Run your fire & flue business through one clear workflow.
TradeFlow brings surveys, quotes, diary planning, installer job packs, compliance records, files and customer communication into one practical system built around how real installation teams work.
- Fewer missed details between office and installer
- Faster quoting and clearer job preparation
- A more professional customer experience from survey to sign-off
Software shaped around specialist installation workflows.
TradeFlow is focused on helping installation companies that work in technically detailed, compliance-sensitive environments. For stove, fireplace, chimney and flue businesses, a simple generic CRM is not enough. You need a system that understands surveys, site constraints, product selections, parts preparation, scheduling, installer handover and job completion.
That is exactly where TradeFlow fits. It is designed to give growing teams a cleaner operating system for the whole customer journey, not just a place to store names and phone numbers.
From first enquiry to finished installation.
TradeFlow connects the key stages of a fire and flue installation business into one joined-up flow.
Capture enquiries
Keep incoming leads, customer records and site notes organised from the start.
Run structured surveys
Record measurements, appliance choices, route details, images and installation requirements.
Build accurate quotes
Reduce manual rekeying and price the job from information already gathered in the workflow.
Plan jobs properly
Coordinate teams, diary slots, site access, notes, files and material requirements.
Support installers on site
Give field teams the information they need without relying on scattered messages or paper packs.
Complete and retain records
Keep completion information, supporting documents and job history easy to retrieve later.
Why installers and office teams get value quickly.
Purpose-built survey capture
Record the installation details that matter, including dimensions, route decisions, materials, appliance details and photos.
Cleaner office-to-installer handover
Keep every job brief in one place so installers arrive with the right information, not half a story.
Better quote confidence
Use structured data from the survey and job workflow to reduce omissions and improve pricing clarity.
Diary and workflow visibility
See where each customer sits in the journey and keep the team aligned on next actions.
Files, photos and paperwork together
Avoid hunting through emails and phones by attaching the right evidence to the right job record.
Designed to scale
Ideal for businesses that want a more professional system as they move beyond ad-hoc spreadsheets and messaging.
More control, less admin friction.
The value of TradeFlow is not only in storing data. It is in reducing the small daily breakdowns that waste time, delay installs and make the customer experience feel disjointed.
Save time
Spend less time chasing details, checking messages and looking for job documents.
Reduce mistakes
Structured surveys and clearer handovers help cut missing parts, overlooked notes and repeat visits.
Look more professional
Customers experience a smoother process from booking and survey through to install and follow-up.
Improve team accountability
Everyone can see the status of work and what needs to happen next.
Build a scalable operation
Put consistent processes in place now so growth does not create confusion later.
Keep records accessible
Store history, files and installation notes where they can be found when you need them.
TradeFlow helps specialist installers run like a stronger modern business.
The best installation teams win not only on craftsmanship, but on speed, clarity, communication and control. TradeFlow gives you a better operating system for all four.
Speak to usRequest a demo or start a conversation.
Tell us a little about your installation business and we will come back to you about how TradeFlow can support your office and installer workflow.