TradeOps · Customer records for trades
One record per customer.
Name, phone, email, address and the notes only your team sees, entered once and carried onto every quote, job and invoice after. The record keeps the history, so the next time they ring you can see what you quoted them, what you did and what you charged.
The screen
What is on it.
The same screen on a laptop, a tablet or a phone, from the same login.
/admin/customers
Every customer with their phone, email and address
The email a sent quote is delivered to, one per customer
Internal notes, never shown to the customer
The history: how many quotes and invoices each one has
A record with history cannot be deleted, so the past cannot go missing
How it is used
Three steps, in the order they happen.
01
An enquiry becomes a customer
Win the work and the lead becomes a customer record with the details they already gave you. Nobody types their address in again.
02
The record rides along
Start a quote and their details are copied onto it when it is sent. The job and the invoice that follow carry the same customer.
03
They ring again
Look them up and the history is there: what was quoted, what was invoiced, and the notes your team left last time.
Done differently
Entered once, ever.
Most small businesses keep the same customer in three places: the job app, the invoicing tool and a spreadsheet. Here there is one record, and the quote, the job and the invoice all point at it.
Who it is for
Businesses that lean on this part.
Each of these pages shows the sites already running on the platform.
Straight answers
The questions people ask about it.
One price, one system
This is one part of it. The price covers all of it.
Nothing here is a module you switch on later. The website, the office and every screen on this page come as one system at one price.