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
Average rating moves from 4.6 to 4.9 over a quarter without anyone having to remember.
"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
Save 4-6 hours of admin a week without hiring.
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.