The all-in-one platform for trades and service businesses. Manage appointments, customers, quotes, invoices, and routes. All in one place.
Features
Over 40 features built specifically for UK trades and service businesses. From scheduling your first appointment to managing a team of 50.
Fill your diary, reduce no-shows, and let customers book online.
Drag-and-drop calendar for your whole team. Day, week, and month views. Colour-coded by status, engineer, or service type.
Your own branded booking page where customers book 24/7. Syncs straight to your diary with automatic confirmations.
Automatic text reminders sent before appointments. Reduce no-shows by up to 40% without lifting a finger.
Two-way sync with Google Calendar so your personal and work diaries stay in sync.
Set working hours, holidays, and availability per team member. Booking pages automatically show available slots.
Accept bookings for classes, workshops, or multi-person appointments with capacity limits.
Take deposits at the point of booking. Reduce cancellations and improve cash flow.
When slots are full, customers join a waiting list and get notified automatically when space opens up.
Get paid faster with professional documents and flexible payment options.
Create and send branded quotes in seconds. Customers can accept online with a single click.
Generate invoices from quotes or appointments. Send by email or SMS with a secure payment link.
Every quote, invoice, and receipt produces a professional PDF with your logo and branding.
Track paid, unpaid, and overdue invoices at a glance. Automatic payment reminders chase outstanding balances.
Take recurring or one-off payments via GoCardless direct debit. Lower fees than card payments.
Set volume discounts, tiered pricing, and custom rate cards for different customer types.
Maintain a central catalogue of your services and products with prices, descriptions, and tax rates.
Know your customers inside out. Every detail in one place.
Unlimited customers on every paid plan. Store contact details, addresses, notes, and full appointment history.
Give customers their own login to view upcoming appointments, invoices, and documents.
Collect information from customers before their appointment. Medical history, preferences, consent, and more.
Automatically remind customers when their next service is due. Boiler servicing, MOTs, dental check-ups, dog grooming, and more.
Reward repeat customers and encourage referrals with points, discounts, and loyalty tiers.
Sell packages of sessions or credits upfront. Customers redeem against future bookings.
Add your own fields to customer, appointment, and order records. Capture the data that matters to your trade.
Create and send service agreements and contracts. Customers sign digitally before work begins.
Stay in touch with customers and win more work.
All your customer emails in one place. Reply from the platform without switching to Outlook or Gmail.
Send appointment reminders, confirmations, and follow-ups by text. Included on every paid plan.
Send marketing emails to your customer list. Promote seasonal offers, share updates, and win repeat business.
Generate professional marketing emails with AI that understands your brand, tone, and industry.
Save time with reusable email templates for quotes, follow-ups, appointment confirmations, and more.
Pre-written replies for common questions. Answer customer enquiries in one click.
Professional email signatures for every team member, consistent with your company branding.
Schedule and publish posts to your social media channels directly from the platform.
Manage your team, optimise your routes, and run a tighter ship.
Plan the most efficient routes for your field team. Save fuel, reduce travel time, and fit more jobs into every day.
See what your team is working on in real time. Track completed jobs, notes added, and status changes.
Team members request leave through the platform. Managers approve or decline with automatic diary blocking.
Define your company structure with departments, teams, and reporting lines. Control who sees what.
Upload before, during, and after photos against any appointment. Build a visual record of every job.
Define your own job statuses to match your workflow. Pending, In Progress, Awaiting Parts, Complete, or whatever you need.
Attach additional items, accessories, or charges to any appointment or quote.
Full audit trail of every change made in the system. Who changed what, and when.
Specialist features for specific trades and service industries.
Bundle multiple services into packages with set pricing. Great for maintenance contracts, seasonal deals, or premium offerings.
Track and schedule shared equipment, vehicles, and rooms. Prevent double-bookings and see availability at a glance.
Build a public portfolio of your work with before and after photos. Show potential customers the quality of your work.
Automatically calculate and apply travel surcharges based on distance from your base. Fair pricing, no surprises.
Track customer orders from placement to fulfilment. Perfect for businesses that sell products alongside services.
Publish your best work on a public portfolio page. Embedded on your website or shared on social media.
Connect to the tools you already use and make Pro-cess your own.
Two-way sync keeps your personal and work calendars in sync automatically.
Full REST API for custom integrations with your existing tools and systems.
Run your booking page and landing page on your own domain name. Your brand, your URL.
Build a professional website for your business with no coding required. Hosted, fast, and mobile-friendly.
Get listed in the Pro-cess business directory. Customers in your area find you when searching for your trade.
Track revenue, appointments, customer growth, and team performance with clear, visual reports.
Want to see exactly which features are included in each plan?
View full feature comparisonWhy Pro-cess
We're not a Silicon Valley startup guessing what tradespeople need. We're UK-based, we speak your language, and we build tools that actually fit how you work.
Our system automatically adapts terminology to your trade. Plumbers see "callouts". Flooring fitters see "fittings". Window cleaners see "rounds". No confusing generic jargon.
Proper UK VAT calculations, CIS deductions for subcontractors, and GBP throughout. Not a US product with sterling bolted on as an afterthought.
Enterprise clients get dedicated development time each quarter. Custom modules, integrations, and workflows built specifically for your business. No two businesses are the same, so your software shouldn't be either.
Real people, based in the UK, who understand British business. Not a chatbot in a different timezone.
Tell us your trade and the entire system adapts
Getting Started
No complicated setup. No IT department needed. Just sign up and go.
Create your account in under 30 seconds. No credit card required. Start with our generous free plan.
Our setup wizard walks you through everything. Add your services, team members, and working hours.
Book jobs, send quotes, optimise routes, and grow your business. It really is that simple.
Honest Comparison
We want you to pick the right tool for your business, even if that's not us. Here's how we honestly stack up.
| Feature | Pro-cess | Jobber | ServiceM8 | Tradify |
|---|---|---|---|---|
| Starting price | £20/user/mo | £30/mo | £29/mo | £35/user/mo |
| Pricing model | Per user | Per user/month | Per job/month | Per user/month |
| Free plan | 14-day trial | No | No | No |
| Route optimisation | Included | Extra cost | Limited | No |
| Email inbox | Built in | No | No | No |
| Direct debit payments | GoCardless | Stripe only | No | No |
| Campaign management | Built in | No | No | No |
| UK VAT / tax | Native | Basic | Basic | Basic |
| UK-based support | Yes | Canada | Australia | New Zealand |
| Bespoke development | Enterprise | No | No | No |
Professional-tier equivalent across all platforms
Similar price to Jobber. Significantly cheaper than Tradify and Fergus. And with more features included as standard.
Pricing
Start with a 14-day free trial. Pay per user, scale as you grow. No hidden fees.
Run your business properly
Minimum 2 users
Starts at £40/month
The complete toolkit for growing teams
Minimum 3 users
Starts at £90/month
Scale with confidence
Minimum 5 users
Starts at £190/month
Your platform, built your way
For teams of 15+
Tailored to your needs
Modules
Extend your platform with specialist modules. Activate only what you need. Flat monthly fee, not per user.
Broadcast tenders to verified subcontractors, compare quotes side-by-side, manage compliance, and award work. All from one dashboard.
Full FM service delivery with sites, work orders, SLA tracking, asset registers, PPM schedules, and a client portal for your customers.
Supplier management, purchase orders, goods receipts, and shipment tracking. Keep your supply chain organised and costs under control.
Make and receive calls directly from your browser. Power dialer, call queues, voicemail, and automatic call logging against customer records.
Modules are flat-rate, not charged per user. Activate only what you need, cancel anytime.
Testimonials
Hear from businesses who've transformed their operations with Pro-cess.
Pro-cess transformed how we manage our daily operations. The system has saved us countless hours each week and our team love using it.
The route optimisation paid for itself within the first month. Our drivers are more efficient, fuel costs are down, and customers are happier with accurate arrival times.
What sets Pro-cess apart is their consultancy approach. They didn't just sell us software — they understood our processes and suggested improvements we hadn't considered.
FAQ
Join hundreds of trade businesses already using Pro-cess to save time, reduce admin, and grow their revenue.
No credit card required. 14-day free trial included.