Simplify Online
Simplify Online is business management software built specifically for UK tradespeople, sole traders and small trade businesses. It brings customers, quotes, jobs, scheduling, invoices, expenses and everyday admin together in one simple system. Quotes and customer details stay connected as work progresses, reducing duplicate data entry and helping businesses keep track of what needs doing. Features include customer management, professional quotes, job management, invoicing, expenses, calendars and scheduling, staff management, reminders and business reporting. Customers can accept quotes online and pay invoices directly. Simplify Online is designed to work well on mobile as well as desktop, making it practical to use from the van, on site or in the office. The aim is simple: less time spent dealing with paperwork and more time running and growing the trade business.
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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.
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CMA
CMA is a client management software platform built specifically for tradespeople and solo service professionals looking to simplify business operations. The platform combines client management, professional quoting, invoicing, scheduling, messaging, and file sharing into one easy-to-use dashboard. CMA helps tradespeople reduce administrative work by replacing spreadsheets, scattered messages, and manual paperwork with a centralized system. Users can create itemized quotes, convert them into invoices, and collect payments online directly through the platform. The software also includes appointment scheduling tools that allow clients to book available time slots without constant back-and-forth communication. CMA provides a branded client portal where customers can view quotes, invoices, documents, and updates in one organized space. Additional features include client messaging, checklists, portfolio management, and Xero integration for accounting automation.
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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.
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