TradePlan – Quotes & Invoices

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TradePlan keeps the quote, the job and the invoice in one place — on site, in the van, or back at the desk. Built for electricians, plumbers, joiners, builders, decorators and anyone else who quotes work and needs to get paid for it. TRACK EVERY ENQUIRY • Log enquiries as they come in, with budget, timing and where they came from • See what's new, quoted, won or lost at a glance • Record why a job was lost, so you can price better next time QUOTES THAT LOOK THE PART • Build quotes from line items with quantities, unit prices and VAT • Group larger jobs into sections • Save templates for work you quote again and again • Reuse prices from your own line item catalogue • Send a branded PDF straight to the customer by email • Set a valid-until date, and revise a quote without losing the original SCHEDULE AND RUN THE WORK • Turn an accepted quote into a scheduled job in a tap • See the day's jobs with times, addresses and customer details • Navigate to site or call the customer without leaving the app • Assign work to your team and mark jobs in progress or complete INVOICE WITHOUT THE PAPERWORK • Raise an invoice from a completed job, with the line items already filled in • Set VAT and due dates • Email a branded PDF invoice • Track what's draft, sent and paid KEEP YOUR CUSTOMER LIST IN ORDER • All your customers, their contact details and their history in one place • Every quote, job and invoice linked to the right customer • Notes on any record, so nothing lives only in your head WORK AS A TEAM • Invite your team and control what they can do • See who changed what, and when, on every quote, job and invoice ON YOUR PHONE AND IN THE BROWSER Your account works on both. Quote on the laptop, check the job on your phone. Your company details, logo and default VAT rate go on every document you send, so quotes and invoices go out looking like they came from a real business. TradePlan does not take payments or handle your accounts — it produces the quotes and invoices, and tracks where each one stands.Read more

TradePlan keeps the quote, the job and the invoice in one place — on site, in the van, or back at the desk. Built for electricians, plumbers, joiners, builders, decorators and anyone else who quotes work and needs to get paid for it. TRACK EVERY ENQUIRY • Log enquiries as they come in, with budget, timing and where they came from • See what's new, quoted, won or lost at a glance • Record why a job was lost, so you can price better next time QUOTES THAT LOOK THE PART • Build quotes from line items with quantities, unit prices and VAT • Group larger jobs into sections • Save templates for work you quote again and again • Reuse prices from your own line item catalogue • Send a branded PDF straight to the customer by email • Set a valid-until date, and revise a quote without losing the original SCHEDULE AND RUN THE WORK • Turn an accepted quote into a scheduled job in a tap • See the day's jobs with times, addresses and customer details • Navigate to site or call the customer without leaving the app • Assign work to your team and mark jobs in progress or complete INVOICE WITHOUT THE PAPERWORK • Raise an invoice from a completed job, with the line items already filled in • Set VAT and due dates • Email a branded PDF invoice • Track what's draft, sent and paid KEEP YOUR CUSTOMER LIST IN ORDER • All your customers, their contact details and their history in one place • Every quote, job and invoice linked to the right customer • Notes on any record, so nothing lives only in your head WORK AS A TEAM • Invite your team and control what they can do • See who changed what, and when, on every quote, job and invoice ON YOUR PHONE AND IN THE BROWSER Your account works on both. Quote on the laptop, check the job on your phone. Your company details, logo and default VAT rate go on every document you send, so quotes and invoices go out looking like they came from a real business. TradePlan does not take payments or handle your accounts — it produces the quotes and invoices, and tracks where each one stands.