Solutions

Electricians, plumbers, roofers, welders, joiners and specialist trades

Tradesperson Workspace

Run jobs, compliance, quotes and invoices from one trade workspace.

Recommended starting point

Trade

Trade adds more users, AI allowance, shared templates and priority support.

Account type

Tradesperson Mode

Workflow

Trade Job

Checkout destination

/dashboard/trades

Why it works

Zektrx adapts the operating surface, not just the sales copy.

Keep daily jobs, RAMS, COSHH, quotes, invoices, customers, materials, vans and documents connected around each job.

Zektrx highlights today's jobs, RAMS still required, quotes awaiting response and invoices outstanding.

Dashboard focus

  • Today's jobs
  • RAMS required
  • Quotes awaiting response
  • Invoices outstanding

Workflow stages

  • Enquiry
  • Quote
  • Accepted
  • RAMS Required
  • Scheduled
  • In Progress

Modules switched into the workspace

JobsCalendarQuotesInvoicesRAMSCOSHHClientsStockAssets

Ready to configure this mode?

Start with Trade, then Zektrx stamps the workspace as Tradesperson Mode.

Start Trade WorkspaceOpen dashboard