How The Tradesman Office works

From first enquiry to final payment, we help keep it moving.

A simple office support process for tradesmen: customers are followed up, payments are tracked, receipts are organised, reviews are requested and the business stays clearer week by week.

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The customer pays the tradesman directly. The Tradesman Office supports the admin, tracking and follow-up around the job.

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Enquiry Leads and customer calls followed up.

Booking Job details and calendar notes organised.

Payment Deposits and balances tracked.

Review Aftercare and Google review follow-up.

The trade work continues You stay focused on jobs while the office side is supported.

The admin gets organised Customers, payments, receipts and calendar notes kept clearer.

Weekly visibility Clearer tracking so less gets missed during busy weeks.

The process

Simple steps from enquiry to completed job.

The goal is to make the business side easier, clearer and more professional for both the tradesman and the customer.

Choose the right package

We start with the right level of support: Sole Trader Office, Complete Trade Office or Established Business Office.

We set up the office flow

We agree how customer details, job notes, invoices, payment requests, receipts and calendars will be handled.

Customers are followed up

New leads, missed calls, booking details, deposits, balances and aftercare can be followed up professionally.

Payments and invoices are tracked

Deposit requests, final balances, paid/unpaid jobs and payment follow-up are kept clearer week by week.

Receipts, calendars and reports are organised

Receipts, expenses, customer details, job dates and weekly summaries are kept in a cleaner system.

Reviews and online support can be added

After completed jobs, customers can be followed up for reviews. Website, Google, social media and paid ads can be added when needed.

Important

The Tradesman Office does not hold customer job payments.

The customer pays the tradesman directly. We help with the office work around the payment, such as payment requests, reminders, tracking and follow-up.

Customer pays the tradesman directly
Payment requests can use the tradesman’s own system
We help track paid and unpaid jobs
We follow up professionally where needed
The tradesman stays in control of pricing and work

You control the job The tradesman sets the price, does the work and gets paid directly.

We help track it Payments, customers, receipts and follow-up are kept clearer.

What gets easier

Less missed admin. More professional follow-up.

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Customers

Leads, calls, booking details and aftercare can be followed up properly.

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Payments

Deposits, balances, reminders and paid/unpaid tracking stay clearer.

Receipts

Receipts and expenses can be organised into cleaner weekly records.

Calendar

Job dates, customer details, addresses and reminders are easier to manage.

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Reviews

Completed jobs can be followed up for feedback and Google reviews.

Online

Website, Google, social media and paid ads can be added when the business is ready.

Busy weeks Support for the office work that gets missed when jobs are stacked.

Clearer reports Weekly summaries help the tradesman see what is happening.

Better customer journey Customers get clearer follow-up from enquiry to aftercare.

Ready to start

Set up a simple office flow for your trade business.

Choose the right package, set up the customer and payment process, and keep the business side moving properly every week.

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