Built for Mechanical Contractors
CRM for Mechanical Contractors.
Every commercial install. Every M&E contract. Every service rotation.
Trackori Trades is built for UK mechanical contractors — commercial heating, ventilation, plant rooms, industrial pipework, M&E installations. Long-cycle tenders, framework agreements, planned servicing rotations, retrofit enquiries.
TL;DR
Trackori Trades is the UK customer relationship management system built specifically for mechanical contractors. It tracks quote follow-ups, planned service rotations, callback reminders and team-wide customer memory — from £19/month with a 7-day free trial.
What is Trackori Trades?
Trackori Trades is a CRM for mechanical contractors in the UK. It manages commercial M&E installations, service rotations, framework agreements and retrofit enquiries — helping mechanical firms win recurring service revenue.
Key benefits
- Long-cycle commercial tenders actually convert
- Planned services renew before the customer thinks about switching
- Framework revenue becomes long-term instead of last-minute
What we solve
The problems trades actually have.
- Commercial tenders take 6–12 months and disappear into email threads
- Planned service rotations for plant rooms need proactive booking or they slip
- Retrofit and energy-upgrade enquiries are high-value but slow
- Framework contract renewals need to be planned a year in advance
How trades use it
Real scenarios. Real outcomes.
- 1M&E tender from March follows up in November — you get the meeting because Trackori kept it live
- 2Plant room service rotation surfaces the customer before their internal PM does
- 3Framework renewal booked 8 months out — you retain the £340k relationship
Comparison
What Mechanical Contractors actually need
| Capability | Trackori Trades | Generic CRM |
|---|---|---|
| Built for | Mechanical Contractors & mechanical contractors networks | Enterprise sales pipelines |
| Repeat work engine | Planned service rotations · Framework renewals · Multi-year contract touchpoints | Not focused on this |
| Quote follow-up chase | Automatic for every m&E tenders | Sales pipeline stages |
| Site visit notes | Photos, measurements, voice on site | Not focused on this |
| Network customer memory | Shared, private-by-default | Individual reps |
| Job Photos | 2 GB Solo · 10 GB Network · WebP-optimised | Not focused on this |
| Pricing (UK) | £19/mo Trades Solo · £49/mo Trackori Network | USD-priced, FX surprises |
Every repeat visit remembered
Trackori remembers every planned service rotations, framework renewals and more — reminding you before your competitor gets in first.
Every quote chased
Every m&E tenders, retrofit quotes and open quote surfaces on your daily list until it's won or archived.
Built for the van and the site
Thumb-first, gloves-friendly. Voice notes, photos and measurements captured on site — filed against the customer automatically.
Trackori Network included
Your engineers, apprentices, office and trusted subcontractors share the same customer history. Nothing auto-broadcast. Sharing is opt-in per customer.
Real Trades. Real Jobs.
“One long-cycle tender follow-up won us a £340k framework we'd nearly given up on.”
M&E Contractor · Home Counties
Why Trackori Trades
Built different. On purpose.
Generic CRM software is built for enterprise sales floors. Mechanical Contractors don't work like that. Mechanical Contractors live on site, run on repeat customers, win by remembering. Trackori Trades is built for that reality — the customer relationship layer for the way mechanical contractors actually work.
Frequently Asked
Straight answers.
What is Trackori Trades for Mechanical Contractors?
Trackori Trades is a customer relationship management system built specifically for mechanical contractors. Every customer, every quote, every callback and every planned service rotations — tracked, remembered and followed up automatically.
How does it handle planned service rotations?
Every customer with a planned service rotations due gets a reminder before it's overdue — so you're first to reach out, not last. Compliance dates never slip.
What about m&E tenders?
Every m&E tenders is tracked from the moment you send it. Trackori chases at 3 days, 14 days, 30 days and 90 days automatically. Quotes stop dying of silence.
How much does Trackori Trades cost?
£19 per month for Trades Solo. £49 per month for Trackori Network with 5 users included, plus £9 per additional user. Both come with a 7-day free trial. Payment details required upfront to protect your data — you won't be charged unless your trial ends. Cancel any time during the trial to pay nothing.
Can my network use it?
Yes — Trackori Network is included in the £49/mo plan. Every engineer, apprentice, office manager, owner and trusted subcontractor sees the same shared customer history. Individual visibility controls stay private-by-default; sharing is per-customer.
Does it work on mobile and offline?
Yes — Trackori Trades is mobile-first and voice-native. Site notes, photos, quotes and callbacks all capture from your phone. Offline capture syncs when back in signal.
Do I need to replace my existing software?
No. Trackori Trades sits alongside job management tools (Tradify, Jobber, Fergus, Commusoft, ServiceM8, SimPRO) and accounting software (Xero, QuickBooks). It's the customer relationship layer — not a replacement for scheduling or invoicing.
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