ClearOps for trades & field services
Off the tools and out of the paperwork: a bespoke system for trades and field services
Most trades businesses do their admin in the van or at the kitchen table after a long day: quotes, job sheets, scheduling and chasing unpaid invoices. We build systems that handle that work for you, so your evenings are yours again. Site notes and photos are turned into paperwork without you typing a thing.
Where the time goes in trades & field services
- Writing quotes in the evening after a full day on site, then waiting weeks for a yes or no
- Juggling engineer schedules and last-minute changes across calls, texts and a wall planner
- Turning scribbled job notes and phone photos into proper job sheets and certificates
- Chasing customers for payment on invoices that are already overdue
- Missing or double-booking jobs because everything lives in one person's head
- Re-keying job details between the scheduling app, accounts and the certificate software
What your system does for you
Quote-to-follow-up
Turn a site visit into a tidy quote fast, then automatically follow up if the customer goes quiet, so warm jobs don't go cold while you're on the tools.
Smart scheduling and reminders
Slot jobs to the right engineer and send customers automatic appointment reminders, cutting no-shows and the endless back-and-forth texts.
Job sheets from your notes
Snap photos and dictate notes on site, and the system drafts the job sheet or certificate ready for sign-off, instead of paperwork piling up for the weekend.
Invoice chasing
Automatically remind customers about due and overdue invoices on a polite schedule, with payment links attached, so you get paid without the awkward phone calls.
The systems we connect
How we work with you
Most firms don't want another big software project to manage, so we don't sell you one. We start with a quick Ops & AI Audit, then put you on the ClearOps Plan, one simple monthly plan where we build, run and keep improving your bespoke system for you. You rent the working outcome and we keep the lights on. Big-firm consultancy at a small-business price.
No per-feature stacking. Adding to your system doesn't add fees. Small additions are covered by your plan's monthly capacity, and you only step up a tier when you genuinely outgrow it (Lite, then Core, then Partner). The more your system does, the better the value gets.
Prefer to own the build outright? We do the occasional one-off Own-it Build (from £6,000), but for most firms a Plan is cheaper to start, faster to value and someone else's problem to keep running.
See what admin is costing your trades & field services firm
Book a free 20-minute Ops Teardown, or start with a £1,200 Ops & AI Audit. Then we build it and run it for you on a ClearOps Plan from £450/mo. Use the calculator first to see the prize.
Questions
I'm not techy. Is this going to be a headache?
That's exactly who we build for. We set it up so it works through the apps and your phone you already use, and we keep it simple. No new gadgets, no jargon, and we're on hand if you get stuck.
I only use Tradify and Xero. Is that enough?
Plenty. Those two alone cover quoting, jobs and accounts, and we can automate a lot just by connecting them properly. We add to your setup only where it clearly saves you time.
Will customers feel like they're getting robot messages?
No. The reminders go out in your tone, signed off as your business, and you can edit or pause anything. Most customers just appreciate the prompt and the easy payment link.