Platform Features
Everything Pearl TradeConnect offers to help you run and grow your trade business.
Job Management
Track every job from initial request through to completion. Assign team members, manage materials, attach photos and notes, and keep your schedule on track.
- Create and manage jobs with full lifecycle tracking (requested, scheduled, in-progress, completed)
- Assign jobs to team members and track who is working on what
- Attach materials lists pulled directly from your product catalogue
- Upload before/after photos and site documents per job
Quotes & Invoices
Build professional quotes from your product catalogue and convert them straight into invoices when the work is done.
- Create itemised quotes with labour, materials, and markup
- Pull products and pricing directly from your catalogue
- Send quotes to clients for review and acceptance via the client portal
- Convert accepted quotes into invoices with a single click
- Track payment status across draft, sent, paid, and overdue invoices
Client Portal
Give your clients their own portal to submit requests, view documents, and stay informed — no phone calls needed.
- Clients can register and submit job requests online
- Real-time visibility of job progress and scheduled dates
- View and accept quotes, download invoices and compliance certificates
- Manage multiple properties under a single client account
- Secure messaging between clients and tradesmen
Calendar & Scheduling
See your team's availability at a glance. Schedule jobs, set reminders, and never miss a deadline.
- Visual calendar view of all scheduled jobs and time blocks
- Propose multiple time slots for clients to choose from
- Configure working hours and block out unavailable periods
- Subscribe to your schedule via iCal feed from any calendar app
Product Catalogue
Maintain your materials and supplier pricing in one place. Pull items straight into quotes and materials lists.
- Centralised catalogue of all materials and products you use
- Track supplier pricing, markups, and preferred suppliers
- Organise products by category for quick lookup
- Link products directly to quotes and job materials lists
Compliance & Documents
Store certificates, insurance, and compliance documents against properties and clients. Always audit-ready.
- Upload and manage gas safety certificates, electrical reports, and insurance documents
- Link documents to specific properties with expiry date tracking
- View upcoming document expiries from your dashboard
- Clients can view and download their compliance documents via the portal
Questionnaires & Forms
Create custom questionnaires to gather information from clients before a job, or use them for on-site assessments.
- Build dynamic questionnaires with various field types
- Send questionnaires to clients to complete online before your visit
- Review responses from your dashboard
Team Management
Manage your workforce, assign roles, and keep everyone on the same page.
- Add team members with role-based access control
- Assign jobs and track workload per team member
- Granular permissions to control what each team member can access
- Invite team members via secure invite codes
Mobile App Coming Soon
Take TradeConnect with you on every job. The mobile app keeps your team connected in the field — and gives every tradesman free access to essential trade tools without needing to sign up.
- Free Trade Tools — No Sign-Up Required: access handy calculators, reference tables, and everyday trade utilities straight from the app, completely free
- View and update job details on-site
- Capture photos and notes directly from your phone
- Complete questionnaires and checklists on the go
- Available on Android and iOS
Ready to get started?
Sign up today and see how TradeConnect can transform the way you run your business.