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Case Study · Field Operations

From jobs to profit, in real time

A field services business was completing work without knowing what it was worth. TradeCore fixed that.

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At a glance

Sector
Field Services
Solution
TradeCore (mobile)
Scope
Jobs, quotes, invoicing, profit
Outcome
Real-time profit visibility per job
TradeCore on iPad: a list of quotes with totals and profit, and an accepted quote ready to invoice with its labour, materials and profit breakdown
TradeCore on iPhone: summary of quotes and revenue this month, outstanding and overdue invoices, and quick actions
Fig. 1TradeCore on iPad and iPhone: each quote carries its total and profit, from the first quote to the invoice.

The Problem

Jobs were being done. Profit was invisible.

  • No profit visibility per job
  • Costs and revenue disconnected
  • Invoicing delayed or missed
  • Everything tracked manually

The Solution

One app. Everything linked.

What we put in place

  1. 1Mobile-first job management, no desk required
  2. 2Quotes and invoices tied to job records automatically
  3. 3Real-time cost and revenue tracking per job
  4. 4Automated workflows replacing manual admin steps
Fig. 2The job lives on the phone. Quote and invoice are tied to it, costs and revenue sit beside it, and the loop runs without desk admin.
Before and after
BeforeAfter
Jobs tracked across spreadsheets and paperJobs logged, tracked and closed from the phone
Quotes and invoices created separately from the workQuotes and invoices linked directly to each job
Profit calculated manually, if at allRevenue and costs visible as work progresses
Admin taking time away from the job itselfWorkflows automated: less admin, more on-site time

TradeCore

TradeCore quote Q-00100 marked accepted and ready to invoice, with client, job, basis and cost breakdown
Fig. 3Step 02An accepted quote, ready to convert into a numbered invoice.
TradeCore charts on iPhone: top clients by revenue and profit, revenue by client and the quote pipeline
Fig. 4Step 03Revenue and profit by client, and the quote pipeline from draft to invoiced.
TradeCore charts overview on iPad with total revenue, total profit, outstanding and overdue amounts, monthly revenue and profit margin trend
Fig. 5Step 03Charts: revenue, profit, outstanding and overdue amounts, with monthly revenue and profit margin trends.

The Result

Control, not guesswork.

  • Liveprofit visibility on every active job
  • Fasterinvoicing with fewer delays and missed payments
  • Lessadmin time for field teams on every job
  • Realdata driving day-to-day operational decisions

We can see exactly what each job is worth now. It's made a massive difference to how we run things day to day.

Operations Manager

Next step

Bring real-time control to your field operations.

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