Customer Management
A simple customer management system built for tradesmen.
Keep client details, tasks, notes and work history in one place so you stay organised and look professional.
Client profiles
Keep customer details, locations, and history in one place.
Notes and tasks
Track what needs doing next — and never lose important details.
Jobs and invoices linked
Keep jobs, invoices, and customer communication connected.
Stay organised as you grow
As your business grows, it gets harder to keep track of customers, addresses, jobs, notes and invoices. TradeBolt brings it all together in one place.
- Clickable client profiles with contact details
- Tasks and notes so nothing gets forgotten
- Jobs and invoices linked to the right customer
Quickly manage customers
Quickly create quotes and invoices for clients, add notes, tasks and log communications for future reference.
- Search and filter your clients list
- Store locations and open them in maps
- Quickly manage clients from your portal
How it works
- 01
Add a client
Create clients and store contact details and addresses.
- 02
Track work
Create jobs, add notes, and manage tasks as you go.
- 03
Keep everything together
Invoices and job history stay linked to the client.
Perfect for
- Tradesmen who want a simple CRM
- Businesses managing repeat customers
- Anyone juggling multiple jobs and follow-ups
Frequently asked questions
Is this a full CRM?
It’s a tradesman-friendly customer management system designed to be simple: clients, notes, tasks, jobs and invoices in one place.
Can I store customer addresses and locations?
Yes. You can store addresses and see them on a map so you can plan routes and travel time.
Can I link invoices to customers?
Yes. Invoices and quotes can be attached to the correct client so everything stays organised.
Can I delete clients?
You can remove saved/archived items where appropriate, and active connected items can be protected to prevent mistakes.
Ready to get started?
Create your account, launch your website, and manage everything from one dashboard.
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