Simple by Design
How TradePilot Works
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
Create your account and set up your business profile and team members. Import existing customers from a spreadsheet or enter them as you go. No technical knowledge required.
- No credit card required for trial
- Import customers from a CSV or spreadsheet file
- Add your team and their roles
Add Jobs & Assign Engineers
Create jobs from customer enquiries, phone calls, or booking requests from your customer portal. Assign them to your engineers and plan each engineer's day from the weekly dispatch view.
- Weekly dispatch view
- Optimised route suggestions for an engineer's day
- Leads that convert into jobs
Manage Work in the Field
Engineers use the TradePilot mobile app on iOS or Android to see their jobs, check in and out with GPS, update job status, and capture customer sign-off. Their schedule stays readable when signal drops.
- Each engineer's jobs on their phone
- GPS check-in and check-out
- Customer sign-off on site
- Gas and electrical certificate records
Quote, Invoice & Grow
Send professional quotes your customers can approve in your customer portal, then raise a VAT invoice when the job is done. Analytics show your revenue, jobs, customers, and team performance, so you know where to grow.
- Quote and invoice PDFs
- VAT calculated on every invoice
- Customer portal for quotes, invoices, and certificates
- Revenue and performance dashboards
Ready to Get Started?
30-day free trial. No credit card required. Cancel anytime.