Business Tools
Practical digital tools for organising jobs, equipment, targets and everyday business tasks. Available individually or inside the TradePilot member vault.
12 Month Cash Flow Planner
See your cash position before it becomes a problem.Plan money coming in, money going out and closing cash across a full 12...
Annual Business Targets Planner
Turn a vague goal into numbers you can track.Set monthly targets for revenue, jobs, quote wins, marketing and reviews, the...
Business Prompt Pack
Use AI without starting from a blank box.Practical prompts built around everyday trade-business tasks such as quoting, cus...
Cancellation & Rescheduling Message Pack
Handle awkward scheduling professionally.Ready-to-edit messages for delays, cancellations, weather issues, supplier proble...
Lead & Enquiry Tracker
Stop enquiries disappearing into messages and notes.Track leads from first contact through quote, follow-up and outcome. E...
Tool & Equipment Inventory
Know what equipment you own and where it is.Track tools, serial numbers, purchase costs, locations, condition and inspecti...
Weekly Business Planner
Keep this week's important jobs and admin visible.Plan priorities, customer tasks, due dates, values and next actions in o...