Stop manually scheduling
service contracts.
Trade2Base schedules your service visits, raises invoices and sends renewal reminders automatically — for boiler services, fire alarms, HVAC, PAT testing and more.
No credit card required. Cancel any time.
Everything for recurring maintenance
Automate the admin so you can focus on delivering the work.
Set the visit frequency (annual, bi-annual, quarterly) when you create the contract. Trade2Base automatically creates the service job at the right time — you never have to remember to book it.
Every scheduled service visit triggers an invoice automatically. Fixed price, time-and-materials or banded pricing — whichever model fits your contract type.
90, 30 and 7-day renewal reminders sent automatically to customers. Reduce churn, collect renewals earlier and turn every service contract into a recurring revenue stream.
Integrate with GoCardless to collect annual or monthly service contract payments by direct debit. Reduce invoice chasing to zero — payment arrives before the engineer does.
Manage service agreements across multiple properties for landlords, letting agents, property managers and commercial clients. One contract, multiple visit addresses, consolidated invoicing.
See your total contracted recurring revenue, renewal rate, upcoming visit schedule and any contracts approaching expiry — all in one dashboard view.
All your contracts in one view
See your full contract book at a glance — upcoming visits, renewals due, invoices outstanding and total contracted revenue. No spreadsheets, no chasing old emails.
- Upcoming visits shown by week — never miss a scheduled service
- Renewal pipeline shows contracts expiring in the next 90 days
- One-click renewal confirmation triggers the next contract cycle
- Total contracted recurring revenue visible on the dashboard
- Overdue renewal flags in your daily action queue
Built for every maintenance trade
Service contract management tailored to how each trade type works.
Annual Gas Safe boiler service with CP12 landlord cert. Auto-schedule each October–November, auto-raise invoice, send reminder to landlord 8 weeks before.
Quarterly BS 5839 fire alarm inspections for commercial clients. Multi-site scheduling across premises, BAFE documentation stored per visit, auto-invoice each quarter.
Spring and autumn AC service agreements. Schedule both visits on contract creation, store F-Gas records per service, auto-invoice after each visit.
Annual portable appliance testing for offices, HMOs and commercial premises. Multi-site contracts, scheduled annually, PDF certificate stored per visit.
Quarterly pest control contracts for restaurants, food businesses and commercial premises. Auto-schedule 4 visits per year, COSHH records stored per visit.
Annual MCS-compliant heat pump service. Schedule in spring, log refrigerant checks, performance data and COP measurements. Auto-renew with price indexing.
Common questions
Any trade that offers periodic maintenance — boiler servicing, fire alarm inspection, HVAC servicing, PAT testing, pest control, air conditioning, heat pumps, emergency lighting, CCTV maintenance and more. If you do repeat visits on a schedule, Trade2Base handles the contract.
Yes — create one contract under a commercial client and attach multiple property addresses. Each property gets its own scheduled visit, but invoicing can be consolidated to the client account or split by property, whichever suits your agreement.
When you create a service contract, you set the visit frequency and the month each visit falls in. Trade2Base automatically creates the service job in your job list at the right time, assigns the engineer, and blocks the calendar slot. You review and confirm — or set it to auto-confirm if your schedule allows.
GoCardless integration for direct debit collection is in active development and scheduled for Q3 2026. Customers on the waitlist will be notified when it launches. In the meantime, payment links via Stripe are available on all contract invoices.
Trade2Base sends automated renewal reminders to the customer at 90, 30 and 7 days before the contract end date. You can set the renewal price (including any annual uplift), and if the customer doesn't respond, a reminder is flagged in your action queue. Renewal confirmation triggers the next cycle of scheduled visits automatically.
Yes — attach Gas Safe certs, BAFE records, BS 5839 service sheets, F-Gas logs, PAT test certificates and any other compliance documents to each visit. Documents are accessible from the customer portal and can be exported as a PDF bundle per property.
Turn every service job into a contract
Stop chasing customers to rebook. Set up recurring service agreements and let Trade2Base handle the scheduling, invoicing and renewals automatically.
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