How it works Lead capture Quote System Recovery Pricing

Capture · Quote · Automate · Recover

The roofing business system that gets jobs over the line.

Capture enquiries from your van, site boards and paperwork. Prepare quotes using your saved rates. Send quote emails and follow up automatically until the job is won, lost or closed.

Your leads. Your rates. Your business.
TRADEMASON
Today
Revenue at risk
£10,690
3 need chasing
Follow-ups due
3
2 overdue
New enquiries
2
1 with photos
Won this month
£11,400
4 jobs
Recovery Queue
Follow-up due3
Hot quotes2
Total open value£10,690
TodayLeadsQuoteRecoveryMore

The system

Four jobs, one workflow

Everything from the first scan to the won job lives in one place — built around how roofers actually work.

1

Capture

Turn vans, site boards, flyers, invoices and your website into owned roofing enquiries with QR codes and links.

2

Quote

Review the enquiry and photos, then prepare a quote using your Saved Rates, roof details, access, scope and margin.

3

Automate

Send the quote by email and let automated confirmations and follow-ups do the chasing for you.

4

Recover

Keep every sent quote visible until it's followed up, won, lost or closed — with revenue at risk in view.

How it works

From a scan on your van to a won job

Every step has an automated next action, so nothing slips through the cracks.

Customer scans your QR or opens your link

On the van, a site board, a flyer or your website.

They submit job details and photos

Job type, postcode, urgency and a few roof photos.

Customer gets a confirmation email

Automatically — so they know you've got it.

You get a phone notification

New enquiry — priority alert if it's an emergency leak.

You review the lead

Customer, job, postcode, source, urgency and photos.

You prepare the quote

Saved Rates work in the background to keep pricing consistent.

The quote is sent by email

And a follow-up schedule is created automatically.

Follow-up emails are scheduled

First at day 2, again at day 5 — pause any time.

You're notified when action is needed

Quote viewed, follow-up due, or a quote going overdue.

The job is marked won or lost

Chasing stops, the numbers update, and the reason is captured.

Capture

Turn paperwork into owned enquiries

One enquiry link and a QR code for every surface you already use — every scan lands in your Lead Inbox.

Van QR

34 scans·9 enquiries

Site board QR

21 scans·6 enquiries

Flyer QR

12 scans·3 enquiries

Invoice QR

8 scans·2 enquiries

Website enquiry link

Drop a "Get a quote" button on your site that opens the same enquiry form.

Customer photo upload

Full roof, the problem area and access — captured up front, before you quote.

Lead Inbox

Every enquiry triaged by source, job type, urgency and photos — ready to quote.

Quote System

Prepare a proper roofing quote, fast

A guided estimate flow — job, roof, covering, size, access and scope — with your Saved Rates working quietly in the background.

JobRoofCoveringSizeAccessScopeBuild CostCommercialsSummarySend
Roof type & pitch allowancePlan area becomes the actual roof area to price against.
Labour, materials, waste, VAT & marginBuilt from your rates — never a universal price.
Quote confidence & site survey flagQuick Estimate, Prepared Quote or Confirmed Quote.
‹ Prepare QuoteSummary
Strip & re-tile£9,984
Labour£3,180
Materials£2,540
Access / scaffold£900
Waste£260
VAT (20%)£1,664
Total£9,984
Send quote by email

Automate

Email follow-ups do the chasing

Email-first by design. TradeMason sends the right email at the right moment and notifies your phone when you're needed — no manual chasing.

Automated emails
Phone notifications to you
New roofing enquiry — James Carter, Full re-roof, LS12
ViewedQuote viewed: Sarah Williams, £1,250
DueFollow-up due today: David Thompson, £4,650
FailedEmail failed: retry quote for Emma Wilson

Notifications alert you — they're never customer messages. No WhatsApp, no SMS.

Recover

Never let a quote go cold

Every sent quote stays visible until it's followed up, won, lost or closed — with your revenue at risk counting in real time.

0
Follow-up due
0
Hot quotes
£0
Revenue at risk
£0
Won this month

Set up once

Configure it your way, then let it run

Set your business profile, rates and rules up front — TradeMason keeps quotes moving after that.

Business profile
Saved Rates
QR codes
Email templates
Quote settings
Follow-up rules
Notification settings
Quote & recovery rules
Analytics & lead sources

One simple price

The Founder Plan

For small UK roofers who want to capture enquiries, prepare quotes faster and recover quoted work before it goes cold.

Founder Plan
£49/month

Built for small UK roofing contractors.

  • Capture enquiries from QR codes and enquiry links
  • Receive customer photos before quoting
  • Prepare quotes using Saved Rates
  • Send quote emails
  • Automate follow-up emails
  • Track Revenue at Risk
  • Get phone notifications when action is needed
  • Monitor won/lost quote outcomes
Start with Founder Plan

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