Notes stay with the job.
What the office knows, the engineer sees.
JOB NOTES · 10 OXFORD TERRACEAccess via side entrance. Consumer unit in hall cupboard.Pulled through from booking ↗
Built around your business
CRM and
AI automation
for trades.
Organise your jobs, respond to enquiries and automate the repetitive admin — with systems built around how your business works.
9:41▮▮▮ ᴡɪꜰɪ ▰
Good morning, RyanR
Today's route.
QUEENSFERRY ROADOXFORD TERRACE
1
2
3
✦
✦
✦ Nearby wholesalers
Monday's route
10 Oxford Terrace
↗ DirectionsCallNotes
Next appointment
↗ DirectionsCallNotes
9:41▮▮▮ ᴡɪꜰɪ ▰
TradePresenceR
✳
Today's recap
That's a wrap,
Ryan.
£175 / £200
You earned £175 out of £200 in bonuses available today.
Earned today£200 available
2converted
4jobs completed
Good work, recognised.
The day, beautifully organised.
The broader offer
CRM and AI automation for trades.
The engineers app below is one part of TradePresence. We also build the systems around it, so an enquiry gets answered, becomes a booked job and gets followed up without someone chasing it by hand.
- 01
Lead response, booking and follow-ups
Reply to new enquiries, move people towards a booking, and nudge quotes that have gone quiet.
- 02
AI phone and chat agents
Agents that take the first call or message, collect the job details and pass them to your team.
- 03
CRM integrations and admin automation
Connect the tools you already use and cut the re-keying, copy-pasting and paperwork between them.
- 04
Custom apps and reporting dashboards
Purpose-built apps and dashboards, like the engineers app shown on this page, shaped around how you run jobs.
The app demos below show what a custom build can look like in an engineer's hands.
From enquiry to job
Follow one enquiry all the way through.
Each step can be handled by a person, by automation, or by both. Select a step to see what happens at that point.
A call, web form, message or missed call comes in. The details are captured in one place instead of a notepad or a voicemail.
The customer hears back with a reply that asks the right questions: what the job is, where it is and when suits them.
Jobs that fit are offered a slot. Anything unusual is flagged to a person on your team to decide.
A job record is created with the customer, the address and the notes, ready to be routed to an engineer's day.
The engineer completes the job sheet. Quotes, reminders and next steps are sent on from there, so nothing sits and goes cold.
01 / Move smarter
The route
plans itself.
See every stop in order, with the details you need before you arrive. Tap a nearby wholesaler and see the drive time from your job.
9:41▮▮▮ ᴡɪꜰɪ ▰
Good morning, RyanR
Today's route.
QUEENSFERRY ROADOXFORD TERRACE
1
2
3
✦
✦
Screwfix7 min drive from Job 1
✦ Nearby wholesalers
Monday's route
10 Oxford Terrace
↗ DirectionsCallNotes
Next appointment
↗ DirectionsCallNotes
02 / Make it yours
Build the
job sheet
you want.
Every job type gets its own form, built around how you actually work. Add any question, make the ones that matter required, and the office gets a complete sheet back every time.
JOB SHEET BUILDEREICR
Overall assessmentYes / No
ObservationsC1 · C2 · C3
Photos of completed workUpload ★
Parking paid?Yes / No
＋ Add question
DROP IN ANY QUESTION TYPE
Short textYes / NoMultiple choicePhotoNumberSignature
9:41▮▮▮ ᴡɪꜰɪ ▰
‹ Job details
EICR job sheet.
Job sheet · In progressComplete the required fields to finish
Satisfactory
Unsatisfactory
Yes
No
Add photos＋
Add a note for the office…
03 / More from every visit
Extra work,
no extra effort.
Your engineers are already on site, in front of the customer. TradePresence shows them the bonus on today's jobs, so they spot and recommend the right extra work themselves. Revenue grows without anyone in the office lifting a finger.
01 See the bonuses available on today's jobs, live.
02 Give a useful recommendation when there's a genuine reason.
03 End the day with a clear recap of what was earned.
During the day
Opportunity, in view.
Relevant job bonuses are visible. Jobs without one stay quiet.
9:41▮▮▮ ᴡɪꜰɪ ▰
Good morning, RyanR
Today's incentives.
AVAILABLE ON TODAY'S JOBSUp to £200
See what's relevant as you work through the day.
8:00am · EICRUp to £90
10 Oxford TerraceRecommend a suitable upgrade if the inspection shows it's needed.
9:30am · Fuseboard upgradeUp to £110
Next appointmentLook out for a relevant additional improvement on site.
11:00am · Minor repairNo bonus
Later appointmentJust focus on the booked work.
Good advice first. The customer decides what happens next.
At finish time
Every win, counted.
One simple recap makes the day's extra earnings tangible.
9:41▮▮▮ ᴡɪꜰɪ ▰
TradePresenceR
✳
Today's recap
That's a wrap,
Ryan.
£175 / £200
You earned £175 out of £200 in bonuses available today.
Earned today£200 available
2converted
4jobs completed
Good work, recognised.
The jobs are already booked. The engineer is already there. Make the valuable opportunities easier to spot.
04 / Proof on file
Every cert.
Logged and
found fast.
Issue the right certificate for the job, then pull up any of them in seconds - searchable by customer or address, with renewals tracked so nothing quietly lapses.
9:41▮▮▮ ᴡɪꜰɪ ▰
CertificatesR
Compliance.
Gas Safety Record
YEARLYCP12Renew every 12 months
Start →
Boiler Service Certificate
ONE-OFFBenchmarkIssued on completion
Start →
Certificate register128 issued
Search by customer or address
GAS
Jordan Blake12 Maple Grove, Edinburgh
SatHVAC
Priya Sharma47 Riverside Court, Glasgow
SatBOILER
Michael O'Connor8 Orchard Lane, Leith
SatGAS
Sarah Docherty23 Hillview Terrace, Edinburgh
Unsat05 / On the road
The whole
fleet, in
check.
MOTs, services and insurance for every van in one place. See what's due, what's booked and what's covered - with a reminder before anything runs out.
FLEET COMPLIANCE4 vehicles
LG71 TPSTransit Custom
SV21 RHYVivaro
YE72 KMBBerlingo
BX20 TPRTransit Connect
The little things matter
Less chasing.
More getting on with it.
The right person. One tap.
Contact details are right where they're needed.
JOB CONTACTSite contact☎ Tap to call
Built around your business.
Job types, forms and workflow, set up the way you run.
WORKS THE WAY YOU DOYour job types. Your forms. Your rules.Tailored to your business ↗
How we work
Discovery, build, test, launch, support.
A plain five-part process. We agree scope and timing with you for your own business, rather than quoting a one-size-fits-all package.
Understand how you really run jobs
We look at where enquiries come from, what tools you use now, and where time is lost between them.
Make the pieces fit your way of working
Workflows, agents, integrations or apps are set up around your job types and your team.
Try it before customers see it
We run realistic enquiries through it with you and fix what does not behave as it should.
Switch it on, with your team ready
You know what it does, what it hands to people, and who to ask when something looks off.
Keep it working as the business changes
Questions, adjustments and fixes after launch. Support terms are agreed with you up front.
Questions
Straight answers.
Not covered here? Ask in the automation review enquiry below.
Is this only for electricians?
The engineers app shown above uses electrical job types as its example. The services are for trade businesses generally. Tell us your trade in the enquiry.
Can you work with the software I already use?
We look at your current tools during discovery and tell you honestly what can be connected and what cannot. We will not promise an integration before checking it.
Will an AI agent replace my team?
No. Agents are for first contact and information gathering. Anything they cannot or should not handle goes to a person with the details already captured.
What is an automation review?
A conversation about how enquiries and admin currently flow through your business, and where automation could help. It starts with the enquiry form below.
How much does it cost?
Pricing depends on what you need, so none is listed here. Scope and cost are discussed after we understand your business.
What happens when I use the enquiry form?
Your enquiry is emailed directly to TradePresence. You do not need to open an email app. We reply using the email address you provide; submitting does not book a call.
Automation review
Tell us where the time goes.
Tell us what you need and send your enquiry straight to hello@trade-presence.co.uk. No email app needed.
- Your details are emailed to TradePresence using Resend.
- We use them to respond to your enquiry.
- This does not book a call. We reply by email.
TradePresence
Built for the people on the tools.