Lead Management
Limited client intake · Enquiry only

Capture and convert every lead with one trade-built pipeline

Facebook & Instagram ads, missed calls, web forms and WhatsApp — every enquiry lands in one scored pipeline and gets an instant response, so you stop losing jobs to whoever calls back first.

Enquire About A Bespoke BuildLimited client intake · We reply within one working day
KSM Media WallsLoft and LadderEdinburgh Rewire SolutionsRR Home Improvements+10

Moulded by 16 trade businesses

Crafted by the business that's generated millions

Trusted by 500+ UK trades · 4.9/5

TradeHub OS Lead Management
SB

Assigned

Sam Bright

New 5★ review · requested automatically

60s

missed-call text-back

10+

lead sources unified

35%

more conversions

3

pipeline views

Sound familiar?

The daily grind, without the right tools

A missed call on site goes to voicemail — and the customer rings the next trade in the results.

Facebook leads, web forms and WhatsApp messages live in five different places nobody checks.

You have no idea which advert produced the job, so you keep paying for the ones that don’t.

What you get

Everything lead management does for you

Built around how UK trades actually work — every claim is a feature you can use today.

Never lose a lead to a faster reply

A missed call to your business number triggers an automatic text-back within 60 seconds, and speed-to-lead automations alert you and reply to the customer instantly — so you’re first, every time.

  • 60-second missed-call text-back (Twilio)
  • Instant auto-reply SMS/email to the customer
  • Team lead-alert blast to up to 5 phones
🔒 app.tradehubos.co.uk/leads

Leads

Triage your inbox — work the leads that need you most.

▦ Pipeline+ New Lead
New3

James Wilson

07700 028359

Referral

M1 4BT

Mon 27 Jul

Book Upsell

Sarah Khan

07700 026578

Instagram

B1 1BB

Mon 27 Jul

Book Upsell

Liam O'Connor

07700 024797

Google Ads

SW1A 1AA

Tue 28 Jul

Book Upsell
Contacted1

Emma Thompson

07700 023114

Website

G2 1RR

Tue 28 Jul

Book Upsell
No Answer1

David Brown

07700 021663

Facebook Ad

LS1 5DL

Wed 29 Jul

Book Upsell
Call Scheduled0

No leads

Booked In3

Priya Shah

07700 027948

Facebook Ad

M20 2JR

Fri 10 Jul

Book Upsell

Tom Harris

07700 026167

Word Of Mouth

M4 5JD

Fri 10 Jul

Book Upsell

Grace Ahmed

07700 024386

Website

SK1 3AZ

Fri 10 Jul

Book Upsell

Every enquiry in one scored pipeline

Meta lead ads, web forms, WhatsApp, SMS and manual enquiries all flow into one board with full ad attribution, so you can see and prioritise every opportunity — as a kanban, a live feed or a diary.

  • Facebook & Instagram lead-ad sync with campaign attribution
  • Sources: web, Checkatrade, MyBuilder, Bark, referral & more
  • Kanban, live feed and diary views · customisable stages
🔒 app.tradehubos.co.uk/dashboard

Good afternoon, Sam

Wednesday afternoon — 85 items need attention

Action Centre

85 URGENT

£64,320.00 in quote pipeline

⚠️Urgent
85

New lead: Sarah Thompson

Website

New lead: John McQueen Ritc…

Facebook Ads

New lead: Tracey McArthur

Facebook Ads

Today
10

New fire frame needing replac…

John Pateno

Assign team to TV unit install …

TRD-2026-000014 ·

Assign team to Office media …

TRD-2026-000017 ·

Follow up
3

Quote Q-2026-0421 · £1,080.00

Sarah Whitmore

Clear

Quote Q-2026-0398 · £4,051.00

Customer

Clear

Quote Q-2026-0365 · £3,914.00

Customer

Clear
My to-dos
0

Nothing here

Revenue

£24,380

vs £19,900 last period

↑ 22%
Jobs Sold

14

Avg £1,741 per job

↑ 8%
Cash Position

£9,650

£8,400 in this month · £1,250 overdue

Inbox

4
SW

Sarah Whitmore

1 day
SMS

Hi Sarah, just checking in on quote Q-2026-0421. Any questions or shall we book you in?…

JW

James Wilson

1 day
SMS

Hi James, just following up on your enquiry — happy to answer any questions.…

Upcoming Jobs

No upcoming jobs

Book the job while they’re still keen

Text new leads a self-scheduling link the moment they come in, and let TradeHub OS confirm and remind both sides automatically — so hot leads turn into booked appointments, not missed callbacks.

  • Self-scheduling booking link (public /book page)
  • Auto confirmations + 24h and 15-min reminders
  • UK postcode → address lookup, duplicate-guard on capture
🔒 app.tradehubos.co.uk/jobs

Jobs

6 total jobs

📅+ New Job
All Statuses ▾

Calendar

Show

Calendars

All · None

July 2026

MON
TUE
WED
THU
FRI
SAT
SUN
29
30
1
Kitchen Refit
2
3
Quote Visit
4
5
6
Boiler
7
8
Bathroom
Site visit
9
10
Rewire
11
12
13
Extension
14
15
EICR test
16
17
Boiler service
18
19
20
21
Quote — media wall
22
23
Kitchen 2nd fix
24
Bathroom fit
Snag list
25
26
27
New build wiring
28
29
Boiler swap
30
31
Handover
1
2
How it works

Up and running in four simple steps

1

Capture from everywhere

Meta lead ads, missed calls, web forms and WhatsApp all feed one pipeline automatically.

2

Respond in 60 seconds

Every new lead — including missed calls — triggers an instant, personalised text-back.

3

Prioritise & book

Triage buckets surface who needs action, and a booking link gets them in the diary.

4

Convert to a job

Turn a hot lead into a branded quote and a booked job in a couple of taps.

Limited client intake · Enquiry only

Built around your business — not the other way round

We don't sell logins. We take on a limited number of businesses and build each one a bespoke system around how it actually works. Access is by enquiry only.

  • 1A system mapped to your actual processesWe scope how your business really runs — leads, quotes, jobs, invoicing — and build around it, not the other way round.
  • 2Bespoke fields, workflows and automationsYour terminology, your job stages, your follow-up rules. Built in, not bolted on.
  • 3Your integrations, connectedFacebook & Instagram leads, WhatsApp, SMS, email, payments and calendars wired into one place.
  • 4Hands-on onboarding for the whole teamWe set it up with you and train your team on your own data — no "figure it out yourself".
  • 5A direct line to the people who built itLimited client intake means you're never a ticket number. The system keeps evolving with your business.
Every capability

The full lead management toolkit

The detail that makes the difference — nothing bolted on, all built for trades.

60-second missed-call text-back

An unanswered call auto-sends the caller your custom text within 60 seconds, logged automatically.

Meta lead-ad sync

Facebook & Instagram lead-form submissions appear in real time with full campaign and ad-set attribution.

Web form & QR capture

Share a TradeHub OS link or embed a form; submissions land straight in your pipeline.

WhatsApp & SMS capture

Inbound messages create or update leads automatically with full context attached.

Three pipeline views

Work leads as a kanban board, a real-time live feed or a diary — whatever suits you.

Customisable stages & triage

Set your own stages, with Needs-Action, Today and Stale-7d+ buckets so nothing rots.

Lead source attribution

See exactly which campaign, ad set or channel produced each enquiry.

Self-scheduling booking funnel

Text leads a link to book themselves in, with auto confirmations and reminders.

Duplicate detection & address lookup

Repeat enquiries match to existing contacts; UK postcodes resolve to full addresses.

Speed-to-lead automations

Alerts to you, auto-replies to the customer and a team blast fire the instant a lead lands.

How this scales your business

Before & after TradeHub OS

This is the bottleneck lead management removes — and what your week looks like once it's gone.

Without TradeHub OS

  • Missed calls go to voicemail and to your competitor
  • Leads scattered across Facebook, texts and notes
  • No idea which advert actually made money

With TradeHub OS

  • Every caller gets a text back in 60 seconds
  • One scored pipeline for every lead source
  • Full attribution from ad click to booked job
"The missed-call text-back alone paid for it in a week. Leads used to vanish — now they text me straight back and I book them in before I’ve left the last job."
Danny R.Electrician, Manchester

Replaces

  • Voicemail
  • Notebook & spreadsheet leads
  • Missed Facebook enquiries
  • Manual callback list
One app. One login. Built around your business.
Free Growth Report

How UK trades stop losing jobs to slow replies — see it in 2 minutes

Most trades lose work to whoever replies first — not whoever's best. Get a 2-minute tour of how to fix that, your free Growth Report, and our UK quote & invoice template pack. No pressure, no card.

  • What most trades get wrong — and the fix, in 2 minutes
  • Free UK quote & invoice template pack
  • One practical growth tip a week (unsubscribe anytime)

We'll never sell your data. GDPR-compliant.

FAQs

Lead Management questions, answered

Limited client intake · Enquiry only

Seen enough?

Tell us how your business runs and we’ll scope a bespoke system around it. Limited client intake — access is by enquiry only.

Enquire About A Bespoke BuildLimited client intake · We reply within one working day
KSM Media WallsLoft and LadderEdinburgh Rewire SolutionsRR Home Improvements+10

Moulded by 16 trade businesses

Crafted by the business that's generated millions

Enquiry only · Scoping call first · We reply within one working day