The platform
One core. Every capability. Any trade.
TradeYoke is built as a set of capabilities — scheduling, planning, quoting, invoicing, payments, bookkeeping, messaging, documents, monitoring — that every trade module composes. Built once, it works the same on every device.
Capabilities
What's in the box
Scheduling
A diary that understands rounds: recurring visits, crews, drag-and-drop, day/week/month/list views colour-coded by trade, weather at the top.
Plan my day
The morning flow: decide what's in, order it nearest-first, go. Suggestions come from the round, the weather and what's overdue.
Quotes & invoices
Generated from the job, branded, numbered, emailed as PDF, and settled against an immutable ledger.
Payments
Pay links by text or email; card payments via Stripe, Direct Debit via GoCardless; a customer portal with pay-now; webhooks reconcile automatically.
Bookkeeping & tax
Push invoices and payments to Xero, QuickBooks or FreeAgent with read-back verification. File VAT with HMRC Making Tax Digital through a guided 9-step wizard.
Messaging
Email and SMS from one wizard, now or scheduled — reminders, on-the-way texts, receipts, owing notices. Replies land in the customer's thread.
Surveys & inspections
Site surveys before the quote — measure, photograph, note what must be verified. Checklist inspections on site: pass or fail each item, evidence for every fail, sign off on the pad and send the report.
Documents
A document library with folders, expiry tracking, photo and video capture, and search inside PDFs, Office files and scans.
Expenses & receipts
Photograph a receipt and the details are read for you; log mileage from the day's stops; export the accountant file.
Live monitoring
See where the team is on a map, with the app as the tracker — no extra hardware. Customers, jobs and vehicles on the same map.
Leads, team, projects & vehicles
Website enquiries land on a leads board (new → contacted → quoted → won); team register with roles and absences; multi-trade projects; vehicle register with documents.
Roles, audit & 2FA
View / add / edit / delete permissions on every action, an audit trail of who did what, and two-factor sign-in.
Offline-first
The phone works with no signal; changes queue and sync with conflict resolution when you're back.
Scheduling
A diary that understands rounds
Day, week, month and list views, every trade colour-coded, weather at the top. Filter to one trade or one person, or see the whole crew's month at once. Rain day? Shuffle the round, not your head.
Plan my day
Decide. Order. Go.
Overdue work, this week's jobs and anything without a day are lined up for a decision, one at a time. The run is then ordered nearest-first and sent to the phone — with a map if you want to see it.
Customers
One customer list across every trade
Duplicates flagged and merged, notes and documents attached, each customer's jobs, invoices and balance in one place, and their location on the map. Owing and overdue at a glance.
Quotes & invoices
From quote to paid without re-typing
Quotes move across a board — waiting on the customer, accepted, ready to book, booked — and turn into jobs. Invoices go out as branded PDFs with a pay link; payments settle against an immutable ledger.
Reports
How am I doing?
Earned, collected, expenses and profit for the month, the tax year or any range; the round's worth; and two CSVs your accountant actually wants. Bookkeeping sync and MTD VAT live under Accounting & tax in settings.
Live monitoring
See where the team is
The app is the tracker — no extra hardware. Customers, jobs, vehicles and the workforce on one map; customers get on-the-way texts; the office sees progress as it happens.
Documents
Every certificate, photo and pack — findable
Folders, expiry warnings, photo and video capture from the phone, and search that looks inside PDFs, Office files and scanned images. Trade paperwork files itself against the job and the customer.
Expenses
Snap the receipt, move on
Photograph a receipt and the supplier, total and VAT are read for you. Mileage is worked out from the day's stops. Attach to a job or a vehicle; it's ready for the bookkeeper.
Also in the core
The unglamorous things that make it a business system
- Branded documents and emailsYour name and logo on quotes, invoices, receipts and the customer portal.
- Six languagesEnglish, Welsh, Spanish, German, French and Portuguese, per user.
- Two-factor authenticationGoogle or Microsoft Authenticator; admins can require it for the whole business.
- Audit trailEvery view, add, edit and delete recorded — who, what, when.
- Suppliers and vehiclesRegisters with documents, so the MOT and the insurance expire where you'll see them.
- Customer portalA link where customers see what they owe and pay it.
- Scheduled sendingWrite the message now, send it at 6 pm the day before.
- Crash logs and supportIf something goes wrong we can see it — and so can you.
Web and native are one codebase. A feature built for the web is automatically the same feature on Windows, Android and iOS.
How TradeYoke is built
See it with your own round on it
Free trial, no card. Import your customers and schedule this week in minutes.