Available
Leads and CRM
Capture enquiries, manage opportunities, customers, contacts, and site history.
Tradesperson Network brings software, mobile, customers, suppliers, payments, learning, and community together for the wider trades sector.
Tradesperson ERP
Run your trade business from first enquiry to final payment.
Tradesperson ERP is the operational workspace for trade businesses: CRM, sites, surveys, estimates, quotes, jobs, scheduling, teams, materials, inventory, suppliers, purchasing, invoices, payments, documents, permissions, and audit logs.
Workflow
From lead capture to payment and profitability.
1Customer request
2Lead
3Estimate
4Approval
5Scheduling
6Field work
7Materials
8Completion
9Invoice
10Payment
11Review
12Future work
ERPCRMMobileCustomer portalSupplier networkPaymentsAICommunity
ERP modules
Practical operating control without duplicate systems.
Available
Customers and sites
Keep account records, addresses, notes, and branch-specific context tied to the work.
Available
Surveys and measurements
Record site visits, survey details, measurements, preparation notes, and estimating inputs.
Available
Estimates and quotes
Build costed work, produce quote-ready outputs, and progress approved opportunities into jobs.
Available
Jobs and scheduling
Plan work, assign teams, prevent clashes, and keep execution visible across the office and field.
Available
Materials and inventory
Track products, variants, stock movements, reservations, issues, returns, and availability signals.
Available
Suppliers and procurement
Manage suppliers, contacts, price lists, purchase orders, goods receipts, and supplier-product links.
Available
Invoices and payments
Create invoices, record payments, monitor receivables, and keep the customer journey connected to cash collection.
Available
Permissions and audit
Use tenant isolation, branch context, secure sessions, role-based access, and audit logging to stay in control.
Available
Reports and profitability
Review finance signals, receivables, job-level profitability, and operational visibility in one workspace.