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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

Xero integration

Import customers from Xero, push jobs and invoices over, keep your existing accounting setup.

Already running your books on Xero? Don't change a thing. Connect Xero once and TradeMatrix pulls your existing customer list across, then pushes every job's invoice data straight into Xero so it lands in your accountant's hands the same way it always has. You get the trade-specific quoting, scheduling and job management TradeMatrix is built for — Xero stays the source of truth for invoicing, VAT and reconciliation.

Stop re-keying invoices. Job done in TradeMatrix, invoiced in Xero, paid faster.

What's included

  • One-click Xero OAuth connection — secure, no API keys to copy
  • Import existing Xero customers into TradeMatrix in one bulk sync
  • Two-way customer sync — new customers in TradeMatrix create contacts in Xero
  • Push invoices to Xero with line items, VAT rates and tracking categories
  • Job details (reference, address, dates) transferred to the Xero invoice
  • Mark invoices paid in Xero — TradeMatrix updates automatically (and vice versa)
  • CIS deductions and UK VAT rates respected on every pushed invoice
  • Map TradeMatrix services to Xero account codes and tax rates
  • Sync status badges per invoice — synced, pending, error — with a one-click retry
  • Works alongside your existing Xero workflow — your accountant sees no change
tradematrix.uk
Xero integration — Import customers from Xero, push jobs and invoices over, keep your existing accounting setup.
Feature

QuickBooks integration

Import customers from QuickBooks, push invoices and job details over, keep your existing accounting workflow.

Running your books on QuickBooks Online? TradeMatrix slots straight in. Connect QuickBooks once and pull your existing customer list across, then push every job's invoice data into QuickBooks so your accountant sees the same numbers they always have. You keep the trade-specific CRM, quoting and scheduling — QuickBooks stays the source of truth for VAT, CIS and reconciliation.

Stop re-keying invoices. Job done in TradeMatrix, invoiced in QuickBooks, paid faster.

What's included

  • One-click QuickBooks OAuth connection — secure, no API keys to copy
  • Import existing QuickBooks customers into TradeMatrix in one bulk sync
  • Two-way customer sync — new customers in TradeMatrix create contacts in QuickBooks
  • Push invoices to QuickBooks with line items, VAT rates and classes
  • Job details (reference, address, dates) transferred to the QuickBooks invoice
  • Mark invoices paid in QuickBooks — TradeMatrix updates automatically (and vice versa)
  • CIS deductions and UK VAT rates respected on every pushed invoice
  • Map TradeMatrix services to QuickBooks product and service items
  • Sync status badges per invoice — synced, pending, error — with a one-click retry
  • Works alongside your existing QuickBooks workflow — your accountant sees no change
tradematrix.uk
QuickBooks integration — Import customers from QuickBooks, push invoices and job details over, keep your existing accounting workflow.
Feature

WhatsApp customer updates

Keep customers in the loop with WhatsApp messages from the job — 'on the way', 'arrived', 'job done'.

Customers don't want to chase you for an ETA — and you don't want to type the same 'on the way' message 12 times a day. Connect WhatsApp Business once and TradeMatrix sends branded, on-brand updates straight to the customer's phone at every key job moment: appointment confirmed, engineer on the way, arrived on site, job complete, invoice sent. Two-way replies thread back into the customer record so the whole team can see the conversation.

Stop being a part-time receptionist — customers update themselves.

What's included

  • Connect WhatsApp Business in one click — no copy-pasting tokens
  • Send 'on the way', 'arrived', 'running late' and 'job complete' updates per job
  • Live engineer ETA pulled from Google Maps and included in the message
  • Reusable WhatsApp templates with merge tags (customer name, job ref, ETA, engineer)
  • Customer replies thread back into TradeMatrix against the right job and customer
  • Send a quote or invoice payment link straight to WhatsApp
  • Appointment reminders auto-fire 24 hours and 1 hour before the visit
  • Per-engineer opt-in — only the team members on the road send updates
  • Full message history stored against the customer for the team to see
tradematrix.uk
WhatsApp customer updates — Keep customers in the loop with WhatsApp messages from the job — 'on the way', 'arrived', 'job done'.
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

Payroll tracking

YTD earnings, per-period wage runs and hours-against-jobs in one place.

Pull a clean payroll run in minutes, not a Sunday afternoon. TradeMatrix turns the hours your team log against jobs into per-period wages — weekly, fortnightly, four-weekly or monthly — and keeps a live year-to-date earnings record for every employee. Hourly, salaried, overtime, weekend uplifts, travel time and unpaid breaks are handled automatically, and every penny ties back to the actual jobs it was earned on.

Cut payroll from a Sunday chore to a 10-minute review.

What's included

  • Live year-to-date earnings per employee — gross pay, hours, overtime and travel
  • Run wages per pay period: weekly, fortnightly, four-weekly or calendar monthly
  • Hours tracked against the job they were worked on — true labour cost per job
  • Hourly, salaried, day-rate and CIS subcontractor pay structures supported
  • Overtime, Saturday and Sunday multipliers calculated automatically
  • Travel time, on-call hours and unpaid breaks applied per engineer's rules
  • Bonuses, expenses and reimbursements added per period
  • Per-period payslip preview before you confirm the run
  • CSV export ready for your accountant, bookkeeper or payroll bureau
  • Year-to-date and prior tax-year totals (UK 6 April – 5 April) at a click
tradematrix.uk
Payroll tracking — YTD earnings, per-period wage runs and hours-against-jobs in one place.
Feature

Safety docs, cert storage & service dashboard

Generate job-specific RAMS & toolbox talks, store every customer cert, and run maintenance contracts from one dashboard.

TradeMatrix doesn't pretend to be your test instrument. It generates the safety paperwork you do own — job-specific RAMS, toolbox talks and H&S documents — then gives you one place to store the EICRs, gas certs, PAT records and fire-safety paperwork you produce against the right customer and site. It tracks every engineer's qualifications and every tool's calibration date, and runs a service dashboard so recurring maintenance contracts (EICR renewals, annual gas safety, fire & security service intervals) never slip — keeping your customers compliant and capturing work you would otherwise lose.

Keep every customer compliant and capture every renewal.

What's included

  • AI-assisted RAMS, toolbox talks, COSHH and H&S policy generation — tailored to each job
  • Cert vault: upload and store EICRs, CP12s, PAT records and fire-safety certs against the right customer site
  • Employee qualification tracker: Gas Safe, NICEIC, JIB, City & Guilds, asbestos, first aid — with expiry alerts
  • Equipment & calibration register — PAT dates, calibration certs and assignment per engineer
  • Service dashboard for recurring maintenance contracts (EICR renewals, annual gas, fire alarm service intervals)
  • Automatic customer reminders before contracts and certs lapse — capture renewal work before it walks
  • Voice-to-text for site notes and risk descriptions
  • Audit-ready PDF exports with company branding
  • Per-job document checklist so RAMS and toolbox talks are signed before the job starts
tradematrix.uk
Safety docs, cert storage & service dashboard — Generate job-specific RAMS & toolbox talks, store every customer cert, and run maintenance contracts from one dashboard.
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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