Setup for skilled trades.

Electricians, plumbers, joiners, decorators and other trades — the work isn't the problem. Quoting, deposits, certificates and reviews are where good tradespeople lose time and money.

Talk through your setup See what we sort

Common gaps

Where these setups usually leak.

The skill is rarely the problem. It's the commercial setup around it — and in this line of work, the leaks tend to show up in the same places.

Enquiries come by call and text, and some slip through when you're on the tools.

Quotes and estimates get muddled, and follow-up is inconsistent.

Materials are paid for up front by you, with no deposit to cover them.

Certificates, guarantees and aftercare are sent ad hoc, if at all.

Happy customers never get asked for the review that would win the next job.

The decisions that matter

Commercial calls we help you make.

These are the specific decisions that make or break the setup for this kind of business. We work through them with you, then build around the answers.

Quote vs estimate

A clear distinction and a consistent way to send, track and follow up quotes — so work doesn't stall in someone's inbox.

Deposits for materials

A deposit that covers materials and confirms commitment before you're out of pocket.

Call-out & pricing rules

Clear call-out and pricing rules, so there's no awkward conversation on the doorstep.

Certificates & guarantees

Certification, warranty and aftercare communications sent as standard, not remembered later.

Reviews & referrals

A simple prompt for a review at the right moment, turning finished jobs into the next enquiry.

What "sorted" looks like

An illustrative trades setup, end to end.

Illustrative, to show the shape of a joined-up setup — not a specific client.

Enquiry captured

Calls and texts land in one place, so nothing slips while you're on the tools.

Quote sent & tracked

A clear quote goes out the same way every time, with follow-up built in.

Deposit taken for materials

A deposit covers your outlay and confirms the customer is committed.

Job scheduled & confirmed

The booking is confirmed with clear expectations on both sides.

Work done, certificate issued

Certification, guarantee and aftercare go out as standard, not as an afterthought.

Review requested

A prompt at the right moment turns a finished job into the next enquiry.

Questions

Common questions in this trade.

Is this quoting software, or the process?

Both matter, but the process comes first. We set how you quote, deposit, confirm and follow up, then use tools that support it — including ones you may already have.

Should I take a deposit before starting?

For jobs with material costs, usually yes. A deposit covers your outlay and confirms the customer is committed, so you're not left out of pocket.

How do I get more reviews and referrals?

By asking at the right moment, every time — built into the end of the job rather than left to chance. Consistent, well-timed prompts turn good work into repeat enquiries.

Do you handle certificates and compliance paperwork?

We set up how and when your certificates, guarantees and aftercare go out, so it's consistent and professional. The content stays yours; we make sure it reaches the customer.

Sound like your business?

A short setup call is the quickest way to work out which of these gaps are costing you — and the order to fix them in.

Talk through your setup See examples