TradeTrack
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Run your |
business like a pro

One simple app to manage customers, send invoices, track payments, and plan routes. Built specifically for small business owners and trade professionals.

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Dashboard

Welcome back! Here's what's happening with your business today.

Earnings
£7.65

from 1 job

Overdue Invoices
£108

1 customer • 9d

This Week's Pipeline
12

£500.00 value

Monthly Cash Flow
Earned£139
Collected£42
30%
Today's Routes
2 routes
North Town Route
In Progress
3/5 stops complete
Sarah Williams
Window Cleaning • £35
James Thompson
Gutter Cleaning • £45
Current
South Side Route
Planned
0/4 stops complete
Next: Michael Brown • Window Cleaning
Quick Actions
Recent Activity
Payment received
5 min ago • Sarah Williams • £35.00
Job completed
15 min ago • James Thompson
Invoice sent
1 hour ago • Emma Davis • £45.00
Reminder sent
2 hours ago • Robert Johnson
New customer added
3 hours ago • Michael Brown
Recent Payments
£150
SW
Sarah Williams
16/10/2025 • Bank Transfer
Matched
£35.00
JT
James Thompson
15/10/2025 • Bank Transfer
Matched
£45.00
ED
Emma Davis
14/10/2025 • Cash
Matched
£30.00
RJ
Robert Johnson
12/10/2025 • Bank Transfer
Unmatched
£40.00
Try for FreeSign In

Stop losing hours each week to admin and payment chasing.

TradeTrack gives small trade businesses everything they need to stay organised, get paid faster, and cut the admin.
Everything you need to run your business — all in one app.

Customer Management
Job Tracking
Invoicing
Payment Tracking
AI Assistant

Manage all your customers in one place

Keep all your customer information organised in one place. From contact details to service history, TradeTrack helps you build stronger relationships with comprehensive customer profiles.

  • Customer contact management
  • Service scheduling and history
  • Invoice and payment tracking
  • Customer-level pricing
  • Communication tracking

Customers

Manage your customer base and service relationships

SW

Sarah Williams

15 Oak Grove, Manchester M16 8QR
£0.00
paid
Next service: Oct 18, 2025
JT

James Thompson

42 Maple Street, Birmingham B15 2TT
£108.00
owed
Next service: Oct 20, 2025
EJ

Emma Johnson

8 Rose Cottage Lane, Leeds LS6 3HG
£55.00
owed
Next service: Oct 25, 2025
84 customers • 12 with outstanding balances
Total Outstanding: £2,450.00

Plan and track every job with ease

Schedule, track, and complete jobs with ease. From route planning to mobile execution, TradeTrack streamlines your entire job workflow to keep your business running smoothly.

Jobs

Manage your daily routes

North Town Route

16/10/2025

In Progress
4 stops
240 min

1 of 4 stops complete

South Side Route

16/10/2025

Planned
3 stops
← Back to Jobs

North Town Route

16/10/2025 • In Progress

Progress1 of 4 stops completed
Current Stop #2
In Progress

42 Maple Street, Birmingham

James Thompson
07234567890

Service: Gutter Cleaning

Rate: £45/hour

← Back to Jobs

North Town Route

16/10/2025 • In Progress

Progress2 of 4 stops completed
Completed Stops

#1 Sarah Williams

15 Oak Grove, Manchester

Window Cleaning • £35

Invoiced

#2 James Thompson

42 Maple Street, Birmingham

Gutter Cleaning • £45

Invoiced
← Back to Jobs

North Town Route

16/10/2025 • In Progress

Progress2 of 4 stops completed
Current Stop #3
In Progress

8 Rose Cottage Lane, Leeds

Emma Johnson
07123456789

Service: Window Cleaning

Rate: £30/hour

✓ 2 invoices automatically created

  • Job scheduling and route planning
  • Mobile job execution and tracking
  • Real-time job status updates
  • Automated job completion and invoicing

Automatically bill customers

Automate your invoicing process from job completion to payment collection. TradeTrack handles everything so you can focus on growing your business.

  • Automatic invoice creation
  • Manual invoice creation
  • Invoice notifications
  • Automatic overdue invoice reminders

Invoices

Create and manage customer invoices

Total
10
Outstanding
£326.20
Paid
£42.00
Overdue
1
InvoiceCustomer & AddressDue DateAmountStatus
IV-006
Sarah Williams
15 Oak Grove, Manchester M16 8QR
Auto-sent
Oct 1, 2025
£35.00
sent
DEMO002
James Thompson
42 Maple Street, Birmingham B15 2TT
Reminder sent
Sep 16, 2025
£108.00
overdue
DEMO001
Emma Johnson
8 Rose Cottage Lane, Leeds LS6 3HG
Sep 23, 2025
£42.00
paid
IV-006
sent
Sarah Williams
15 Oak Grove, Manchester M16 8QR
£35.00
Due Oct 1, 2025
Auto-sent via email
DEMO002
overdue
James Thompson
42 Maple Street, Birmingham B15 2TT
£108.00
Due Sep 16, 2025
Reminder sent automatically
DEMO001
paid
Emma Johnson
8 Rose Cottage Lane, Leeds LS6 3HG
£42.00
Due Sep 23, 2025

Know who’s paid — and who hasn’t

Easily track when customers pay with automated payment reconciliation. TradeTrack matches payments to invoices and keeps your finances organised.

Payments Tracking

Match payments to invoices and track reconciliation

Unmatched
1
Require attention
Suggested
0
Awaiting review
Matched
1
Successfully reconciled
Total Amount
£92.00
Active payments
DateDescriptionAmountTypeInvoiceStatus
Sep 23, 2025
Bank transfer
TRF002
£50.00
🏦 Bank Transfer
-
unmatched
Sep 23, 2025
Payment from S Williams
TRF001
£42.00
🏦 Bank Transfer
DEMO001
Sarah Williams
matched
Bank transfer
unmatched
TRF002 • Sep 23, 2025
£50.00
🏦 Bank Transfer
Payment from S Williams
matched
TRF001 • Sep 23, 2025
Invoice: DEMO001 - Sarah Williams
£42.00
🏦 Bank Transfer

Automatic Payment Matching

Import bank statements and TradeTrack automatically matches payments to invoices using smart algorithms. Review suggestions and manually match any remaining payments.

  • Automated payment matching
  • Real-time payment tracking
  • Bank statement import
  • Outstanding balance monitoring

Get Instant Answers with AI

No more clicking through menus. Just ask your AI assistant in plain English and get instant answers about your business.

9:41
TradeTrack Assistant
Always ready to help

Hi! I'm your TradeTrack AI assistant. I can help you check appointments, view schedules, find customers, and more.

Type /options to see example questions, or just ask me anything!

16:13

When's my next appointment?

16:14

Your next appointment is today with Emma Johnson for Window Cleaning. The exact time hasn't been set yet, and it's at 8 Rose Cottage Lane, Leeds, LS6 3HG.

16:14
Dashboard
Jobs
Ask
Customers
Invoices

Ask anything, anytime

Your AI assistant knows everything about your business and can answer questions instantly — perfect for when you're on-the-go.

  • Check appointments
    "When's my next appointment?"
  • Track payments
    "Who owes me money?"
  • View schedules
    "Show me today's route"
  • Find customers
    "Find customer details for Sarah Williams"
TradeTrack

The all-in-one business management platform designed specifically for trade professionals and small business owners.

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