Customer Management

Simplify Your Business with Our Effortless Dashboard

Take control of your customer interactions with the Pro Tradesmen Club dashboard. Designed with the "not so tech-savvy" tradesperson in mind, we've made managing your customer details, quotes, and invoices simpler than ever before.

Running a trades business is demanding. With Pro Tradesmen Club, we aim to make at least one part of your daily operations hassle-free. Our Customer Management dashboard ensures you have a finger on the pulse of your customer interactions, invoices, and much more.

Features & Benefits

Centralised Information

Store unlimited customer information, ensuring you never lose contact or project details again.

Quote & Invoice Tracking

Easily manage, track, and update quotes and invoices. Stay updated when a quote is accepted or an invoice is paid with timely email notifications.

Effortless Experience

Designed to be user-friendly, our dashboard is perfect for those new to digital tools. Plus, the search and filter options help you quickly find the information you're after.

Anywhere, Anytime

Accessible on both desktop and mobile, manage your customer interactions whether you're at the office, on-site, or on the move. With an app coming soon, it'll only get easier!

Top-Notch Security

Your data's safety is paramount. Using the latest in tech security, you can be assured your customer details and business data are in safe hands.

How It Works

Log
In

Access the dashboard through the Pro Tradesmen Club website on any device.

Add
or Update

Easily add new customers, or update details, quotes, and invoices with a few clicks.

Search
& Filter

Quickly find the customer or invoice information you need.

Stay
Informed

Receive email notifications for important actions like accepted quotes or paid invoices.

Feedback
Loop

As a valued user, your feedback can shape the future updates and features we roll out.

Frequently Asked Questions

Can I access this on my phone?

Absolutely! Our dashboard is web-based and mobile-friendly. Plus, keep an eye out for our app, coming soon!

How safe is my data?

We use the most up-to-date security measures to ensure your data is protected and secure.

Can I suggest new features?

Yes! We value user feedback and will be using it to refine and expand our dashboard features.