One quick call from the tradesman. We handle the rest.
TradeAdmin is designed to make the admin side of trade work simple. The tradesman speaks to the customer, gets the job details and gives a price. From there, the office takes over.
We chase leads, send invoices, collect deposits, confirm bookings, manage customer follow-ups and help get jobs over the line.
The tradesman does the work. TradeAdmin handles the office admin.
Instead of the tradesman spending evenings chasing leads, deposits, invoices, confirmations and final payments, TradeAdmin gives them a simple office process that keeps work moving.
1. The tradesman takes the first call
The customer contacts the tradesman by phone, WhatsApp, website enquiry or referral. The tradesman has a quick conversation, gets the job details and works out the price.
2. The office takes over
The tradesman can say: “That’s no problem, the office will send over the invoice and booking details.” They send the details to TradeAdmin and get back to work.
3. We get the job over the line
We contact the customer, confirm the job, collect the deposit, arrange the booking, confirm the customer before the job and collect the final balance when the work is complete.
We chase leads so you do not have to.
A lot of trade work is lost because leads are not followed up quickly enough. Customers enquire, ask for a price, then move on if nobody gets back to them properly. TradeAdmin helps stop that.
We follow up enquiries
If a customer sends a message, quote request or missed call, TradeAdmin can follow up and move the conversation forward instead of letting the lead go cold.
We keep the customer warm
We contact the customer professionally, confirm what they need, explain the next step and make sure they know the job is being handled.
We help close the job
Once the tradesman gives the price, we follow up with the official invoice, deposit request and booking details to help turn the enquiry into confirmed paid work.
Simple for the tradesman.
The tradesman does not need to learn complicated software or spend hours doing admin. The process is built around one simple handover.
Customer contacts the tradesman
The customer gets in touch by phone, WhatsApp, enquiry form or referral. They explain the job they need done.
Tradesman has a quick call
The tradesman asks the right questions, understands the work, gets the address and works out the price or estimated price.
Tradesman hands it to the office
The tradesman can say: “The office will send over the official invoice and booking details.” This makes the business feel more professional and removes admin pressure.
Job details are sent to TradeAdmin
They send us the customer name, phone number, email if available, job address, job description, total price, deposit amount and preferred job date.
We contact the customer
We call or message the customer, confirm the details, send the official invoice and collect the 50% deposit on behalf of the trade business.
Booking is confirmed
Once the deposit is paid, the job is confirmed and added to the schedule. The tradesman knows the customer is serious.
Tradesman completes the job
On the day, the tradesman carries out the work. When the job is finished or nearly finished, they let TradeAdmin know.
We collect the balance
TradeAdmin calls the customer, confirms the work is complete and collects the remaining payment before the tradesman leaves site.
Professional for the customer.
The customer gets a proper office experience. They know who is contacting them, what they are paying, when the job is booked and what happens on the day.
Before the job is booked
The customer speaks to the tradesman first. Once the job is priced, TradeAdmin contacts them on behalf of the trade business with the official invoice and payment link.
Deposit and booking confirmation
The customer pays the agreed 50% deposit. Once paid, their job date is secured and the booking is confirmed.
Day-before confirmation
The day before the job, we call the customer to confirm access, timing, that the property is ready and that the tradesmen will be on site the following day.
Completion and final payment
When the tradesman finishes, TradeAdmin calls the customer, confirms the work has been carried out and collects the final balance before the tradesman leaves.
Receipts, payments and profit made clear.
On selected packages, TradeAdmin also helps keep expenses organised so the tradesperson can see what is coming in, what is going out and which jobs are making the most profit.
Send receipts as you go
The tradesman can send material receipts, supplier invoices or fuel receipts by WhatsApp, email or upload. We organise them instead of letting them build up in the van, phone gallery or glove box.
Weekly money in / money out
At the end of every week, the key figures are made clear: invoices sent, deposits collected, balances paid, outstanding payments, expenses logged and money in versus money out.
Ready for the accountant
Receipts and expense records are kept organised so the accountant is not dealing with missing paperwork, screenshots, loose receipts and last-minute panic.
See where the money is really made.
When invoices, payments and expenses are kept organised, the tradesperson can start to see what jobs are actually profitable and where money is being lost.
Job profitability
By comparing the invoice amount against materials, supplier costs and other expenses, we can help show which types of jobs are bringing in the best return.
Best and worst job types
Some jobs look busy but do not leave enough profit after materials, time and follow-up. Clear records make it easier to spot the jobs worth chasing and the ones worth avoiding.
Supplier and wholesale checks
When material costs are tracked, we can compare wholesale quotes and supplier pricing to help the tradesperson see if they are getting the best deal.
Clear weekly picture
Instead of guessing, the tradesperson can see what was invoiced, what was paid, what was spent, what is outstanding and where more profit could be made.
More jobs over the line. Less admin on your shoulders.
TradeAdmin helps with lead chasing, customer communication, invoices, deposits, payment collection, scheduling, expenses and weekly reporting.