Lead capture & follow-up
Every enquiry — website form, phone call, referral — lands in one inbox with the next action set automatically.
Tap a step to see it happen — call, lead, quote.
Limited spots · UK trades only · No credit card needed
Call · AI receptionist takes the details
Live previewYour business — how can I help?
My boiler has stopped. There is no hot water and I have a baby at home.
I’ll mark this as urgent and send the details to your engineer now.
✓ Details captured and ready for review
All in one workspace
Lead → quote → job → paid
Free tool
Enter your business name, trade and postcode and see a live website preview in seconds — free, for life.
Build my free website
Built for independent trades teams across the UK
The workflow
Lead
Capture every enquiry from website, phone, and referrals.
Quote
Build accurate quotes with VAT, send and track approvals.
Job
Schedule the right tech, give them what they need on site.
Invoice
Convert completed jobs to invoices the same day.
Review
Ask for a review automatically when payment lands.
What's included
No bloat. No enterprise complexity. Just the modules you'll use every day.
Every enquiry — website form, phone call, referral — lands in one inbox with the next action set automatically.
Reusable line items, VAT, terms, and one-click send.
Lanes per engineer, flexible scheduling, and a clear view of who's busy.
See ageing at a glance, send reminders before things go bad, and get paid faster.
Ask after every paid invoice and approve reply drafts before they are sent.
Quote conversion, revenue per technician, and lead source ROI.
Drafts follow-ups, summarises calls, and suggests next actions. You stay in control.
Works alongside your accounting software. TradesInvo integrates with Xero and QuickBooks — it handles the operational side so clean records flow into your books when you’re ready.
Industry templates
Pick your trade and we'll preload quote templates, checklists, automations, and reports that fit your workflow.
Emergency callouts, repairs, installs, certificates.
Boiler installs, annual servicing, landlord reminders.
Site visits, certifications, materials, checklists.
Recurring jobs, team schedules, customer notes.
Surveys, photos, staged quotes, deposits.
Seasonal work, recurring maintenance, before/after.
Pricing
Per workspace, billed in GBP. No contracts, cancel anytime.
For owner-operators running the business single-handed.
£39/ month
Billed monthly · ex VAT · no contracts
For small teams of 2–5 ready to systemise the workflow.
£149/ month
Billed monthly · ex VAT · no contracts
For growing crews of 6–25 with office workflows.
£249/ month
Billed monthly · ex VAT · no contracts
Why it works
Website form, phone call, or referral — each one is captured with the next action set automatically, so nothing waits in an inbox.
Reusable line items and VAT built in, sent as a link the customer can approve from their phone — no back-and-forth PDFs.
Reminders go out automatically before an invoice goes overdue, so payment chasing isn't something you have to remember to do.
Everyone sees the same jobs, customers, and schedule — no more piecing it together across spreadsheets and WhatsApp.
Set up your workspace in under 10 minutes. Send your first quote today.