Capture enquiries
Keep incoming leads, customer records and site notes organised from the start.
TradeFlow brings surveys, quotes, diary planning, installer job packs, compliance records, files and customer communication into one practical system built around how real installation teams work.
See how the workflow moves from first enquiry to customer handover.
TradeFlow is focused on helping installation companies that work in technically detailed, compliance-sensitive environments. For stove, fireplace, chimney and flue businesses, a simple generic CRM is not enough. You need a system that understands surveys, site constraints, product selections, parts preparation, scheduling, installer handover and job completion.
That is exactly where TradeFlow fits. It is designed to give growing teams a cleaner operating system for the whole customer journey, not just a place to store names and phone numbers.
TradeFlow connects the key stages of a fire and flue installation business into one joined-up flow.
Keep incoming leads, customer records and site notes organised from the start.
Record measurements, appliance choices, route details, images and installation requirements.
Reduce manual rekeying and price the job from information already gathered in the workflow.
Coordinate teams, diary slots, site access, notes, files and material requirements.
Give field teams the information they need without relying on scattered messages or paper packs.
Keep completion information, supporting documents and job history easy to retrieve later.
Record the installation details that matter, including dimensions, route decisions, materials, appliance details and photos.
Keep every job brief in one place so installers arrive with the right information, not half a story.
Use structured data from the survey and job workflow to reduce omissions and improve pricing clarity.
See where each customer sits in the journey and keep the team aligned on next actions.
Avoid hunting through emails and phones by attaching the right evidence to the right job record.
Ideal for businesses that want a more professional system as they move beyond ad-hoc spreadsheets and messaging.
The value of TradeFlow is not only in storing data. It is in reducing the small daily breakdowns that waste time, delay installs and make the customer experience feel disjointed.
Spend less time chasing details, checking messages and looking for job documents.
Structured surveys and clearer handovers help cut missing parts, overlooked notes and repeat visits.
Customers experience a smoother process from booking and survey through to install and follow-up.
Everyone can see the status of work and what needs to happen next.
Put consistent processes in place now so growth does not create confusion later.
Store history, files and installation notes where they can be found when you need them.
The best installation teams win not only on craftsmanship, but on speed, clarity, communication and control. TradeFlow gives you a better operating system for all four.
Speak to usTell us a little about your installation business and we will come back to you about how TradeFlow can support your office and installer workflow.