1 platform
for ops, field workflow, finance, and customer communication
The operating system for serious trade businesses
Run the office, the field, and the money flow from one trade operations platform.
TradeMate gives office teams, owners, and field crews one joined-up workflow for customers, jobs, specialist forms, quotes, invoices, reminders, and proof of work.
Rollout support included · Specialist packs live now · Mobile-ready from day one
Tree risk assessment submitted
Westwood Lodge · 09:00 - Ash
Logged
RAMS draft generated for crown reduction
Job pack updated · 11:30 - Tree team
Ready
Engineer pack synced to mobile crew
Access notes, forms, and evidence checklist
Synced
Invoice + reminder journey armed
Customer summary scheduled after sign-off
Queued
Office, field, and finance aligned on one job record
1 platform
Live
4 live packs
already shaped around real trade workflows
API-first
ready for web, field, mobile, and integration-led rollout
Audit-ready
messages, attachments, status changes, and finance history retained
Packages
Choose the rollout depth that matches how your business actually runs.
Starter
Get customers, sites, jobs, scheduling, quotes, invoices, attachments, and portal flows into one operational core.
Best for: replacing patchwork admin fast
Pro
Add specialist workflows, lifecycle comms, reminders, finance sync, and tighter handoff control between office and field.
Best for: teams that need workflow depth
Scale
Roll out by trade, branch, or crew with stronger controls, wider adoption, and a common operating layer across the business.
Best for: implementation-heavy or growing teams
Tree Surgeon pack
TPO requests, RAMS drafts, council refs, evidence rollup, and readiness checks in the same job pack.
Best for: arboricultural compliance and site control
Electrician pack
EICR, test sheets, installation certificates, minor works, and visual inspection workflow already in the operating layer.
Best for: structured compliance paperwork on site
Plumbing + Heating pack
Reactive jobs, service records, gas safety, commissioning, leak testing, and clean job-to-invoice continuity.
Best for: high-volume service and maintenance work
Start with the operational core. Add specialist depth where your margins and compliance depend on it.
See package optionsSimple from day one
Roll out the core first. Layer in specialist depth next.
TradeMate is built so you can tighten the operation without forcing the whole business into a long, risky transformation project.
01
Stand up the operational core
Bring customers, sites, team members, and job flow into one platform so the office, field, and finance teams stop working from different records.
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02
Add the trade packs that matter
Put specialist forms, RAMS, certificates, evidence capture, and compliance workflow where crews actually need them: in the live job pack on site.
→
03
Run office, field, and finance from one record
Jobs move from intake to schedule to field completion to invoice and reminders without the usual rekeying, handoff gaps, or paperwork chase.
One operating layer. Multiple workflows.
Run the commercial loop and the specialist workflow from the same platform.
Jobs & Scheduling that actually works in the field
Create a job from a customer enquiry in seconds. Assign the crew. Expose the job pack. Your field team sees their jobs, updates status in real time, and captures photos, notes, signatures, and specialist workflow evidence on their phone.
- Drag-and-drop dispatch board
- Role-aware job packs with access notes, forms, and customer context
- Offline-first mobile sync - works in basements, lofts, and remote sites
- Automated customer arrival notifications
- Photo, document, and evidence capture against the live job record
📋 Dispatch Board — Today
09:00
Dave M.
Consumer unit — Mrs Edwards
11:30
Carl T.
Boiler service — Apex Homes
14:00
Dave M.
EICR — Premier Office Park
16:00
Sam K.
CCTV survey — Mr Patel
Quotes and invoices that get you paid faster
Build professional quotes with line items in minutes. Convert to invoice from the same job context. Chase overdue payments with automated reminders. Connect to Xero or QuickBooks so finance stops rekeying what operations already knows.
- Professional branded quotes and invoices
- One-click quote → invoice conversion
- Online customer quote acceptance with digital signature
- Automatic payment chasing — no awkward phone calls
- Xero & QuickBooks sync — zero double-entry
💰 Quote #0341 — Premier Office Park
EICR inspection (commercial)
£420
Remedial works (2 circuits)
£310
Minor works certificate
£75
Total
£805
✓ Accepted by client
↔ Synced to Xero
Customer communication that runs itself
Your customers want to know what's happening, but chasing messages kills your day. TradeMate fires SMS and email updates automatically at every job milestone. Confirmations, on-the-way alerts, completion summaries, invoice links, and replies all stay attached to the job history.
- Automated SMS + email at every job milestone
- Delivery receipt tracking — know what landed
- Inbound message handling with full reply history
- Full audit trail: who sent what, when, and to whom
- Push notifications for mobile app users
💬 Automated SMS — sent at 13:47
Hi Mrs Edwards 👋 Dave from TradeMate Electrical is on his way and should arrive around 2:15pm. Reply to this message anytime.
Great, thank you! Door's unlocked.
Job complete — your new consumer unit is installed and tested ✓ Invoice attached. Thanks for choosing us!
Built for how real teams operate
Choose your operating path. TradeMate adapts to your business model.
Whether you run one van or a multi-crew operation, TradeMate gives each role a clear workflow. Owners get control and visibility, office teams get automation, and field engineers get a fast mobile flow that actually works on site.
Field Technician Path
From dispatch to sign-off with zero admin friction.
- Receive job pack with address, scope, forms, and customer notes
- Use sat nav launch + one-tap "on route" and "on site" updates
- Capture photos, test values, and digital signatures on mobile
- Generate certificates automatically based on completed work
- Mark complete and trigger invoice + customer summary instantly
Outcome: faster jobs, fewer callback errors, cleaner compliance records.
Office Coordinator Path
Run planning, comms, and handovers from one board.
- Convert inbound enquiry into lead, quote, or scheduled site visit
- Auto-match jobs to available engineers by trade and location
- Send confirmations, reminders, and ETA updates automatically
- Track SLA status, missed visits, and outstanding paperwork
- Handover completed work to finance without chasing technicians
Outcome: fewer phone calls, fewer no-shows, cleaner daily operations.
Owner / Director Path
Get margin clarity and team performance without spreadsheet chaos.
- Monitor live board health: scheduled, in-progress, completed, overdue
- Track quote conversion, average job value, and payment latency
- View engineer productivity, revisit rates, and first-time fix trends
- Identify high-margin customers and recurring revenue opportunities
- Forecast cashflow from pipeline + approved quote volume
Outcome: better decisions, tighter margins, more predictable growth.
Multi-Team Scale Path
Standardize delivery across regions, crews, and service types.
- Use templates for repeatable job types and compliance workflows
- Apply role permissions by branch, manager, and technician group
- Roll up branch reporting into one owner-level performance view
- Enforce form completion and photo evidence before job close
- Sync finance and communications consistently across all teams
Outcome: repeatable service quality as the business scales.
Deep feature coverage
What TradeMate does at each stage of the customer lifecycle
1) Lead & Enquiry Intake
- Capture leads from phone, web forms, referrals, and repeat customers
- Auto-tag by trade, urgency, property type, and service category
- Set SLAs, owner assignment, and follow-up reminders instantly
- Maintain full interaction history before first site visit
2) Quoting & Approval
- Generate branded quotes with reusable line item libraries
- Create option-based quotes (good / better / best) for upsell
- Track quote open events, acceptance, and revision history
- Accept digitally, then convert to scheduled work in one click
3) Planning & Dispatch
- Drag-and-drop planner with technician skill and zone matching
- Route jobs with travel awareness and time-window constraints
- Trigger customer notifications for booking and ETA changes
- Flag clashes, overruns, and unassigned jobs before they slip
4) Site Delivery & Compliance
- Use digital job packs, checklists, and trade-specific forms
- Collect signatures, photos, notes, and test results in-app
- Work offline and sync automatically when signal returns
- Create audit-ready job records with timestamps and user trace
5) Invoicing & Cash Collection
- Convert completed work to invoice automatically
- Send branded invoice links with payment instructions
- Automate reminders by age bucket and customer profile
- Sync finance to Xero / QuickBooks without double-entry
6) Retention & Repeat Revenue
- Schedule recurring maintenance and compliance revisits
- Trigger service reminders before certificates expire
- Track lifetime value, repeat rate, and inactive customers
- Use post-job follow-up flows to drive rebooking and referrals
See the business through each team's eyes
One platform. Four different command centres.
TradeMate should feel different depending on who is using it. Owners need visibility. Office teams need speed. Engineers need clarity. Finance needs certainty. This is how the platform reshapes itself around each role.
Owner / Director
See the whole business without chasing updates
Track quote pipeline, crew utilisation, overdue jobs, margin by work type, and upcoming cashflow from one screen. No spreadsheet stitching. No end-of-week guesswork.
- Live board health across all active jobs and branches
- Profit warning flags on under-scoped or overrun jobs
- Recurring revenue and compliance renewal visibility
- Performance snapshots by engineer, manager, and trade type
Owner Dashboard
£84.2kPipeline value
71%Quote acceptance
18Jobs on site
£12.4kAwaiting payment
Tree team at 92% utilisation
2 boiler jobs running over estimate
14 service reminders due next week
Office Coordinator
Run the day without phone-call ping pong
Dispatch, rebook, notify customers, handle urgent changes, and keep every technician supplied with the right information before they arrive on site.
- Dispatch board with skill, zone, and availability matching
- Automatic ETA, reminder, and reschedule communication
- Open actions queue for missing forms and incomplete handovers
- Exception-first workflow for late jobs and customer issues
Office Dispatch
Urgent leak · slot found at 12:15
Customer ETA sent · Mrs Edwards
Form missing · Gas cert from Job #2218
Rebook requested · Premier Office Park
Field Engineer
Open the app and know exactly what to do next
Engineers land on a clean, mobile-first workspace: today's jobs, customer notes, required forms, assets, photos, and the next action. Nothing bloated. Nothing hidden.
- One-tap status changes from travel to completion
- Asset history, photos, and previous visits on the same screen
- Digital certificates and signatures completed on site
- Offline mode for lofts, rural sites, and basements
Today's Route
13:30 · Landlord Gas Safety
2 Ash Grove, Leeds
Forms required: CP12, photo evidence
On route
On site
Complete
Finance & Admin
Get from completed work to collected cash with less leakage
TradeMate closes the loop between operational work and financial outcomes. Finished jobs become invoice-ready automatically, with fewer delays and less missing information.
- Invoice readiness based on sign-off, forms, and attachments
- Automatic reminder journeys by customer type and age bucket
- Credit-control view for overdue balances and disputed jobs
- Accounting sync that removes rekeying and reconciliation pain
Cash Collection
Ready to invoice£7,320
Overdue 7+ days£2,180
Auto-reminders sent today16
Synced to Xero100%
Specialist intelligence for your trade
Trade Packs: compliance forms and specialist workflows, built in.
Generic job management software makes you build everything from scratch. TradeMate comes pre-loaded with the exact forms, certificates, and workflows your trade actually needs — fully digital, legally structured, and ready to use on day one.
Electrician
Electrical workflow depth built into the same operating layer as your jobs, quotes, and invoices.
- Periodic Inspection & Test Sheet
- EICR
- Electrical Installation Certificate
- Minor Works Certificate
- Pre-test Visual Inspection
Plumber
Digital paperwork and service workflow that replaces paper without breaking job speed.
- Plumbing Job Sheet
- Gas Safety Certificate
- G3 Unvented Cylinder Commissioning
- Pressure / Leak Test Report
- Drain CCTV Survey Report
Heating Engineer
Everything a Gas Safe engineer needs to run a paperless service and maintenance operation.
- Boiler Service Record
- CP12 Gas Safety Certificate
- Landlord Gas Safety Record
- System Powerflush Report
- New Boiler Commissioning Record
Tree Surgeon
Handle TPO applications, RAMS, council refs, evidence, and site readiness without the paperwork headache.
- Site Risk Assessment
- TPO Work Application
- RAMS Draft Pack
- Neighbour Notification
- Method Statement + Council Reference
- Completion Report + Evidence Rollup
Seriously clever technology
This isn't just software.
It's a second brain for your business.
Most trade software was built in 2008 and given a facelift. TradeMate is built from the ground up for how trade businesses actually operate in 2026 — mobile-first, real-time, and built to connect with the tools you already use.
Works offline, everywhere
Built for lofts, basements, industrial sites, and remote locations. The app keeps working without signal and syncs automatically when connectivity returns. Your field team never loses data.
Real-time sync across your whole team
A job update from a field tech appears in the office dashboard instantly. No manual refresh. No phone calls to check status. Everyone's always looking at the same truth.
Role-based access for every team member
Owners see everything. Office managers handle jobs and finance. Field techs see only their assigned work. The right information, to the right person — nothing more, nothing less.
Connects to tools you already use
Xero, QuickBooks, Google Calendar, Microsoft Outlook. No duplicate data entry. No copy-pasting between systems. Your whole tech stack, finally talking to each other.
Complete audit trail, always
Every job action, every message sent, every invoice raised — timestamped and logged. For compliance, for disputes, for peace of mind. You'll never dig through emails again.
Native mobile app, built for the field
Lightweight, fast, and designed for one-handed operation on a muddy building site. Your team won't just tolerate it — they'll actually want to use it.
Plays well with others
Connect the tools your business already depends on
TradeMate integrates natively with the most important platforms in your business stack — so nothing gets duplicated and nothing falls through the cracks.
See all integrations
𝕏
Xero
Auto-sync invoices, credit notes & contacts
QB
QuickBooks
Sync invoices and customer data
📅
Google Calendar
Appointments sync both ways
📆
Microsoft Outlook
Calendar sync for Microsoft 365 teams
💬
SMS
Automated customer updates & replies
🔔
Push Notifications
iOS & Android real-time alerts
Straight from the people using it
Trade professionals who stopped drowning in admin
★★★★★
"Before TradeMate I was doing quotes in Word, invoices in Excel, and job scheduling in my head. I was losing a full day every week just to admin. Now my whole team runs through one app and I actually leave the office before seven."
★★★★★
"The CP12 and landlord gas safety forms alone are worth the subscription. I was emailing PDFs and chasing signatures for every job. Now the certificate goes to the landlord the moment the engineer signs off on site. My landlord clients love it."
★★★★★
"The automated messages were the thing I didn't know I needed. I used to spend 45 minutes a day texting people to say their engineer was on the way. That just doesn't happen anymore. The app does it. Customers think we're massive."
Make the value obvious
Estimate what TradeMate could unlock in your business
This isn't a finance-grade model. It's a fast planning tool for seeing what operational cleanup can do for time, cashflow, and admin drag.
Estimated admin hours recovered / month
64 hrs
Potential invoice value accelerated / month
£15,960
Estimated extra job capacity / month
18 jobs
With 8 people and 42 jobs a week, TradeMate likely removes enough admin drag to free up meaningful delivery capacity while improving how quickly completed work turns into cash.
Full landing page library
Explore TradeMate by trade or by feature
Every major trade path and every core product capability now has its own dedicated landing page. Use these pages as campaign destinations, SEO surfaces, or sales-enablement links depending on how you want to grow.
By Trade
Dedicated pages for the operating realities of each trade.
Electricians
Built for electrical contractors and NICEIC-aligned teams
Plumbers
Purpose-built for maintenance, installs, callouts, and service agreements
Heating Engineers
For service, breakdown, installation, and landlord compliance teams
Tree Surgeons
For arboricultural teams handling survey, TPO, site work, and completion reporting
Builders
For general builders, project-led teams, and mixed-trade service businesses
HVAC Engineers
For service, maintenance, reactive, and planned HVAC operations
By Feature
One focused page for each commercial and operational capability.
Jobs & Scheduling
Dispatch, diaries, availability, and site execution in one workflow
Quotes & Invoices
Win work faster and turn completed jobs into cash with less friction
Customer Communications
Keep customers informed without turning the office into a message desk
Trade Packs
Specialist workflows, forms, and job structure for the trades you actually serve
Field Mobile App
A mobile experience built for muddy boots, gloves, lofts, and low signal
Reporting & Analytics
See what is happening in the business before it shows up as a problem
Integrations
Connect the systems your business already depends on
Automation Workflows
Automate the repeatable admin that slows growing trade businesses down
See the packages, choose the rollout depth, and stop running from a patchwork stack.
TradeMate already covers the operational core. The real choice is how much specialist depth, automation, and rollout support your business needs next.
Starter operational core
Pro workflow depth
Scale wider rollout
Common questions
Does TradeMate work for my trade?
Core operations — jobs, scheduling, quotes, invoices, and communications — work for any trade. Trade Packs add specialist forms and compliance workflows for electricians, plumbers, heating engineers, tree surgeons, and more.
How long does setup take?
Most teams can stand up the operational core quickly, then layer in specialist packs and deeper workflow controls as the rollout matures. We provide onboarding support so the transition stays practical.
Do I need to replace everything at once?
No. Most firms start with jobs, scheduling, quotes, and invoicing, then add specialist forms, reminders, integrations, and pack-specific workflow depth where it matters most.
Will my field team actually use it?
Yes — because it's built for them. Field techs don't get the full admin suite; they get a clean, fast mobile interface showing their jobs for the day, letting them update status, capture photos, and complete forms. Simple enough to use on a roof in the rain.
Can I connect it to Xero or QuickBooks?
Yes. Both are natively supported. Invoices, credit notes, and customer records sync automatically — zero double-entry into your accounting software.
Does it work without internet?
Yes. The field app is offline-first. Engineers can complete jobs, fill in certificates, capture evidence, and keep moving with no signal. Everything syncs automatically when they are back online.