Features that work as hard as you do.

No fluff. No enterprise nonsense. Just the tools you actually need to run a trade business properly.

Job Pipeline

Your whole business on one screen. The visual kanban board shows every job at every stage — from first enquiry all the way through to done and dusted. Drag cards from column to column as jobs progress. No more guessing what's on your plate.

6 stages: Enquiry → Site Visit → To Quote → Quoted → Scheduled → Done
See all jobs at a glance — no scrolling through a list
Works brilliantly on mobile — update jobs from the van
Never lose track of an enquiry or forget to follow up
📷 Pipeline screenshot

Quote Builder

Build a professional quote in minutes, not hours. Add labour, materials, and anything else. Preview it, download it as a PDF, or send your customer a link they can open on their phone and sign online. Beats emailing a photo of a scribbled notepad.

Build detailed quotes with line items for labour and materials
Generate a professional PDF — your logo, their details, the lot
Customer e-signing link — they sign online, you get notified
Accepted quotes go straight to Scheduled in your pipeline
📷 Quote builder

Invoice Management

Stop chasing invoices with a clipboard and a prayer. Generate an invoice from an accepted quote in one click — all the details carry over. See at a glance which jobs are paid, which are outstanding, and which are overdue enough to warrant a strongly worded text.

One-click invoice generation from accepted quotes
Track payment status: unpaid, paid, overdue
Professional PDF invoices you won't be embarrassed to send
Your invoice history in one place — great for tax time
📷 Invoice view

Customer CRM

All your customers, all their history, all in one place. Find which Mrs Jones had the boiler problem in about four seconds. See every job you've done for them, every quote, every invoice. It's the kind of thing that makes you look impressively organised when you're actually just using your phone.

Full customer records — name, address, contact details, notes
Complete job history per customer at a glance
Search and filter — find anyone in seconds
Linked to all quotes and invoices automatically
📷 Customer list

Job Sheets

Every job gets a downloadable PDF job sheet. It's got everything on it — the job details, what you're doing, the customer's details, your company info. Print it, email it, or pull it up on your tablet on site. Looks professional. Takes 10 seconds to generate.

Professional PDF job sheets for every job
All job details, customer info and your branding included
Download and print, or share digitally
Great for customer sign-off on completion
📷 Job sheet PDF

Materials Tracking & Profit Margin

Log every material cost against a job. TradeDesk automatically works out your profit margin — agreed price minus what you spent on materials. You'll finally know whether that job actually made you money, or whether you've been subsidising your customers' bathrooms for years.

Log material costs against each individual job
Live profit/margin box: agreed price minus materials
Know your numbers — stop guessing if you're profitable
Keep receipts and costs organised for your accountant
📷 Materials tracking

Everything that's included.

Every feature. One price. No upgrades required to get the good stuff.

Job Pipeline

Visual kanban board with 6 stages from Enquiry to Done.

Quote Builder

Professional quotes with PDF output and e-signing.

Invoice Management

Generate, send and track invoices with payment status.

Customer CRM

Full customer records linked to jobs, quotes and invoices.

Job Sheets

Downloadable PDF job sheets for every single job.

Calendar View

See your schedule laid out by day, week or month.

Tasks & Reminders

Set reminders for follow-ups, callbacks and anything else.

Materials Tracking

Log material costs per job and see your profit live.

Profit & Margin

Agreed price minus materials — know your numbers instantly.

Mobile-Friendly

Works on your phone. Even in the van with rubbish signal.

Customer E-Signing

Customers sign quotes online — no printing or posting required.

PDF Output

Professional PDFs for quotes, invoices and job sheets.

All of this for £12.99/month.

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