MyWorkTracker

The moment a customer calls and you cannot answer, an automatic text message fires back to them within seconds. The AI phone agent can also handle inbound calls directly — answering questions, capturing details, and qualifying the lead without you being available.

Every missed call is a job handed to your competitor. When you are on site, under a boiler, or up a ladder, you cannot stop to answer the phone. Without an instant response, that customer moves on. This feature replies immediately, keeps the conversation alive, and means you never lose a lead simply because you were busy working.

A central system that stores every lead, customer, and contact in one place — including their name, number, job history, communication history, and where they came from.

Most tradespeople manage customers across a phone, a notebook, and their memory. Things get lost. Customers get forgotten. A CRM gives you a complete record of every person who has ever contacted your business, so you always know who they are, what was discussed, and what needs to happen next.

A series of texts, emails, or voicemails that are sent automatically to a lead or customer based on triggers — a new enquiry, a quote sent, a job completed, or a set number of days passing without a response.

Most tradespeople send one quote and then do nothing. Most customers need two or three follow-ups before they commit to a job. Automated workflows do that chasing for you — professionally, consistently, and without any manual effort — so you convert more of the quotes you already send.

An online booking system connected to your availability. Customers can book a call, a site visit, or a survey directly into your diary without any back-and-forth.

Arranging appointments by phone burns time and often results in missed calls and delays. When a customer can book directly into your schedule, you fill your diary faster, cut the admin, and come across as a professional operation rather than someone juggling everything manually.

An automated system that requests a review from every customer after a job is completed, and a dashboard to monitor and respond to reviews across Google and other platforms.

Reviews are the modern version of word of mouth, and they directly influence who a customer calls first. The tradespeople dominating their local area are the ones with the most reviews and the strongest ratings. This system requests reviews at exactly the right moment — when the job is done and the customer is satisfied — so your reputation builds without you having to ask.

A broadcast tool that lets you send a single message — a text or email — to a targeted list of contacts, whether that is past customers, cold enquiries, or a specific local area.

Your existing customer list is your most underused asset. A well-timed text to past customers about a boiler service, a follow-up on an old quote, or a seasonal promotion can generate confirmed bookings within days. This turns a dormant list into a consistent source of repeat and referral work.

A tool to build lead-generating websites and landing pages that capture customer details and feed them automatically into your CRM.

A basic website that lists your number and services is no longer enough. A purpose-built landing page with a clear offer, a simple form, and a strong call to action captures every visitor as a lead and feeds them straight into your follow-up system — without a web developer and without technical knowledge.

A chat widget that sits on your website and is powered by AI. It engages visitors instantly, answers common questions, collects their contact details, and qualifies them as a lead — at any time of day or night.

Most website visitors leave without making contact. A chat widget gives them an instant, low-effort way to engage. The AI handles the conversation, captures the lead, and passes the details straight to your CRM — so every visitor becomes an opportunity rather than a missed chance.

A scheduling and publishing tool that lets you plan, write, and post content across multiple social media platforms from one dashboard.

Showing up consistently on social media builds trust and keeps you front of mind when a customer needs a tradesperson. The problem is that most tradespeople do not have time to post regularly. This tool lets you plan a full week or month of content in one sitting and publish it automatically — so your social presence stays active even when you are fully booked.

A built-in invoicing system that lets you send professional invoices and collect payment by card, bank transfer, or direct payment link — all from within the platform.

Chasing payment is one of the most frustrating parts of running a trade business. Sending a clean, professional invoice with a direct payment link speeds up collection, reduces the need to chase, and gives the customer a smooth experience that reflects the quality of your work.

A visual board that shows every active lead and job moving through defined stages — new enquiry, quote sent, follow-up needed, booked, and completed.

When you are managing multiple jobs and enquiries at once, it is easy to lose track of where things stand. A visual pipeline shows you exactly what is in progress, what needs attention, and what is at risk of going cold — so you stay in control of your workload and your revenue without relying on memory or guesswork.