Pearl TradeConnect
The all-in-one platform for trade businesses
Overview
What is Pearl TradeConnect?
Pearl TradeConnect helps tradesmen manage jobs, quotes, compliance, and client relationships — from first enquiry to final invoice. With a dedicated client portal, calendar scheduling, product catalogue, and team management, it's everything you need to run and grow your trade business.
Capabilities
Key Features
Job Management
Track every job from initial request through to completion. Assign team members, manage materials, and attach photos and notes.
Quotes & Invoices
Build professional quotes from your product catalogue and convert them straight into invoices when the work is done.
Client Portal
Give your clients their own portal to submit requests, view documents, and stay informed — no phone calls needed.
Calendar & Scheduling
Visual calendar view of all scheduled jobs. Propose time slots, manage working hours, and subscribe via iCal.
Product Catalogue
Maintain your materials and supplier pricing in one place. Pull items straight into quotes and materials lists.
Compliance & Documents
Store certificates, insurance, and compliance documents against properties and clients. Always audit-ready.
Questionnaires & Forms
Create custom questionnaires to gather information from clients before a job or for on-site assessments.
Team Management
Add team members with role-based access control. Assign jobs, track workload, and manage permissions.
Interested in Pearl TradeConnect?
Get in touch to request a demo or learn more about how it can help your organisation.