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Simple by Design

Up and Running in Under an Hour

TradePilot is built for tradespeople, not IT departments. Four straightforward steps take you from sign-up to a fully organised field service operation.

Watch how TradePilot works in 2 minutes

Sign Up & Set Up in Minutes

Create your account and configure your business profile — trade type, service area, team members, and pricing. Import existing customers from a spreadsheet or enter them as you go. No technical knowledge required. Most businesses are fully set up within an hour.

  • No credit card required for trial
  • Import customers from CSV or manually
  • Pre-built templates for common trade types
  • UK address and postcode lookup built in

Add Jobs & Assign Engineers

Create jobs from customer enquiries, phone calls, or website forms. Assign them to available engineers based on location, skills, and schedule. Engineers receive an instant push notification on their phone with all the job details — no more calling around.

  • Drag-and-drop dispatch board
  • Engineer availability calendar
  • Skill-based job matching
  • Automatic push notifications to engineers

Manage Work in the Field

Engineers use the TradePilot mobile app on iOS or Android to check in, update job status, upload photos, capture customer signatures, and complete compliance certificates. The app works fully offline in areas with no signal and syncs everything when connectivity returns.

  • Offline-first — works without signal
  • GPS check-in on arrival
  • Photo capture and annotation
  • Digital signature collection
  • Gas Safe and NICEIC certificates

Invoice, Get Paid & Grow

Generate a professional invoice the moment a job is complete. Send it by email or text straight from your phone. Customers can pay by card, bank transfer, or direct debit. Analytics show your revenue trends, busiest engineers, and best-performing services — so you know exactly where to grow.

  • Invoice on-site in under 60 seconds
  • Card payments via built-in terminal
  • Automatic VAT and CIS calculations
  • Xero and QuickBooks sync
  • Revenue and performance dashboards

Works with the Tools You Already Use

TradePilot connects directly with leading accounting, payment, and compliance platforms.

Xero

Accounting

QuickBooks

Accounting

Stripe

Payments

SumUp

Card Terminals

Gas Safe Register

Compliance

NICEIC

Compliance

Ready to Get Started?

30-day free trial. No credit card required. Cancel anytime.

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