Tradiate is a SaaS product for trade businesses that want a better process between HubSpot and their field service management (FSM) software such as ServiceM8, Fergus, AroFlo, simPRO, or similar tools. It helps reduce manual admin between quoting, follow-up, and job creation, so more quoted work turns into booked jobs and more revenue is captured from the pipeline already in the business.
1. Follow-up happens too late or not at all
When follow-up depends on memory or manual reminders, quoted work can go cold fast. Annual servicing, maintenance reminders and repeat job opportunities are also easy to miss, leaving revenue sitting on the table.
2. Won work gets stuck in manual data entry
Once a quote is accepted, jobs should be moving. But re-keying details, creating jobs manually and chasing updates slows everything down right when momentum should be highest.
3. No one has a clear view of what needs action
When the process is spread across people and systems, it gets harder to see what’s been quoted, what’s been won, and what still needs follow-up. Things get missed simply because there’s no clear path from sale to job.
4. Revenue slips through the gaps
Small delays and missed steps add up. Less follow-up, slower handoff and more admin means fewer jobs make it through and less revenue gets captured from the work already in the pipeline.
More quotes turn into jobs
When follow-up is tighter, fewer opportunities go cold. That means more of the quoted work already in your pipeline gets converted into booked jobs instead of being left behind.
Jobs get moving faster
Once work is won, it should move. Automations help jobs get created faster, with less delay, less rework, and less chance of momentum being lost.
Handle more work without adding headcount
When less of the process relies on manual admin, your team can take on more work without constantly adding overhead. That creates more capacity and helps protect margin as the business grows.
Turn hidden opportunities into booked work
Upsell, cross-sell and annual servicing opportunities are often already there, they’re just hard to see and easy to miss. A better process makes that revenue more visible, more actionable and easier to capture.
Teddy Luck-Moreau
Co-founder | Director
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100% AUTOMATED JOB SCHEDULING
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