Office control
Desktop and mobile job dashboards with client tabs, subcontractor filters, status, priority, date and invoice controls.
TradeOps HQ
The operating system for trade and service teams
TradeOps HQ is the product brand for our in-house CMS, HRM and work-order platform. It gives trades, maintenance, retrofit, facilities and field-service businesses one signed-up package for jobs, staff, booking, field updates, vehicles, tools, Xero and email automation.
Rebranded from work order tracker
A productized operations platform, not a single dashboard
The previous internal name described one part of the system. TradeOps HQ is the wider package: a private business platform that can start with work orders and grow into lead capture, public booking, client portals, HRM, accounts automation, vehicle safety, tool stock, tickets and tenant admin.
Field team workflow
Mobile job views, WhatsApp dispatch, GPS/Eircode links, status changes, notes, attachments and completion updates.
Lead and booking engine
Email leads inbox, callout maps, printable visit lists, schedule views, public booking forms and website embed code.
Xero and finance flow
Single and grouped draft invoices, Xero IDs, sent/paid webhook states, contact sync and evidence attachments.
HRM and staff records
Holiday requests, leave quotas, approvals, Irish working-day rules, monthly timesheets and clock-in records.
Vehicles, tools and stock
Fuel logs, vehicle checks, service reminders, defects, tool registry, van assignments, values and stocktakes.
Operational flow
From first request to paid invoice
TradeOps HQ is built around the full job lifecycle, so the office does not have to stitch together inboxes, spreadsheets, WhatsApp messages, staff forms and accounting records by hand.
1. Capture the work
Jobs can arrive through manual entry, Gmail intake, public work-order forms, website booking embeds or lead records. AI extraction can pull purchase order numbers, Eircodes, addresses, contact details and job descriptions from incoming messages and PDFs.
2. Schedule and assign
The office can filter by client, status, priority, subcontractor and date, then assign work to staff or vans. Callout maps, printable schedules and visual schedule screens help plan routes and site visits.
3. Run the field work
Field users get mobile-friendly job information, WhatsApp job dispatch, Eircode and GPS links, notes, attachments, weather dependency flags, public field links and quick status updates from site.
4. Close, invoice and report
Completed jobs can be pushed into Xero as single or grouped draft invoices. Xero webhook updates, job history, attachments, timesheets, fuel logs, inventory records and admin reports keep the operational record together.
Function deep dive
What TradeOps HQ can do
These modules are part of the working platform and can be enabled, refined or branded around the business that signs up.
Work order command centre
- Create and edit jobs with client, site, contact, PO, property code and notes.
- Filter by status, priority, date, invoice state, client and subcontractor.
- Inline status, priority, invoice number, assignment and row-colour controls.
Email and AI intake
- Gmail inbox processing for work orders and lead emails.
- AI extraction for PO, address, Eircode, contact and job description fields.
- Duplicate matching, import review and attachment handling for Drive or local files.
Leads, callouts and booking
- Lead table with categories, statuses, follow-ups and conversion to projects.
- Callout map, printable visit list, schedule console and schedule visualization.
- Public booking form and website iframe code for customer-facing requests.
Projects and proposals
- Project board with client, short code, category, coordinates and summary fields.
- Milestone templates for repeatable project workflows.
- Proposal registry, proposal templates and public proposal routes.
Tickets and support
- Internal helpdesk queue with active, all and closed views.
- Ticket types, groups, priorities, assignment, replies and status updates.
- Useful for client support, internal IT, defects or operational issues.
HRM, leave and timesheets
- Leave types, quotas, grouped date ranges, half-days and approval flows.
- Irish public holiday and working-day handling for leave calculations.
- Clock-in, clock-out, monthly attendance, manual entries and team reporting.
Fleet and vehicle safety
- Vehicle and driver registry with active/off-road states.
- Daily vehicle checks, failed check blocking, defects and rectification status.
- Fuel logs, receipt uploads, service intervals, reminders and efficiency reports.
Tools and inventory
- Master tool registry with category, type, trade, image, value and condition.
- Assign stock to vans and track quantity, price, condition and location.
- Stocktake history, audit views, asset values and category charts.
Admin, tenants and integrations
- Users, permissions, global settings, feature flags and client portal controls.
- Tenant manager, deploy tools, backups, maintenance tools and API docs.
- Google OAuth, Google Drive/Sheets/Gmail, Xero, Twilio and API endpoints.
Capability matrix
The detail buyers need to see before signup
This is the level of scope a trade or service business needs to understand before signup: an operational backend, not just a contact form or simple CRM.
| Job control | Task CRUD, history, desktop/mobile views, filters, client tabs, subcontractor filters, weather dependency, summary modal, field links and WhatsApp dispatch. |
|---|---|
| Customer intake | Public booking, public work-order form, lead capture, email lead inbox, AI draft replies, duplicate matching, callout map and scheduled visit lists. |
| Accounts | Xero OAuth, contact sync, single invoice generation, bulk invoice generation, returned invoice links, webhook updates and evidence attachment handling. |
| People operations | Users, leave types, quotas, public-holiday logic, approvals, rejections, team calendars, clock-in/out, monthly timesheets and manual attendance records. |
| Assets and compliance | Vehicles, drivers, fuel logs, receipt uploads, daily checks, defects, off-road flags, service reminders, tools, van inventory, audits and stocktake history. |
| Platform management | Feature flags, tenant mode, tenant provisioning, client portals, maintenance tools, database backup, API documentation, Google services and Twilio setup. |
Package options
Launch as a focused work order system, then add the wider HQ modules
Core Tracker
For teams that need job visibility and field updates first.
- Jobs, clients and subcontractor tracking
- Status, priority, invoice and date filters
- Mobile field update views
TradeOps HQ
For businesses that want the full operating layer.
- Booking, leads, projects and proposals
- Holidays, timesheets and tickets
- Fleet, fuel, safety and tool inventory
Automation Setup
For teams that want integrations and tenant rollout.
- Gmail and AI work request intake
- Xero draft invoices and webhook states
- Tenant setup, backups and module configuration
Platform previews
Real modules, not a brochure mockup
These screens show the working dashboard and operational modules used to demonstrate the package to service businesses.
Signup route
Book a TradeOps HQ walkthrough
Use this request when you want to package your work orders, staff admin, booking, accounts and field updates into a proper operating system for your trade or service business.
Request TradeOps HQ demo
Tell us how your jobs currently come in, who needs access and which modules you want to see first.