Built specifically for plumbers, electricians, builders, and all trade professionals
Create, track, and manage all your jobs in one place. Set status, priority, and job type for every piece of work.
Keep all your customer information organised with contact details, job history, and notes for each client.
See all your jobs on a visual calendar. Plan your week, avoid double-bookings, and stay on top of your schedule.
Generate professional PDF invoices and quotes directly from any job. Email them to customers instantly.
Set reminders for follow-ups, annual services, and upcoming jobs. Send SMS confirmations to customers.
Customise TradeTrackHQ to match your trade. Set up your branding, job types, and notification preferences.
Add team members, assign jobs, and coordinate work across your workforce with role-based permissions.
Native iOS and Android apps are coming soon. Sign up to be first to know when they launch.
Your data is encrypted and stored securely on AWS in UK data centres. Fully GDPR compliant.
Set up recurring schedules for maintenance contracts, annual servicing, and repeat work. Jobs are created automatically.
Collaborate with your team by adding comments to individual jobs. Share updates, notes, and status changes in one place.
Built with UK data protection in mind. Your customers' data is handled responsibly and in line with GDPR requirements.
See all your jobs plotted on a map. Plan efficient routes, spot jobs by area, and navigate to customer addresses with one tap.
Understand how your business is performing with clear dashboards showing revenue, job volumes, and trends over time.
Share TradeTrackHQ with other tradespeople and earn rewards when they sign up. Grow together and get months free.
From new lead to completed job - here's how to track every piece of work
Click the orange "New Job" button on your dashboard or jobs list. You can also create a job directly from a customer's profile.
Enter the job title (e.g. "Boiler Service"), select the job type from your trade presets, add the address, and set the scheduled date and time.
Select an existing customer from your database, or create a new one on the spot. Their contact details and address will auto-fill into the job.
Choose the initial status: Lead, Quoted, Booked, or In Progress. Add the job value so you can track your revenue and outstanding invoices.
Attach before/after photos, list materials used, and add any notes for yourself or your team. Everything stays with the job record.
As work progresses, update the status. When finished, mark it as Completed and generate an invoice - all from the same job screen.
Build a complete database of your clients and their job history
42 Oak Street • 3 jobs
15 High Street • 7 jobs
8 Mill Lane • 1 job
Click "Customers" in the left-hand navigation. You'll see a searchable list of all your clients with their job count and status.
Tap "Add Customer" and enter their name, phone number, email, and address. You can also add notes like gate codes or access instructions.
Click any customer to see every job you've done for them, sorted by date. This makes it easy to reference past work or spot repeat booking patterns.
From any customer's page, tap "New Job" and their details will be pre-filled automatically - no re-typing needed.
Plan your week, avoid clashes, and sync your schedule with other apps
Click "Calendar" in the sidebar. By default, you'll see the current week with all your scheduled jobs shown as colour-coded blocks.
Use the toggle at the top to switch views. Day view is great for seeing your full schedule with time slots. Month view gives you the big picture.
Grab any job block and drag it to a new day or time slot to reschedule instantly. Works on desktop and mobile - just hold and drag.
Tap any job block on the calendar to see full details, update the status, add notes, or view the customer's info.
Go to Settings and copy your iCal feed URL. Paste it into Google Calendar, Apple Calendar, or Outlook to see your TradeTrackHQ jobs alongside your personal events.
Create professional invoices in seconds, directly from your completed jobs
Navigate to the job you've finished and tap the "Generate Invoice" button. You can also generate quotes for jobs that are still in the lead or quoted stage.
The invoice will be pre-populated with the job title, description, customer details, and value. Add line items for materials or additional charges if needed.
Your business name, logo, and contact details are pulled from your settings automatically. Set your payment terms (e.g. "Payment due within 14 days").
Email the invoice directly to your customer, download it as a PDF, or print it. The invoice is linked to the job so you can always find it again.
Never miss a follow-up, annual service, or appointment confirmation again
Annual • Due 24 Mar 2026
One-off • Tomorrow 9:00 AM
Quarterly • Due 15 Apr 2026
Click "Reminders" in the navigation. You'll see all your upcoming reminders sorted by date, with colour-coded badges showing urgency.
Tap "New Reminder" and fill in the title, linked customer (optional), due date, and any notes. Choose the reminder type: one-off, or recurring.
For annual boiler services, quarterly PAT testing, or monthly maintenance contracts, select a recurring frequency. TradeTrackHQ will automatically create the next reminder when you complete one.
You'll receive email and push notifications when reminders are due. You can also send SMS appointment confirmations directly to your customer from the reminder screen.
Customise TradeTrackHQ to match your trade, branding, and preferences
Click the gear icon or "Settings" in the navigation. You'll see sections for Business Profile, Trade Setup, Notifications, and Account.
Enter your company name, phone number, email, and business address. Upload your company logo - this will appear on invoices and quotes you send to customers.
Select your primary trade (Plumbing, Electrical, Heating & Gas, Building, etc.). TradeTrackHQ will pre-load relevant job types like "Boiler Service", "Rewire", or "Leak Repair". You can also add custom job types specific to your business.
Choose which notifications you want to receive: new job alerts, reminder notifications, payment confirmations, and team updates. Toggle email and push notifications independently.
View your current plan, update payment details, or upgrade from Professional to Enterprise. Access the Stripe billing portal to download past invoices for your own records.
Automatically check in with customers after every completed job to build reviews and loyalty
Go to Settings → Job Settings → Customer Follow-up. Toggle on automatic follow-up emails and choose when to send them: 24 hours, 48 hours, or 7 days after job completion.
Add a personal touch with a custom message of up to 250 characters. This appears alongside the standard review prompt. Leave it blank to use the default message.
Open any completed job and click "Send Follow-up" to send immediately. The button shows the sent date once triggered, preventing duplicate emails.
Customers receive a branded email from your business asking how the job went. Prompt them to leave a Google or Checkatrade review while the experience is fresh.
TradeTrackHQ automatically identifies completed jobs and sends a personalised follow-up email to the customer:
Customer follow-up emails are available on the Enterprise plan (£99/month).
Invite team members, assign jobs, and track everyone's workload
Navigate to Settings, then the Team section. Here you'll see all current team members and their roles. As the account owner, you have full control.
Tap "Invite Member" and enter their email address. Choose their role: Admin, Manager, Engineer, or Viewer. They'll receive an email invitation to create their account.
When creating or editing a job, use the "Assign to" dropdown to assign it to a specific team member. They'll be notified and the job will appear on their personal dashboard.
View team analytics to see jobs completed, revenue generated, and completion rates per team member. Use this data to balance workloads and identify your top performers.
Control exactly what each team member can see and do with five permission levels:
Team management is coming soon. Sign up to be notified when it launches.
Native iOS and Android apps are coming soon. Sign up to be first to know when they launch.
The TradeTrackHQ mobile app will give you full access to your jobs, customers, calendar, and invoices - wherever you are. No need to wait until you're back at your desk. Coming soon on iOS and Android.
Native apps for both platforms are in development. Sign up now and you'll be first to know when they're ready to download.
Everything you can do on the web app will be available on mobile — jobs, customers, calendar, invoices, quotes, and more.
Poor signal on site? No problem. The app will work offline and sync your changes automatically when you're back online.
Get instant alerts when new jobs are assigned, reminders are due, or customers respond to your messages — right on your phone.
Start your free 14-day trial and see how TradeTrackHQ can save you hours every week
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