Features

Stay on top of every client and job, in one place

TradeWren runs the whole job for trade and service businesses, from the first enquiry to a paid invoice. Here is what it does, grouped by the part of the work it helps with. Every feature below is live today.

7-day free trial, cancel anytime Your data isolated per business Sensitive details encrypted Works on any device

Start free trial See pricing

Quoting

Build quotes fast

Add parts and labour line by line, set quantities and prices, and send a clean, professional quote in minutes.

Totals and tax worked out for you

Set your prices and the quote totals, subtotals and tax are calculated automatically, so the numbers always add up.

Quote to job in one step

When a quote is accepted it becomes a job, carrying the parts, labour and details straight over, with no retyping.

Reusable line items

Keep the parts and labour you quote most often to hand so repeat quotes take seconds, not minutes.

Jobs & scheduling

Track every job

See what is booked, in progress and complete at a glance, with the site address, contact and private notes attached.

Assign work to your team

Put the right engineer on each job and keep everyone clear on who is doing what and where.

Schedule view

A clear schedule of upcoming work so you can plan the week and stop double-booking.

Site details on every job

Keep the job address, access notes and customer details in one place, ready on site.

Invoicing

Invoice from a finished job

Turn a completed job into an invoice in one go, with the work and totals already filled in.

Bill in your own currency

Quotes and invoices use your business currency throughout, with totals and tax shown correctly.

Payment reminders

Set a due date and send reminders so the unpaid pile shrinks without you chasing by phone.

See what is outstanding

Know exactly what has been invoiced, what is paid and what is still owed at any moment.

Clients & CRM

A record for every client

Keep contact details, addresses and history together, so the next person to pick up the phone has the full picture.

Capture enquiries

Log an enquiry the moment a customer gets in touch so nothing gets forgotten between the call and the quote.

Full history at a glance

Every quote, job, invoice and note for a client is linked to their record and easy to find.

Find anything quickly

Search and filter your clients, quotes, jobs and invoices to get to the right record in seconds.

Communications & email

Send from your own mailbox

Add your outgoing email details once in Settings and send quotes, invoices and reminders straight from your own address.

Communications timeline

Every email, call and note is logged against the job, quote or invoice, so you always know what was said and when.

Log calls and schedule follow-ups

Record a call or note in seconds and schedule the next follow-up so customers never fall through the cracks.

Reporting & dashboard

A dashboard that matters

Outstanding invoices, this week’s jobs and open quotes on one screen, the numbers that run your business.

Reports on the work

See how quotes, jobs and invoices are tracking so you can spot what is winning and what is stuck.

Platform & mobile

Works on any device

Runs in your phone, tablet or computer browser, with nothing to install, no training day, always up to date.

Fast and reliable

A responsive, dependable app your whole team can lean on every day, on site or at the desk.

Light and dark themes

Pick the look that suits you, the whole app works beautifully in both light and dark mode.

Security & your data

Your data stays separate

Strict per-business isolation means you only ever see your own data, never another company’s.

Sensitive details encrypted

Sensitive information such as bank details and credentials is encrypted at rest and sent securely over HTTPS.

Your team, your access

Invite the people who need access and keep your account under your control.

On the roadmap

Coming soon

We are building these next. They are not available yet, so they are not part of the current plans, but here is where TradeWren is heading.

Planned

Payments and billing

Take card and PayPal payments from your customers, with deeper accounting and reconciliation built in.

Planned

Accounting sync

Push invoices, payments and contacts to the accounting tools you already use, kept in step both ways.

Planned

Calendar and communication tools

Connect the calendar and messaging tools your team relies on so updates flow without copy and paste.

Planned

Marketplace extensions

Add optional capabilities when you need them and switch off the ones you do not, from a single place.

Ready to put it to work?

Start your 7-day free trial. You won't be charged until it ends, and you can cancel anytime.

Start free trial