Platform Overview
The Tools to Run Your Trade Business
TradePilot brings together job management, certificate records, quotes, and invoicing in one platform — purpose-built for UK tradespeople.
Job Management
- Create, schedule, and assign jobs from one place
- Weekly dispatch view of every engineer's jobs
- Job notes and full history on every job
- Customer sign-off captured on site
- Leads with convert-to-job
Mobile App for Engineers
- iOS and Android app for your engineers
- Each engineer's jobs and schedule in their pocket
- Schedule stays readable when signal drops
- GPS check-in and check-out on each job
- Expenses logged on the go, even offline
Quotes & Invoices
- Professional quote and invoice PDFs
- VAT calculated on every invoice
- Customers approve or decline quotes in your portal
- Invoices and quotes visible to customers in your portal
- Invoice export to CSV for your accountant
Route Planning
- Optimised route suggestions for an engineer's day
- Preview a route before you apply it
- GPS check-in and check-out times on each job
Certificate Records
- Gas safety and electrical certificate records
- Create, sign, and issue certificates from the web app
- Certificate PDFs for your customers
- Certificates available to customers in your portal
Customer Management
- Full property and job history per customer
- Customer portal for jobs, quotes, invoices, and certificates
- Booking requests from customers through the portal
- Your business name and logo on the customer portal
Reporting & Analytics
- Revenue, job, customer, and team dashboards
- Invoice export to CSV
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.