Practical guides for getting the most out of Tradie Tool. Can't find what you need? Just call us — we pick up.
Sign up for your 7-day free trial in under a minute. No credit card needed. You get full access to every feature from day one, so you can test the whole platform before committing.
Add your company name, logo, contact details, and trading address. These appear on all your invoices and customer communications, giving every document a professional, branded look.
Create a customer profile using the built-in UK postcode lookup. Customer records store their full job history, invoices, and notes — so re-booking is fast and data entry is minimal.
Tradie Tool is a Progressive Web App (PWA). Open it in your phone's browser, tap "Add to Home Screen", and use it like a native app. Works on iOS and Android — no app store needed.
Create a new job with customer details (postcode lookup auto-fills the address), job type, description, date, and assigned engineer. Jobs can be created fresh or re-booked from a previous job.
Move jobs through Pending → In Progress → Completed. Each status change is timestamped and instantly visible to the whole team — no chasing for updates.
Assign any job to one or more engineers with a single tap. Engineers receive an instant notification and can view the full job on their mobile, including the address, notes, and customer contact.
Attach photos, risk assessments, gas safety certificates, or any other documents directly to a job. Every job builds a full paper trail that's always accessible from any device.
View all live jobs on an interactive UK map. Tap any job to navigate directly, or plan your day's routes efficiently before heading out.
Repeat jobs — annual services, regular contracts — can be re-booked in one click from a customer's history, pre-filling all the details so nothing has to be re-entered.
Generate a fully branded invoice from any completed job. Add line items for labour, parts, call-out charges, and VAT. Ready to send in seconds — no copy-pasting into another system.
Email invoices directly to customers from Tradie Tool. Automated payment reminders can be set up to chase overdue invoices without you having to lift a finger.
Customers can pay by card online via a secure Stripe payment link, or you can take payment on-site using your phone or tablet. Cash and BACS payments can also be recorded manually.
Invoices, customers, and payments sync automatically with Xero in real time. No manual exports, no double data entry — your accountant sees everything up to date.
Store supplier names, contact details, account numbers, credit limits, and head office information in one organised place. No more hunting for supplier details.
Create professional purchase orders against any supplier with itemised lines, quantities, and reference numbers. Every PO is tracked from creation through to payment.
All purchase orders flow into a live ledger. See what's owed, what's overdue, and what's paid across every supplier — a real-time view of your trade payables.
Record cash, BACS, or card payments against supplier invoices to keep your ledger accurate. Full payment history for every supplier at a glance.
Add engineers, office staff, and sub-contractors to your account. Each person gets their own login, and you control exactly what they can see and do.
Tradie Tool supports multiple roles: Admin, Manager, Engineer, and Read-Only. Each role has appropriate access controls built in — no complex configuration required.
View all jobs in a day, week, or month calendar. Filter by engineer or job type. See your whole team's workload at a glance and reschedule with a simple drag and drop.
Create tasks against any date, assign to any team member, and set deadlines. Overdue tasks are automatically flagged so nothing slips through the cracks.
The job map helps engineers plan the most efficient route through their day's jobs, reducing travel time and fuel costs across the whole team.
Engineer hours are linked directly to jobs. Staff log their time on their device when starting and completing jobs — no paper timesheets, no end-of-week chasing.
Timesheet data gives you accurate job cost analysis and payroll-ready hour summaries per engineer per period — everything you need for wages and profitability reporting.
Engineers write rough notes as they go — quick, casual, on their phone. Hit the AI button and OpenAI instantly rewrites them into a clear, professional, polished job description.
Perfect for engineers who prefer to dictate or jot notes quickly on site. AI Notes means every job record looks professional and thorough, without slowing anyone down.
Solo Trader (£40/mo, 1 user, 1,000 jobs/month) and Trade Team (£75/mo, up to 5 users, 3,000 jobs/month). Every plan includes all core features — no hidden extras.
Upgrade, downgrade, or cancel at any time by contacting our support team. Access continues until the end of your current billing period with no data loss.
All invoices and payment receipts from your Tradie Tool subscription are available via your Stripe billing portal, accessible from your account settings.
All Tradie Tool data is stored on Microsoft Azure UK infrastructure, encrypted in transit, and handled in compliance with UK GDPR and the Data Protection Act 2018.
Regular automated backups run continuously to protect your data. Azure's high-availability infrastructure ensures Tradie Tool is always ready when you need it.
Contact our UK support team at support@tradietool.co.uk or call 0800 118 2137. Mon–Fri 8am–6pm. We pick up the phone.