Built for sole traders · UK service businesses
Software Built Around How You Actually Work
WrkGenie is job management software built for self-employed UK service businesses — one-van operations, husband-and-wife teams, and solo tradespeople who need to stay organised without becoming a back-office.
From £19.99/month · No per-user fees · 14-day free trial · Cancel anytime
What self-employed tradespeople actually need
Running a service business as a sole trader means doing everything yourself — estimating, booking, travelling, doing the work, sending the invoice, chasing payment, and then starting again. The admin is real, and it compounds quickly once you have more than a handful of customers on the go.
What you actually need is simple: a place to keep your customers and their job history connected, a quick way to send a quote when you're at someone's property, an invoice that goes out the moment the job is done, and a way to see who still owes you money without digging through a spreadsheet.
Quotes
Send professional quotes from site, before you've even driven home.
Invoices
One click from job completion to invoice sent — nothing falls through the cracks.
Customer records
Every customer's job history, quotes, and payments in one place.
Repeat work
Annual reminders, recurring maintenance, same customer next year — handled.
Scheduling
Your week at a glance. No double-bookings, no forgotten jobs.
Outstanding invoices
See who owes you money without trawling through sent emails.
VAT awareness
Track totals clearly. Relevant when you approach or exceed the £90,000 threshold.
Getting paid
Customers can pay by card link or bank transfer directly from the invoice.
Why most business software feels wrong for sole traders
Most business software is designed for companies with an office manager, a dispatch team, and multiple engineers clocking in and out. When a sole trader signs up to that kind of tool, they spend the first thirty minutes trying to figure out how to set up their "organisation" and add their "team members" before they've even looked at a job.
Too many dashboards
Enterprise tools show utilisation rates, route optimisation, staff performance, and revenue forecasts — none of which you need when it's just you and a van.
Office workflow assumptions
Features built for a coordinator who sits at a desk and dispatches field engineers. Most sole traders are the engineer — the software needs to work from a phone in a customer's driveway.
Per-user pricing
Pricing that starts at 'per seat' means you're paying for a feature set you've bought for a team you don't have.
Setup friction
Implementation calls, onboarding sessions, configuration phases — the kind of setup process that assumes you have a dedicated person to manage it.
Accounting jargon
Purchase orders, cost centres, chart of accounts. Tools that overlap with your accountant's job rather than your own.
See also: Why enterprise tools fail small teams — a detailed look at why software built for larger operations often breaks small-team workflows.
The real operational reality of working for yourself
Being self-employed in a service trade is nothing like a nine-to-five. The phone rings while you're under a sink. A customer cancels an hour before the appointment because of the weather. A landlord calls with three urgent properties at once. A regular customer wants the same work as last year — same price, same scope, same everything.
Quote from the van
Customer asks for a price on-site. You pull up WrkGenie, add the details, and send a professional quote before you've reached the main road.
Invoice immediately
Job done. You send the invoice from the driveway. Customer pays before you're home. Nothing to do later.
WhatsApp bookings
Customer books via WhatsApp. You add the job to WrkGenie in ten seconds so it's tracked, not just in a chat thread.
Repeat domestic customers
Mrs Patel wants her boiler serviced again. Her previous job, certificate, and invoice are already in the system — you just book the visit.
Last-minute changes
Job runs two hours over. You update the invoice before you leave site. No Friday evening paperwork to catch up on.
Same as last time
Repeat landlord. Annual maintenance. Previous scope still in WrkGenie. Duplicated and updated in thirty seconds.
Friday evening admin
Without a system, it piles up. With WrkGenie, most of it was done in real time — there's little left to catch up on.
Who hasn't paid?
One look at the unpaid invoices list tells you exactly who to chase, how much, and how long it's been outstanding.
Growing without becoming a corporate operation
One of the genuine fears for a self-employed tradesperson looking at software: will this make running my business more complicated, not less? Will I need to "manage the system" rather than manage the work?
WrkGenie is designed to grow with you without ever requiring an implementation phase, a software department, or an office manager to make it work. Whether you're a sole trader seeing ten jobs a month or a two-person team handling fifty, the software stays the same — you just have more customers in it.
No implementation calls or onboarding process — you add a customer and a job, then go to work.
No annual contract — month-to-month from £19.99, cancel anytime.
No per-user pricing — one flat fee covers you and a second person if you take someone on.
No features you'll never use — scheduling, quoting, invoicing, customer records, payments. That's the complete set.
No software department required — if you can use a phone, you can use WrkGenie.
Considering switching from spreadsheets or a paper diary? Here's what the transition actually looks like.
Used by sole traders across UK service trades
WrkGenie works across a wide range of self-employed service businesses. Each trade has its own operational rhythm — annual servicing, recurring rounds, emergency callouts, project-based jobs — and WrkGenie handles all of them.
Electricians
EICR, testing, domestic installs
Plumbers
callouts, installs, annual servicing
Builders
extensions, refurbs, multi-phase jobs
Gas Engineers
Gas Safety Certificates, boiler services
Cleaners
recurring contracts, end-of-tenancy
Gardeners
regular maintenance rounds, seasonal work
Window Cleaners
round management, recurring visits
Handyman
mixed jobs, quick quotes, fast invoices
Everything connected in one place
WrkGenie isn't a collection of separate tools — it's one connected system where customers, quotes, jobs, invoices, and payments all live together. A quote becomes a job. A job becomes an invoice. The invoice links back to the customer. Next year, the same customer is already in the system.
Field service management
The full operational picture — scheduling, dispatch, job management.
CRM for trades
Customer records, job history, repeat work — all connected.
Quoting software
Professional quotes sent from site, before you leave the customer.
Invoicing software
Invoice as soon as the job is done. Track what's outstanding.
How WrkGenie works
The full job lifecycle — from first enquiry to repeat booking.
Hourly rate calculator
Work out what to charge before you quote.
Common questions from sole traders
Do sole traders need CRM software?
Not a traditional CRM — but you do need somewhere to keep your customer records, job history, quotes, and invoices connected. WrkGenie does this without the sales-team features, contact pipelines, and dashboard complexity that traditional CRM software assumes you need. Most self-employed tradespeople think of it as 'customer and job records in one place' rather than a CRM.
How do self-employed tradespeople track invoices?
Most start with a spreadsheet or a notes app, then move to dedicated software when invoices start getting lost or forgotten. WrkGenie connects invoices directly to the job — so when a job is done, the invoice is already there waiting to be sent. You can see at a glance which invoices are outstanding, which are paid, and who you need to chase.
What software replaces spreadsheets for a sole trader?
WrkGenie is the most common replacement. It handles the same things a spreadsheet does — customer names, job details, prices, dates — but without the manual upkeep. When a repeat customer calls, their history is already there. When you finish a job, one click creates the invoice. You don't need to rebuild formulas or worry about the spreadsheet getting corrupted.
Can I run my business from my phone?
Yes. WrkGenie works on mobile and is designed for field use — creating quotes at a customer's property, sending invoices immediately after a job, checking your schedule for tomorrow on the way home. You don't need to sit down at a desk to manage the admin side of your business.
What happens if jobs change during the day?
That's the reality for most self-employed tradespeople — jobs run over, customers cancel, emergencies come in. WrkGenie lets you update jobs, reschedule, and add notes in seconds. The customer record stays accurate, and the invoice reflects what actually happened rather than what was originally quoted.
Is WrkGenie suitable for a one-person business?
WrkGenie is built specifically for one-person and small-team service businesses. There's no per-user pricing, no minimum seats, and no enterprise features you'll never use. From £19.99 per month, you get everything a sole trader needs to manage customers, jobs, quotes, and invoices — no more, no less.