TradeFlow365 is the AI-powered office assistant for trade businesses. It writes your quotes, keeps your diary straight, and learns how your business works.
We've been there: the missed calls, the WhatsApp job threads, the paper sheets filled out at the end of the day. TradeFlow365 is built by people who understand what a trade business actually needs, not how a generic CRM expects it to work.
No card required · £25/month after your 14-day free trial. See full pricing
You describe it
“Front elevation gutter clean, two-storey semi, blocked downpipe at the back”
Drafted for you to review
Gutter Clean: Front Elevation
Clear and flush all front gutters, clear blocked rear downpipe, flow test on completion.
Nothing sends until you say so.
Describe a job by voice or typing and it drafts the full quotation: cover letter, scope of works, priced lines, a message to send the customer. It learns your writing style and how you categorise work, so every draft gets closer to something you'd have written yourself.
Every draft is something you review before it saves or sends. Nothing happens silently.
Most software makes you fit its idea of how a trade business runs. TradeFlow365 starts by asking about yours: your trade, your services, your working hours, your team, and lets AI draft the first pass from your own website so you're editing, not typing from a blank page.
None of it is required. Skip anything, dismiss anything, come back whenever you like. It just makes every part of the app a little smarter the more it knows.
How Business Setup worksBusiness Setup
Every feature comes with a plain-English guide: how it works, what to set up first, and how to get the most out of it. No jargon, no support tickets required.
How Company Knowledge and Favourite Quotations work, and what to add first.
What Business Setup covers, and why none of it is required.
We didn't adapt a generic CRM. We built the tools we kept wishing existed, shaped around how a trade business actually operates.
Open the app and know the day in under 30 seconds. Jobs, schedule gaps, materials needed, warnings, and invoices needing action, all in one screen.
Workers follow a step-by-step process for every job. Each step tells them exactly what to do, what to confirm, and what photos to take. No missed steps.
Before, after, flow test, and work area photos captured at the moment they happen: built into the workflow, not uploaded at the end of the day.
New enquiry mid-call? Add a lead in seconds from your phone without losing the thread of the conversation. Fill in the details later.
Colour-coded by job status. Day, week, and month views. Spot schedule gaps and book them. Replace your shared Google Calendar.
Workers see every material and piece of equipment they need for the day, aggregated across all their jobs. No trips back to the depot.
TradeFlow365 doesn't assume what you do. Your services are yours to define, and the AI learns to work with them, not the other way round.
Works equally well whether you run all your own jobs or manage a team of workers.
You're usually out on the road. TradeFlow365 is designed for that. Capture a new lead mid-call, check today's jobs between visits, assign a worker while you're still at the property.
No WhatsApp threads to decode. No calling the office to check an address. The app shows your jobs for the day, guides you through every step, and tells you what to take in the van.
Try TradeFlow365 free for 14 days, no card required. £25/month after, cancel anytime.