upload a copy of your business registration, contractor license, or liability insurance certificate. Once approved by our moderation team, prominent Verified and Insured badges appear next to your name.

04

Deploy Your Booking Link & QR Codes

Your profile is now complete! Copy your short booking link into your Instagram bio, Google Map listing, and quotes. Download your print-ready SVG QR code from your dashboard to display on company vehicles and printed invoices.

Path 1 — Direct Bookings

Directory Booking & Review Lifecycle

Homeowners discover your profile in the directory and send a booking request directly. The entire workflow from inquiry to Google review is automated.

Step 1

Homeowner Submits Request

Homeowners find your profile in the directory and fill out a 30-second inquiry form with their problem description, schedule preference, and property details — no account needed.

Automated by platform
Step 2

Instant SMS & Email Alert

You receive an immediate notification on your phone and email inbox the moment a new booking request arrives.

Automated by platform
Step 3

Review, Schedule & Quote

Open your dashboard queue, inspect the request details, and accept the job by setting a start date and attaching your price estimate.

Automated by platform
Step 4

Complete & Auto-Collect Reviews

After finishing the work, click 'Mark Complete'. Basera Trades automatically emails the client a thank-you note with a direct link to review your Google Business Profile.

Automated by platform
Path 2 — Curated Promo Leads

How Promo Leads Work

For high-demand seasonal categories, Basera Trades runs targeted campaigns and pre-qualifies homeowner leads before assigning them to a registered trade — no bidding, no shared contacts.

Step 1

We Run the Ad Campaign

Basera Trades runs targeted local ads (e.g. snow removal, plumbing) and captures homeowner leads on your behalf — you pay nothing for the campaign.

Step 2

Lead Assigned to Your Dashboard

You receive an email with the customer's name, phone number, address, and service details. The lead appears in a dedicated 'Assigned Leads' section on your dashboard.

Step 3

You Follow Up Directly

Call or text the homeowner from your own phone. Update the lead status as you progress: New → Contacted → Booked / Lost. Add private notes at any step.

Step 4

Convert to a Booking (Optional)

If the customer confirms, hit 'Convert to Booking' in your dashboard. A formal booking is created in your job queue — unlocking scheduling, estimates, and the automated review flow.

Unlocks full booking workflow

Want to receive promo leads for your category?

Register your trade profile — our team assigns leads to active, verified businesses in your service area first.

Register Your Trade →

Included Business Tools

Every early adopter contractor account includes access to our complete suite of business growth utilities.

Curated promo leads

Basera Trades runs targeted ad campaigns and delivers pre-screened homeowner leads directly to your dashboard — no bidding wars, no shared leads. You get the customer's name, phone, and address, and you follow up on your own terms.

Dedicated business profile

Receive a professional profile at baseratrades.com/profile/your-name and a custom micro-site with your services, pricing guidelines, photos, and FAQs.

Verification & trust badges

Build instant homeowner credibility by submitting your trade license or commercial insurance to display verified trust badges across our Canadian directory.

Scheduling & conflict alerts

Manage upcoming appointments in a centralized queue and interactive agenda view. Receive automated warnings if appointment durations overlap.

Transparent upfront estimates

Attach estimated costs and target timelines directly when responding to job inquiries. Details are automatically emailed to your client.

Automated reputation builder

When you mark a job complete on your dashboard, we automatically prompt the homeowner to review your work on your Google Business Profile.

Print & web conversion tools

Download vector SVG QR codes designed for vehicle wraps, invoices, or business cards, plus easily embed interactive widgets on your current website.

How Basera Trades Compares

Why Canadian trade professionals are switching away from lead aggregators and costly agencies.

Upfront Cost & Setup

Basera Trades$0 (Early Adopter Program)
Web Agency$1,500 – $4,000
Lead Sites$0 sign-up

Per-Booking & Lead Fees

Basera Trades$0 Zero Commissions
Web Agency$0
Lead Sites$25 – $85 per inquiry

Curated Ad-Sourced Leads

Basera TradesDelivered to your dashboard
Web AgencyNot included
Lead SitesShared with competitors

Client Relationship

Basera Trades100% Yours Direct
Web AgencyDirect
Lead SitesShared with 3-5 competitors

Verified & Insured Badging

Basera TradesIncluded in Account Setup
Web AgencyManual verification
Lead SitesAdditional annual subscription

Automated Review Follow-up

Basera TradesIncluded
Web AgencyCustom software required
Lead SitesPlatform-locked rating only

Interactive Calendar Queue

Basera TradesIncluded
Web AgencyNot included
Lead SitesNot included

Ready to grow your trade business?

Register your Canadian contractor profile today to lock in your early adopter access. Zero lead generation commissions, zero hidden fees.