Running a trade business involves much more than doing the work. Between answering enquiries, preparing quotes, organising appointments and keeping track of invoices, administration can quickly take over your evenings.
TradeWorkBook brings your customers, quotes, jobs, schedules and invoices together in one place. Built for tradespeople and service businesses, it helps you organise the work ahead and keep clearer records of the work already completed.
Whether you are a self-employed plumber, an electrician managing several jobs, or a small business coordinating a team, TradeWorkBook gives you a practical way to manage everyday business administration.
Keep your customer information organised
Customer details are easy to lose when they are spread across notebooks, spreadsheets and conversations on your phone. Finding an address or checking a previous job should not mean searching through weeks of messages.
With TradeWorkBook, you can keep customer records alongside their associated quotes, jobs and invoices. Having that information together makes it easier to prepare for an appointment, find the right details and understand the history of your work with a customer.
For businesses with repeat customers, organised records also make it easier to pick up where the previous job left off.
Create professional quotes for trade jobs
A clear quote helps customers understand the work you are proposing and what it will cost. It also gives your business a record to refer back to when planning the job.
TradeWorkBook lets you create quotes with itemised descriptions and prices, generate PDF documents and track quote status. You can keep your quotes organised alongside the relevant customer instead of maintaining a separate collection of documents.
Whether you are quoting for a plumbing repair, electrical installation, decorating project or regular maintenance work, keeping the details in one system helps make the process more consistent.
Plan your schedule and manage your jobs
A busy diary becomes harder to manage as enquiries turn into confirmed work. You need to know what is booked, when it is happening and which jobs still need attention.
TradeWorkBook combines internal bookings and job scheduling with your wider business records. You can organise upcoming work, update appointments and keep track of job progress without relying entirely on a paper diary.
Keeping job details, notes and photos together gives you a useful reference before, during and after the work. It can also help you return to an unfinished job with a clearer understanding of what has already been done.
Create invoices and track outstanding balances
Once a job is complete, invoicing should be straightforward. TradeWorkBook helps you create PDF invoices and keep them linked to the relevant customer and work.
You can manually record payments received and track the balance still outstanding. That gives you a clearer view of which invoices are paid, partially paid or awaiting payment.
Customer payments take place outside TradeWorkBook. The platform helps you maintain the records, so you can keep track of money received without needing to collect online payments through the site.
Coordinate staff with the Team plan
Managing a team brings another layer of administration. Alongside customer details and appointments, you need to keep track of who is responsible for each job.
TradeWorkBook’s Team plan adds staff job assignments and individual staff calendars to the core business tools. This helps you organise workloads and see how scheduled work is distributed across your team.
Reporting and exports also help you review your business records and use the information outside the platform when needed.
Use your trade business tools from your phone
Trade work rarely happens behind a desk. You may need to check an appointment, look up customer information or update a job while you are out working.
TradeWorkBook can be accessed through a mobile browser, giving you access to your business tools from your phone. You can keep information up to date throughout the day rather than leaving every administrative task until you get home.
Who is TradeWorkBook for?
TradeWorkBook is designed for tradespeople and service businesses that need to organise customer work. This includes plumbers, electricians, builders, painters, decorators, landscapers, cleaners and maintenance businesses.
Solo operators can use it to bring their daily administration together. Businesses with staff can use the Team plan to coordinate jobs and schedules.
Do customers book themselves through TradeWorkBook?
No. Bookings and schedules are managed internally by your business. You stay in control of arranging appointments and adding work to your calendar.
Can I create quotes and invoices?
Yes. TradeWorkBook includes quote and invoice tools with PDF documents, helping you keep customer paperwork organised alongside your jobs.
Can I track payments without taking payments online?
Yes. You can manually record payments received outside the platform and track outstanding invoice balances.
Bring your trade business administration together
If your customer records, diary, quotes and invoices are currently scattered across different places, TradeWorkBook offers a more organised way to manage them.
Explore TradeWorkBook and start your 14-day free trial to see how it fits into your working day.