Checkatrade
Helping homeowners and tradespeople connect, book, and get jobs done.
year
2021-2025
Category
in-house product design
OVERVIEW
At Checkatrade, I led UX across jobs, booking, and payments — shaping how homeowners and tradespeople connect, build trust, and get work done. From discovery to completion, I designed flows that simplified decisions, reduced friction, and supported a more connected marketplace.
OVERVIEW
At Checkatrade, I led UX across jobs, booking, and payments — shaping how homeowners and tradespeople connect, build trust, and get work done. From discovery to completion, I designed flows that simplified decisions, reduced friction, and supported a more connected marketplace.
OVERVIEW
At Checkatrade, I led UX across jobs, booking, and payments — shaping how homeowners and tradespeople connect, build trust, and get work done. From discovery to completion, I designed flows that simplified decisions, reduced friction, and supported a more connected marketplace.
Trade app rewrite
Streamlining tradespeople’s core tool for managing work
The Trade App is the main tool tradespeople use to manage their work. Over time, new features were added separately, which made the experience feel a bit disjointed. When the business started planning a move to a new platform, I worked on rethinking the structure of the app so that jobs, quotes, invoices, and payments could connect more smoothly.
What I did
Research synthesis. Reviewed all existing research and grouped tradespeople’s needs into segments, building an Opportunity–Solution Tree to guide product priorities.
Information architecture. Proposed a new sitemap that joined up areas of the app instead of keeping them separate.
Mapped the job lifecycle. Defined how jobs progress from leads to completed work, capturing all the statuses.
Wireframing & prototyping. Created a wireframe prototype of a reimagined Jobs Area that brought leads, active jobs, and past jobs into one place. Reworked the old “More” menu (just a flat list of items) into a structured profile area.
Job card redesign. Delivered a new card layout surfacing property details, statuses, and key actions (quotes, invoices, payments), supporting richer job lifecycle management.
Explored new ideas. Looked at concepts like manual job entry, tasks/events, and a “next best action” homepage.
Impact
Created a framework for unifying the Trade App, connecting previously siloed features into one experience.
Got redesigned job cards shipped, introducing maps and property details, and supporting better job management.
Helped product and engineering teams see how trade needs could live together in one place, instead of scattered across different sections.
Trade app rewrite
Streamlining tradespeople’s core tool for managing work
The Trade App is the main tool tradespeople use to manage their work. Over time, new features were added separately, which made the experience feel a bit disjointed. When the business started planning a move to a new platform, I worked on rethinking the structure of the app so that jobs, quotes, invoices, and payments could connect more smoothly.
What I did
Research synthesis. Reviewed all existing research and grouped tradespeople’s needs into segments, building an Opportunity–Solution Tree to guide product priorities.
Information architecture. Proposed a new sitemap that joined up areas of the app instead of keeping them separate.
Mapped the job lifecycle. Defined how jobs progress from leads to completed work, capturing all the statuses.
Wireframing & prototyping. Created a wireframe prototype of a reimagined Jobs Area that brought leads, active jobs, and past jobs into one place. Reworked the old “More” menu (just a flat list of items) into a structured profile area.
Job card redesign. Delivered a new card layout surfacing property details, statuses, and key actions (quotes, invoices, payments), supporting richer job lifecycle management.
Explored new ideas. Looked at concepts like manual job entry, tasks/events, and a “next best action” homepage.
Impact
Created a framework for unifying the Trade App, connecting previously siloed features into one experience.
Got redesigned job cards shipped, introducing maps and property details, and supporting better job management.
Helped product and engineering teams see how trade needs could live together in one place, instead of scattered across different sections.
Trade app rewrite
Streamlining tradespeople’s core tool for managing work
The Trade App is the main tool tradespeople use to manage their work. Over time, new features were added separately, which made the experience feel a bit disjointed. When the business started planning a move to a new platform, I worked on rethinking the structure of the app so that jobs, quotes, invoices, and payments could connect more smoothly.
What I did
Research synthesis. Reviewed all existing research and grouped tradespeople’s needs into segments, building an Opportunity–Solution Tree to guide product priorities.
Information architecture. Proposed a new sitemap that joined up areas of the app instead of keeping them separate.
Mapped the job lifecycle. Defined how jobs progress from leads to completed work, capturing all the statuses.
Wireframing & prototyping. Created a wireframe prototype of a reimagined Jobs Area that brought leads, active jobs, and past jobs into one place. Reworked the old “More” menu (just a flat list of items) into a structured profile area.
Job card redesign. Delivered a new card layout surfacing property details, statuses, and key actions (quotes, invoices, payments), supporting richer job lifecycle management.
Explored new ideas. Looked at concepts like manual job entry, tasks/events, and a “next best action” homepage.
Impact
Created a framework for unifying the Trade App, connecting previously siloed features into one experience.
Got redesigned job cards shipped, introducing maps and property details, and supporting better job management.
Helped product and engineering teams see how trade needs could live together in one place, instead of scattered across different sections.
Quotes, Invoices & Payments
Unifying fragmented tools into a connected transaction flow
When I joined, quotes, invoices, and payments had been developed in silos, creating inconsistencies and missing links. Chat conflicted with quoting, invoices couldn’t link to payments, and statuses often got stuck. This made the overall system harder to use at scale. My goal was to bring all of these touchpoints into a single, traceable flow.
What I did
Heuristic audit & documentation. Reviewed quotes, invoices, and payments flows to capture UX issues and inconsistencies.
Prioritisation workshop. Led a stakeholder workshop to document solutions to the audit findings and align on priorities.
UI & flow improvements. Refreshed the payments activity log for clarity, introduced filtering, improved balance visibility, and redesigned the quoting UI for easier item management.
Feature design. Worked on Tap to Pay, off-platform payment links, and one-time payment link creation.
System mapping & status logic. Defined how quotes, invoices, and payments interact (e.g., partial vs. full payments, declined quotes, linked transactions), creating a foundation for a consistent system.
Impact
Reduced fragmentation by linking quotes, invoices, and payments into a single traceable flow.
Improved clarity for tradespeople managing payments within the Trade App.
Provided the groundwork for scalable features like deposits, partial payments, and external/manual payment recording.
Quotes, Invoices & Payments
Unifying fragmented tools into a connected transaction flow
When I joined, quotes, invoices, and payments had been developed in silos, creating inconsistencies and missing links. Chat conflicted with quoting, invoices couldn’t link to payments, and statuses often got stuck. This made the overall system harder to use at scale. My goal was to bring all of these touchpoints into a single, traceable flow.
What I did
Heuristic audit & documentation. Reviewed quotes, invoices, and payments flows to capture UX issues and inconsistencies.
Prioritisation workshop. Led a stakeholder workshop to document solutions to the audit findings and align on priorities.
UI & flow improvements. Refreshed the payments activity log for clarity, introduced filtering, improved balance visibility, and redesigned the quoting UI for easier item management.
Feature design. Worked on Tap to Pay, off-platform payment links, and one-time payment link creation.
System mapping & status logic. Defined how quotes, invoices, and payments interact (e.g., partial vs. full payments, declined quotes, linked transactions), creating a foundation for a consistent system.
Impact
Reduced fragmentation by linking quotes, invoices, and payments into a single traceable flow.
Improved clarity for tradespeople managing payments within the Trade App.
Provided the groundwork for scalable features like deposits, partial payments, and external/manual payment recording.
Quotes, Invoices & Payments
Unifying fragmented tools into a connected transaction flow
When I joined, quotes, invoices, and payments had been developed in silos, creating inconsistencies and missing links. Chat conflicted with quoting, invoices couldn’t link to payments, and statuses often got stuck. This made the overall system harder to use at scale. My goal was to bring all of these touchpoints into a single, traceable flow.
What I did
Heuristic audit & documentation. Reviewed quotes, invoices, and payments flows to capture UX issues and inconsistencies.
Prioritisation workshop. Led a stakeholder workshop to document solutions to the audit findings and align on priorities.
UI & flow improvements. Refreshed the payments activity log for clarity, introduced filtering, improved balance visibility, and redesigned the quoting UI for easier item management.
Feature design. Worked on Tap to Pay, off-platform payment links, and one-time payment link creation.
System mapping & status logic. Defined how quotes, invoices, and payments interact (e.g., partial vs. full payments, declined quotes, linked transactions), creating a foundation for a consistent system.
Impact
Reduced fragmentation by linking quotes, invoices, and payments into a single traceable flow.
Improved clarity for tradespeople managing payments within the Trade App.
Provided the groundwork for scalable features like deposits, partial payments, and external/manual payment recording.
Homeowner Hub
Designing a central space for homeowners to manage jobs
I led UX for the Homeowner Hub, a new area where customers could track their jobs, re-engage with trades, and understand the status of their projects. The challenge was that most homeowners didn’t realise they even had an account after requesting a quote, which created friction later when trying to follow up, hire, or leave a review.
What I did
Journey & empathy mapping. Mapped out the end-to-end homeowner journey to uncover drop-offs and pain points.
Milestone touchpoints. Designed job status updates to make progress clearer and nudge next actions.
Progressive verification. Introduced stepped account verification to reduce friction and improve account awareness without forcing passwords.
Review & guarantee flows. Designed mechanisms for closing jobs, collecting reviews, and activating the Checkatrade Guarantee.
Future-facing concepts (user tested). Explored prototypes for in-app quote estimations, payments and “Jobs Around Me” discovery.
Impact
Helped homeowners close or progress jobs more confidently, reducing trades waiting on “dead” leads.
Increased review collection rates by tying reviews to guarantee activation.
Provided a scalable foundation for payments, messaging, and richer job management features.
Homeowner Hub
Designing a central space for homeowners to manage jobs
I led UX for the Homeowner Hub, a new area where customers could track their jobs, re-engage with trades, and understand the status of their projects. The challenge was that most homeowners didn’t realise they even had an account after requesting a quote, which created friction later when trying to follow up, hire, or leave a review.
What I did
Journey & empathy mapping. Mapped out the end-to-end homeowner journey to uncover drop-offs and pain points.
Milestone touchpoints. Designed job status updates to make progress clearer and nudge next actions.
Progressive verification. Introduced stepped account verification to reduce friction and improve account awareness without forcing passwords.
Review & guarantee flows. Designed mechanisms for closing jobs, collecting reviews, and activating the Checkatrade Guarantee.
Future-facing concepts (user tested). Explored prototypes for in-app quote estimations, payments and “Jobs Around Me” discovery.
Impact
Helped homeowners close or progress jobs more confidently, reducing trades waiting on “dead” leads.
Increased review collection rates by tying reviews to guarantee activation.
Provided a scalable foundation for payments, messaging, and richer job management features.
Homeowner Hub
Designing a central space for homeowners to manage jobs
I led UX for the Homeowner Hub, a new area where customers could track their jobs, re-engage with trades, and understand the status of their projects. The challenge was that most homeowners didn’t realise they even had an account after requesting a quote, which created friction later when trying to follow up, hire, or leave a review.
What I did
Journey & empathy mapping. Mapped out the end-to-end homeowner journey to uncover drop-offs and pain points.
Milestone touchpoints. Designed job status updates to make progress clearer and nudge next actions.
Progressive verification. Introduced stepped account verification to reduce friction and improve account awareness without forcing passwords.
Review & guarantee flows. Designed mechanisms for closing jobs, collecting reviews, and activating the Checkatrade Guarantee.
Future-facing concepts (user tested). Explored prototypes for in-app quote estimations, payments and “Jobs Around Me” discovery.
Impact
Helped homeowners close or progress jobs more confidently, reducing trades waiting on “dead” leads.
Increased review collection rates by tying reviews to guarantee activation.
Provided a scalable foundation for payments, messaging, and richer job management features.
