Platform Overview
Every Feature Your Trade Business Needs
TradePilot brings together job management, compliance, invoicing, and marketing in one mobile-first platform — purpose-built for UK tradespeople.
Job Management
- Schedule and assign jobs with drag-and-drop dispatch board
- Real-time job status updates for office and field staff
- Photo and note capture directly on site
- Digital job sheets with customer sign-off
- Recurring job templates for maintenance contracts
Offline-First Mobile App
- Full iOS and Android support — works without signal
- Automatic sync when connectivity returns
- Engineer check-in / check-out with timestamps
- Push notifications for new job assignments
- Secure biometric login
Invoicing & Payments
- Generate professional invoices on-site in seconds
- Accept card payments and bank transfers
- Automated payment reminders to reduce debtor days
- UK VAT and CIS calculations built in
- Xero and QuickBooks Online integration
Quoting & Estimation
- Build accurate quotes from a saved materials and labour library
- AI-assisted cost suggestions based on job type and location
- Digital quote acceptance with customer e-signature
- Convert accepted quotes to jobs with one tap
- Track quote conversion rates in your dashboard
GPS & Route Optimisation
- Live map view of all engineers and current jobs
- Optimised multi-stop route suggestions
- Mileage logging for HMRC expense reporting
- Geofenced check-ins for site arrival verification
- Emergency re-dispatch with nearest engineer routing
Compliance & Certificates
- Gas Safe certificate generation on mobile
- NICEIC and NAPIT electrical test certificates
- Automated certificate delivery by email to customers
- Compliance document storage with renewal reminders
- GDPR-compliant data handling hosted on UK servers
Customer Management
- Full property and job history per customer
- Automated appointment reminders by SMS and email
- Customer portal for job status and invoice access
- Follow-up scheduling and satisfaction surveys
- Postcode-based service area management
Reporting & Analytics
- Revenue, job, and engineer performance dashboards
- Profitability reports by job type and engineer
- Outstanding invoice ageing report
- Google and Facebook ad lead tracking (Growth plan)
- Exportable data in CSV and PDF formats
See It Working on Your Jobs
Book a free 30-minute demo and we will walk through every feature relevant to your trade and team size.