Features

Job management software features for UK trades

Field service management workflows for office teams and engineers in the field.

app.trademanageruk.co.uk

Lead Inbox

3 New

Boiler service · SW12

New

Fuse board check · N16

Contacted

Install survey · E8

Survey

Quote Options

Sent

Good

£890

Better

£1,120

Best

£1,480

Dispatch Today

Wed

08:00

Sam R.

En Route

10:30

Liam P.

Started

14:00

Josh K.

Scheduled

Start free trial Book demo

Win more work

Respond faster and improve close rates

Turn inbound enquiries into structured opportunities and keep quotes moving with consistent follow-up.

Capture source, urgency, and notes in one intake flow.
Share good/better/best options customers understand quickly.
Automated nudges keep quote momentum without manual chasing.

Lead Inbox

3 New

Boiler service · SW12

New

Fuse board check · N16

Contacted

Install survey · E8

Survey

Lead qualification

Capture source, urgency, and notes in one intake flow.

Lead Inbox

3 New

Boiler service · SW12

New

Fuse board check · N16

Contacted

Install survey · E8

Survey

Option-based quoting

Share good/better/best options customers understand quickly.

Quote Options

Sent

Good

£890

Better

£1,120

Best

£1,480

Follow-up automation

Automated nudges keep quote momentum without manual chasing.

Dispatch Today

Wed

08:00

Sam R.

En Route

10:30

Liam P.

Started

14:00

Josh K.

Scheduled

Run smoother

Coordinate office and engineers in real time

Dispatch, status updates, and customer context stay synced so every team member works from shared truth.

Plan daily capacity and assignments without spreadsheet overhead.
Know exactly what is scheduled, started, blocked, or complete.
Give each role the right actions and visibility boundaries.

Dispatch Today

Wed

08:00

Sam R.

En Route

10:30

Liam P.

Started

14:00

Josh K.

Scheduled

Dispatch control

Plan daily capacity and assignments without spreadsheet overhead.

Dispatch Today

Wed

08:00

Sam R.

En Route

10:30

Liam P.

Started

14:00

Josh K.

Scheduled

Live status tracking

Know exactly what is scheduled, started, blocked, or complete.

Lead Inbox

3 New

Boiler service · SW12

New

Fuse board check · N16

Contacted

Install survey · E8

Survey

Role-based access

Give each role the right actions and visibility boundaries.

Quote Options

Sent

Good

£890

Better

£1,120

Best

£1,480

Get paid faster

Move from completed work to collected cash

Issue invoices immediately after completion and automate reminder timelines so overdue balances drop.

Embed secure payment links directly in each invoice.
Set day-based reminder schedules with full communication history.
Use completion + billing checks to prevent invoice blockers.

Invoice

Ready

INV-1084

£1,120

DK Plumbing · Due in 7 days

Payment link sent and viewed

Payment links

Embed secure payment links directly in each invoice.

Invoice

Ready

INV-1084

£1,120

DK Plumbing · Due in 7 days

Payment link sent and viewed

Reminder cadence

Set day-based reminder schedules with full communication history.

Dispatch Today

Wed

08:00

Sam R.

En Route

10:30

Liam P.

Started

14:00

Josh K.

Scheduled

Invoice readiness

Use completion + billing checks to prevent invoice blockers.

Lead Inbox

3 New

Boiler service · SW12

New

Fuse board check · N16

Contacted

Install survey · E8

Survey

Quick routes

Choose the route that matches your biggest bottleneck

Use the feature hub as a shortcut into the workflow that will make the biggest difference first.

Need cleaner lead follow-up and customer context?

Start with the CRM workflow if your biggest issue is missed enquiries, scattered notes, or inconsistent follow-up.

Track every enquiry
Keep customer history visible
Tighten quote follow-up

Explore Customer CRM

Need tighter dispatch and engineer coordination?

Start with dispatch if the office is firefighting bookings, reallocations, and daily schedule changes.

Plan daily capacity
Give engineers clearer context
Reduce scheduling clashes

Explore Team Dispatch

Need better visibility over cash and performance?

Start with reporting if you need a faster read on overdue invoices, team throughput, and margin risk.

See revenue trends
Spot overdue balances
Track operational bottlenecks

Explore Reporting Dashboard

Feature pages

Deep dives for each workflow

Explore dedicated feature pages with practical use cases and FAQs.

job scheduling software for trades

Job Scheduling & Dispatch

Plan daily jobs, assign engineers, and keep office and field teams aligned with a single dispatch view.

Read page

team dispatch software

Team Dispatch for Trade Businesses

Assign the right engineer faster, keep the office in control, and give field staff the context they need before they arrive on-site.

Read page

recurring jobs software

Recurring Maintenance for Trade Teams

Keep planned maintenance work, repeat visits, and service reminders organised alongside your reactive jobs so future workload stays under control.

Read page

quoting and invoicing software for trades

Trade Quotes

Build professional Good, Better, Best quotes, send online, and keep follow-up moving without manual chasing.

Read page

online quote acceptance

Online Quote Acceptance

Let customers review and accept quotes online, with clear status tracking from sent to seen to accepted.

Read page

invoice reminders software

Invoicing & Payments

Convert completed work into invoices, send payment links, and reduce overdue balances with reminders.

Read page

deposit invoice software

Deposits & Progress Invoicing

Request deposits and issue staged invoices so larger projects stay funded and cashflow remains predictable.

Read page

automatic reminders software

Automation & Follow-ups

Automate lead, quote, and invoice follow-ups so jobs do not stall when your team is on-site.

Read page

customer crm software for trades

Customer CRM for Trades

Keep customer records, property history, quotes, jobs, and invoices connected so office teams stop losing time to scattered admin.

Read page

job tracking app for engineers

Mobile Job Cards

Give engineers mobile-first job cards for status updates, notes, photos, and completion signatures.

Read page

job costing software trades

Job Costing & Bills

Track job costs, supplier bills, and purchase orders so each project margin is visible and controlled.

Read page

timesheet app for trades

Timesheets for Trade Teams

Capture engineer time per job, approve entries, and use labour data in profitability reporting.

Read page

reporting dashboard software for trades

Reporting Dashboard for Trades

See what is slipping, what is profitable, and where work is getting stuck with practical reporting for office users managing daily operations.

Read page

compliance certificate software

Certificate Tracking for Compliance Work

Create compliance certificates and service reports, keep them tied to the right job, and store generated PDFs where office staff can find them quickly.

Read page

google calendar sync job scheduling

Google Calendar Sync

Connect dispatch planning with Google Calendar so teams avoid clashes and keep customer appointments clear.

Read page

field service management software uk

Field Service Management (UK)

Operate field teams with one UK-focused workflow for lead handling, scheduling, job cards, and invoicing.

Read page

work order software

Work Order Management

Create, assign, and complete work orders with full context from customer request through completion evidence.

Read page

job management app

Job Management App

Use one mobile-ready app for dispatch, engineer updates, quoting, and invoicing across your trade business.

Read page

Need a feature walkthrough with your exact process?

Book a focused demo and we will map your current workflow to the right Trade Manager UK setup.

Start free trial Book demo