Nobody knows where anyone is
A customer rings asking what time someone's coming, and finding out means interrupting two people. Share the diary and the answer is on your screen already.
For whoever actually runs the office
When the business outgrows one van, the office becomes the thing holding it together. TradePlanr puts the diary, the job records, the certificates and the invoicing on one screen, so you can answer any question a customer asks without phoning an engineer to find out.
Everything below is a phone call you shouldn't have to make.
A customer rings asking what time someone's coming, and finding out means interrupting two people. Share the diary and the answer is on your screen already.
Work gets done, the paperwork doesn't come back in, and the invoice quietly never goes out. When the invoice builds off the completed job, finished work stops silently falling out of the billing.
Somebody wants a copy of a certificate from March and it's in a pad in a van in Warrington. Certificates issued in the app are stored against the job, ready to send.
A customer says they never agreed to the extra work. A signed sign-off with a date and the scope attached ends that conversation before it becomes a credit note.
Book the job once and the engineer sees it on their phone. Share a single job with a subbie by link — address, scope, notes and photos — and they turn up ready without needing an account.
Quoted, booked, done, invoiced, paid. Unpaid, part-paid and overdue at a glance, so nothing sits in limbo because the person who knew about it was on holiday.
Issue certificates digitally against the job with the customer's signature captured on the phone, and pull any of them up months later without going near a filing cabinet.
The customer signs on the engineer's phone at handover. The signature, the date and the scope are stored on the job — which is the cheapest insurance a trade business can have.
Small extras are where margin quietly disappears. Each one gets logged against the job with a price, so it reaches the invoice instead of the engineer's memory.
TradePlanr texts customers the day before to confirm the slot, and again when annual work such as a service or gas safety check falls due — cutting no-shows and bringing repeat work back round without you making the calls.
Want the full tour? See everything the TradePlanr app does or check what it costs.
Share your calendar with the office and your engineers so they can view and manage jobs from their own device or in a browser. You decide what gets shared and with whom — nothing leaves your account without you.
No. To view a shared job they just open the link on any phone or browser. If you want them helping manage the diary, they can use the free app or the web.
A large library covering electrical, gas, heating, renewables and general trades, all issued and stored digitally against the job. Browse the full list on the certificates page.
Yes — the diary and job records are offline-first, so basements, new-builds and rural jobs still work. Everything syncs when the phone gets signal back.
Free to start with no card, so you can get the diary going before you commit to anything. Pro is £9.99 a month or £99.99 a year after a 7-day free trial, and covers card payments, certificates and the rest of the app — the pricing page has the current detail.
“The thing that changed was people ringing me to ask where they were meant to be. It's all on the board now — I spend the morning on customers instead of on the phone to our own lads.”
Nicola Hart
Office manager, electrical contractor, Nottingham
Start free in your browser — no download — and have the week's diary set up before the end of the day.