Self-employed trades operations

Sole trader — still running the business from your van and WhatsApp?

Job tracking, quotes, cash flow, and weekly numbers for self-employed plumbers, electricians, painters, handymen, and crews of one to five — grow without hiring an office first.

Sole-trader ops · growth dashboard — clear price bands

Running solo hurts when…

You are the salesperson, fitter, and accountant — nothing is written down
Quotes go out but you do not know which are still warm
Cash flow surprises because invoicing waits until Sunday night
You cannot tell if this month is actually better than last month

Typical first setup

Quote-to-cash pipeline on your phone
Weekly jobs booked vs completed snapshot
Automatic follow-up on open quotes
Simple P&L view fed from bank exports + job list

Example fixes

Clear scope, working output, clean handover.

Sole trader plumber · Birmingham

Sole-trader ops · growth dashboard — clear price bands

Before

Twelve open quotes in WhatsApp; invoicing Sunday nights only.

Fix

Mobile quote board + same-day invoice nudge after job complete.

Outcome

Two extra jobs/month from follow-ups; evenings back.

Electrician · 1 van + apprentice

Sole-trader ops · growth dashboard — clear price bands

Before

No idea which job types paid best.

Fix

Job log with hours and materials — margin view after 6 weeks.

Outcome

Dropped low-margin call-outs; day rate up.

Painter & decorator · self-employed

Sole-trader ops · growth dashboard — clear price bands

Before

Materials bought on personal card — tax time nightmare.

Fix

Per-job materials log + photo checklist for client sign-off.

Outcome

Tax prep halved; client disputes gone.

Handyman growing to 3 jobs/week → full week

Sole-trader ops · growth dashboard — clear price bands

Before

Could not see capacity or cash month to month.

Fix

Weekly booked vs available hours + cash summary from bank feed.

Outcome

Hired first subcontractor with confidence — knew the numbers.

Carpenter · side hustle to full-time

Sole-trader ops · growth dashboard — clear price bands

Before

Leads only from word of mouth — no follow-up system.

Fix

Enquiry tracker + 48h quote follow-up automations.

Outcome

Went full-time in 4 months with pipeline visibility.

Quick intake

Quick intake

Tell us how you track jobs and money today. We will scope one build that saves you evenings.

ProblemWhereSituationGoalContact

Problem

What's the problem?

Scope your next step

Use the intake above or email hello@opspatch.com. Plain-language recommendation: what to build, what it costs, what it solves.