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TradeForm Portal

The pipeline behind every engagement

Year 2025 — ongoing
Type Product · Web app
Services Product design · Engineering · Pipeline architecture · Notifications
TradeForm Portal — cover
01 — Snapshot
Client
TradeForm (in-house product)
Industry
Product · Internal tooling
Scope
Product design & engineering
Status
Product
Timeline
Ongoing — built and extended in-house
Platform
Custom web app, mobile-first
Deliverables
Lead pipeline, Enquiry inbox, Reporting dashboard, Site + Portal wiring
02 — Context

Every TradeForm website exists to produce one thing — an enquiry. The Portal is where that enquiry goes to become a job, and it had to be built before we could honestly promise any client a system rather than just a website.

03 — Challenge

Trades businesses lose more revenue in the gap between an enquiry landing and someone answering it than they do anywhere else. Spreadsheets, WhatsApp threads and whiteboards can't survive a busy Tuesday.

04 — Direction

Build the smallest, sharpest pipeline tool that a foreman, an office manager and a director can all use without training. No feature bloat. Everything one click away from the number that matters.

05 — Visual language

Dark editorial UI aligned to the TradeForm identity — serif accents, generous whitespace, teal used only for progress and action. Every screen answers one question, not four.

Typography

Aa Bb

Fraunces — display

Aa Bb Cc

Inter — body

Aa Bb Cc

JetBrains Mono — labels

Palette
Navy
Teal
White
Interface detail
TradeForm Portal dashboard interface detail

Dashboard · revenue by source

06 — Gallery
TradeForm Portal pipeline view
TradeForm Portal on a phone
TradeForm Portal dashboard detail
07 — Build

Modern web stack, mobile-first, fast even on a van tablet. Wired into the websites, missed-call capture and — where enabled — SMS and email notifications.

08 — Outcome

What was delivered

  • A working pipeline every TradeForm client site is wired into
  • Kanban lead management from enquiry to won
  • Response-time tracking against SLA

Status

Product

The Portal is our own product — client outcomes shipped through it appear on their individual case studies.

Next stage

Notification rules and per-client reporting, extended as new client sites come online.

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