Everything you need to run a modern trades business.
Lead capture, quoting, scheduling, invoicing, payments, reviews and reporting — built for how UK trades teams actually work, on the tools or in the office.
Every enquiry — phone, email, website, referral — lands in one inbox with status, owner, and next action set automatically.
Example
Office manager triages a Monday morning rush of 8 weekend leads in under 15 minutes.
Drop a lightweight form on your site. Submissions land in your Website Leads inbox in seconds, with the source page captured.
Example
A boiler enquiry from your services page is in your office manager's view 6 minutes after the customer hit submit.
Reusable line item library, VAT done correctly, branded PDFs, and clear approval status. View tracking included.
Example
Send a £2,880 boiler quote in 4 minutes from a saved template, and see when the customer opens it.
Drag jobs into technician lanes. They get site notes, access codes, equipment history, and a checklist on their phone.
Example
Reschedule Tom's afternoon job to Maya in two clicks when a parts delivery slips.
Ben
Maya
Tom
Boiler model, install date, last service, access notes, landlord cert renewals — all attached to the property, not just the customer.
Example
Walk into a return visit knowing the cylinder spec without hunting through email.
14 Elm Grove, Brighton
Worcester Bosch Greenstar 30i · Installed Aug 2022
Side gate, key under planter on request.
Aging summary at a glance: due this week, 30, 60, 60+ days. Send reminders before relationships go bad.
Example
Spot Stonebrook Property Mgmt is now 31 days overdue on £4,280 — send the reminder before Friday's payment run.
Due
£3.4k
1-30d
£4.3k
31-60d
£980
60d+
£0
Auto-ask after every paid invoice. AI drafts a friendly reply when a review lands — you approve, send, done.
Example
Review requests go out automatically after every paid invoice, so building your rating doesn't depend on anyone remembering to ask.
"Tom turned up on time, explained everything, left it spotless."
Quote conversion, revenue per technician, average invoice value, lead source ROI, response time — refreshed live.
Example
Realise Google Ads leads convert at 38% vs Facebook at 12%, and double down where it works.
Quote sent → follow up after 3 days. Invoice paid → request review. Annual service → create reminder. You build the rules, we run them.
Example
An overnight automation chases a £980 overdue invoice and gets it paid before the office opens.
When invoice overdue 3+ days
Then send first reminder email
Active · 41 runs this month
Follow-up suggestions, review replies, quote wording, weekly summaries. You stay in control — nothing sends without your approval.
Example
Drafts the repetitive admin so you're approving, not writing from scratch.
Suggested follow-up
"Hi Megan, just checking in on the boiler quote we sent Tuesday. Happy to drop by for a free survey if it helps."
The workflow
One connected path from enquiry to paid.
Ready when you are
Ready to see it on your data?
Book a 20-minute demo with someone who knows the trade — or grab an early access spot for your postcode.