---
title: TradePlanrt Reviews
meta_title: 'TradePlanrt Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how TradePlanrt works for a business like yours.
date_modified: '2026-09-15'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---


# TradePlanrt Reviews
**Vendor:** TradePlanr  
**Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management)
## About TradePlanrt
TradePlanr is an all-in-one job management app for UK trades — electricians, gas engineers, plumbers and renewables installers. It combines a jobs diary, quoting, invoicing, expenses and industry certificates on mobile and desktop, and works offline on site. Issue 60+ UK certificates from your phone — EICR, EIC and Minor Works, landlord gas safety (CP12), gas service records, fire alarm (BS 5839), emergency lighting, PAT, plus commissioning certs for ventilation (Part F), solar PV, heat pumps (Benchmark) and underfloor heating — sign on screen and send a branded PDF before you leave the job. AI tools can read a consumer-unit photo to prefill an EICR circuit schedule and suggest observation codes. Send quotes clients can accept and sign online, convert them to invoices, take card payments with Stripe, and chase bookings with SMS reminders. Two-way sync with Xero, QuickBooks, Sage and FreeAgent. Built for UK sole traders and small teams, with flat pricing and a free trial.






- [View TradePlanrt pricing details and edition comparison](https://www.g2.com/products/tradeplanrt/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-16+02%3A41%3A21+-0500&secure%5Bsession_id%5D=d403641d-fc28-4e16-b521-23a28d9eb04d&secure%5Btoken%5D=a2ce705f999f78ebb91b31307a026a37b3278ca422471fa6e20286637976bb17&format=llm_user)

## TradePlanrt Features
**Generative AI**
- AI Text Summarization
- AI Image-to-Text
- Generative AI

**Before the Job**
- Calendar
- Dispatch
- Roles
- Booking

**On the Job**
- Location
- Employee Communication
- Behavior Monitoring
- Client Notifications
- Field Sales
- Alerts/Notifications
- Real-Time Notifications
- Customizable Fields
- Multi-Location
- Payment Collection in the Field

**After the Job**
- Reports
- Analytics
- Billing & Invoicing
- CRM Integrations
- Accounting Integration
- QuickBooks Integration
- Third-Party Integrations
- Customizable Reports

**Agentic AI - Field Service Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Additional Functionality**
- Work Order Management
- Checklists
- Maintenance Scheduling
- Parts Management
- Service History
- Residential Properties
- Vendor Management
- Customizable Forms
- Purchase Order Management
- Mobile Access
- Dispatch Management
- Task Scheduling
- Calendar Management
- Asset Tracking
- Technician Management
- Status Tracking
- API
- Document Management
- Job Management
- Preventive Maintenance
- AI Copilot
- Real-Time Reporting
- Commercial Properties
- Real-Time Data
- Historical Reporting
- Contract/License Management
- Customer Database
- Barcode/Ticket Scanning
- Activity Dashboard
- Facility Scheduling
- Workflow Management
- Inspection Management
- Inventory Management
- Predictive Maintenance
- Routing
- Forms Management
- Chatbot
- Documentation Management
- File Storage
- Electronic Signature
- Self Service Portal
- Service Level Agreement (SLA) Management
- Personalization and Recommendation
- Resource Allocation
- GPS
- Reporting & Statistics
- Drag & Drop
- Quotes/Estimates
- Scheduling
- CRM
- Online Time Clock
- Workforce Management
- Activity Tracking
- Contact Database
- Productivity Analysis
- Prioritization
- Customizable Branding
- Price and Cost Calculations
- Performance Management
- Equipment Tracking
- Data Capture and Transfer
- Time Tracking
- Data Synchronization
- Secure Data Storage
- Location Tracking
- Route Optimization
- Offline Access
- Real-Time Updates
- Collaboration Tools
- Chat/Messaging
- Knowledge Management
- Electronic Payments
- Customer History
- Inventory Control
- Performance Metrics
- Project Management
- Client Portal
- Driver ETA
- Job Tracking
- Automated Scheduling
- Customer Management
- Reminders
- Work Order Creation
- Equipment Maintenance
- Data Import/Export
- Search/Filter
- Recurring Appointments
- Contractor Management
- Access Controls/Permissions
- Workflow Automation

## Top TradePlanrt Alternatives
  - [Jotform](https://www.g2.com/products/jotform/reviews) - 4.7/5.0 (5,267 reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,794 reviews)
  - [Connecteam](https://www.g2.com/products/connecteam/reviews) - 4.6/5.0 (3,491 reviews)