A new customer requests a quote
Sarah submits an electrical job from the business website.
Capture the first enquiry, build a clear scope, send the quote, schedule the work, invoice and collect the review—without the admin falling between the gaps.
Sarah submits an electrical job from the business website.
Voice is captured, transcribed and structured into a scope draft.
The team assigns the work and gives the customer a clear date.
Notes, photos, costs, status and evidence stay attached to one job record.
Generated automatically from completed job J-1048.
Kitchen electrical works£2,480
The customer reviews the work and the business approves it for the website.
From the first website enquiry to the final customer review, every record stays connected and easy to find.
Website quote requests arrive in a dedicated inbox and populate your customer records.
Learn moreRecord or type a site note, then use Scope Studio to structure the work, exclusions and assumptions.
Learn moreCreate branded two-page quotes with pricing, VAT, scope of works, smart links and view tracking.
Learn moreAccepted quotes become unscheduled jobs automatically, ready to date, assign and complete.
Learn moreCompleting a job creates a draft invoice that can be published, tracked and reconciled through manual or connected payment workflows.
Learn morePaid invoices create review requests you can approve and publish to your hosted website.
Learn moreNo duplicate entry and no dead ends. Each completed step prepares the next one.
A customer requests a quote through your hosted website.
Capture the site note manually or structure it with AI assistance.
Send pricing and a documented scope through one smart link.
Acceptance creates an unscheduled job automatically.
Completion produces a draft invoice ready to publish.
Payment starts a moderated customer review request.
Start with the essentials, then add AI and team tools as your trade business grows.
The essentials for getting your trade business organised.
The complete customer-to-review workflow for a growing business.
Faster site surveys and quoting with practical AI assistance.
Shared tools, access controls and scheduling for trade teams.
Monthly pricing. No card is required to start with Trade OS Lite.