GUIDES

Practical guides for organising
trade work properly

Practical guides for organising
trade work properly

As Your Business Grows

As Your Business Grows

Trade businesses rarely become disorganised all at once.

Trade businesses rarely become disorganised all at once.

It usually happens gradually.

More jobs.  More customers.  More messages.  More paperwork.  More quotes.  More invoices.  More things to remember.

At first, spreadsheets, notes and memory can manage it.

Then workload grows.

FieldHive Guides are built to help UK trades organise work properly before that pressure turns into chaos. Not with corporate systems.  Not with enterprise software.  With practical structure that fits real trade work.

Quotes

Quotes

Build pricing once. Make future quotes faster after that.

Build pricing once. Make future quotes faster after that.

Most trade businesses repeat the same pricing work constantly.
The same labour. The same materials. The same calculations.

Most trade businesses repeat the same pricing work constantly.
The same labour. The same materials. The same calculations.

These guides focus on:

Organising pricing properly

Reducing quote mistakes

Speeding up repeat quoting

Keeping pricing more consistent as workload grows

View Quote Guidlines

9:41

Q-001

David Williams

Draft

Quote / Q-00013

Invoice

Details

Items

Messages

Schedules

Quote Items

Edit

QTY

FitTime

Sell

Total

LED Downlight

1

1

min

£32.00

£32.00

LED Panel Light

3

2

mins

£24.00

£72.00

Twinlight

3

3

mins

£37.00

£110.00

Item

Hrs

Rate

Total

LED Downlight

1

6

£32.00

£32.00

Total:

£485.00

3

9:41

Invoices

Create New Job

Quotes

Jobs

Invoices

All

Draft

Sent

Archived

Search jobs...

Electrical Installation

ABC Manufacturing Ltd

In Progress

05/08/2026 - 08/12/2026

123 Industrial Estate, Birmingham

Mike

Tom

Residential Rewiring - Unit 24

Green Valley Homes

Scheduled

05/12/2026 - 08/12/2026

24 Green Valley, Manchester M1 2AB

John

Kitchen Renovation

3

Jobs

Keep work, customer details and job history connected.

Keep work, customer details and job history connected.

As workload increases, information often becomes scattered across:

As workload increases, information often becomes scattered across:

Messages

Notes

Spreadsheets

Invoices

And memory

These guides focus on:

Organising jobs properly

Reducing repeated admin

Keeping customer history together

Avoiding disconnected workflows

View Job Guidlines

Scheduling

Understand workload before the week becomes overloaded.

Understand workload before the week becomes overloaded.

Busy does not always mean organised.
Many trade businesses only realise the schedule is overloaded once problems have already started:

Missed appointments.

Delayed jobs.

Double bookings.

Reactive planning.

These guides focus on:

Workload visibility.

Booking.

Availability.

Planning jobs more clearly.

View Scheduling Guidlines

9:41

Bookings

Create New Booking

Previous

February

Next

Mon

1

Tue

2

Wed

3

Thu

4

Fri

5

Sat

6

Sun

7

Day Status:

Available

Partial

Full

09:00 AM - 02:00 PM

Electrical Installation

Completed

John Smith

07700900123

45 High Street, Manchester

Bring extra cable

Directions

Call

02:00 PM - 05:00 PM

Site Survey

Pending

Sara Johnson

07700922871

12 OAK Avenue, London

3

9:41

Electrical Installation

David Williams

Draft

Quote / Q-00013

Invoices

Details

Invoices

Items

Messages

Schedules

Invoices

Create Invoice

Total

£4710.00

Invoiced

£2500.00

Remaining

£2210.00

INV-001

Deposit

£1,850

Paid

INV-002

Sent

£2,350

Progress

INV-003

Draft

£3,100

Final

3

9:41

Electrical Installation

David Williams

Draft

Quote / Q-00013

Invoices

Details

Invoices

Items

Messages

Schedules

Payments

Create Invoice

Total

£4710.00

Invoiced

£2500.00

Remaining

£2210.00

No invoices yet

Create your first invoice for this job . Deposit, progress, or final payment.

3

Create Invoice

Deposit

Progress

Final

Percentage

0

Invoice Amount

£0.00

Job Summary

Job Total

£4,710.00

Already Invoiced

£2,500.75

53%

Remaining

47%

£2,210.05

Cancel

Create Invoice

Invoicing

Turn completed work into organised, trackable payments.

Turn completed work into organised, trackable payments.

Invoices often become harder to manage as jobs become more complex.

Extras get missed.

Quotes need rebuilding.

Payments become hardder to track.

These guides focus on:

Invoicing workflows.

Payment tracking.

Reducing missed costs.

Avoiding invoice delays.

Keeping invoices connected to complete work.

Growing

Create structure before growth creates admin pressure.

Create structure before growth creates admin pressure.

Most trade businesses eventually reach the point where:

Spreadsheets stop scaling.

Disconnected apps create friction.

Admin grows faster than the business itself.

These guides focus on:

Moving beyond spreadsheets.

Managing higher workload.

Growing from solo trade to small team.

Staying organised without rebuilding systems later.

View Growth Guidlines

9:41

Quotes

Create New Quote

Quotes

Jobs

Invoices

All

Draft

Sent

Archived

Search by project id, name etc

Quotes

Conversion Rate 23%

32

Sent

19

Approved

Q-001

Viewed

Electrical Installation

John Smith

£2,450

Feb 13

Q-002

Accepted

Q-003

Draft

3

9:41

Business Details

Tell us about your business

Business Name *

Smith Electrical

Trade Type *

Electrical

Plumbing

HVAC

Builder

Landscaper

Carpenter

Painter

Other

Country *

United Kingdom

Currency *

GBP

Business Address *

Fieldhive Ltd D6 MediCity Thane Road Nottingham

Google Places autocomplete (simulated)

Business Email *

you@company.com

Business Phone *

e.g. 0770 90000

Back

Continue

Built for real trade businesses

These guides are written for:

These guides are written for:

FieldHive helps trade businesses keep enquiries, quotes, jobs, bookings, invoices, and payments connected in one workflow.  So the business stays organised as workload grows.

Electricians

Plumbers

Builders

HVAC Engineers

Landscapers

Solo trades

Growing trade teams

Form Active

Quotes. Jobs. Scheduling. Invoicing. Growth.

FieldHive helps keep each part connected from the start.

FieldHive helps keep each part connected from the start.

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How It Works

Management software built by trade professionals, for trade professionals.

© 2025 Fieldhive Ltd. All rights reserved.

Privacy Policy

Terms of Service

Cookie Policy

Company Registration No: 16741717

Management software built by trade professionals, for trade professionals.

© 2025 Fieldhive Ltd. All rights reserved.

Privacy Policy

Terms of Service

Cookie Policy

Company Registration No: 16741717

Management software built by trade professionals, for trade professionals.

Company Registration No: 16741717

© 2025 Fieldhive Ltd. All rights reserved.

Management software built by trade professionals, for trade professionals.

© 2025 Fieldhive Ltd. All rights reserved.

Company Registration No: 16741717

Management software built by trade professionals, for trade professionals.

© 2025 Fieldhive Ltd. All rights reserved.

Privacy Policy

Terms of Service

Cookie Policy

Company Registration No: 16741717