Trade software for managing jobs, quotes and invoices
If you're a UK tradesperson, this is trades software, job management software for tradesmen, tradesman job management software, or business software for tradespeople — enquiries, quotes, scheduling, job cards and invoices, in one workflow. If you meant financial trading software, this isn’t it.
Trade-business software—not financial trading software
“Trade software” is a genuinely ambiguous search term, and most of what ranks for it has nothing to do with running a plumbing, electrical or cleaning business. If you landed here looking for stock, forex or commodities trading platforms, this page isn’t that. Opsler is field-service administration software for UK tradespeople: customers, jobs, quotes and invoices.
Which trades and team sizes this page serves
Sole traders and small multi-person teams across plumbing, electrical, HVAC, cleaning and similar service trades. Each of those has its own dedicated page with trade-specific boundaries — this page is the cross-trade entry point covering what's common to all of them, not a claim that every specialist need is covered equally.
Connect enquiries, customers and sites
A new enquiry becomes a customer record with a service address and job history attached, whatever trade the job is for — the record doesn’t change shape between a plumbing call-out and a cleaning contract.
Create quotes and move approved work forward
Build a quote from your own price book — single price or three tiers — and the customer approves it with a one-time code by email plus a signature, on one page in their own browser, before it converts into a job.
Schedule jobs and assign field staff
One drag-and-drop dispatch board handles every trade on the same team, so a multi-trade business isn’t running separate schedules for its plumbers and its electricians.
Use job cards and field updates
The job card carries the address, notes and history to the field, and photos, time and materials log against the same record as work happens — a consistent structure whatever trade the job belongs to.
Create invoices and track verified status
The invoice generates from the completed job with line items already attached, and its status moves from booked through to paid on the same record — nothing re-entered into a second system.
Browser-installed app, offline, portal and communication boundaries
Opsler installs from a supported browser — not a native App Store or Google Play listing. Offline use is scoped to creating estimates and invoices, not the whole app. Customer access is a token-based link, no account required. SMS is a planned bring-your-own integration and is not live on any plan.
VAT, MTD, accounting, certificates and specialist-tool boundaries
Opsler doesn’t calculate VAT, file for Making Tax Digital, or produce trade certificates of any kind (Gas Safe, F-gas, electrical or otherwise). There is no live Xero/QuickBooks sync, no payroll or CIS handling, and no construction project-management functionality — accounting is a formatted CSV export for manual import, and pricing stays in US dollars.
Trade software evaluation checklist
Four things Opsler does, and four it deliberately doesn’t. Take the same eight questions to any trade software you’re evaluating.
| Capability | Opsler | Detail |
|---|---|---|
| Enquiries, customers and sites in one record | Yes | Each job carries its own service address |
| Quotes approved on site from your own price book | Yes | One-time code and signature, always online |
| Scheduling and job cards for field staff | Yes | Drag-and-drop board, same for every trade |
| Invoices with verified status tracking | Yes | Generated from the completed job |
| Financial trading, stock or forex platform | No | Wrong search — this is field-service trade software |
| Every trade supported with equal specialist depth | No | Plumbing, HVAC and electrical each have dedicated pages with their own boundaries |
| Native app store listing, live GPS tracking or SMS | No | Browser-installed app; GPS is milestone snapshots on Pro, not live tracking; SMS is planned, not live |
| Certificates, payroll/CIS, construction PM or VAT/MTD | No | None of these are part of the product |
Free Budding plan: 2 seats, 50 jobs a month, 100 inventory items, 1 inventory location. Pro is $25 per seat per month with no seat minimum and a 14-day trial that doesn’t ask for a card.
Trade software questions
Software that runs the customer, quote, schedule, job and invoice workflow common to most UK trades — plumbing, electrical, HVAC, cleaning and similar service businesses — rather than being built for one trade specifically. If you searched "trade software" expecting financial trading platforms, this isn't that; it's field-service administration software for tradespeople.
In practice, on Opsler, they overlap heavily and the difference is emphasis rather than capability. Job management software describes the full quote-to-invoice workflow in general terms. A tradesman app emphasises the mobile, browser-installed experience specifically. Trade software, this page, is the cross-trade entry point that routes you to whichever specific angle — or specific trade, like plumbing or HVAC — matches what you actually searched for.
Completely different category, despite the shared word. Trade-business software, what this page describes, manages customers, jobs, quotes and invoices for tradespeople — plumbers, electricians, HVAC engineers. Stock or forex trading software manages financial market positions. If you landed here searching for the latter, you want a different kind of platform entirely.
Choose a trade-specific page
UK job management software
The full quote-to-invoice workflow
UK tradesman app
The mobile, browser-installed angle
UK plumbing software
Plumbing and heating specific
UK electrician software
Electrical contractor specific
UK HVAC software
Heating and air-conditioning specific
Pricing
$25/seat/month, no seat minimum
Ready to Run Your Business Without the Chaos?
Scheduling, dispatch, estimates, invoicing, customer portal, and a free branded website — start completely free, upgrade to Pro when you scale.
Free forever on the Budding plan. No credit card required.