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About TradesInvo

Clara AI Deep Dive with Clara AI

TradesInvo helps independent UK trades businesses manage work from first enquiry to invoice in one place. The cloud-based platform captures leads from website forms, phone calls and referrals, then keeps follow-up actions organised. Users can create quotes with reusable line items, VAT, terms and approval links. Once work is accepted, teams can schedule jobs by technician and give field staff the details they need on site. Completed jobs can be converted into invoices, with invoice tracking and payment reminders helping owners see what is outstanding. TradesInvo also supports review requests after paid invoices, reporting on quote conversion, revenue per technician and lead sources, and an AI admin assistant that drafts follow-ups, summarises calls and suggests next actions for users to review. It is designed for UK trades such as plumbing, heating, electrical, cleaning, roofing and landscaping businesses, including owner-operators and small teams. The service works alongside Xero and QuickBooks to pass operational records into existing accounting workflows. A free plan and paid monthly plans are available, with pricing in GBP. TradesInvo is currently in early access, with production launch planned in 2–4 weeks.

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Screenshots & Videos

TradesInvo dashboard

Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Small Business
  • Freelancers

API Support

  • Available

Modes of Support

  • Business Hours, Online

TradesInvo Features

Field Service Management Features

Reporting

Sends instant status reports about the task with customer feedback

Job Scheduling

Helps in allocating jobs to the right person at the right time

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Route Optimization

Determines the cost efficient route to perform the order

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing Features

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Online Invoicing

Create invoices online and email them to your clients with just one click

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.
TradesInvo Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Screenshots of Vendor Pricing Page

Pricing screenshot

Learn more about  TradesInvo Pricing

TradesInvo Alternatives

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TradesInvo Reviews

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TradesInvo Screenshots

TradesInvo FAQs

Do you offer a free trial?

Yes. Start with no card and get full access to your chosen paid plan for 14 days. If you do not add a payment method, your account moves to the Free plan and you keep your data.

How much does TradesInvo cost?

There is a Free plan at £0. Paid plans are Starter at £49/month, Growth at £149/month, and Pro at £299/month. Paid prices are per workspace, billed monthly in GBP excluding VAT. There are no contracts, and you can cancel any time.

What happens when the 14-day trial ends?

If you do not add a payment method, your account moves to the Free plan and you keep your data.

What if I run out of AI credits?

Your leads, quotes, jobs and invoices keep working as normal. AI writing pauses until your next monthly allowance or you add a top-up.

What is TradesInvo used for?

TradesInvo is Field Service Management Software. TradesInvo offers the following functionalities:

  • Reporting
  • Job Scheduling
  • Billing and Invoicing

Learn more about TradesInvo features.

What are the top alternatives for TradesInvo?

Does TradesInvo provide API?

Yes, TradesInvo provides API.

TradesInvo Contact

Vendor Details

Founded : 2026

Contact Details

Not available

https://tradesinvo.com

Social Media Handles

Not available

TradesInvo Integrations

FTC Disclosure

SaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]

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