TradersFlow: Job Management

TradersFlow – Job Management, Invoicing, Finance, Stock & AI for Tradespeople Run your trade or service business from one connected app. TradersFlow brings customers, jobs, scheduling, quotes, invoices, payments, expenses, stock, suppliers, purchasing, finance and business insights together – helping you spend less time on admin and more time getting work done. ASK TRADERSFLOW – AI BUSINESS ASSISTANT Ask questions about your business using information in TradersFlow. • Which invoices need attention? • How much money is outstanding? • What stock is running low? • How is my business performing? • What needs my attention? AI responses should be reviewed before making important business, financial, tax or legal decisions. JOBS, CUSTOMERS & SCHEDULING Keep your work organised from enquiry to completion. • Create and manage jobs • Store customer details • Schedule jobs, visits and events • Today, Week and Month calendar views • Keep notes, materials, photos and files together • Track job progress and history • Connect jobs with quotes and invoices QUOTES, INVOICES & PAYMENTS Create and manage professional documents from your phone. • Create and send quotes • Convert quotes into invoices • Create and share invoices • Track paid, outstanding and overdue amounts • Record payments and credits • Handle credit notes and refunds • Add business and bank/payment details • Secure customer invoice pages • Automatic payment reminders FINANCE & REPORTS See what's happening across your business. Track revenue, expenses, profit, purchases, payments, money owed and cash flow. Financial tools and reports include: • Profit & loss • Cash flow • Balance sheet • Trial balance • Aged debtors and creditors • Customer and supplier statements • Job profitability • Stock valuation and material usage • Tax reports and tax periods • Opening business positions • Retention held back and released Financial and tax tools are not a substitute for professional accounting or tax advice. STOCK & MATERIALS Keep control of the materials your business relies on. • Materials catalogue • Stock quantities and movements • Low-stock levels • Multiple stock locations • Stock transfers and adjustments • Stock takes • Materials used on jobs • Material costs • Barcode scanning and labels • Metric and imperial units SUPPLIERS & PURCHASING • Store supplier details • Record purchases • Create purchase orders • Track ordered and received quantities • Record partial deliveries • Receive materials into stock • Record supplier returns • Track supplier payments TASKS & TIMESHEETS Organise day-to-day work with tasks, timesheets, reminders and scheduling. BUILT FOR TRADESPEOPLE Suitable for electricians, plumbers, builders, carpenters, decorators, heating engineers, handymen, landscapers, cleaners, installers, maintenance professionals, contractors and other trade and service businesses. BUILT FOR BUSINESSES WORLDWIDE Configure TradersFlow around your business with: • Local currencies • Configurable tax names, rates and treatments • Regional dates and number formats • Business time zones • 12 or 24-hour time • Regional week starts • A4 and Letter paper • International address and banking formats • Metric and imperial units 48 LANGUAGES Use TradersFlow in 48 supported app languages, including English, Spanish, French, German, Portuguese, Hindi, Arabic, Chinese, Japanese, Korean, Indonesian, Filipino, Vietnamese, Thai, Turkish, Hebrew, Persian, Nepali and more. EVERYTHING IN ONE PLACE Manage customers, jobs, schedules, quotes, invoices, payments, expenses, stock, suppliers, purchasing and finance from one connected workspace. Ask AI questions about your business, monitor money owed, manage materials and stay on top of the work that needs your attention. Replace paperwork, spreadsheets and scattered business apps with one straightforward workspace designed around the way tradespeople work. TradersFlow – less admin, better organised.