TradePlan

Everything a trade business needs, nothing it doesn’t

Quote it, book it, invoice it, from one place. Every feature is included in one price.

Quotes

Quote from your own price list and send a branded PDF the same afternoon.

  • Reusable price list
  • Your logo and colours on every PDF
  • Custom quote templates
  • Every revision kept
A branded TradePlan quote with line items, VAT and total.

Job scheduling

Accepted quotes become jobs. Put them on a calendar the whole team can see.

  • Week and list views
  • Multi-day jobs handled properly
  • Nothing double-booked
TradePlan week calendar.

Invoicing

Turn a finished job into an invoice in one click, and see what is still owed.

  • One click from job to invoice
  • Part and stage payments
  • Outstanding balances always current
TradePlan invoice list.

Quote tracking

Know which quotes are sent, accepted or gone quiet and need a nudge.

  • Status on every quote
  • Filter and search instantly
  • Linked back to the job
TradePlan quote list filtered by status.

Clients

Every client and address in one place, with their quotes, jobs and invoices.

  • Client records (CRM)
  • Quotes, jobs and invoices linked to the client
TradePlan client list.

Team

Add your team with the right access, and everyone works from the same jobs.

  • Multi-user collaboration
  • Roles and permissions
  • Works on mobile
TradePlan jobs list.

See it for your trade: electricians, gas engineers, plumbers, builders. Or check pricing.

Get your evenings back

Set up your price list, send your first quote, and see the difference by the end of the week.

Start your 14-day free trial

No credit card required. No setup fees. Cancel anytime.