TradeBook
The modern operating system for service businesses.
No credit card · 5 min setup · Cancel anytime
Job completion
+24.8%
Built for trades
Every workflow your service business needs — in one system.
Stop stitching together five tools. TradeBook replaces your scheduling app, CRM, quoting tool, dispatch board and invoicing.
Jobs
Track every job from booking to sign-off with status, priority and value.
Scheduling
See every scheduled job grouped day-by-day across your team.
Dispatch
Assign open jobs to engineers from a live work board.
Customers
Contacts, sites and notes in one searchable record.
Quotes
Build itemised quotes with tax and discounts per line.
Invoices
Send invoices, track balances and record partial payments.
Inventory
Track parts, SKUs, stock levels and cost/price.
Assets
Log customer equipment with serial, location and install date.
Reports
Live dashboards for revenue, pipeline, jobs and win rate.
Setup checklist
Guided onboarding to get your team live fast.
CSV import & export
Move data in and out of every module in seconds.
Team & roles
Invite admins, dispatchers, engineers and accountants.
Assign open work to the right engineer — from one live board.
Every unassigned and in-progress job in one place, with the customer, priority and scheduled time on each card. Pick an engineer and it's on their list.
- Live board of every open job
- Priority flag for emergency work
- Assign or reassign in one click
Every job, every detail, in one place.
Title, customer, site, engineer, schedule, priority, value and notes on every record. Filter by status and change stage inline without opening a form.
- Status tabs: new, scheduled, in progress, on hold, completed
- Emergency / high / normal / low priorities
- Inline status changes and CSV export
See the week ahead at a glance.
Every scheduled job grouped by day, in time order, with customer and engineer on each row. A calm agenda view of what's actually happening.
- Day-by-day agenda across the whole team
- Chronological job list per day
- Shared view for dispatchers and engineers
Answer any question about the business in seconds.
Revenue, outstanding balances, win rate, active and completed jobs — all computed live from your data. Trend charts and status breakdowns come built-in.
- 12-week revenue and invoicing trend
- Jobs by status and by priority
- Quote win rate and outstanding balances
One simple plan. Everything you need.
Simple, transparent pricing for service businesses.
Everything you need to run a modern service business.
Start free trial- Up to 3 Full Office Users
- Unlimited Engineers
- All features
- Free Updates & Support
Additional Full Office Users
After the first 3 Full Office Users, add more for +£29/month per user.
Frequently Asked Questions
TradeBook Core includes everything you need to manage your service business: Jobs, Scheduling, Dispatch, Customers, Quotes, Invoices, Inventory, Assets, Reports, CSV Import & Export, Team & Roles, and a guided Setup Checklist. It also includes 3 Full Office Users and unlimited Mobile Workers.
Full Office Users have access to the complete TradeBook platform, including scheduling, dispatch, customer management, quoting, invoicing, inventory, assets, reporting and business settings. Mobile Workers can receive assigned jobs, view their schedule, receive notifications and keep up to date with the work assigned to them in the field.
No. TradeBook includes unlimited Mobile Workers at no extra cost. You only pay for the people who need full access to manage your business.
You can add additional Full Office Users at any time for £29 per user, per month.
Yes. Every new account includes a 14-day free trial, giving you full access to TradeBook Core so you can explore every feature before subscribing.
Yes. TradeBook supports CSV import and export, making it easy to migrate customers, jobs and other business data from spreadsheets or another system.
Yes. Invite office staff, dispatchers, accountants and your mobile workforce, each with the appropriate level of access for their role.
TradeBook is cloud-based and works in your web browser, so your team can access it from desktop, laptop, tablet or mobile devices.
Yes. Your business data is securely stored in the cloud and protected using industry-standard security measures, so you can access it with confidence.
No. You can choose to pay monthly or annually. Monthly plans can be cancelled at any time, while annual plans offer a discounted rate for businesses looking to save.
No. TradeBook is billed monthly, so you can upgrade, downgrade or cancel your subscription whenever your business needs change.
TradeBook is designed for modern service businesses, including electrical, plumbing, HVAC, facilities management, property maintenance, cleaning, landscaping, fire & security, renewable energy and many other service-based industries.
No. Engineers are included at no extra cost and can access everything they need to complete jobs in the field. Only office staff who manage customers, scheduling, quoting, invoicing, reporting, or system settings require a Full Office User licence.
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