Frequently-Asked Questions

Fintrano is a simple cloud based end-to-end job management system that helps tradespeople manage their jobs and keep customers informed from the first quote all the way through to getting paid. It's an app to use on the road and an online system for when you want to manage in more detail.

Whether you send a quote before starting work or go straight to booking the job, Fintrano helps you keep everything organised and gives your customers a more professional experience.

When you add a job to Fintrano:

1. Your customer gets an immediate confirmation by text and email, so everyone knows what's been agreed.
2. Automatic reminders are sent the day before the job, helping to prevent missed appointments.
3. When you are on your way, your customer can see your live location (think Uber / Deliveroo / DHL / Amazon).
4. When the job is complete, ask your customer for feedback with the press of a button.

To keep your admin in one place you can also:

• Send quotes and invoices from Fintrano when you need to, without creating them separately.
• Keep track of work items. Fintrano can help you keep track of which parts of the job are completed or outstanding and these form the detail of your quotes/invoices.
• Connect Fintrano to Xero or QuickBooks to keep your job and accounting information connected and reduce double entry.

So whether you're quoting for a job, managing an appointment or sending an invoice, Fintrano takes care of more of the admin while helping you deliver a great customer experience.

We have a short step-by-step guide that shows how it feels for you and your customers.

Yes, every subscription includes an instant £20 credit so you can try it for a month completely free of charge - including 25 jobs. If you don't like it, just cancel before the month is up.

Yes, Fintrano is a simple practical CRM designed specifically for businesses that work on the move.

Fintrano keeps your customer information and job history in one place, while helping you manage the day-to-day customer journey from quotes to jobs, to invoices, getting paid and asking for feedback.

Fintrano is straightforward and focused on what matters most to service businesses: keeping jobs organised, reducing admin and giving customers a clear professional experience.

And if you already use Xero or QuickBooks, Fintrano connects with them so you don't have to enter the same information twice. 

Our number one focus is on ease-of-use. We want this to be simple - effortless even - to use. The more features we add, the greater the risk that the system becomes hard to work with.

So while it is absolutely possible to give Fintrano more features, they would need to be universally desirable before we would add them.

At the starter level - Fintrano Grow - it costs just 80p per job. You will be charged for a minimum of 25 jobs (£20) each month, but each additional job costs just 80p.

For larger companies, our Fintrano Pro subscription costs just 70p per job, but you will be charged for a minimum of 200 jobs (£140) per month.

In each case, you are charged at the end of the month for your usage. VAT will be added to the cost.

Absolutely. We have top-of-the-range encryption securing your data while it is in transit, and at rest. That means that even if somebody was to physically hack our system, they would not be able to access the data.

That's no problem at all. A single job can be scheduled or rescheduled up to three times - after that it counts as a new job from a billing perspective.

Yes indeed. You can access the system on a PC/laptop via a web system, perfect for office-based administrators, as well as a mobile app, which is aimed at workers.

Almost everything can be done on both systems - the only thing that requires the app is the "I'm on my way" live tracking, which uses the smartphone's GPS.

So you can just pick the one which works best for you!

You are only tracked when you press the 'I'm on my way' button in the app. Once you click the 'I've arrived' button, it stops tracking you.

Glad to hear it! Fintrano is not about keeping tabs on workers. It is about delighting the people you are on your way to, giving them confidence about who is coming and when they will arrive.

It's the difference between dealing with a frustrated customer who didn't know who to expect, and a happy customer who knew exactly who was coming, and when you were on your way.

While you are on your way, the app will use a bit more battery, as it records your location every time you move 500m. Over the course of a day, depending on how much time you spend 'on your way', you might find it goes down 10-20% more than usual. Since these are the times you will probably be in a vehicle, that makes it easy to keep your phone topped up.

No. We send tiny packets of information, so you should hardly notice the data usage.

Yes.

It works perfectly on them too.

I'm sorry, 2008 just called; it wants its technology back.

Yes, there's a beautiful web system which is great for managing your company on Fintrano.