TradesInvo
TradesInvo is cloud-based business management software for UK tradespeople and small trade-service teams. It brings lead capture, customer and property records, quotes, job management, technician scheduling, invoicing and payment tracking into one workflow. Users can prepare quotes with UK VAT, assign work to team members, keep site and equipment notes with customer records, monitor overdue invoices, and automate follow-ups and review requests. Reporting dashboards help users track measures such as quote conversion, revenue per technician and lead sources. AI-assisted tools draft quote wording, follow-up messages, review replies and summaries for the user to review before sending. The platform is aimed at independent operators and small teams in trades such as plumbing, heating, electrical work and cleaning, with tools for managing enquiries through completed jobs and payment in a web browser.
Learn more
Pencil Assistant
Pencil Assistant is an AI assistant for UK tradespeople that works through WhatsApp. It helps users manage their diary, book jobs and site visits, prepare quotes and invoices, check merchants, and create marketing content while on the tools. Users can send voice notes or photos of handwritten site notes to generate professional PDF quotes and invoices, adjust line items, labor, or VAT, and ask questions about schedules, jobs, quotes, and invoices. The assistant can organize nearby jobs, suggest appointments, prepare customer follow-ups and reminders, and draft marketing posts. Plans include monthly allowances for messages and quotes, with a free Early Access option and paid Pencil and Pro tiers.
Learn more
BetterHQ
Appointment scheduling & POS software that runs your whole business. From scheduling to marketing, point of sale and invoicing, you can do it all on a single platform. Schedule appointments, accept online bookings, and shrink your to-do list with reoccurring bookings & wait lists. An online point of sale that works on an iPad, Mac or PC, & connects to all the latest hardware to help process sales. Accept credit card payments on the spot at your point of sale or connect to Stripe for online payments. Create online invoices with your business details and logos that you can print or email to your customers. Send your customers SMS promotions or deals and reduce no-shows with text-based reminders. Keep track of your stock on hand and ensure it’s used as efficiently and effectively as possible. Create powerful campaigns to promote your business with built-in email marketing functionality. BetterHQ scheduling software helps you manage appointments, online bookings, marketing, etc.
Learn more
Service365
Service365 is an end to end field service management platform that manages customers and quotes, jobs, purchases, and invoicing all in one place.
Scope out a quote for customer approval. Build a quote worksheet. Schedule your field service teams. Simplify project and cost management. Purchase materials and link them directly to jobs. Confirm all costs from purchase orders make it to the job. Generate invoices and send customer summaries for approval. All in one platform for a nominal monthly
Service365 offers a seamless way to track customer contact data, transactions, communications, opportunities, and invoices in one place. Easy to use and extremely powerful. Plan your resources and client time today, tomorrow and into the future with confidence and commitment to your client’s success.
Learn more