Trades job management software

The problem

As a trades business grows from a few people to a team, the owner usually becomes the bottleneck. Enquiries arrive by phone, text and email; quotes are written in the evening; follow-ups get forgotten; the schedule lives in one person's head; and invoices go out days after the job is finished because the paperwork has to come back from site first.

What we'd build

Every enquiry lands in a single pipeline. A site visit can be booked, and a quote built from saved price items, sent by email and accepted online. Accepted quotes become scheduled jobs assigned to staff, who see their day on a phone, update progress, add photos, record materials and capture the customer's signature on completion. Completing a job generates the invoice, syncs it to the accounting software and starts polite automatic reminders until it's paid.

Key features

• Enquiry pipeline with automatic follow-up
• Quote builder with saved items and online acceptance
• Scheduling board for staff and subcontractors
• Mobile job sheets with photos and signature
• Invoices created on completion and synced to accounting
• Dashboard of pipeline value, workload and money owed