Run Your Entire Trade Business From One System And Get Paid Faster Without Chasing
TradeCentre gives you full visibility over your sales, engineers, and cash flow while automating quotes, jobs, and payments.
Conversion Rate
68%
Payments Collected
£47.2k
Jobs Scheduled
142
Engineer Utilisation
91%
Management Dashboard
Appointment Requests
7
Review →
New Leads (7d)
23
Open pipeline →
Pending Quotes
12
View quotes →
Awaiting Payment
5
£14,250
Chase payments →
Upcoming Schedule
(next 7 days)TOMORROW
08:30 · Mark Davies
13:00 · James Carter
MONDAY 8 JUN
09:00 · Tom Wilson
11:30 · Mark Davies
Appointment Requests
Sarah Mitchell
Boiler Replacement Quote
David Reynolds
Annual Boiler Service
Emma Thompson
New Combi Install Quote
Real Results from Real Trade Businesses
See how better systems help engineers convert visibility into booked work.
Eddy
Richardson Bathrooms, Hull
“TradeCentre gave us the joined-up system we needed to stop losing enquiries, follow up faster, manage jobs properly and build a pipeline we can trust.”
Darren
Greenwood Heating, Redhill
“Our visibility, reviews and booked work improved quickly because everything from enquiry to review request finally lived in one place.”
Lewis
Swift Heating, Grimsby
“Within weeks we had a clearer view of where leads were coming from, what quotes needed chasing and which customers needed follow-up.”
Dave
CityGate North
“The portal and CRM made the whole operation feel more professional. Customers get updates, the team stays organised, and nothing gets missed.”
Most Trade Businesses Are Running Blind
You've got engineers on the road, quotes sitting in inboxes, and payments that should have landed weeks ago. Your systems don't talk to each other, and your spreadsheets can't tell you what's actually working.
The result? Missed revenue, wasted ad spend, and a business that feels harder to run the more it grows.
No Visibility
Engineers are out on jobs but you have no idea what's happening in real time.
Lost Follow-Ups
Quotes go out but nobody follows up. Jobs slip through the cracks.
Payment Chasing
Office staff waste hours chasing invoices instead of growing the business.
Untraceable ROI
You spend on ads but can't link spend to actual revenue or closed jobs.
TradeCentre is your revenue operating system
One platform connects your entire business, from first enquiry to final payment, into a single source of truth.
Leads
Capture & qualify
+38% conversion
Quotes
Price & propose
Sent in minutes
Jobs
Schedule & manage
Live tracking
Payments
Collect automatically
Paid 6x faster
Analytics
Track everything
Real-time view
What Happens When Everything Is Connected
When your leads, jobs, payments, and data live in one system, the results compound.
Close More Jobs
Automated follow-ups and instant quoting mean fewer leads fall through the cracks. Your pipeline converts without manual effort.
Get Paid Faster
Card-on-file, staged billing, and automated reminders eliminate the chase. Cash hits your account on time, every time.
Run Jobs Efficiently
Scheduling, dispatch, and mobile tools keep your engineers productive and your customers informed throughout every job.
Know Your Numbers
See which lead sources, salespeople, and engineers are actually driving revenue. Make decisions based on data, not gut feel.
Your Business Isn't Generic.
Your Software Shouldn't Be Either.
We know that no two businesses are the same, even in the same industry. That's why every TradeCentre setup is bespoke, not one-size-fits-all.
Core Platform
The foundation every business gets
Industry Configuration
Your Bespoke Customisation
Custom workflows, pricing structures, integrations, reports, and automations, tailored to how your business actually works.
Every Setup Is Bespoke
We don't hand you a login and wish you luck. Every TradeCentre deployment is configured, customised, and built around your specific business processes.
Industry-Specific, Not Generic
We've built core versions for each industry we serve: HVAC, roofing, electrical, and more. But that's just the starting point. Your version is yours.
Grows & Adapts With You
As your business evolves, so does your software. New services, new teams, new workflows. TradeCentre scales and adapts without starting from scratch.
"We don't believe in one-size-fits-all. Your business is unique, and your operating system should reflect that, from day one."
Turn Enquiries Into Booked Jobs Automatically
Stop losing leads to slow follow-up. TradeCentre captures, nurtures, and converts your enquiries with zero manual effort.
Lead Capture
Forms and integrations that funnel enquiries straight into your pipeline.
CRM Pipeline
Visual pipeline to track every lead from first contact to booked job.
Automated Follow-Up
SMS and email sequences that chase leads so your team doesn't have to.
Source Tracking
Know exactly which ads, channels, and referrals bring in paying customers.
Sales Pipeline
47 active leadsSarah Mitchell
Google Ads
£2,400
James Cooper
Referral
£1,850
Emma Watson
Website
£3,200
Tom Henderson
£4,100
Lisa Park
Google Ads
£1,600
David Brown
Referral
£5,500
Amy Chen
Website
£2,900
Quote #QT-1847
AcceptedStandard Package
Boiler + flue + controls
Premium Package
Boiler + flue + smart controls + filter
Complete Package
Full system + radiators + smart home
Win More Work Without Increasing Admin
Professional proposals that close. Multi-option quoting, digital signatures, and automated reminders that do the selling for you.
Instant Quoting
Build and send professional quotes in minutes with pre-set pricing.
Multi-Option Proposals
Present good-better-best options so customers choose the right fit.
E-Signatures
Customers accept and sign quotes digitally without printing anything.
Automated Reminders
Unseen quotes get chased automatically until they're accepted or declined.
Stop Relying on the Office to Collect Payments
Card on file. Staged billing. Automatic collection. TradeCentre turns your cash flow from a problem into a process.
Set your payment terms once. TradeCentre handles the rest.
Card on File
Securely store customer cards and charge them automatically at each milestone.
Automated Collection
Payments are collected on schedule. No invoices, no reminders, no chasing.
Staged Payments
Split payments across deposit, progress, and completion milestones.
Smart Reminders
Automated reminders for upcoming and overdue payments. handled for you.
Payment Schedule
Job #JB-2294Deposit (30%)
1 Mar 2025
£960
PaidMaterials Ordered (30%)
5 Mar 2025
£960
PaidInstallation Complete (30%)
12 Mar 2025
£960
Due TodayFinal Sign-Off (10%)
19 Mar 2025
£320
UpcomingDispatch Board. Week 12
March 2025Full Visibility Over Your Team and Jobs
See who's where, what's scheduled, and what needs attention. all from one dispatch board that your entire team can access.
Job Management
Full lifecycle workflows from creation to completion with real-time status.
Scheduling & Dispatch
Drag-and-drop scheduling with engineer availability and skill matching.
Engineer Mobile App
Engineers see jobs, capture photos, update status, and collect signatures on site.
Customer Portal
Customers track their job progress, view documents, and make payments online.
Connected to the Tools Your Accountant Already Uses
Sync invoices, payments, and purchase orders with Xero, QuickBooks, and Sage. automatically. No double entry, no export files, no mistakes.
Your books stay up-to-date without you lifting a finger.
Xero Integration
Sync invoices, payments, and contacts directly with Xero in real time.
QuickBooks Sync
Two-way sync with QuickBooks for seamless bookkeeping and reconciliation.
Sage Connect
Push job costs, invoices, and supplier payments straight into Sage.
Auto-Reconciliation
Payments are matched and reconciled automatically. no manual entry.
Accounting Sync Log
Henderson Ltd
£3,200
SyncedClarke & Sons
£1,840
SyncedPatel Homes
£5,600
PendingSupplier. BES
£920
SyncedWeekly Timesheets. Week 12
Auto-tracked| Engineer | Mon | Tue | Wed | Thu | Fri | Total | Status |
|---|---|---|---|---|---|---|---|
| M. Clarke | 8h | 8h | 7.5h | 8h | 6h | 37.5h | Approved |
| D. Patel | 8h | 8h | 8h | 8h | 8h | 40h | Approved |
| R. Hughes | - | 8h | 9h | 8h | 8h | 33h | Pending |
| S. Ward | 8h | 8h | 8h | - | - | 24h | Holiday |
Timesheets That Fill Themselves. Payroll That Runs Itself
Engineers check in on site and timesheets are logged automatically. Hours flow into payroll, holidays are tracked, and HR stays on top of everything. without a single spreadsheet.
Auto Timesheet Tracking
Timesheets are logged automatically from job check-ins and check-outs. no manual entry.
Payroll Automation
Hours flow straight into payroll. Overtime, rates, and deductions calculated for you.
Holiday Management
Engineers request time off, managers approve. all tracked against your resource plan.
Absence & Sickness
Track sick days, absences, and patterns with automated Bradford Factor scoring.
Know Where Your Team Is. In Real Time
Live GPS tracking, automatic arrival detection, and customer ETA notifications. so nobody has to ask "where's the engineer?"
Your customers get a live tracking link, just like ordering a delivery.
Live Engineer Location
See where every engineer is in real time on a live map. no calls needed.
Route Optimisation
Smart routing suggestions to reduce travel time and fuel costs.
Live Job Status
Know instantly when engineers arrive, start work, and complete jobs.
Customer ETA Alerts
Customers get live tracking links and ETA updates. like Uber for your trade.
Live Tracking
Boiler Install · SE15 4QN
Solar Survey · E14 6JF
Heat Pump Install · SW1A 1AA
Rewire · N1 9GU
Customer Portal
Tom Henderson3
Invoices
1
Bookings
£960
Payments
Upcoming
A Premium Experience Your Customers Will Love
Live engineer tracking, online booking, instant payments, automated service reminders, and aftercare. all from a branded portal that makes your business look world-class.
Live Job Tracking
Customers see real-time engineer location and ETA. no phone calls needed.
Invoices & Documents
View invoices, quotes, certificates, and warranties all in one place.
Online Booking
Customers book follow-ups, service visits, and maintenance online.
Service Reminders
Automated reminders for annual services, warranty renewals, and check-ups.
Online Payments
Pay invoices instantly via card, bank transfer, or stored payment method.
Aftercare Support
Automated post-job follow-ups, satisfaction surveys, and support ticketing.
Your Business, On Autopilot. With AI That Knows Your Trade
Custom-trained AI agents handle customer enquiries, book appointments, chase admin, and take care of the tedious tasks that eat into your day.
Trained on your business. Available 24/7. Never misses a lead.
Custom-Trained AI
AI agents trained on your business data. your prices, services, FAQs, and processes.
Customer Enquiry Handling
AI responds to customer questions, books appointments, and qualifies leads 24/7.
Admin Automation
Automate follow-ups, reminders, document generation, and data entry tasks.
Smart Recommendations
AI suggests next actions, flags at-risk jobs, and optimises scheduling.
TradeCentre AI
OnlineHi, I need a quote for a new boiler installation in a 3-bed semi.
I'd be happy to help! Based on a 3-bed semi, I'd recommend a 30kW combi boiler. Our typical installation price is £2,800-£3,400 depending on the flue route. Shall I book a free survey for you?
Yes please, any day next week works.
I've found availability on Tuesday 25th March at 10am with M. Clarke. I've sent a confirmation to your email. Is there anything else I can help with?
Enterprise-Level Data Without Complexity
Every metric you need to make smart decisions. from lead source ROI to engineer performance. visible in real time.
Conversion Rates
Track close rates by salesperson, lead source, and service type.
Engineer Performance
See job completion rates, customer ratings, and utilisation per engineer.
Cost Per Lead & Sale
Know exactly what you're paying for every lead and every closed deal.
Revenue by Source
See which channels bring in the most revenue, not just the most clicks.
Business Analytics
Last 30 daysClose Rate
Avg Job Value
Cost Per Lead
Overdue Rate
Direct Online Bookings & Appointment Calendars
Let customers book directly from your website. Real-time availability, automated reminders, calendar sync, and instant team notifications. All without a single phone call.
Website Booking Widget
Embed a branded booking widget on your website. Customers pick a service, date, and time slot instantly.
Appointment Calendar
Real-time availability synced with your team schedule. No double bookings, no back-and-forth.
Automated Reminders
SMS and email reminders sent automatically before every appointment to reduce no-shows.
Calendar Sync
Two-way sync with Google Calendar, Outlook, and iCal. Your team always sees the latest schedule.
Mobile-Friendly Booking
Fully responsive booking pages that look great on any device. Customers book from anywhere.
Instant Notifications
Get notified the moment a booking is made. Auto-assign to the right engineer based on skill and location.
Online Booking
yourcompany.co.ukSelect a Service
Pick a Date
Available Slots
Sell Online, Get Paid First, Skip the Site Visit
Let customers buy services, build their own quotes, and pay upfront from your website. Reduce unnecessary site visits and protect your margins on every sale.
Online Store Builder
Sell services, packages, and products directly from your website. No middleman, no marketplace fees.
Smart Online Quotes
Customers configure their own quotes online with your pricing rules. Profitable every time.
Get Paid Upfront
Collect full payment or deposits before any work begins. No more chasing invoices.
Margin Protection
Built-in profit margins on every service. Set minimum markups so every sale is profitable.
Reduce Site Visits
Customers self-serve online with photos, measurements, and selections. Quote without leaving the office.
Service Packages
Bundle services into packages with tiered pricing. Upsell premium options automatically.
Online Quote Builder
Customer ViewConfigure Your Service
Boiler Type
Combi Boiler
Location
Same Location Swap
Powerflush
Yes - Full System
Pay in Full
£2,640
50% Deposit
£1,320 now
Never Run Out of Parts on a Job Again
Real-time stock visibility across warehouses and vans. Automated reordering, low-stock alerts, and full job costing integration.
Stock Dashboard
LiveStock Management
Track parts, materials, and equipment across multiple warehouses and vans in real time.
Low-Stock Alerts
Automatic notifications when stock drops below custom thresholds so you never run out on a job.
Purchase Orders
Create and send purchase orders to suppliers directly. Track delivery status and costs.
Job Costing Integration
Automatically allocate materials to jobs for accurate costing and margin tracking.
Van Stock Tracking
Know exactly what each engineer carries. Auto-replenish van stock from your warehouse.
Usage Analytics
Identify your most-used parts, forecast demand, and reduce waste with data-driven insights.
Build a 5-Star Reputation on Autopilot
Send review requests at the perfect moment, run reactivation campaigns to win back old customers, and filter out bad reviews before they go public.
One-Click Review Requests
Send personalised review requests to customers via SMS or email after every job.
Automated Campaigns
Schedule review campaigns and customer reactivation sequences on autopilot.
Safety Review Filter
Intercept negative feedback before it goes public — resolve issues privately first.
Manual Sends Too
Send review requests manually whenever you want — perfect for your best customers.
Review Safety Filter
3 filtered this week"Brilliant service, would recommend!"
"Took longer than expected..."
"Fantastic work, very professional."
"Great job, tidy finish."
Built For Trade Businesses Like Yours
Each setup is tailored to your workflows, pricing, and operations.
HVAC
Boiler installs, servicing, heating systems, and emergency callouts.
Roofing
Surveys, quotes, crew management, and staged payments for roofing contractors.
Electrical
Domestic and commercial electrical work, inspections, and certifications.
Plumbing & Gas
Emergency callouts, Gas Safe compliance, service contracts, and payments.
Home Removals
Surveys, crew scheduling, customer tracking, and move-day management.
Property Maintenance
Portfolio management, planned maintenance, reactive repairs, and contract billing.
Why TradeCentre Is Different
One Source of Truth
Every lead, quote, job, and payment lives in one connected system. No more switching between apps or losing data.
Built Around Cash Flow
Most tools ignore payments. TradeCentre puts automated collection, staged billing, and card-on-file at the core.
Designed for Real Trade Businesses
Not a generic CRM with bolt-on features. Built from the ground up for field service and installation companies.
Customised to You
Your pricing, your workflows, your services. TradeCentre adapts to how you actually run your business.
Get Started in 3 Steps
Book a Demo
See TradeCentre in action and tell us about your business.
We Configure It
We set up TradeCentre for your services, pricing, and team structure.
Start Running Everything
Go live with one system for leads, jobs, payments, and analytics.
Stop Chasing Jobs. Start Running Your Business Properly.
If you want better visibility, faster payments, and more control. TradeCentre gives you the system to do it.