Customer Asset Tracking for UK Trades

Every boiler, fire alarm panel, heat pump, pool and hot tub you look after gets a record of its own - every visit, reading, certificate and invoice for that machine in one place, with a reminder before its next service is due.

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Sound familiar?

  • Turning up to a service with no idea what you found last year
  • Two boilers, or a pool and a hot tub, at one address and the history all mixed together
  • Annual services slipping because nobody reminded the customer - or you
  • Typing the same make, model and serial number onto every certificate

Why tradespeople choose VioTrade

One record per machine

A customer can have as many assets as they need, even several at one property. Each keeps its own make, model, serial number, location, install date and warranty.

Readings you can compare

Record pressures, flue gas, pH, battery voltages or whatever you check, visit after visit, laid out one value per row so a drift stands out.

Service reminders

Set how often each asset is serviced and VioTrade works out when it is next due, then reminds you 30, 7 and 1 days before by email and phone notification.

Certificates that fill themselves in

Start a gas safety, boiler service, electrical, fire alarm, emergency lighting or intruder alarm certificate and the machine details come from the asset. Issuing it moves the next service date.

What it was billed for

Tag invoice lines to the right machine, even on one invoice for two, and see everything an asset has cost the customer. Start the next invoice from last time in one tap.

Asset types for your trade

Start with the equipment your trade works on - boilers, consumer units, fire alarms, pools and more - or create your own with the details and readings you need.

How it works

01

Add the asset

Pick the customer and what it is - that is all you need. Add the make, model, photos of the data plate and the rest now or on a later visit.

02

Record every visit

Book jobs against the asset and take readings on site. Its history, certificates and invoices build up in one place.

03

Get the repeat work

VioTrade reminds you before each service is due, so the next visit is booked before the customer has to chase you.

Built for UK tradespeople

Built for UK service and maintenance work - gas safety records, boiler services, electrical condition reports, fire alarm and emergency lighting inspections, intruder alarm maintenance, heat pumps, pools and hot tubs. On the mobile app it all works with no signal, so you can take readings in a plant room and it syncs when you are back in range.

Frequently asked questions

Can one customer have more than one asset at the same address?

Yes. Each asset is its own record, so a pool and a hot tub, or two boilers in one building, keep separate histories, readings and service dates.

What if the equipment I service is not listed?

Add it from our library of asset types, or create your own type and choose the details and readings it records - number, text, yes/no, choice list or date fields.

Do my field engineers see all my customers' assets?

No. Engineers only see the assets on jobs assigned to them, and can take readings on those jobs. Owners and admins see and manage everything.

Does it work on the mobile app?

Yes. Add and edit assets, take readings, add photos and issue certificates against an asset on your phone, with or without signal.

Ready to save hours every week?

Join thousands of UK tradespeople who manage their business with VioTrade.

14-day free trial · No credit card required · Cancel anytime