Several trades, one account

Windows and gutters. Gardens and fencing. Electrics and solar.

Software for a business that runs more than one trade: enable compatible trade modules on one account and they share one diary, one customer list, one quote and invoice run and one set of books, while each keeps its own workflow, paperwork and colour.

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The TradeYoke schedule for a week across every trade
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Most trade software assumes you do one thing. Real businesses do not: the window cleaner does gutters and conservatory roofs, the gardener does fencing, the electrician does solar. TradeYoke is built as trade modules on a shared core, so you pick the trades you run and the app shapes itself around each — the words, the job fields, the certificates, the colour — while the diary, the customers, the money and the paperwork stay in one place.

What it does

Several trades, one account in TradeYoke

Five trade modules

Window cleaning, gardening, electrical, plumbing and gas, solar.

One diary

Every trade's jobs on one schedule, colour-coded, with Plan my day across all of them.

One customer list

A customer who uses two of your trades is one record with one balance.

One invoice run

Quotes and invoices from any trade on the same ledger and the same books.

Trade pills

Switch the view to one trade or see them all; each trade's page is themed in its colour.

Per-trade settings

Each trade has its own settings tab, catalogue and toggles, including whether it takes online payments.

TradeYoke schedule, month view: jobs across your trades colour-coded, with day, week and list views

The real thing

As it looks today

A real screen from the product, not a mock-up. The same screen is on the phone app.

Two trades, one account

One diary, one customer list, one invoice run

  1. A window cleaner using a squeegee on a glass roof from above

    On the round

    Window cleaning, colour-coded blue

    Each trade keeps its own words, workflow and colour on the shared core.

    A TradeYoke quotes board with real quotes waiting on customers
    Every trade, one board
  2. A gardener photographing finished planting and shrubs in a garden

    Before heading off

    Gardening, colour-coded green

    Run compatible trades on one account and they share a diary, a customer list and an invoice run.

    A busy TradeYoke customer list
    One list, every trade

More of it, as it looks today

Picking the trade for a new job when you work in more than one
Filtering customers by trade
The TradeYoke schedule for a week across every trade

The details

Also worth knowing

  • Add a trade laterEnable another compatible module from settings; the setup wizard adds its steps.
  • Compatible scopes in the demoThe live demo runs the property-maintenance scope: window cleaning and gardening together.
  • Projects across tradesGroup an electrical and a solar job under one project.

Questions

Asked about several trades, one account

Which trades can be combined?

Compatible ones — window cleaning with gardening, electrical with solar, plumbing with electrical. The app tells you which modules work together.

Does each trade have its own paperwork?

Yes. The electrician module brings EIC/EICR, the plumber module brings gas records, the solar module brings MCS and DNO documents, and they all file into the same library.

Is it one price for all trades?

Plans are per business, not per trade. Pilot trades are priced with the pilot businesses.

Related: Every trade · Scheduling & rounds · Customers & CRM

See also: how one core carries many trades

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