Customer register
Search residential and business accounts and keep payment terms and contact details visible.
A complete customer record
Keep every customer, site and conversation together.
Trade Job HQ organises customer accounts, multiple jobsites, contacts, assets, communications, documents and secure portal access.
What the workflow covers
Move from information to action.
Multiple sites
Store site addresses, onsite contacts, access instructions, parking notes and hazards.
Customer portal
Give customers secure access to their own work, approvals and documents.
Service history
See jobs, assets, invoices, payments and communications in one account timeline.
Custom login links
Use company-aware staff and customer portal links for the correct workspace.
Account separation
Tenant-scoped records and permissions keep each company’s data in its own workspace.
Inside the product
Designed around the work, not a list of modules.
Captured from a live Trade Job HQ demo workspace with no real customer records.
A clear path