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Scheduling & communication
Plan work with drag-and-drop scheduling, organise crews and keep changes visible to the office and field team.
- Drag-and-drop team schedule
- Job status colours and crew allocation
- Mobile daily views for field staff
Everything in one place
The operating system for your trade business.
From first enquiry to final invoice, TradePilot keeps your people, work, paperwork, costs and records connected.
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Jobs, billing & invoices
Keep scope, files, notes, costs, variations, claims and invoices attached to the job from start to finish.
- Quotes, invoices and progress claims
- Pricebook, assemblies and job billing
- Customer and job records
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Expenses & receipt processing
Upload receipts, extract key details and route expenses to the correct job, staff member or accounting workflow.
- Receipt and PDF uploads
- Job and merchant matching
- Review and Xero-ready workflows
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Takeoff & plans
Measure, count and mark up plans inside the job, with takeoff items and output files kept together.
- Plan scale calibration
- Count and measure annotations
- Takeoff summaries and file sync
✓
Forms, compliance & ITPs
Complete job sheets, checklists, certificates, inspection test plans and project-specific forms from site.
- Digital job sheets and forms
- Compliance certificates
- ITPs, tests and sign-offs
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Assets, licences & vehicles
Manage equipment service history, custom asset data and employee licence renewals with operational alerts.
- Asset and service records
- Licence expiry reminders
- Custom fields and attachments
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Timesheets & payroll
Compare scheduled work with submitted time, review exceptions and keep payroll workflows connected.
- Job-linked timesheets
- Pay profiles and overtime rules
- Xero payroll mapping
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Files, alerts & reminders
Keep job documents easy to preview and find, while important expiries and actions surface to the right people.
- Job and project files
- Operational alerts
- Current and acknowledged items