THE COMPLETE PLATFORM
Every feature.
One workflow.
From lead capture and live engineer tracking to payroll, PPM and merchant purchasing. YourTradeOS brings the whole trade business together.
Job Control
01
Diary Management
Plan engineers, appointments and workloads from one live diary. Move work quickly, avoid clashes and keep the whole team working from the same schedule.
Fewer missed jobs and faster dispatch.
02
Real time Travel Updates
Track journey progress while engineers are on the road so the office can respond to delays, update customers accurately and protect the rest of the day.
Turn travel uncertainty into proactive service.
03
SMS Notifications
Automatically send booking, reminder and travel messages. Customers stay informed without the office repeatedly making calls or sending manual texts.
Save admin time and reduce no-access visits.
04
Bulk Job Upload with SMS Booking Link
Import high volumes of work and send customers a link to select or confirm an appointment, ideal for service programmes, portfolios and campaign work.
Book volume work without hours of manual admin.
05
Live Engineer Tracking for Customers
Give customers a live view of their engineer’s journey when appropriate, with simple controls to turn tracking off whenever needed.
Reduce “where is the engineer?” calls.
06
Assign Tasks in the Office
Create and allocate internal actions so follow ups do not get lost between emails, chats and handwritten notes. Ownership and next actions stay clear.
Connect field work and office work.
07
Log Photos & Videos to Jobs
Store visual evidence directly on the job record to document faults, completed work, site conditions and access issues for quoting, invoicing and disputes.
Create a complete evidence trail.
08
Vehicle Tracking powered by Teltonika
Connect Teltonika tracking hardware to view vehicle locations, improve dispatch decisions and build a clearer picture of fleet use.
Better operational control across the fleet.
09
Parking Fine Management
Record parking notices against the correct vehicle, job or engineer, keep the evidence together and make sure response deadlines are not missed.
Solve a costly everyday admin headache.
10
Quote Checklists for Engineers
Guide engineers through consistent questions and site checks. The office receives better information first time and can prepare accurate quotes faster.
Every engineer follows the same winning process.
11
Automated Accept Estimate Flow
Give customers a simple route to accept an estimate and move the job forward. Acceptance is captured clearly and the office can act immediately.
Reduce friction between quote and booked job.
12
Deposit Invoices & Deposit Collection
Raise the deposit invoice when work is accepted and make it easier to collect the first payment without creating documents and chasing manually.
Turn accepted quotes into funded jobs sooner.
13
Lead Capture
Capture enquiries in a structured sales process so opportunities are not buried in inboxes, call notes or messaging apps.
Book volume work without hours of manual admin.
14
Appliance Photos on Estimates
Add appliance images directly to estimates so customers can clearly see what is being proposed and receive a more professional visual quote.
Reduce “where is the engineer?” calls.
15
Heat Pump & Solar Proposals
Build professional renewable energy proposals inside the same operating system used to manage the project, from scope and options through to delivery.
Connect field work and office work.
16
Solar Virtual Roof Surveys
Use remote roof information to support early stage solar assessment, speed up qualification and reduce unnecessary first visits.
Focus site time on the strongest opportunities.
17
Care Plans
Set up recurring service and maintenance plans that strengthen retention, create predictable income and keep future visits visible.
Turn one-off jobs into recurring revenue.
Sales & Quotes
18
Card Payment Integrations
Connect providers such as Worldpay, Trust Payments or Stripe so customers can pay through a familiar, joined up process.
Remove payment friction and get paid faster.
19
Automatic Part Profit Tracking
Compare parts cost and selling value so managers can see material margin, spot underpriced work and understand where profit may be leaking.
Move from turnover to real job profitability.
20
Automatic Purchase Orders
Create and email purchase orders when relevant work is booked, reducing duplicate entry and linking purchasing directly back to the job.
Order materials earlier and reduce delays.
21
Unsent Invoice Reminders
Identify completed or progressed jobs where an invoice has not yet been sent, prompting the office before revenue is forgotten.
Stop completed work sitting unbilled.
22
Automatic Invoice Chasers
Follow up overdue invoices automatically using a consistent credit control process instead of relying on someone remembering every due date.
Professional debt chasing without the workload.
23
Automatic Invoice Write up from Job Notes
Turn the engineer’s job information into a clear invoice description so the office can invoice faster without writing everything twice.
Reuse work already recorded on site.
24
Bank Payment Allocation
Designed to match incoming bank payments to the correct invoices, reducing manual reconciliation and keeping customer balances accurate.
Future time-saving for high-volume reconciliation.
25
Contractor Invoice Checking Against Quotes
Compare contractor invoices with approved quotes or agreed costs before payment, making discrepancies easier to spot.
Protect margin before contractor invoices are paid.
26
Live Merchant Marketplace
View merchant pricing in one marketplace to make quicker buying decisions without jumping between multiple systems.
Connected purchasing with live market visibility.
Finance & Purchasing
Workforce
27
Easy Engineer Expense Uploads
Engineers submit receipts and expenses from the field, keeping evidence connected to the right work and reducing paperwork chasing.
Simpler expense control for field and finance teams.
28
Automatic Wage Calculation
Calculate pay using the company’s chosen setup and information already captured in the system, reducing reliance on manual spreadsheets.
Adapt the software to the business.
29
Holiday Management System
Engineers request leave while the office reviews availability and approves it. Allowances and diary impact stay visible in one workflow.
Requests, approvals and planning stay connected.
30
PAYE Payroll & Pensions
Bring payroll and pension administration closer to the operational data that drives it, reducing duplicate entry and simplifying the monthly process.
Connect work performed to the pay process.
31
Automatic CIS Returns & Statements
Use recorded subcontractor information to support CIS returns and statements, reducing repetitive administration and keeping compliance organised.
Major time saving for subcontractor-heavy businesses.
32
Agent Commission Monitoring
Track commission against the correct salesperson, agent or deal so managers can see what is owed and compare performance accurately.
Make commission transparent and easier to manage.
33
Daily Financial Updates by SMS
Send owners a concise daily view of key financial activity by text so they stay informed even when away from the office.
Put the numbers in the owner’s pocket.
34
Inbound & Outbound Call Recording
Record customer calls in both directions to support training, service quality, dispute handling and a more complete customer history.
Turn calls into accountable business records.
Compliance & Assets
35
Automated Service & Certificate Reminders
Automatically remind customers when services or certificates are due, protecting recurring work and reducing missed renewal opportunities.
Build future work into the system from day one.
36
PPM System & Asset Barcodes
Manage planned preventative maintenance against individual assets and use barcodes to identify equipment quickly on site.
Ideal for estates and commercial service contracts.
37
Tool & Asset Management
Record tools and business assets, assign them to engineers or vehicles and track where they should be.
Know what the business owns and who has it.
38
Automatic Appliance Registration Capture
Capture appliance registration details as part of the installation workflow so registrations are less likely to be delayed or forgotten.
Complete the installation journey in one flow.
39
Air Conditioning & F-Gas
Support air-conditioning workflows and F-Gas related records within the same platform used for customers, jobs, service history and assets.
Specialist capability beyond heating and plumbing.