TradeMatrix Features — Quotes, Jobs, Invoicing & More

Features

Everything your trade business needs.

From the first enquiry to the final paid invoice — all in one place.

Feature

Quotes & e-sign acceptance

Send branded quotes that customers accept and sign in one tap.

Win more work with quotes that look the part and close themselves. Build them in minutes from your service catalogue and reusable templates, send a branded link that works on any phone, and get a legally captured signature back the moment your customer says yes — instantly converting into a scheduled job.

Save 4+ hours a week on paperwork and chasing.

What's included

Reusable quote templates with line items, scope and terms
Service catalogue and pre-built kits to drop in priced items in seconds
Cost vs sell price tracking on every line for true margin visibility
AI scope writer and voice-to-text for quote descriptions on the move
Customer-facing public quote link — no login, no app download
Digital signature capture on phone or tablet
Live status timeline: draft → sent → viewed → accepted / rejected / expired
Auto-create the job the moment a quote is accepted
One-click conversion from accepted quote to invoice

tradematrix.uk · Quotes & e-sign acceptance — Send branded quotes that customers accept and sign in one tap.

Feature

Jobs & scheduling

Drag-and-drop scheduler, job map and calendar sync in one place.

Plan the week in minutes, not hours. Drag jobs onto engineers, see every booking pinned on a live map, and sync straight to Google Calendar so your crew sees the day on their phone. Multi-visit jobs, schedule notes and per-engineer working hours are built in — no more double bookings, no more missed callouts.

Reclaim 3+ hours a week of admin and dispatch.

What's included

Drag-and-drop weekly scheduler with per-engineer rows
Job map view with route-style overview powered by Google Maps
Multi-visit jobs (visit 1, visit 2…) with separate scheduled slots
Per-job schedule notes for parking, access codes, key holders
Assignees with calendar colours so the week is readable at a glance
Working hours, working days and break rules per team member
Two-way Google Calendar sync — engineers see jobs in their personal calendar
Job statuses: pending → scheduled → in progress → completed → cancelled
Live status badges on the dashboard so you always know what's live today

tradematrix.uk · Jobs & scheduling — Drag-and-drop scheduler, job map and calendar sync in one place.

Feature

Customers & properties

One customer, multiple properties — full job history at a glance.

Trade work isn't tidy. Landlords have portfolios. Businesses have sites. Families have a main house, a holiday let and a flat for the in-laws. TradeMatrix is built for that reality. Every property keeps its own job, quote, invoice and certificate history — and search finds anyone in two keystrokes.

Find any job in seconds, not minutes.

What's included

Multiple properties per customer with their own address, type and notes
Customer types: Customer, Landlord, Homeowner, Company, Main Contractor
Per-property job, quote, invoice and certificate history
Display-name preferences (use the company name or the contact's name on docs)
Address autocomplete and Google Maps integration on every property
Site notes for parking, alarm codes, key holders, access instructions
Customer avatars and photos for quick visual recognition
Lifetime value and completed jobs count per customer
Search across customers, properties and jobs from anywhere in the app

tradematrix.uk · Customers & properties — One customer, multiple properties — full job history at a glance.

Feature

Invoicing & payments

Invoice on completion, take card payments online, chase late payers automatically.

Stop being your own accounts department. Convert a completed job into an invoice in one tap, send a Stripe-powered payment link and let TradeMatrix chase late payers for you. UK VAT and CIS handled, payment terms enforced, and overdue reminders sent on a schedule that stays polite but firm.

Get paid up to 14 days faster.

What's included

One-click invoice from any completed job or accepted quote
Customer-facing public invoice page with online card payment via Stripe
Automated overdue reminders on configurable payment terms
Manual 'Chase now' button for the awkward ones
Mark-as-paid with payment date and reconciliation note
Tabs: needs invoicing, invoiced, paid — work the queue down
VAT-aware totals; ready for CIS deductions on construction work
Invoice numbering automatically incremented per company
Payment success screen with branded thank-you and receipt

tradematrix.uk · Invoicing & payments — Invoice on completion, take card payments online, chase late payers automatically.

Feature

Email & communications

Connect Gmail, send everything from one inbox tied to the customer.

Connect your Gmail account once and every email — sent or received — gets stitched to the right customer, quote, job and property. Write it from inside TradeMatrix using AI-assisted templates, send marketing campaigns to filtered customer types, and never lose a conversation again.

Stop digging — every message in one place.

What's included

Native Gmail OAuth — send and receive from your own address
Threads automatically linked to the customer, quote and job
Reusable email templates with merge tags (customer name, job number, totals)
AI assist to draft polite chases, replies and updates in your voice
Bulk send to filtered customer types (e.g. all landlords for an EICR reminder)
Unsubscribe handling for marketing comms — stay compliant
Per-customer message timeline so any team member can pick up the thread
Quote, invoice and reminder emails all branded with your logo and colours

tradematrix.uk · Email & communications — Connect Gmail, send everything from one inbox tied to the customer.

Feature

Team & timesheets

Manage your crew, track hours, see who's actually profitable.

Add staff with role-based access, track time on every job, and pull weekly timesheets ready for payroll. Hourly rates, overtime multipliers, weekend uplifts, travel time and unpaid breaks are all built in — so payroll prep drops from a Sunday-night chore to a five-minute job.

Cut payroll prep from hours to minutes.

What's included

Role-based access: Owner, Admin, Staff, Subcontractor
Invite by email with secure invite links
Per-engineer calendar colours so the schedule reads at a glance
Per-job time tracking with start, end and travel hours
Weekly timesheet view with totals, OT and weekend uplifts calculated
Hourly rates per engineer with overtime, Saturday and Sunday multipliers
Unpaid break rules respected automatically
Team member performance dashboards (jobs completed, revenue, hours)
Export timesheets ready for payroll

tradematrix.uk · Team & timesheets — Manage your crew, track hours, see who's actually profitable.

Feature

Compliance & certificates

Gas Safe, EICR, RAMS, PAT — generate, store and resend in one place.

Built so you're inspection-ready any day of the week. Issue compliant certs from a completed job, store them against the property, track expiry on every team cert and piece of equipment, and generate RAMS and COSHH docs with AI assist. Audit-ready PDF exports, customer-on-demand resending, expiry warnings before they bite.

Be inspection-ready in minutes.

What's included

RAMS, COSHH and Health & Safety policy generation with AI assist
Job-specific certificates stored against the property
Team certificate vault: Gas Safe, NICEIC, JIB, City & Guilds, etc.
Equipment register with PAT testing and calibration tracking
Expiry reminders before a cert lapses on a person or a tool
Voice-to-text for site notes and risk descriptions
Audit-ready PDF exports with company branding
Customer-portal access — landlords pull their own certs on demand
Per-job document checklist so nothing leaves site uncompleted

tradematrix.uk · Compliance & certificates — Gas Safe, EICR, RAMS, PAT — generate, store and resend in one place.

Feature

Materials catalogue & job kits

Build your parts library, drop in priced kits and quote in under 2 minutes.

Stop typing the same lines on every quote. Build a materials catalogue by adding items manually or importing your wholesaler's full price list, then bundle the work you do every week into reusable job kits. Pull a 'boiler swap', 'EICR remedials' or 'emergency callout' kit into a quote in two clicks — accurate pricing, accurate margin, every time.

Cut quote-build time from 30 minutes to 2.

What's included

Materials catalogue with cost price, sell price and live margin
Bulk import your wholesaler's catalogue (CSV) — thousands of items in seconds
Reusable job kits bundling materials and labour for the work you do most
2-minute quotes for full installs and 2-minute fast call-outs
Per-item VAT rates and units (each, metre, hour, kg)
Search and filter the catalogue by supplier, category or part number
Update prices in one place — every future quote reflects the new cost
Mark items as preferred or discontinued so the team picks the right kit

tradematrix.uk · Materials catalogue & job kits — Build your parts library, drop in priced kits and quote in under 2 minutes.

Feature

Service & maintenance management

Track recurring services, fire automatic reminders, never lose a renewal.

Built for the work that pays the bills year after year. Manage every service and maintenance customer from a dedicated dashboard with automatic notifications when work is due soon or overdue. Perfect for HVAC contracts, gas safety renewals, fire alarm testing and any recurring inspection — TradeMatrix keeps customers booked and revenue predictable.

Turn one-off jobs into recurring revenue.

What's included

Dedicated service & maintenance dashboard for all recurring customers
Automatic 'due soon' and 'overdue' status badges per property
Configurable service intervals (annual, 6-monthly, quarterly, custom)
Automated reminder emails to customers when their service is due
Full per-property service history — every visit, cert and engineer note
One-click conversion of a service-due reminder into a scheduled job
Bulk-action renewals: send 200 gas-safety reminders in one go
Renewal pipeline reporting so you know next month's revenue

tradematrix.uk · Service & maintenance management — Track recurring services, fire automatic reminders, never lose a renewal.

Feature

Reports & insights

Revenue, job profitability and team performance — at a glance.

See the numbers that actually run a trade business. Revenue over time, quote conversion rate, average job value, jobs not yet invoiced, jobs not yet paid, per-engineer performance and tax-year aware totals — all on a live dashboard your accountant will love.

Make decisions on data, not gut feel.

What's included

Revenue over time chart with 30-day, 90-day, 6m, 12m and YTD ranges
UK tax-year aware (current and prior tax year totals built in)
Quote conversion rate (won vs lost) and average quote value
Job pipeline: completed, invoiced, not invoiced, paid, not paid
Per-engineer performance: jobs done, revenue, hours, avg job value
Time performance — billable vs non-billable hours by engineer
Top customers by lifetime value
Export everything to CSV for your accountant or bookkeeper

tradematrix.uk · Reports & insights — Revenue, job profitability and team performance — at a glance.

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