--- title: "Trade Centre Software" description: "Run Your Entire Trade Business From One System And Get Paid Faster Without Chasing" lang: en json-ld: --- [![TradeCentre](/assets/logo-white-V1Mc40IJ.svg)](/) [Features](/features) Industries [How It Works](/#how-it-works) Book a Demo # 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. Book a Demo See How It Works Built for field businesses Automated payments Real-time analytics Conversion Rate 68% Payments Collected £47.2k Jobs Scheduled 142 Engineer Utilisation 91% app.tradecentreapp.com/dashboard ![tradecentre OS](/assets/logo-white-inline-P_ibKpKC.svg) Dashboard SHORTCUTS Analytics Pipeline Reviews Automations Live Tracking Scheduling CUSTOMERS Customers Conversations Appointment Requests SALES Quotes Surveys Services Products WORK Jobs Search... ⌘K 1 ### Management Dashboard Last 30 days Edit mode 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) View Calendar TOMORROW FRI 5 Appointment Boiler Install - 14 Oakwood Drive Scheduled 08:30 · Mark Davies FRI 5 Appointment Quote Survey - Mrs. Patel, Leeds Scheduled 13:00 · James Carter MONDAY 8 JUN MON 8 Appointment Boiler Service - Harrison Residence Scheduled 09:00 · Tom Wilson MON 8 Appointment New Combi Install - 22 Birch Lane Scheduled 11:30 · Mark Davies Appointment Requests See all SM Sarah Mitchell Boiler Replacement Quote 2h ago DR David Reynolds Annual Boiler Service 5h ago ET Emma Thompson New Combi Install Quote Yesterday ## Real Results from Real Trade Businesses See how better systems help engineers convert visibility into booked work. ![Eddy from Richardson Bathrooms, Hull](/reviewer-eddy.png) 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 from Greenwood Heating, Redhill](/reviewer-darren-new.png) 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 from Swift Heating, Grimsby](/reviewer-lewis-new.png) 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 from CityGate North](/reviewer-dave-new.png) 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.” Previous slide Next slide The Problem ## 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. The Solution ## TradeCentre is your revenue operating system One platform connects your entire business, from first enquiry to final payment, into a single source of truth. 1 Leads Capture & qualify +38% conversion 2 Quotes Price & propose Sent in minutes 3 Jobs Schedule & manage Live tracking 4 Payments Collect automatically Paid 6x faster 5 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. Built Different ## 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 CRM Quoting Payments Scheduling Analytics Invoicing Industry Configuration ❄️ HVAC 🏠 Roofing ⚡ Electrical 🔧 Plumbing 🚗 Car Sales 📦 Removals 🏢 Property ✨ Yours 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." Get More Customers ## 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 leads New Leads 14 Sarah Mitchell Google Ads £2,400 James Cooper Referral £1,850 Emma Watson Website £3,200 Contacted 18 Tom Henderson Facebook £4,100 Lisa Park Google Ads £1,600 Quote Sent 15 David Brown Referral £5,500 Amy Chen Website £2,900 Auto follow-up sent to 6 leads • 2 replies received ### Quote #QT-1847 Accepted Sarah Mitchell • 14 Oak Lane Sent 2 days ago Standard Package Boiler + flue + controls £2,400 Premium Package Boiler + flue + smart controls + filter £3,200 Complete Package Full system + radiators + smart home £5,100 Signed electronically. 12 Mar 2025 £3,200 Close More Deals ## 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. Get Paid Without Chasing ## 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-2294 Boiler Installation. Tom Henderson Card on file Deposit (30%) 1 Mar 2025 £960 Paid Materials Ordered (30%) 5 Mar 2025 £960 Paid Installation Complete (30%) 12 Mar 2025 £960 Due Today Final Sign-Off (10%) 19 Mar 2025 £320 Upcoming Total Job Value £3,200 £1,920 collected £1,280 remaining 1 overdue payment on another job. auto-reminder sent ### Dispatch Board. Week 12 March 2025 Mon Tue Wed Thu Fri M. Clarke Boiler Install Full System D. Patel Solar Install Survey R. Hughes Heat Pump Install Blinds Install S. Ward Electrical Rewire Check Run Your Operations ## Full 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. Accounting Integration ## 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 Live INV-2291 Xero Henderson Ltd £3,200 Synced INV-2290 QuickBooks Clarke & Sons £1,840 Synced INV-2289 Sage Patel Homes £5,600 Pending PO-0412 Xero Supplier. BES £920 Synced Last synced 2 minutes ago ### Weekly 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 Payroll ready for 3 engineers Export to Payroll → Timesheets, Payroll & HR ## 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. Live Engineer Tracking ## 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 4 engineers active MC DP RH SW M. Clarke En Route Boiler Install · SE15 4QN ETA 12 min D. Patel On Site Solar Survey · E14 6JF R. Hughes On Site Heat Pump Install · SW1A 1AA S. Ward En Route Rewire · N1 9GU ETA 25 min ### Customer Portal Tom Henderson Engineer on the way M. Clarke. Boiler Service ETA 12 min 📄 3 Invoices 📅 1 Bookings 💳 £960 Payments Upcoming Annual boiler service due Apr 2025 Warranty renewal. Solar Jun 2025 Post-job survey sent. 5★ received Customer Portal ## 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. AI-Powered Agents ## 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 Online Custom Trained Hi, 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? Today's stats 12 enquiries handled 3 bookings made Know Exactly What's Working ## 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 days Close Rate 68.2% +4.1% Avg Job Value £3,140 +£280 Cost Per Lead £18.40 \-£2.10 Overdue Rate 4.2% \-1.8% Revenue by Source Google Ads £148.2k 142 leads 48 closed CPL: £22 Referrals £124.7k 67 leads 38 closed CPL: £0 Facebook £58.4k 89 leads 22 closed CPL: £31 Website £52.1k 54 leads 19 closed CPL: £14 Website Integrations ## 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.uk Select a Service Boiler Service 1 hr £89 Full System Check 2 hrs £149 Emergency Repair ASAP From £120 Pick a Date March 2026 < \> M T W T F S S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Available Slots 09:00 10:00 11:30 13:00 14:30 16:00 Confirm Booking Reminder will be sent 24hrs before appointment Online Selling ## 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 View Configure Your Service Boiler Type Combi Boiler £1,850 Location Same Location Swap Included Powerflush Yes - Full System +£350 Subtotal £2,200.00 VAT (20%) £440.00 Total £2,640.00 Pay in Full £2,640 50% Deposit £1,320 now 32% margin protected on this quote Inventory Tracking ## 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 Live 1,247 Total Items 12 Low Stock 3 Out of Stock Item SKU Qty Status 15mm Copper Pipe (3m) CP-15-3M 142 In Stock Condensing Boiler Unit BLR-COND-01 8 Low Stock 22mm Isolation Valve VLV-ISO-22 67 In Stock Thermostat (Smart) THR-SMART-01 3 Low Stock Flux Paste 100g FLX-100 0 Out of Stock Auto-Reorder Triggered 2 items below minimum. Purchase orders drafted for review. #### Stock 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. Reviews & Reputation ## 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 Sarah M. Published "Brilliant service, would recommend!" James P. Filtered "Took longer than expected..." Emma L. Published "Fantastic work, very professional." David R. Published "Great job, tidy finish." Reactivation campaign sent to 38 customers • 12 bookings received ## 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. ](/industries/hvac)[ ### Roofing Surveys, quotes, crew management, and staged payments for roofing contractors. ](/industries/roofing)[ ### Electrical Domestic and commercial electrical work, inspections, and certifications. ](/industries/electrical)[ ### Plumbing & Gas Emergency callouts, Gas Safe compliance, service contracts, and payments. ](/industries/plumbing)[ ### Home Removals Surveys, crew scheduling, customer tracking, and move-day management. ](/industries/home-removals)[ ### Property Maintenance Portfolio management, planned maintenance, reactive repairs, and contract billing. ](/industries/property-maintenance) ## 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 Step 1 ### Book a Demo See TradeCentre in action and tell us about your business. Step 2 ### We Configure It We set up TradeCentre for your services, pricing, and team structure. Step 3 ### 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. Book Your Demo Speak to Our Team [![TradeCentre](/assets/logo-BzWuA3ne.svg)](/) The revenue operating system for trade businesses. Manage leads, jobs, payments, and analytics in one platform. Book a Demo #### Features - [Customers & CRM](/features/customers) - [Quoting & Proposals](/features/deals) - [Payments](/features/payments) - [Operations](/features/operations) - [Analytics](/features/analytics) #### More Features - [Accounting](/features/accounting) - [Timesheets & Payroll](/features/timesheets) - [Live Tracking](/features/live-tracking) - [Customer Portal](/features/customer-portal) - [AI Agents](/features/ai-agents) - [Website Integrations](/features/integrations) - [Online Selling](/features/online-selling) - [Inventory Tracking](/features/inventory) - [Automations & Workflows](/features/automations) - [Procurement & Supply Chain](/features/procurement) - [AI Voice Agents](/features/ai-voice) - [Marketing & Local SEO](/features/marketing) - [Service Plans & Contracts](/features/service-plans) - [Fleet Management](/features/fleet) - [Compliance & Security](/features/compliance) #### Compare - [vs ServiceM8](/compare/servicem8) - [vs Tradify](/compare/tradify) - [vs Joblogic](/compare/joblogic) - [vs Fergus](/compare/fergus) - [vs Powered Now](/compare/powered-now) - [vs Payaca](/compare/payaca) - [Compare All](/compare) #### Company - [About](#) - [Careers](/careers) - [Blog](/blog) - Contact © 2026 TradeCentre. All rights reserved. [Privacy](/privacy)[Terms](/terms)[Cookie Policy](/cookie-policy) TRADE CENTRE TECHNOLOGIES LTD · Company number 16894959 · Registered office: 3rd Floor, 86-90 Paul Street, London, England, United Kingdom, EC2A 4NE