Jobs slip through the cracks
When bookings, paperwork, and reminders live in separate places, the follow-through gets messy fast.
AI ops for UK trades
Run your trade.
Not your admin.
Quotes, scheduling, invoicing, compliance, and follow-ups in one AI operations system. Built for UK trades teams that want more control without adding more chaos.
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See how it worksNo credit card required
Run My Day
Money First
Exceptions Inbox
UPGIX dashboard
Live AI operations preview
AI active
Cash at risk
£5.2k
Quotes waiting
6
Compliance
2
Money First priorities
Chase invoice INV-2084
Due in 3 days and reminder draft is ready
£1,280
Follow up quote Q-117
Opened twice and still waiting for approval
£3,900
Renew gas safety record
Expiry this week and two jobs depend on it
Urgent
Today's jobs
4 scheduled
09:00 Boiler service · Reading
11:30 Leak diagnostic · Maidenhead
14:00 Quote revisit · Wokingham
Built for every trade
Plumbers
Electricians
HVAC
Builders
Property
Landscapers
01The Problem
Most trades businesses are still running on chaos.
Disconnected tools, manual admin, and no clear picture of what needs attention next. Revenue slips, compliance drifts, and evenings disappear into paperwork.
Quotes take too long
Every hour spent rebuilding scope and pricing is an hour that should have been on-site or closing the next job.
Cash flow stays reactive
Late invoices and missed reminders leave money sitting with customers instead of back in the business.
Admin eats the evening
The working day ends, then the real paperwork starts: notes, follow-ups, invoices, and compliance checks.
02The Solution
What an organised trades business looks like in practice.
UPGIX replaces fragmented software with one AI-powered operating system that keeps the work, cash, and risk in the same daily flow.
AI-assisted quoting
Draft quotes from job context and photos, then review and send without rebuilding everything.
Smart scheduling
Keep engineers, visits, and route decisions in one place with a calendar built for real field teams.
Money First control
Put unpaid invoices, reminder timing, and collections actions at the top of the day.
Voice and follow-through
Capture notes on-site, trigger updates quickly, and keep the admin moving while work is still fresh.
03Platform
Everything you need to run operations.
Not a basic CRM. Not just invoicing. A full AI operations layer built for the reality of UK trades teams.
Run My Day
AI turns jobs, invoices, quotes, and compliance signals into a ranked plan instead of a blank dashboard.
AI-rankedCash firstZero config
Money First
Collections, due-soon invoices, and payment chasing stay visible before lower-impact admin work.
Exceptions Inbox
Revenue blockers, schedule gaps, and compliance risk get surfaced before they become Friday-night surprises.
Compliance control
Certificates, insurance, and renewals stay visible in one place so the right work is never blocked quietly.
Team and calendar
Jobs, availability, routing, and field updates stay connected across office staff and engineers.
Quotes to cash
Carry the job through quote, invoice, portal, and payment follow-up without duplicating admin.
04How It Works
Live in four steps.
No heavy implementation programme. Start with the daily workflow, then layer in automation, routing, and reporting once the operation is moving cleanly.
1
Connect the business
Start clean or bring customers, jobs, and financial workflows into one operating layer.
2
Let the system learn the flow
UPGIX maps the workload, cash rhythm, reminders, and risk points that repeat every week.
3
Put the repetitive work on rails
Quote follow-ups, invoice chasing, voice capture, and compliance nudges stop relying on memory.
4
Run the day from one view
Use the dashboard, money view, and schedule together instead of jumping between disconnected tools.
05Automation
AI that runs admin while you work.
Not magic. Not a chatbot bolted onto the side. A controlled operations assistant that drafts, ranks, reminds, and explains what to do next.
Invoice reminders
Queue follow-ups at the right moment and keep the cash risk visible until the invoice clears.
Quote follow-through
Track open quotes, reopen behaviour, and the next best nudge before opportunities go cold.
Voice to job notes
Speak once on-site and let the system turn it into structured notes that stay attached to the job.
Compliance watch
Surface renewal pressure early so tomorrow's work does not get blocked by avoidable admin misses.
UPGIX AI assistant
Reviews the work, explains the action, then keeps the workflow moving.
Uploaded 3 job photos from the kitchen leak. Can you draft the quote?
Thinking
06Results
Built around the numbers owners actually care about.
The goal is simple: faster quotes, tighter collections, fewer hidden blockers, and a business that feels easier to run day after day.
1 system
Jobs to payment, not five separate tools
14-day
Growth trial with the live workflow
5 users
Included on Growth before per-user pain kicks in
4h
Priority phone support target on Pro
Ops outcome
Quoting gets faster
Photo-led draft quotes and cleaner customer history help teams respond while the job is still fresh.
Ops outcome
Cash gets chased sooner
Money First keeps unpaid work visible, with reminders and next actions attached to the real balance risk.
Ops outcome
Blockers stop hiding
Exceptions Inbox and compliance visibility stop the small misses that later disrupt revenue and schedule.
07Built For
Built for trades teams who actually work.
Whether you are a solo operator or running a growing office-and-field team, UPGIX is designed around real day-to-day workload rather than generic SaaS workflows.
Electricians
Recurring visits, certificates, quote speed, and team scheduling without spreadsheet sprawl.
Plumbers and gas
Emergency call-outs, service notes, reminders, and Gas Safe admin kept in the same flow.
HVAC and heating
Seasonal demand, maintenance plans, and compliance pressure handled in one operating system.
Builders
Multi-job scheduling, payment visibility, CIS context, and customer paperwork kept aligned.
Property maintenance
Recurring jobs, portfolio reporting, and customer communication without jumping between tools.
Growing teams
From owner-operator to office-and-field setup, UPGIX gives the business one place to run from.
08Integrations
Fits into the way you already work.
UPGIX can sit alongside the tools your business already depends on for payments, accounting, messaging, and scheduling while the core operations move into one system.
Stripe
Payments
GoCardless
Direct debit
Xero
Accounting
QuickBooks
Accounting
Google Calendar
Scheduling
Messaging
09Pricing
Simple pricing. No surprises.
No setup fee. No long contract. Start on the plan that fits the operation today, then scale only when the workflow genuinely needs more seats and support.
Starter
£13/mo
billed £132/year
1 user
For sole traders who need jobs, quotes, invoices, and payments in one place.
Low-friction entry point for owner-operators.
- Unlimited jobs, quotes & invoices
- Customer & property management
- Stripe card payments
- Customer payment portal
- Basic compliance tracking
- Standard reports
- Mobile PWA
Best Value
Growth
£29/mo
billed £288/year
Up to 5 users
For teams that need serious ops software without expensive per-user pricing.
About 4.80 GBP per user/month on annual billing when all 5 seats are used.
- Everything in Starter
- Team scheduling & calendar
- GoCardless direct debit
- WhatsApp & SMS messaging
- Compliance document vault
- Xero / QuickBooks integration
- Advanced reports & analytics
Pro
£59/mo
billed £588/year
Up to 15 users
For established teams that want tighter control, support, and rollout help.
For 6-15+ users who want rollout help, API access, and priority support.
- Everything in Growth
- Time tracking & timesheets
- Expense management
- Priority phone support (4h SLA)
- Dedicated onboarding session
- API access
- Custom integrations
10FAQ
Common questions.
Live workflow demo
Stop running the business manually.
See exactly how UPGIX fits your workflow in a 20-minute live demo, or start the Growth trial and bring the day under control immediately.
Or start Growth trial
No credit card required