Frequently Asked Questions

Yes — every plan starts with a 14-day free trial. No credit card required. You can explore the full app, create quotes, and test everything before committing.

Most tradespeople are set up and sending their first quote within 10 minutes. When you register, a quick onboarding flow collects your business name, logo, and bank details so your documents are ready to go.

YourTradeQuotes works for any trade business — electricians, plumbers, builders, gas engineers, roofers, decorators, landscapers, joiners, heating engineers, groundworkers, HVAC, and general contractors. If your work involves quoting and invoicing, it works for you.

Yes. You can bulk import customers from a CSV file. We support standard column formats and can help with mapping if needed.

Describe the job in plain English or by voice — for example, "bathroom refurb, strip out, new shower, tiling 20 square metres" — and the AI generates a full itemised line-item list with descriptions, units, quantities, and suggested rates. You can edit any item before sending.

When you send a quote, the customer receives a link. They can open it on any device, read through the full itemised quote, tap Accept, and draw their digital signature. Their name, signature image, and acceptance timestamp are stored against the quote. The moment they accept, a job is created and a deposit invoice is raised automatically.

Yes. On Pro and above you invite team members by email from the Team page and choose their role. Technicians get a simple view of their own assigned jobs — customer, address, job details, photos and notes — with no prices or financial data visible anywhere. Office logins get the full app working on your business data, while billing, settings and team management stay private to you. Pro includes 3 team logins, Pro+ includes 10.

Yes. You can add your logo, company details, bank details, and footer text. Quote and invoice documents are generated as professional A4 PDFs with your branding. Email templates for sending quotes, invoices, and follow-ups are also fully editable.

Partly. Your phone keeps a copy of your information between sessions, so on a weak or missing signal the app opens within a few seconds with what it already has, instead of sitting on a loading screen, and refreshes quietly once the connection comes back. It is built for patchy signal rather than none: adding or changing things works best with a signal, even a weak one.

A one-way push that sends your YourTradeQuotes invoices into QuickBooks Online is built, so there is no double-entry, and Integrations shows it as "Coming soon" while we wait on QuickBooks to approve our app. Until it goes live, your invoices export cleanly as PDFs and your accounting package stays the bookkeeping source of truth.

The same one-way invoice push is built for Xero and shows as "Coming soon" in Integrations while we wait on Xero to approve our app. Until it goes live, invoices export cleanly as PDFs for your bookkeeper.

Yes. Go to Integrations in the app and pick your platform: WordPress, HTML/static, Squarespace, Wix, Webflow, or Other. WordPress gets a downloadable plugin with your API key already built in, supporting Contact Form 7, Elementor Pro, WPForms, Divi, Gravity Forms and Ninja Forms. Every other platform gets a copy-paste snippet that either connects your existing form or drops in a ready-made one. A Test Connection button confirms it is wired up, and you can email the setup instructions straight to your web developer.

Card payments are coming soon. Card payment links on invoices are built and waiting to be switched on, so for now customers pay by card terminal, cash or bank transfer and you record the payment against the invoice. Your YourTradeQuotes subscription itself is billed through Stripe.

Yes. Upgrade or downgrade at any time from Settings → Billing. Changes take effect on your next billing cycle. Upgrades are prorated.

Yes — cancel from your billing settings at any time. You keep access until the end of your current billing period. There are no cancellation fees.

Yes. Paying annually gives you 2 months free — equivalent to roughly 17% off. The annual price for Starter is £190/year (vs £228 monthly) and Pro is £290/year (vs £348 monthly).

All data is stored on Google Firebase, with encrypted storage and secure HTTPS connections. Data is isolated per account — no account can access another. We comply with GDPR and maintain a published Privacy Policy.

Yes — but not through the App Store. YourTradeQuotes runs as a Progressive Web App (PWA). On iPhone, open the site in Safari and tap "Add to Home Screen." On Android, open in Chrome and tap "Install App." You'll get a home screen icon and full-screen experience, identical to a native app.

Yes. The mobile experience includes everything available on desktop — enquiries, quotes, jobs, scheduling, photos, signatures, invoices, and reports. It's designed mobile-first, so every screen works well on a phone.