Job Management Software for Trades in the UK (2025)
How to choose job management software for UK trades in 2025, including must-have features, pricing ranges, and a rollout checklist.
If you are running jobs from a paper diary or a spreadsheet, you are already paying the tax of manual admin. Job management software removes that friction by turning every job into a trackable workflow that the office and the field team can see.
Start with the biggest bottleneck first: scheduling. This guide pairs well with Stop Using Excel for Scheduling.
What job management software should do
At minimum, your platform must cover these four stages:
- Quote: Fast creation and digital acceptance.
- Schedule: Drag-and-drop calendar with tech assignments.
- Job log: Photos, notes, and completion timestamps.
- Invoice: Auto-generate invoices with payment links.
If you want to shorten time-to-cash, review Quote to Payment in 48 Hours Workflow.
The UK-specific checklist
- VAT-aware line items and pricing
- Payment links that support bank transfer and cards
- Job history that can be exported for disputes
- Reminder automation for overdue invoices
How to choose by team size
Solo or owner-operator:
- Quote templates
- Mobile job notes
- Simple invoicing
2 to 10 techs:
- Calendar filters
- Job status stages
- Automated reminders
10+ techs:
- Permissions, roles, and reporting
- Automation rules for handoffs
- API or accounting integrations
Pricing ranges (realistic expectations)
- Starter tiers: GBP 40-70 per user per month
- Growth tiers: GBP 80-150 per user per month
- Enterprise: Custom pricing plus onboarding fees
Ask for total cost across 12 months, not just the monthly figure.
A simple rollout plan
Week 1:
- Import customers
- Create three job templates (callout, install, maintenance)
- Build one quote and invoice template
Week 2:
- Run every live job through the system
- Track where techs get stuck
- Update templates and reminders
To improve payment collection, add these Payment Reminder Templates.
Where Toolfy fits
Toolfy is built for trades that want a clean quote-to-job-to-invoice flow without heavy configuration. If you want to launch in a weekend, start a free trial.
FAQ
Do I need job management software if I only do small jobs? Yes. Small jobs are more frequent, which makes admin heavier. Software reduces the time you spend chasing small invoices.
Can I still use my accountant? Absolutely. Export invoices and payments monthly or connect to your accounting stack.
What if my team resists change? Start with just scheduling and job notes. Once they see fewer call-backs, adoption improves quickly.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
What is job management software?
What features matter most for UK trades?
How fast can I switch from spreadsheets?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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