From the first customer call to final invoice, Metiflow Trader handles the complete job lifecycle. Built around how electricians, plumbers, builders, and field service teams actually work.
Businesses using
Metiflow Trader
Setup time
Under 5 min
Team size
Solo to 10
All included
Everything in one system
Quotes, jobs, calendar, materials, purchase orders, expenses, RAMS, invoicing, and KPI dashboards.
Built for
Electricians, plumbers, builders, HVAC, carpenters, landscapers, and all field service businesses
Scales with you
Solo to 10 team members. Role-based permissions, seamless team management.
Built around how you work
From first customer contact to job completion and payment, Metiflow Trader handles every step. Scheduling, materials, risk assessments, and team coordination are all connected โ no context switching, no scattered data.
Commercial
Quotes, customers, invoices. Recurring work visibility and revenue tracking.
Operational
Jobs, calendar scheduling, team assignments, live status tracking.
Site readiness
Materials, POs, expenses, RAMS approvals. Everything before work starts.
Management
KPIs, dashboards, role-based access, multi-organisation support.
All features available on every plan
Create quotes fast with company defaults. Searchable customer lookup. Convert approved quotes straight to jobs. Full project context end-to-end.
Jobs flow through planning โ ready โ scheduled โ in-progress โ completed. Assign team members, manage readiness checklists, track status in real-time.
Invoices generate automatically on job completion. Track revenue by customer and period. Monitor job counts, conversion rates, and performance.
Week/month/day views with drag-and-drop scheduling. Unscheduled jobs as external cards. See team availability and job details in one view.
Track materials, unit pricing, and suppliers. POs with full status workflow from draft to delivered. Attachments and approval workflows included.
Attach RAMS templates to jobs. Question types: yes/no, text, checklists, risk matrices. Calculate risk scores automatically and route through approvals.
Log site expenses, upload receipt photos, route through approval. Full job cost analysis with complete visibility from pending to approved.
Multi-organisation support with owner/admin/member roles. Granular permissions per feature. Scales from solo to 10 team members.
Attach photos by type (before/after/site condition). Time tracking via job sessions. All visual and operational context tied to the job.
From one-person operations to growing crews
Electricians
Plumbers
Builders
Carpenters
HVAC
Landscapers
All tiers include every feature. Pricing varies by team size.
For sole traders and freelancers
+ VAT
For small teams ready to scale
+ VAT
For growing trade businesses
+ VAT
Need more than 10 users? Get in touch.
Features trade teams have asked for
Invoice PDF & Email
Generate professional invoice PDFs and send directly to customers via email.
Gantt Chart
Visual timeline view of project dependencies and team workload.
Recurring Jobs
Set up annual or recurring work with smart reminders for maintenance services.
Advanced Reporting
Extended KPI tracking, custom dashboards, and deeper business insights.
Metiflow Trader is coming soon. Get in touch to register your interest and we'll reach out when we launch.