Run Your Trade Business
From One Place.
TradeShield is the all-in-one platform for UK tradespeople. Plug in your ServiceM8 account for a live jobs dashboard, then track renewals, manage project profits, build branded booking forms, dictate voice notes and transcribe site videos — all on your phone, your tablet, or your desk.
You're not just a tradesperson.
You're a business owner.
Running a proper trade business means renewals to track, projects to cost, customers to chase, and compliance to prove. TradeShield gives you the tools to run all of it like a professional — so the admin gets done right, and you've got more time to grow the business you're building.
Modules included
Per-credit fees
Servers & support
Login, everywhere
Your ServiceM8 jobs, finally in plain English.
Already using ServiceM8? Plug in your API key and TradeShield gives you the dashboard you wish ServiceM8 had. See what's overdue, what needs sending out, what's stuck — at a glance. No more digging through endless lists trying to find the work that needs your attention right now.
Built for the way tradespeople actually work
ServiceM8 is great at the doing, but it's not great at telling you what to do next. TradeShield surfaces the things that matter: draft quotes you haven't sent, jobs that have been "in progress" for two weeks, customers waiting on a response, today's schedule with all your staff in one place.
- Needs Attention cards — draft quotes, overdue quotes (14+ days), stuck work orders (7+ days). The stuff that's bleeding money if you ignore it.
- Today's schedule — one row per job, no matter how many staff you've assigned. With customer name, city chip and full description on hover.
- Smart Saved Views — Draft Quotes, Overdue Quotes, Stuck Jobs, This Week, Recently Completed, Lost Jobs. One click and you're looking at exactly what you need.
- This-month KPIs — invoiced amount, pending quote value, active work orders. Know where you stand without exporting a CSV.
- API keys encrypted at rest — AES-256-GCM. Your ServiceM8 credentials are never readable in the database.
- 5-minute setup — paste your API key, hit Sync, done. We pull jobs, staff, badges, and the last 90 days of bookings automatically.
ServiceM8 Dashboard
Today's schedule
(4)Up and running in under 5 minutes
Paste your API key
Grab it from ServiceM8 » Settings » API & Add-ons » Developer Settings. Starts with smk-.
Hit Sync Now
We pull jobs, staff, badges, and the last 90 days of bookings. Progress bar shows you exactly how far through we are.
Open the dashboard
Today's schedule, attention cards, KPIs, saved views — the operational picture you've been missing.
Never miss another expiry date.
Public Liability, NICEIC certificates, vehicle MOTs, NAPIT registration, accreditations, ID badges — all your business-critical dates in one place. We email you weeks ahead so you've got time to act, and again on the day.
Upload the certificate or document straight into the renewal record. When the renewal lands in your inbox, the document's right there waiting for you. No more digging through three years of email attachments at 11pm the night before a quote deadline.
- Track unlimited renewal dates — insurance, accreditations, MOTs, registrations
- Multi-stage email reminders (30 days, 7 days, 1 day, day-of)
- Attach certificates and policies directly to the renewal
- Sync to Google, Apple or Outlook calendar so dates show on your phone
- Mark renewals complete and the next year's date sets automatically
Upcoming renewals
5 activePublic Liability Insurance
Expires in 5 days
Van MOT — KX19 ABC
Expires in 23 days
NICEIC Registration
Expires in 2 months
Tools Insurance
Renewed · valid until Mar 2027
Mr Smith — Kitchen rewire
41 Acacia Avenue
Quote
Accepted
In Progress
Complete
Paid
Invoice Total
£4,200.00
Costs
£1,847.20
Profit
£2,352.80
Margin
56.0%
Know your true profit on every job.
Manage every job from quote to paid invoice. Log materials, labour and subcontractor costs as you go — TradeShield does the maths and shows your real profit margin in real time.
Stop finding out at the end of the year that the "good earner" was actually losing money on materials. See it as it happens. Tag jobs by category, attach quotes and certificates, and dictate notes against the project as you walk back to the van.
- Visual workflow: Quote → Accepted → In Progress → Complete → Invoiced → Paid
- Live profit and margin calculations as costs are added
- Attach documents, photos and certificates to each project
- Add timeline notes by typing or by recording your voice
- Filter by category, status, customer, or date range
Tap, speak, done.
On a job site, hands covered in dust, the last thing you want to do is type. Tap the big red button, talk for as long as you need, and TradeShield turns your voice into searchable, editable text in seconds.
Auto-titled from the first words you spoke. Searchable across every note you've ever made. Edit anything the system misheard. And when you record a note while on a project, you can save it straight against that job. All processed on TradeShield's own UK servers — nothing sent to OpenAI, Google or anyone else.
- Browser-based recording — no app to install, works on iPhone & Android
- Auto-transcribed in seconds with live audio level meter while recording
- Edit titles and transcripts inline — fix any words it got wrong
- Full-text search across every note you've ever recorded
- Audio binned the moment it's transcribed — only the text remains
- Quick-save against any project for instant on-the-job documentation
Recording…
Voltage at consumer unit was…
"Voltage at consumer unit was 240, customer says lights flicker when fridge kicks in, recommend RCD upgrade…"
"Hello, welcome all good, I'm just doing an extract fan job, I'm just finishing it up now and I always talk about how we're living a real world when we're talking about fan piping…"
Turn site walkarounds into searchable text.
Upload any video — site walkthroughs, customer briefings, post-job walkrounds, training clips — and get a full transcript in minutes. Plus subtitle files (.SRT and .VTT) you can pop straight onto YouTube or your social posts.
Brilliant for documenting work for clients, building a written record of issues found, or producing accessible video content. Source videos are auto-deleted from our servers after 24 hours (you can delete sooner) but the transcript stays in your account forever.
- Upload up to 449MB · supports MP4, MOV, M4A, MP3 and more
- Download as plain text, SRT subtitles or VTT web captions
- Email notification the moment your transcript's ready
- Source video auto-deleted after 24h, with manual delete option
- All transcription happens on TradeShield's own UK servers
Build branded booking forms in minutes.
Drag, drop, done. Build emergency callout forms, quote requests, custom service forms — anything you need. Embed on your website, share via WhatsApp, link from your Google Ads. Take payments on submission with Stripe or PayPal. No code, no monthly add-ons.
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Visual drag-and-drop builder
Build any form by dragging fields into place. No HTML, no developer.
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Every field type you'll need
Text, dropdowns, checkboxes, file uploads, signatures, date pickers — all included.
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Conditional logic built in
Show or hide fields based on what the customer picks. Smarter forms, fewer abandons.
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Take payment on submission
Stripe and PayPal integration — charge a callout fee, deposit, or full price up front.
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Branded with your logo & colours
Customers see your brand from first click. Looks professional. Builds trust.
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Public URL + embed code
Share the link in WhatsApp or ads, or paste the embed code into any website.
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Customers can attach photos
Faulty boiler? They take a photo. Damaged socket? They send you a picture before you arrive.
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Email alerts & custom thank-you
You're emailed instantly. Customer sees your branded thank-you page or gets redirected.
Field types
Emergency Callout
Powered by your branding
Your name *
Type of emergency *
Photo of fault (optional)
Callout fee
£75.00
All bookings land in your TradeShield dashboard, get emailed to you, and can sync straight to your GoHighLevel CRM.
Ten more modules. All included.
Every TradeShield account gets every feature. No upsells, no add-ons, no "premium tiers".
Subcontractor Hub
Central records for every contractor on your books. Store insurance certificates, accreditations, and ID. Get automatic email reminders before any of their documents expire — protecting you when an inspection lands on your doorstep.
VanStock
Track stock across every van in your fleet. Categorise items, see what's running low, and know exactly what's where before you set off to a job. Stops the wasted trips back to the supplier.
Vehicles & Assets
Track every vehicle, every tool, every piece of test equipment. Know your total asset value for insurance renewals. Tag items by category, attach receipts and warranty docs, and export the lot when your accountant asks.
H&S Hub & Risk Assessments
Build professional H&S risk assessments from templates. Identify hazards, rate risks, document control measures — all in a clean format you can hand to clients or print for site files. Looks like a proper RA, because it is.
SOP Builder
Standardise your workflow. Build step-by-step Standard Operating Procedures for everything from "first day on a CU upgrade" to "post-job tidy". Share with your team, onboard new staff faster, ensure quality is consistent.
Visual Calendar
See every renewal, MOT, insurance expiry and important date in one beautiful month view. Scan ahead, plan around busy periods, and spot bottlenecks (three certificates expiring in the same week — sort it now).
Calendar Sync
Sync all your renewal dates straight to Google Calendar, Apple Calendar, or Outlook. Whatever calendar app you already live in — your TradeShield dates show up there too. One source of truth.
Custom Branding
Upload your logo and set your brand colours. Every customer-facing booking form, every email notification, looks like it came from your business — not from "TradeShield". A polished first impression, every time.
Installable Mobile App
One-tap install on iPhone or Android. No app store, no waiting for approvals, no monthly downloads. Get a proper app icon on your home screen with full-screen experience and push-button voice recording.
Your data never leaves the UK.
Other "AI tools" send your customer videos and voice recordings to OpenAI, Google, or Microsoft. We don't.
Voice notes and video transcription run entirely on TradeShield's own UK servers. No third-party AI APIs. No per-credit fees. No customer data leaving your control.
- Self-hosted speech recognition — nothing sent to OpenAI or Google
- Source videos auto-deleted after 24 hours — you can delete sooner
- Voice note audio binned the moment it's transcribed
- UK data centres · SSL throughout · GDPR-friendly by design
Customer data stays
100% on TradeShield
Simple, transparent pricing
One plan. Every feature. No add-ons, no per-credit fees, no surprises.
TradeShield Pro
inc. VAT · £19 + VAT
- ServiceM8 Dashboard & Reports NEW
- Unlimited Renewals & Reminders
- Unlimited Projects with Profit Tracking
- Unlimited Booking Forms with Payments
- Voice Notes & Transcription NEW
- Video Transcribe (text + subtitles) NEW
- Mobile App (iOS & Android install) NEW
- Subcontractor Hub & VanStock
- SOPs, H&S Risk Assessments, Asset Register
- Visual Calendar & Sync (Google / Apple / Outlook)
- Custom Branding & GoHighLevel Integration
- Stripe & PayPal Payment Processing
- Secure UK Document Storage & Backups
No credit card required · Cancel anytime
What you'd pay piecing this together elsewhere
Compliance tracker
~£15/mo
Voice notes app
~£10/mo
Video transcription
~£15/mo
Form builder
~£20/mo
Total elsewhere: ~£60/mo
TradeShield: £22.80/mo
Run your business like the professional you are.
One platform for renewals, projects, voice notes, video transcription and branded booking forms — on your desk, in your van, on your phone. Built in the UK for UK trades.