A CRM (Customer Relationship Management) system keeps all your leads, jobs, and follow ups in one place. No lost messages, no duplicate quotes, no forgotten invoices.
Trades Online sets up your CRM with pipelines tailored to your trade: intake forms, quote templates, automations, reminders, and reporting.
Speed to lead goes up, admin goes down, and more quotes turn into scheduled work. Automated reminders keep customers informed and reduce cancellations.
You’ll also have clean data to see which channels bring profitable jobs, not just the most enquiries.
We’ve implemented CRMs for dozens of Scottish trades, from sole traders to multi-van teams, so we know the common traps and best shortcuts.
We integrate phones, website forms, ads, and AI agents so every enquiry lands in the same pipeline with source and recording attached. Keeping everything simple so that you can focus on the tools.
Yes. We set smart SMS/WhatsApp flows for appointment confirmations, ETA texts, quote follow-ups, and review requests, fully branded and compliant. It essentially does admin work for you.
You choose the tone and timing; we build the automations and test them across devices.
It cuts the faff. Jobs hit their phones with the time, address, contact, and notes (e.g., don’t let the dog out, gate code, homeowner not in until in after 5). The system sends auto reminders and confirmations, so your crew turn up prepped and the customer’s expecting them, no chasing from the office.
Your team can use the app to start a job, add photos/voice notes, tick checklists, and mark complete. If plans change, everyone gets an instant update; reschedules and ETAs go out automatically. Result: fewer calls and fewer mix-ups.
Yes. We can build your pipeline to track paid, due, and overdue, with amounts, due dates, polite reminders, and notes, all in one view. We can connect popular tools (e.g., Xero, QuickBooks, Sage) and job apps (e.g. Jobber, ServiceM8) so customer and job details sync without re-typing.
Important: we don’t issue invoices, move money, or provide accounting advice. You (or your accountant) should always send, approve, and reconcile invoices and double-check totals. We set up the workflow, sync the data, and add guardrails, you stay in control of anything financial.