TradeMate - Site Client Job

Spend less time on paperwork — more time on site.

TradeMate helps UK trades manage jobs, compliance checks, photos, receipts, and sign‑off in one place.

Create jobs against clients, capture evidence as you work, then sync when you’re back online — no lost paperwork when signal drops.

What you get
• Jobs & calendar — See what’s on today or browse history by client or trade (Gas, Electrical, Construction, custom types — it’s yours).
• Compliance templates you control — Start from sensible defaults or build your own (e.g. plumbing‑specific). Apply them to new jobs in seconds and tweak anytime.
• Templates are customisable, they don't have to be used for compliance, if you have any similar or recurring tasks these could be applied via a template.
• Pass / fail / N/A + photos — Record checks clearly; flag photo‑only‑when‑needed items so reviewers see exactly what happened on site.
• Receipts on the job — Snap expenses against the same record — fewer scraps of paper back at the van.

Teams that actually work Assign jobs to workers; they see only what matters to them (workers don’t access your client list — admins do). Workers mark jobs complete; admins review, comment, and approve — clear path from done to signed.

Professional outputs Export PDF job reports with your findings and photos — white‑label with your company logo, select your colours and fonts, order how the PDF information is displayed.

Generate invoices with branding too, apply your logo, your colours and a font you prefer — look sharp when you send paperwork to clients.

Compliance without the spreadsheet Client Based reminders - Need to deliver a client a missing item? Need to check in with a client in 2 weeks? Or need to check a clients compliancy every 3 months? Setup a reminder - you will get notifications and a calendar entry! Invite your crew Invite team members by email; they join with a code. Multiple admins can review and create jobs — one account doesn’t bottleneck everything. Built for real sites Offline‑first: jobs, clients, templates, and reminders work without signal; sync when you’re online, with clear pending‑sync visibility.