TradeOS / Product
Product deep-dive

Three surfaces, one operating system.

CustomerHosted FlowQuote engineCRM BackboneAgent OpsConversationalEngineer
01Hosted Quote FlowCustomer surface02CRM BackboneOperator surface03Agentic OperationsConversational surface
Pillar 01 · Customer surface

The conversation that closes the quote.

A branded, AI-driven quote experience. Drop a single script tag, the homeowner answers six questions, and receives an accurate price with finance options — under three minutes.

  • Conversational form · adaptive question order based on previous answers
  • FCA-compliant finance brokerage at the point of quote
  • Branded as your business — your logo, your boilers, your prices
  • Hosted on your domain (or ours, with CNAME)
  • Triggers callback when an edge case is detected — third-floor flue, uncertain gas pipe
  • Mobile-first · WCAG 2.1 AA
Latency
p99 < 800ms · UK
Embed
1 script · 4 KB gzipped
Frameworks
Vanilla · React · Next · Remix
Customisation
Tokens · CSS vars · headless
your-business.co.uk/quote
Step 2 of 6
What fuel type is your current boiler?
🔥Natural gas
LPG
🛢️Oil
Electric
Embed snippet
<script src="https://tradeos.app/embed.js"
data-trade="boilers"
data-theme="auto"></script>
TradeOS
Quotes
6 records
ID
Customer
Product
Price
Stage
4K2Q-X1
Alex Murray
Vitodens 050-W
£3,210
live
EM
4K2Q-X2
Sarah Hughes
Worcester 4000
£2,890
won
AB
4K2Q-X3
Liam Singh
Vaillant ecoTEC
£3,640
callback
4K2Q-X4
Niamh Reilly
Vitodens 100-W
£4,120
inspect
EM
4K2Q-X5
Tom Adair
Worcester 8000
£3,980
live
RC
4K2Q-X6
Beth Foster
Vaillant ecoFIT
£2,560
won
AB
Pillar 02 · Operator surface

Twenty CRM, extended for trades.

Each tenant gets a managed Twenty CRM instance. We extend it with TradeOS plugins so the quote lifecycle, inspection queue, agent tools and finance ledger are first-class — not bolted on as ‘integrations’.

  • Quote lifecycle · draft → live → won/lost with audit trail
  • Inspection queue with engineer routing + claim/release
  • Pricing presets · five strategies (tier / catalog / cost-plus / T&M / day-rate)
  • Agent tools surface in the CRM as actions, not chat
  • Finance ledger reconciled against Stax weekly
  • API + webhooks for everything you can do in the UI
Backbone
Twenty CRM · GPL · managed
Hosting
EU · Hetzner FSN1
Backups
7d · point-in-time
Single sign-on
Google · Microsoft
Pillar 03 · Conversational surface

Ask it anything. It does the work.

A chat agent in Slack, WhatsApp and on the TradeOS console. Reschedule an inspection, assign a job, ask for today’s utilisation. It answers with data — and the receipts: quote IDs, links, confirmations.

  • Lives in Slack, WhatsApp, web console and voice (via Twilio)
  • Generated from your CRM schema — no prompt-engineering required
  • Every action is auditable · CRM mutation log includes the message that triggered it
  • Approvals · destructive actions wait on a human ✓ or ✕
  • Voice channel for engineers on-site, hands occupied
  • Same model your customers talk to in the hosted flow
Channels
Slack · WhatsApp · Voice · Web
Model
Claude Sonnet 4.5
Tools
Auto-generated from CRM schema
Audit
Every action logged
# ops-mph-heating
EM
Ewan MacPherson09:14
What does tomorrow's schedule look like? Any spare capacity?
TO
TradeOS09:14
Tomorrow (Tue 27 May) you have 4 jobs booked across 2 engineers.
Utilisation
EM
75%
AB
50%
RC
0%
RC is free all day. 1 slot open for EM (afternoon).
EM
Ewan MacPherson09:15
Move Niamh Reilly's inspection to RC tomorrow afternoon.
TO
TradeOS09:15
Reschedule 4K2Q-X4 (Niamh Reilly) to RC, Tue 27 May 13:00–15:00?
Approve
Cancel
Go deeper

Ready to build?

Developer
SDK & embed docs

Drop the script tag, customise with CSS variables, or go fully headless with our React hooks.

Read the SDK docs
Customer story
MPH Plumbing & Heating

From evening spreadsheets to a fully automated quote pipeline. Four finance-approved jobs in the first weekend.

Read the story
Try it
See a live quote flow

Walk through a real TradeOS quote experience, configured for boiler installs. Under three minutes.

Launch the demo