Full Arsenal
Every tool you need to run a trade business — CRM, EPOS, compliance, fleet, invoicing, AI, and more. No modular pricing traps.
CRM & Operations
Lead Management
Capture, score, assign, and track leads from all sources. Convert to quotes and jobs with one click.
Quote Engine
Build professional quotes with line items, labour, materials, and VAT. Digital e-signature and deposit collection.
Job Management
End-to-end job tracking. Assign engineers, capture compliance data, and complete sign-off from the field app.
Scheduling & Dispatch
Drag-and-drop dispatch board with engineer availability, skill-based assignment, and route optimisation.
Customer Management
Full customer CRM with contact history, job history, quotes, invoices, trade accounts, and portal access.
Reporting & Analytics
Revenue, job profitability, lead ROI, engineer performance, aged debtors, and customer lifetime value reports.
Finance & Invoicing
Invoicing
Auto-generate invoices from completed jobs. Send by email, collect payment via Stripe or the customer portal.
Online Payments
Accept card payments for deposits and invoices via the customer portal. Stripe-powered, fully branded.
Automated Chasing
Set up automated payment reminders. Reduce overdue invoices without manual chasing.
Xero & QuickBooks
Push invoices and payments to Xero or QuickBooks automatically. Keep your accounts in sync.
Field & Compliance
Fleet Management
Track vehicle locations, log MOT and service dates, record mileage, and manage fuel costs.
Compliance & RAMS
Built-in RAMS, risk assessments, method statements, and certification tracking with automated expiry alerts.
Timesheets
Engineers log hours from the mobile app. Timesheet reports export for payroll.
Certifications
Store engineer certificates and qualifications. Auto-alert before expiry.
EPOS & Stock
CtrlTradePos® Till
Touchscreen EPOS for trade counters. Barcode scanning, cash/card/account payment, receipt printing.
Stock Management
Real-time stock levels, low-stock alerts, stocktake tools, and goods in/out tracking.
Supplier Orders
Raise and manage purchase orders. Auto-reorder below minimum stock levels.
Trade Accounts
Bill customers to trade accounts. Set credit limits, view statements, and collect balances.
AI & Automation
CtrlAI® Quotes
AI-assisted quote creation. Describe the job and get a structured quote with suggested line items.
CtrlAI® Dispatch
AI-powered engineer assignment based on skills, location, and availability.
Automation Rules
Trigger-based automations: auto-assign jobs, send reminders, escalate payments, notify customers.
CtrlVoice® VoIP
Integrated phone system with call recording, SMS, and WhatsApp — all logged to the customer record.