Lead capture & follow-up
Every enquiry — website form, phone call, referral — lands in one inbox with the next action set automatically.
Tap a step to see it happen — call, lead, quote.
Limited spots · UK trades only · No credit card needed
Call · AI receptionist takes the details
Live previewYour business — how can I help?
My boiler has stopped. There is no hot water and I have a baby at home.
I’ll mark this as urgent and send the details to your engineer now.
✓ Details captured and ready for review
All in one workspace
Lead → quote → job → paid

Built for independent trades teams across the UK
The workflow
Lead
Capture every enquiry from website, phone, and referrals.
Quote
Build accurate quotes with VAT, send and track approvals.
Job
Schedule the right tech, give them what they need on site.
Invoice
Convert completed jobs to invoices the same day.
Review
Ask for a review automatically when payment lands.
What's included
No bloat. No enterprise complexity. Just the modules you'll use every day.
Every enquiry — website form, phone call, referral — lands in one inbox with the next action set automatically.
Reusable line items, VAT, terms, and one-click send.
Lanes per engineer, flexible scheduling, and a clear view of who's busy.
See ageing at a glance, send reminders before things go bad, and get paid faster.
Ask after every paid invoice and approve reply drafts before they are sent.
Quote conversion, revenue per technician, and lead source ROI.
Drafts follow-ups, summarises calls, and suggests next actions. You stay in control.
Works alongside your accounting software. TradesInvo integrates with Xero and QuickBooks — it handles the operational side so clean records flow into your books when you’re ready.
Industry templates
Pick your trade and we'll preload quote templates, checklists, automations, and reports that fit your workflow.
Emergency callouts, repairs, installs, certificates.
Boiler installs, annual servicing, landlord reminders.
Site visits, certifications, materials, checklists.
Recurring jobs, team schedules, customer notes.
Surveys, photos, staged quotes, deposits.
Seasonal work, recurring maintenance, before/after.
Pricing
Per workspace, billed in GBP. Cancel anytime.
For solo tradespeople getting organised.
£33/ month
£396 billed yearly · ex VAT
Save £72/yrFor small teams ready to systemise.
£124/ month
£1488 billed yearly · ex VAT
Save £300/yrFor growing trades businesses with office workflows.
£208/ month
£2496 billed yearly · ex VAT
Save £492/yrWhat trades businesses say
Example scenarios show the outcomes TradesInvo is designed to support, from faster quoting to clearer payment chasing.
“Before TradesInvo, leads fell through the cracks every week. Now everything's tracked and I'm winning around 20% more jobs.”
“I used to spend Sunday evenings chasing invoices. Now the system chases them for me and I actually have weekends back.”
“Switched from three different apps to just this one. The quote builder alone is worth it — clients approve faster and I look more professional.”
“My team of four is fully coordinated now. I can see who's where and what needs doing without a dozen WhatsApp messages.”
“Set it up in an afternoon and sent my first quote that evening. Customer approved it before midnight.”
“The invoice tracking view is brilliant. I can see everything overdue in seconds and send a chase in one click. Outstanding invoices are down 40%.”
Set up your workspace in under 10 minutes. Send your first quote today.