Customer stories

How UK trade businesses use Trade2Base to win more jobs, cut admin and grow profitably.

Plumbing & HeatingElectricalBuildingFire & SecurityHVACWindow Cleaning

🔧

Northline Plumbing

Jamie Northcott · Leeds, West Yorkshire

Plumbing & Heating

“From 40 jobs/month to 74 — without hiring anyone new”

Jobs per month

was 40

+85%

Admin hours per week

3 hrs

was 12 hrs

−75%

Quote conversion rate

67%

was 42%

+25 pts

Facebook ad ROI

£8.20 per £1 spent

was Unknown

Now measurable

The challenge

Jamie was handling everything manually: WhatsApp for enquiries, a spreadsheet for quotes, paper invoices, and no idea which of his Facebook ads were working. He was doing 40 jobs a month but spending 3 evenings a week on admin.

The solution

Trade2Base centralised his customer records, automated WhatsApp booking reminders and connected his Facebook ads to completed invoices. His entire job management went into one system.

“I didn't know which Facebook ads were working. Trade2Base told me my best ad was spending £180 to book £2,800 in boiler installs. I scaled that campaign and kept the others switched off.”
Jamie Northcott, Northline Plumbing

Features used

Campaign attributionWhatsApp automationQuote follow-upCustomer portal

⚡

BrightSpark Electrical

Rachel Osei · Birmingham, West Midlands

Electrical

“EV charger pipeline went from 6 to 31 installs per month”

EV charger installs/month

was 6

+417%

Survey-to-install conversion

61%

was 28%

+33 pts

Cert admin time per week

20 mins

was 4 hrs

−92%

Revenue (month-on-month)

£38,400

was £11,200

+243%

The challenge

Rachel was getting enquiries for EV charger installation but losing track of them after the survey. No follow-up system, no way to know how many leads converted, and all her NAPIT certificates were in a folder on her desktop.

The solution

Trade2Base gave Rachel a dedicated EV charger pipeline, automated follow-up for unconverted surveys, OZEV grant tracking per job, and NAPIT cert storage against every completed install.

“The automated follow-up for survey leads is worth the subscription alone. I was losing 70% of my surveys because I didn't have time to chase them. Now Trade2Base does it for me.”
Rachel Osei, BrightSpark Electrical

Features used

EV charger pipelineAutomated follow-upNAPIT cert storageOZEV grant tracking

🏗️

Reid Construction

Marcus Reid · Edinburgh, Scotland

Building & General Contracting

“Managing a 7-person team — without Sunday evening admin”

Client chaser calls/week

was ~22

−86%

Projects managed simultaneously

was 3

×2

Materials budget variance

Within 4%

was Untracked

Now controlled

Sunday admin hours

was 4–6 hrs

Eliminated

The challenge

Marcus ran a 7-person building team across 3–4 live projects simultaneously. Coordinating subcontractors happened on WhatsApp. Clients chased for progress updates daily. Materials tracking was a spreadsheet nobody trusted.

The solution

Trade2Base gave Marcus multi-phase project timelines, subcontractor assignment with mobile access, materials cost tracking per project, and a customer portal so clients could see progress without calling.

“I used to spend Sunday evening doing invoices, supplier orders and client updates. Trade2Base automated all of it. I haven't worked a Sunday in four months.”
Marcus Reid, Reid Construction

Features used

Multi-phase projectsSubcontractor trackingMaterials budgetingCustomer portal

🔥

Jennings Fire & Security

Rob Jennings · Coventry, West Midlands

Fire Alarm & Security Installation

“180 annual service contracts — scheduled, invoiced and tracked automatically”

January admin days

0.5 days

was 14 days

−97%

Service contracts managed

247

was 180

+37%

Invoice payment time

9 days avg

was 28 days avg

−68%

NSI audit prep time

4 hours

was 5 days

−90%

The challenge

Rob had 180 annual fire alarm and intruder alarm service agreements. Every January he spent a fortnight manually scheduling visits, creating invoice batches and sending engineer notifications. NSI audit prep meant another week digging through files for certificates.

The solution

Trade2Base automated the PSM contract scheduling — every visit books itself, every engineer is notified 48 hours in advance, every invoice goes out after completion. NSI certificates are stored against each site and searchable in seconds.

“The planned service contract system paid for itself in week one. We went from two weeks of January admin to half a morning. We took on 67 new contracts because we knew the system could handle them.”
Rob Jennings, Jennings Fire & Security

Features used

PSM contract automationNSI compliance docsEngineer notificationsAuto-invoicing

❄️

Peak HVAC Solutions

Gareth Price · Sheffield, South Yorkshire

HVAC & Air Conditioning

“PPM contracts worth £380k/year — managed by a team of four”

Monthly admin hours

2.5 hrs

was 16 hrs

−84%

PPM sites managed

was 62

+47%

Invoice-to-payment days

11 days

was 34 days

−68%

PPM contract value

£530k/yr

was £380k/yr

+39%

The challenge

Gareth ran £380k of planned preventative maintenance contracts across 60+ commercial sites. Scheduling quarterly visits, tracking which sites were due, logging service reports and sending invoices was consuming two full days every month.

The solution

Trade2Base automated the PPM schedule — each site has a quarterly calendar that books itself, generates engineer job sheets, captures service data on-site and auto-raises invoices. Gareth checks the dashboard; the system does the rest.

“We took on 29 new PPM sites in 12 months. We didn't hire anyone new. Trade2Base handles the scheduling, the engineer notifications and the invoicing. My job changed from chasing paperwork to winning new contracts.”
Gareth Price, Peak HVAC Solutions

Features used

PPM schedulingCommercial site managementAuto-invoicingCampaign attribution

🪟

Barlow Window Cleaning

Chris Barlow · Leeds, West Yorkshire

Window Cleaning

“340 customers, 6 rounds — zero Sunday evening planning sessions”

Admin hours per week

1.5 hrs

was 8 hrs

−81%

Average payment time

4 days

was 21 days

−81%

Customers managed

510

was 340

+50%

Monthly revenue

£7,600

was £4,200

+81%

The challenge

Chris ran 340 domestic and commercial window cleaning customers across 6 rounds with different frequencies. Tracking who was due, scheduling the next visit and raising invoices after each clean was consuming his evenings. Payment chasing averaged 21 days.

The solution

Trade2Base organised all 340 customers into named rounds with auto-scheduling. When a clean is marked complete, the next visit books itself and the invoice goes out automatically. Customers pay by card link — average payment time dropped to 4 days.

“I used to spend Sunday evening sorting next week's round schedule and chasing payments. Now I don't. Trade2Base does it. I took on 170 new customers because I could see the system would handle them.”
Chris Barlow, Barlow Window Cleaning

Features used

Round managementAuto-schedulingRecurring invoicingCustomer portal

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