One customer, one clear journey
TradeOps keeps the same customer and job information moving with the work. Your team can pick up where the last person left off, without searching through inboxes, calendars and separate apps.
01 · Enquiry
A customer gets in touch
Their details arrive in TradeOps from your page or form. No copying a message into a spreadsheet and hoping somebody sees it.
02 · Quote
You send a clear quote
AI helps turn your notes into a professional description. Split the work into sections, make changes, then send it to the customer.
03 · Job
The team gets to work
An accepted quote becomes a project. Book the dates, assign the right people and keep the work moving from one shared view.
04 · Invoice
The paperwork is ready
The job information is already there. Issue the invoice, record payment and let reminders take care of an overdue balance.
05 · Insight
You know what you earned
See materials, wages, expenses and revenue together, so you know which work is making money and where costs are creeping up.
A working system, not another little tool
Use the parts you need today, then bring more of the business across when you are ready. Because they live together, every part becomes more useful.
Quotes and invoices
Create good looking quotes, organise larger jobs into sections and turn approved work into a project. Send invoices and keep track of what has been paid.
From first estimate to paid
Projects and job boards
Give every job a clear home. Track its progress, record materials and expenses, assign people and keep useful notes where the whole team can find them.
Office and field in one view
A shared company calendar
Plan bookings, customer visits, project work and staff time together. Create events in plain English and send reminders without another round of admin.
Fewer clashes and missed visits
Email campaigns and follow ups
Reach new leads, stay in touch with past customers and schedule follow up messages. See opens, clicks and replies without adding another marketing subscription.
Unlimited accounts and leads
Pages that bring in work
Publish landing pages, service pages, forms and useful articles on your own domain. Every enquiry can flow straight into the rest of your operation.
Your website joins the workflow
Sales and profit in plain sight
See the leads, quotes, jobs, costs and revenue behind the business. Spot which work performs well and make decisions from one set of numbers.
Less spreadsheet detective work
A day with TradeOps
People do not need more screens. They need the right information at the right moment. Permissions let each person see what helps them do their job.
Built for real working days
At a desk, in the van or on site.
Office team
8:10 am
Their view
The day starts already organised.
New enquiries are waiting, today’s bookings are visible and the quotes that need a nudge are easy to find. Nobody has to rebuild the plan from yesterday’s messages.
Send a quote while the call is fresh
Move an accepted quote into the schedule
See who is free before promising a time
Field team
11:35 am
Their view
The job details travel with the job.
The person on site can see the work, customer details and schedule that apply to them. They can update progress and record useful information without ringing the office.
Know where to go and what was agreed
Record materials and job costs as they happen
Keep office staff up to date
Business owner
4:45 pm
Their view
The numbers tell a useful story.
The owner can see what has been sold, what is still unpaid and what each project is costing. The answer is available before the end of the month.
See sales without asking for a report
Catch jobs that are losing margin
Follow up work while there is still time
Useful AI, inside the work
TradeOps uses AI where it saves a genuine piece of work. Describe what needs doing in your own words. It can help write the quote, plan an event, identify likely materials or prepare a customer message.
You stay in control. Review it, change it or ignore it. The aim is not to make your business sound like a machine. It is to give your team back the time spent staring at an empty text box.
It works with the information already in TradeOps, so you spend less time repeating the customer, job and schedule details.
Write the job clearly
“Replace consumer unit, test circuits, include certification.”
TradeOps prepares
A professional description ready for the quote.
Put work in the diary
“Book Sam and Lewis next Tuesday at 9 for the Baker job.”
TradeOps prepares
A calendar event with the right people and project attached.
Follow up without sounding robotic
“Check whether Mrs Jones has any questions about quote 1048.”
TradeOps prepares
A useful, personal message you can review and send.
One platform, made to fit
TradeOps gives you a strong working system from day one, with room to shape it as your team and services grow.
Set up around your way of working
Choose the stages, information and views that make sense for your jobs. You do not have to rename your business to match the software.
Give people sensible access
Owners, office staff, managers and field workers can each have the permissions they need, without opening the whole business to everyone.
Use your own name and domain
Your customer pages can live under your own domain and match your business. TradeOps sits behind the brand you have already worked to build.
Ask for the missing piece
TradeOps comes with dedicated development support. If your operation needs something particular, speak to the people who can actually change the product.
What one connected system replaces
The little gaps are where the working day disappears.
Separate tools can each do their part. The trouble starts in the space between them, where somebody has to copy, check, chase and explain.
Lead spreadsheet
copied by hand
Quote software
customer details entered again
Shared calendar
no project context
Project board
costs live elsewhere
Invoice app
another customer record
Email platform
separate list and reporting
£99.50
from / month
Start with the full TradeOps foundation, not a cut down version that becomes useful only after six upgrades. We will talk through your operation and confirm the right setup before you commit.
Ask about TradeOpsCovered by a money back guarantee.
Included from the start
Unlimited users and platform use
Quotes, projects, calendar and invoicing
AI writing and planning assistance
Email campaigns with unlimited accounts and leads
Sales, expense and profit reporting
Your own domain and customer pages
Role based access for your team
Support from the people who build TradeOps
Need something unusual?
Tell us what makes your business different. Custom work is discussed clearly before anything is started. Send us the awkward part.
Questions people ask us
If your question is not here, send it over. You will hear from somebody who knows how the product works.
Show us how the work moves today
You do not need a polished brief. Tell us which parts of the week involve the most copying, chasing or checking, and how many people need to use the system.