Quote follow up sequence
3 touchpoints over 10 days
Job complete to invoice
Auto raise and send invoice
Overdue payment chase
Day 7, 14, 21 reminders
Install handover checklist
Assign tasks to fitting team
Map how your business actually works, then let the system run it. Every enquiry chased, every quote followed up, every job handed over the same way, every time.
Drag and drop the stages, rules, and approvals your business runs on.
Quote sent, job completed, payment overdue. Every event can fire an action.
Different rules for different job types, values, or engineers.
Not a template. Configured around the way your team already works.
If you want better visibility, faster payments, and more control. TradeCentre gives you the system to do it.