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Field service software for trades

Price a job on site, turn the accepted quote into an invoice the same day, and track the parts and crew behind it.

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What Trades & field service businesses open every day

The whole platform is included either way — these are simply the parts you'll live in.

  1. 01QuotesPrice the work properly, send it as a PDF in your customer's language, and convert the accepted quote without retyping a line.
  2. 02CustomersOne customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
  3. 03InvoicingSend a compliant invoice in your customer's language in under a minute — and keep every one of them in the same place as the customer, the product and the payment.
  4. 04ProductsDefine a product once — price, tax rate, stock — and use it on every quote, order and invoice without typing it again.
  5. 05StaffYour team, their roles, their departments and their salary history — in the same system as the work they do.
  6. 06LocationsRun more than one site with its own staff, assets and bookings — and decide who sees which one.

Quote it, win it, bill it

Build the quote with materials and labour as real line items, send it as a PDF, and convert the accepted one into an invoice without typing it twice. Most of the money trades lose isn't on price — it's on the fortnight between finishing a job and getting round to invoicing it.

Parts, vans and the people

Materials are products with prices and stock, so what you fitted is what you billed. Vans and tools sit in the fixed-asset register with their running costs. Staff, their departments and their time off are in the same place, so the office isn't reconciling three systems to work out who was where.

Evidence attached to the job

Photos before and after, certificates, signed variations — attach them to the customer or the document they belong to. When a dispute lands eight months later, the file is in one place instead of on a phone that's since been replaced.

And everything else, included

There's no industry edition and no module you have to buy separately. Every plan includes every part of ERPFlow — what changes between plans is volume and team size, not which parts you can open.

All features

Trades & field service — common questions

Is there a mobile app for engineers?
Not yet. The web app works in a phone browser, which covers quoting and invoicing from site, but there's no native iOS or Android app and no offline mode. Both are on the roadmap. If your crews work in basements and plant rooms with no signal, test that before you commit.
Does it schedule and dispatch jobs to engineers?
No. There's no dispatch board or drag-and-drop scheduler. Booking pages handle customer-facing appointments — useful for a service visit a customer picks themselves — but they aren't a crew planner. Firms running live dispatch keep their scheduling tool.
Can I invoice a maintenance contract every month?
You can raise it each month, and duplicating the previous invoice takes a click, but there's no automatic recurring schedule yet. For a handful of contracts that's fine; for fifty it's real admin.

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Start free. Scale as you grow.

Run your whole business in one place — and pay for it like a founder, not an enterprise.

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No card · No trial clock · Export everything · Cancel anytime