Every Customer,
Every Job, in One Place
Stop hunting through your phone and notebook. Keep each customer’s contact details, addresses, job history, quotes and invoices in one searchable record — ready whenever they call back.
14-day free trial · No charge today · Built for UK tradespeople
The full picture on every customer
When a customer rings about a job you did months ago, you want the details in seconds. Traddie keeps every quote, job, invoice and note against the customer, so you’ve always got the history at your fingertips.
- All contact details and addresses in one record
- Full quote, job and invoice history per customer
- Search any customer in seconds
John Smith Plumbing
Customer since Mar 2024 · Manchester
14 Oak Street, Manchester
Primary site
Map
6 jobs completed
Last: boiler service
£4,820
Quote Q0043
Accepted
£924
Invoice INV-0041
Paid
£924
New quote for this customer →
A customer book that actually helps
Simple, searchable, and built around how trade work really happens.
One record per customer
Contact details, multiple addresses and notes all live in one place for every customer you work with.
Full job history
See every quote, job and invoice for a customer, so you can pick up exactly where you left off.
Find anyone fast
Search by name, address or phone and pull up the right customer in seconds, even on site.
Linked paperwork
Quotes and invoices attach to the customer automatically, so the paperwork is never lost.
Ready when they call
When a past customer rings, you’ve got their history in front of you before the call ends.
Spot repeat work
See your best customers and past jobs, making it easy to follow up and win repeat work.
Why tradespeople manage customers in Traddie
Frequently asked questions
Is this a full CRM?
It’s a simple, practical customer record built for trade businesses — not a bloated sales tool. You get each customer’s details, addresses, notes and a full history of their quotes, jobs and invoices, all searchable.
Can I keep more than one address per customer?
Yes. A customer can have multiple sites and contacts, which is handy for landlords, letting agents and commercial clients with several properties.
Does the paperwork link to the customer automatically?
Yes. Quotes, jobs and invoices attach to the customer record as you create them, so you always have the complete history without any extra filing.
Can I find a customer quickly on site?
Yes. Search by name, address or phone number from your phone and pull up the right customer in seconds, even when you’re out on a job.
Keep every customer at your fingertips
Join hundreds of UK tradespeople who never lose a customer detail with Traddie.
Start free trial14 days free · No charge today · Cancel any time