CONTRACTOR CRM
Remember the customer, the work and what should happen next.
TradePocket keeps contact details, job history, notes, invoices and future follow-ups in one customer record built for repeat service work.
Built for solo operators. No sales call required.
CUSTOMER HISTORY
Maya Patel
Annual service due
Customer details attached
Ready for the next step
Nothing gets lost between screens
WHAT CHANGES
A clearer business creates more room for the actual work.
TradePocket connects the steps that usually end up split across a calendar, notebook, inbox and invoice app.
Answer returning customers faster
See what happened last time before asking the customer to explain the whole job again.
Keep useful details out of your head
Record access notes, equipment details and likely next work in a professional customer history.
Turn good work into repeat work
Use service dates and job history to follow up when the timing is genuinely useful.
HOW IT WORKS
One connected path from enquiry to payment.
Enter the important details once, then let the customer and job history carry them forward.
STEP 01
Create one customer record
Save the contact and service details that should follow every job.
STEP 02
Build the history naturally
Bookings, notes and invoices add context as you complete the work.
STEP 03
Use the history
Prepare for a return visit or send a timely reminder without searching old messages.
WHAT YOU GET
Useful depth without enterprise weight.
Every feature earns its place by reducing repeated admin, improving customer context or helping completed work become collected revenue.
Contact details
Keep the phone, email and service address where the work happens.
Job history
See completed and upcoming jobs in the same customer timeline.
Useful notes
Store details that make the next visit safer, faster or better prepared.
Invoice history
See what was charged and whether it was paid without opening another tool.
Service timing
Record when maintenance, inspection or repeat work is likely to be due.
Follow-up support
Draft a relevant message based on real customer history and approve it before sending.
COMMON QUESTIONS
Clear answers before you start.
What is a contractor CRM? +
A contractor CRM keeps customer contact details and relationship history together. TradePocket connects that history directly to jobs, notes, invoices and repeat work.
Can I keep notes about previous jobs? +
Yes. Practical job notes remain connected to the customer so they are available before the next visit.
Is TradePocket designed for a one-person business? +
Yes. TradePocket is designed around solo trades and service professionals who need the essentials without a complex dispatch or enterprise system.
Can I use TradePocket on my phone? +
Yes. TradePocket is designed for mobile and desktop use so you can check a job, customer or payment while you are away from your desk.
KEEP EXPLORING
Build the complete workflow.
Less admin starts here
Keep the work moving and the business under control.
Bring your schedule, customers, invoices, payments and useful follow-ups into one calm workspace built for people doing the work.
Start using TradePocket