Never miss an enquiry again.
From the first customer enquiry to job completion. TMS captures and qualifies enquiries 24/7, manages your leads, keeps your customer journey organised and gives you one place to track the work through to completion.
Meet your TMS Lead Portal
Every enquiry captured by TMS is brought into your client portal, giving you one place to manage your leads and follow their progress.
Built for UK trades
Designed for:
• Plumbers
• Electricians
• Landscapers
• Builders
• Roofers
• Heating engineers
• Decorators
• Cleaning companies
• All trades and small businesses
Why trades choose us
TMS connects to your website, Facebook or Instagram to capture customer enquiries, collect the information you need and bring those leads into your TMS Lead Portal.
See how TMS captures and manages your customer enquiries.
★★★★★ Google Reviews Read our Google ReviewsTrusted by trades who don't want to lose another enquiryReady to stop missing jobs?
Sound familiar?
Missed enquiries while on jobs
Messages piling up on your website, Instagram and Facebook
Lost jobs due to slow responses
What can we help you with
We help trades and small businesses capture, manage and follow up customer enquiries — even after hours.
TMS connects to your website and supported social channels to capture customer enquiries, collect the information you need and bring those leads into your TMS Lead Portal.
Core features:
Lead QualificationCollect:
Name
Phone
Postcode
Job requirement
UrgencyLead ManagementThe enquiry becomes a lead in TMS.Follow-UpManage:Contact
Qualification
Follow-up dates
Notes
StatusBookingMove qualified opportunities towards booked work.Job ManagementTrack the work through the job journey.CompletionRecord the outcome.
All connected through your TMS Lead Portal
Who It’s For
Plumbers, electricians, landscapers, builders, roofers, heating engineers and all UK trades and small businesses
Often less than the value of a single job.
How it works
All connected through your TMS Lead Portal
Benefits
✔ Capture enquiries 24/7
✔Respond quickly, even when you're on site
✔Keep every lead organised
✔Know which leads need following up
✔Track opportunities through your customer journey
✔Manage everything from your TMS Lead Portal
TMS gives you a system that captures and manages enquiries 24/7 — even when you're on site.
Your leads. Your jobs. One connected journey
The TMS Lead Portal gives you one place to manage customer enquiries, follow opportunities and track the journey from first contact through to job completion.
Your leads. All in one place
When you're busy, it can be difficult to remember which customers have contacted you, who you've spoken to and who still needs a call.The TMS Lead Portal gives you a clear view of your leads in one place.See what's happening
New enquiries
Leads you've contacted
Qualified opportunities
Booked work
Won and lost opportunities
Follow-ups that need attentionLess searching. Less chasing. A clearer view of your opportunities.
Built for busy trade businesses
You don't spend your working day sitting behind a computer.You're on site. Driving between jobs. Speaking to customers. Doing the work.TMS is designed around that reality.When you have five minutes between jobs, you can quickly see:What's new?
Who needs a call?
What's been booked?
What's still waiting for a response?
What have we won?
What opportunities have been lost?Everything you need is brought together in one place.
It's more than lead capture
Capturing the enquiry is only the beginning.The TMS Lead Portal helps you manage what happens next, moving your customer journey through:ENQUIRY → LEAD → FOLLOW-UP → OPPORTUNITY → BOOKING → JOB → COMPLETIONThe aim is simple:Don't just capture the lead. Manage what happens next.See your business from the lead's point of viewThe Lead Portal gives you visibility of your customer journey and the activity taking place around your enquiries. You can see your lead activity, monitor progress and understand where opportunities are moving through the system — all in one place.
See your business from the lead's point of view
The Lead Portal gives you visibility of your customer journey and the activity taking place around your enquiries.You can see your lead activity, monitor progress and understand where opportunities are moving through the system.The customer journey is connected within the same platform, giving you one place to manage your leads, opportunities and jobs.
Your business. Your leads. Your control
TMS doesn't take control away from you.It gives you the information and tools to make the decisions.You decide who to contact, when to follow up, which jobs to accept and how you run your business.TMS keeps the customer journey organised around you.
See TMS in action
See how an enquiry moves from the customer's first message into the TMS Lead Portal and through the lead journey.
Ready to see how TMS could work for your business?
Every trade business works differently.That's why we can show you the system, explain what's included in each plan and demonstrate how TMS can fit around the way you currently work.
South Wales based. Built for UK trades.TMS — From first enquiry to completed job.
About us
Our Mission
Built to help trade businesses manage the journey from first enquiry to completed job.TMS is a South Wales based company built around a simple idea: trade businesses need a better way to manage what happens after a customer gets in touch.Our system helps capture enquiries, respond instantly, organise leads, manage follow-ups and keep track of each opportunity as it moves towards a booked and completed job.Whether you’re on site, driving between jobs or busy with customers, TMS keeps the information you need in one place — helping you stay organised, respond promptly and make sure opportunities don’t get lost along the way.Simple. Connected. Built for the way trades work.
Every missed enquiry is an opportunity that could have been followed up. TMS helps you keep those opportunities organised and visible.
Why trades choose TMS
Built around the way trade businesses actually workYou're busy running jobs, speaking to customers and getting work done. TMS is designed to help you manage your customer enquiries without adding unnecessary complexity to your working day.Capture every enquiryCustomer enquiries are captured and organised so opportunities don't get lost while you're busy on site.Respond quicklyAI-powered tools respond to customers and collect the key information needed to move an enquiry forward — 24/7.Keep your leads organisedSee your enquiries in one place and know which leads are new, being followed up, qualified, booked, won or lost.Stay on top of follow-upsKeep track of who needs contacting, when they need contacting and what needs to happen next.Manage the job journeyTrack opportunities from the initial enquiry through booking, job progress and completion.One system. Less chasing. More control.TMS brings your customer enquiries and lead journey together in one place, giving you a clearer view of what's happening and what needs your attention.
One system. Less chasing. More control.
* Illustrative estimate only. Actual results will vary depending on enquiry volume, lead quality, response rates, conversion rates and average job value. TMS does not guarantee additional revenue.
* Illustrative estimate only. Actual results will vary depending on enquiry volume, lead quality, response rates, conversion rates and average job value. TMS does not guarantee additional revenue.
What TMS gives you
24/7 enquiry capture
AI lead qualification
TMS Lead Portal
Unlimited leads
Follow-up management
Lead status tracking
Job progress & completion
Lead analytics
Email notifications
Urgent lead alerts
Booking functionality where included
Ongoing support depending on plan
Plans
STARTER
Capture and manage your enquiriesGROWTH
Take greater control of your customer journeyPRO
Advanced enquiry and job management
| Feature | Starter | Growth | Pro |
|---|---|---|---|
| Setup & handover | Initial setup & handover | Initial setup & handover | Initial setup & handover & support |
| AI assistant platforms | 1 | 2 | 3 |
| 24/7 auto reply | ✓ | ✓ | ✓ |
| Lead capture & qualification | ✓ | ✓ | ✓ |
| TMS Lead Portal | ✓ | ✓ | ✓ |
| Unlimited leads | ✓ | ✓ | ✓ |
| Lead management | ✓ | ✓ | ✓ |
| Job progress & completion | ✓ | ✓ | ✓ |
| Lead & Job analytics | ✓ | ✓ | ✓ |
| Emailing | ✓ | ✓ | ✓ |
| Priority flagged Emailing | — | ✓ | ✓ |
| SMS for urgent leads | — | ✓ | ✓ |
| Ongoing support | — | ✓ | ✓ |
| Additional users | — | Up to 3 Paid add-on | Up to 5 Paid add-on |
| Booking | — | — | ✓ |
See how TMS captures enquiries and helps move them towards booked work
A quick, no‑pressure walkthrough showing exactly how your trade can stop missing enquiries and start booking more work — even when you’re on a job.
In a few minutes, you will see:• How your new enquiry system works across your website, Facebook & Instagram• How it replies instantly to customers 24/7• How TMS helps qualify enquiries so you can focus your time on genuine opportunities• How many enquiries you’re currently losing without automation• How your trade’s setup would look
Our plans
Our Client Portal
Q What does Trade Management Solutions do?TMS helps trade businesses capture, manage and follow up customer enquiries, giving you one place to manage the customer journey from the first enquiry through to booking, job progress and completion.Q Who is TMS for?TMS is designed for UK trade and home-service businesses, including sole traders and growing businesses that want a simpler way to manage their customer enquiries and opportunities.Q How does TMS work?TMS captures customer enquiries from your website and supported social channels, uses AI-powered tools to respond and collect key information, and brings the resulting leads into the TMS Lead Portal where they can be managed and followed up.Q What does TMS automate?TMS can automate parts of the customer enquiry journey, including enquiry capture, initial responses, information collection and lead routing. The TMS Lead Portal then gives you a central place to manage and follow up those leads.Q Do you answer calls or manage general business administration?No. TMS is focused on customer enquiries, lead management and the customer journey. We do not provide phone answering, invoicing or general day-to-day business administration.Q Do I need a website?No. TMS can work with your website if you have one, as well as supported social channels such as your Facebook business page and Instagram.Q What happens when a lead comes in?The customer's information is captured and sent into your TMS system. You can then see the lead, review the information, follow up with the customer and move the opportunity through the relevant stages.Q What is the TMS Lead Portal?The TMS Lead Portal is your central place for managing customer enquiries, leads and opportunities. It allows you to see new enquiries, track lead status, manage follow-ups, view lead activity and track the customer journey in one place.Q Can I see which leads need following up?Yes. The Lead Portal helps you keep track of leads that require attention, including follow-ups and the current stage of each opportunity.Q Can I track a lead from enquiry through to a completed job?Yes. Leads can be progressed through stages such as New, Contacted, Qualified, Booked, Won or Lost, while job progress and completion can also be tracked within the TMS Lead Portal.Q Does TMS include appointment booking?Appointment booking is available as part of the relevant TMS plan. Your plan determines which features and services are available to you.Q Can TMS manage the job after it has been booked?Yes. TMS provides job progress and completion tracking within the Lead Portal, allowing you to continue managing the customer journey after a booking has been made.Q Does TMS replace my existing systems?Not necessarily. TMS is designed to work alongside the tools and processes your business already uses, while giving you a central place to capture and manage your customer enquiries, leads and opportunities.Q How many leads can I manage?
All TMS plans include unlimited leads. There is no monthly lead limit.Q Can I see how many enquiries I'm receiving?Yes. The TMS Lead Portal provides visibility of your lead activity and helps you understand how enquiries are progressing through the system.Q How much more work could TMS potentially generate?TMS is designed to help you capture and manage more of the enquiries you are already receiving by improving response times, organisation and follow-up.Our ROI Calculator provides an illustrative estimate based on your own enquiry volume, average job value and missed enquiries. It is an estimate only and does not guarantee additional revenue.Q Is TMS only for businesses in South Wales?No. TMS is based in South Wales but is designed for trade and home-service businesses across the UK.Q Can I see TMS before signing up?Yes. We can demonstrate the customer enquiry experience and the TMS Lead Portal so you can see how the system works before choosing a plan.Q Can I cancel my TMS service?Yes. Plans can be cancelled in accordance with the terms of your TMS agreement. Cancel anytime.
Book a demonstration and we'll show you exactly how an enquiry moves from your customer's first message into your TMS Lead Portal and through to job completion.
See how TMS can capture, manage and track your customer journey from enquiry to completed job
Flexible contract options — from rolling monthly to 12‑month agreements
TMS PRIVACY POLICYLast updated: 30 September 20261. Who We AreTrade Management Solutions (“TMS”, “we”, “us” or “our”) provides customer enquiry, lead management and customer journey management services for UK trade and home-service businesses.Website: www.trademanagementsolutions.co.ukTrade Management Solutions is registered in England and Wales.Company Number: 171767352. Information We CollectWe may collect information that you provide to us, including:Name
Email address
Telephone number
Business details
Information provided when contacting us
Messages submitted through our website or enquiry systems
Information provided when requesting or booking a demonstration
Information relating to your TMS account
Billing and subscription information where applicableWe may also collect technical information when you use our website or services, including:IP address
Browser type
Device information
Pages visited
Cookies and similar technologies
Customer enquiry informationWhere TMS processes enquiries on behalf of a TMS customer, the information may include:Customer name
Contact details
Postcode or location information
Job or service requirements
Urgency or priority information
Message content
Lead status
Follow-up information
Notes relating to the enquiry
Booking or job information
Dates and timestamps
3. How We Use InformationWe may use information to:Provide and operate TMS services
Capture and manage customer enquiries
Create and manage leads
Provide access to the TMS Lead Portal
Send enquiry and service notifications
Support lead management and follow-up processes
Manage demonstration bookings
Manage customer accounts and subscriptions
Provide customer support
Improve and develop our services
Maintain security and prevent misuse
Meet legal and regulatory obligationsWe do not sell personal data.4. Legal Basis for ProcessingDepending on the circumstances, we may process personal information on the following legal bases:Performance of a contract
Legitimate interests
Consent
Compliance with a legal obligationWhere consent is required, you may withdraw it at any time.5. Customer Enquiry DataWhere a TMS customer uses our service to collect and manage enquiries from their customers, the TMS customer is generally responsible for determining how that information is collected and used.TMS may process this information on behalf of the TMS customer as part of providing the service.TMS customers remain responsible for ensuring that their own use of customer information complies with applicable data protection requirements.6. Data Storage and SecurityWe take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse or disclosure.Information may be processed or stored using third-party service providers required to provide the TMS service.We retain information only for as long as reasonably necessary for the relevant purpose, subject to legal, contractual and operational requirements.7. Third-Party ServicesTMS may use third-party service providers to provide parts of our website and services, including services for:Hosting
Email delivery
Appointment scheduling
Payment processing
Website and service infrastructure
Customer communicationsWhere third-party providers process personal information on our behalf, we take reasonable steps to ensure appropriate contractual and security arrangements are in place.8. CookiesOur website may use cookies and similar technologies to:Operate the website
Improve performance
Understand website usage
Remember preferences
Support functionalityYou can manage cookies through your browser settings and any cookie controls provided on our website.9. Your Data Protection RightsSubject to applicable law, you may have the right to:Request access to personal information we hold about you
Request correction of inaccurate information
Request deletion of personal information
Object to certain processing
Request restriction of processing
Request data portability
Withdraw consent where processing is based on consentTo exercise your rights, contact us using the details below.Email: [email protected]10. Data RetentionWe retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including fulfilling contractual, legal, accounting and reporting requirements.Different information may be retained for different periods depending on its purpose.11. Changes to This Privacy PolicyWe may update this Privacy Policy from time to time to reflect changes to our services, legal requirements or data processing practices.The latest version will be published on our website with the applicable update date.12. ContactTrade Management SolutionsEmail: [email protected]Website: www.trademanagementsolutions.co.uk
TERMS & CONDITIONSLast updated: 30 September 20261. IntroductionThese Terms & Conditions govern the use of the Trade Management Solutions website and TMS services.By subscribing to or using a TMS service, you agree to these Terms & Conditions.2. Service DescriptionTMS provides customer enquiry, lead management and customer journey management services for trade and home-service businesses.Depending on the service and plan selected, TMS may provide functionality including:Customer enquiry capture
Automated initial responses
Customer information collection
Lead creation and management
Lead status management
Follow-up management
Lead notes
Lead source tracking
Appointment and job booking management
Job progress and completion tracking
Analytics and reporting
CSV exports
Access to the TMS Lead Portal
Account and plan managementTMS may update, improve or modify its services from time to time.The functionality available to a customer may depend on the service, plan, add-ons and configuration selected.3. TMS Lead PortalWhere included in the customer's service, the TMS Lead Portal provides a central place to view and manage customer enquiries and leads.The portal may include functionality for:* Viewing leads
* Searching and filtering leads
* Updating lead statuses
* Recording follow-up dates
* Recording notes
* Viewing lead sources
* Viewing analytics and reports
* Exporting lead information
* Managing account and plan informationAll standard TMS plans include unlimited lead capacity.4. Plans and Add-OnsTMS offers a range of plans, including Starter, Growth and Pro. Enterprise services may be offered as a bespoke service when available.Plans may differ in features, configuration and included services.Additional users and other optional functionality or services may be available as paid add-ons where applicable.The features, limits and prices applicable to a customer are those agreed at the time of subscription or otherwise shown in the customer's account or agreement.
5. Setup and FeesWhere applicable, a setup fee is payable when a customer begins a TMS service.The setup fee, subscription price and any applicable add-ons will be communicated before the service is activated.6. BillingTMS may offer different billing options, including monthly, six-month and twelve-month arrangements.The billing frequency and price applicable to the customer will be those selected at the time of subscription or stated in the customer's agreement.Payments must be made in accordance with the agreed billing arrangements.Where a customer has selected a fixed billing period, cancellation and refund arrangements will be subject to the terms applicable to that agreement.7. Customer ResponsibilitiesCustomers are responsible for:Providing accurate business information
Providing accurate configuration information
Maintaining access credentials securely
Reviewing and responding to customer enquiries
Ensuring that their use of TMS complies with applicable laws
Ensuring that their customer communications comply with applicable data protection and marketing requirements
Maintaining appropriate permissions for any staff or users given access to the service
8. Customer Enquiry DataThe customer remains responsible for the customer information and enquiry data entered into or processed through their TMS service.Customers must ensure they have an appropriate legal basis for collecting and processing customer information.Where TMS processes customer enquiry information on behalf of a customer, TMS acts as a service provider/data processor where applicable.9. Third-Party Platforms and ServicesTMS may rely on third-party platforms and services to provide parts of its functionality.Third-party services may include communication platforms, hosting providers, scheduling services, email services, payment providers and other technology providers.TMS cannot guarantee the uninterrupted availability of third-party services.Changes, outages, restrictions or failures affecting third-party platforms may affect TMS functionality.10. AvailabilityWe aim to provide a reliable service but do not guarantee uninterrupted or error-free availability.Service availability may be affected by:Internet connectivity
Third-party services
Hosting services
Platform changes
Maintenance
Security incidents
Events outside our reasonable control
11. Customer ResultsTMS is designed to help businesses capture, organise and manage customer enquiries and opportunities.TMS does not guarantee:A particular number of enquiries
A particular number of bookings
Additional customers
Additional revenue
A particular conversion rate
A particular business resultResults will vary between businesses depending on factors including enquiry volume, lead quality, customer demand, response times, pricing, availability and conversion rates.12. Intellectual PropertyAll intellectual property rights in the TMS website, software, branding, materials and systems remain with TMS or the relevant rights holder unless otherwise stated.Customers must not copy, reproduce, reverse engineer, resell or misuse TMS software, systems or materials without permission.13. Acceptable UseCustomers must not use TMS:For unlawful purposes
To send spam or harmful communications
To transmit malicious software
To attempt to gain unauthorised access to systems
To misuse or interfere with the TMS service
To infringe the rights of another person or organisationWe may suspend access where we reasonably believe the service is being misused or these Terms are being breached.14. Cancellation and TerminationCustomers may cancel their TMS service in accordance with the cancellation terms applicable to their plan or agreement.TMS may suspend or terminate a service where:Payment is not made
These Terms are materially breached
The service is being misused
Continued provision of the service is not reasonably possibleOn termination, access to the TMS service may be removed.Customer data will be handled in accordance with our Privacy Policy and any applicable contractual requirements.15. Limitation of LiabilityTo the maximum extent permitted by law, TMS will not be responsible for indirect or consequential losses arising from use of the service.This may include loss of revenue, loss of business, loss of opportunity or loss resulting from third-party service interruptions.Nothing in these Terms excludes or limits liability where doing so would be unlawful.Subject to applicable law, TMS's total liability arising from the service will be limited to the amount paid by the customer for the relevant TMS service during the applicable liability period.16. Changes to These TermsWe may update these Terms from time to time to reflect changes to our services, pricing, functionality or legal requirements.The latest version will be published on our website.17. Governing LawThese Terms are governed by the laws of England and Wales.Any disputes will be subject to the applicable courts of England and Wales.18. ContactTrade Management SolutionsEmail: [email protected]Website: www.trademanagementsolutions.co.uk