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CRM & Sales
Capture leads, manage customers and sites, build quotations and turn accepted work into jobs without re-entering information.
- Lead pipeline
- Customer & site records
- Quote acceptance
- Contact history
Built for electrical, fire & building services
Run your trade business from one place.
TradePath connects leads, quotes, scheduling, engineers, compliance, job records, invoicing and customer communication — without stitching together half a dozen systems.
Simple monthly pricing
Customer portal included
Xero integration
TradePath Operations
Live
Good morningOperations overview
Jobs today128 assigned
Quotes open18£42.8k value
PPM due7Next 14 days
TodayEngineer schedule
CR
Factory EICR08:00 · Denbigh
On siteJE
Fire alarm service09:30 · Bangor
BookedMR
Small works10:00 · Conwy
BookedSales pipelineThis month
Incoming8
Quoted14
Won9
Job completedPhotos & job sheet saved
Ready to dispatchInvoice · Xero · customer
One connected platform
From first enquiry to final invoice.
TradePath keeps the office, engineers and customers working from the same live job information.
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Operations
Plan work, allocate engineers, manage multi-day jobs and keep the office updated as work progresses.
✓
Electrical compliance
EICRs, boards, circuits, defects and certification connected directly to the customer and site.
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Fire protection
Asset-led servicing, PPM, weekly tests, remedials and service agreements in one workflow.
⌁
Engineer app
Jobs, asset information, photos, job sheets, timesheets and completion data designed for use on site.
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Fleet & compliance
Vehicle checks, defects, service records, documents and compliance tracking alongside your operations.
£
Dispatch & Xero
Bring the job sheet, photos and invoice together, send them to the customer and push the invoice to Xero.
Made around real trade workflows
Different divisions. One business.
Use the parts you need and keep a single customer, site and operational history across your company.
Electrical
Small works, projects, EICRs, testing, remedials and engineer records.
Fire protection
Alarm servicing, emergency lighting, extinguishers, assets, PPM and defects.
Building services
Coordinate multi-trade projects, subcontractors, documents, photos and site delivery.
Growing contractors
Add divisions, people and processes without replacing the system as your business grows.
A clearer workflow
Stop losing information between systems.
1
Lead
Capture the enquiry and customer details.
→
2
Quote
Price, send and record acceptance.
→
3
Schedule
Book the right engineer and resources.
→
4
Complete
Capture job records, assets and photos.
→
5
Dispatch
Send records, invoice and sync to Xero.
Customer experience included
Give customers visibility without giving them more admin.
Customer portal access can sit alongside quotes, compliance, job records and remedials — keeping your customer informed while your team keeps working in TradePath.
✓ Quote acceptance✓ Compliance visibility✓ Site & job records✓ Remedial decisions
TradePath
Customer portalABC Property Management
Compliance overview
Sites14
Open defects6
Upcoming PPM9
Market HallCompliant
Industrial Unit 42 actions
Head OfficeCompliant
Simple, low-cost pricing
Start small. Add what your business actually needs.
TradePath is being built to give contractors useful software without enterprise-level pricing. Start with CRM and add operational or compliance modules as you grow.
No setup fee14-day trialCustomer portal includedXero integration included
CRM starter
99p/ user
per month
per month
Introductory entry point for customer and sales management.
Start free trial Optional modules and divisions can be added separately.Built by a contractor, for contractors
Put your jobs, people and compliance on one path.
See how TradePath can replace disconnected spreadsheets, job apps and admin processes with one practical platform.