Everything You Need. Nothing You Don't.
Every feature in YourTradeQuotes is built around how a trade business actually operates — not a generic CRM adapted for trades.
Never lose a lead again
Every enquiry — from your website, WhatsApp, or entered manually — lands in one live pipeline. Real-time alerts, urgency tags, and one-click conversion to customer profiles.
- Instant WhatsApp message + browser alert the moment a lead arrives
- Website form submissions land instantly in your dashboard
- Urgency badges (emergency, this week, flexible)
- Convert enquiry to customer in one click — no re-typing
- Source tracking (website, phone, Instagram, Google etc)
New Enquiry Received
Michael Morriss · Just now
YourTradeQuotes
📋 New enquiry from Michael Morriss
Professional quotes in 2 minutes
Build itemised quotes with AI. Voice or text description generates a full line-item list in seconds. Preview as A4 PDF, email or WhatsApp directly to the customer.
- AI generates quote items from plain English or voice input
- Materials, labour, VAT, discount, and deposit auto-calculated
- Quote templates by trade for common job types
- Preview as branded A4 PDF before sending
- Public quote link customers can view on any device
Customers sign without the chase
Send a link. Customer opens on their phone, reads the quote, taps Accept, and signs digitally. Their name, drawn signature, and timestamp are recorded. The job is created instantly.
- Customer views and accepts on any device
- Drawn digital signature captured and stored
- Acceptance creates the job automatically
- Deposit invoice raised at your preferred percentage
- Stripe payment link sent to customer immediately
Full job visibility from first visit to sign-off
Jobs flow directly from accepted quotes. Track status, upload photos, record notes, and capture the customer signature on completion — all from your phone.
- Jobs created automatically from accepted quotes
- Before and after photo upload from the field
- Internal and customer-facing notes kept separate
- Customer completion signature captured on site
- Job sheet PDF downloaded or emailed
See your whole week at a glance
Day, week, and month calendar views. Drag and drop to reschedule. Colour-coded job status. Map panel with directions links. Works on mobile in the field.
- Drag-and-drop rescheduling in seconds
- Colour-coded status across all calendar views
- Missed appointment highlighting
- Map panel with directions for each job
- Filter by status, customer, or postcode
Invoice faster, get paid sooner
Create deposit and final invoices directly from jobs. Amounts, VAT, and balances calculated automatically. Send via PDF, Stripe payment link, or sync straight to QuickBooks or Xero.
- Deposit and final invoice creation from job items
- VAT reverse charge supported per invoice or customer
- Multiple payment recording (BACS, card, cash)
- Stripe payment links for online payment
- QuickBooks and Xero sync — no double-entry
Everything on your phone — no App Store needed
Add YourTradeQuotes to your iPhone or Android home screen. Full functionality in the field — quotes, jobs, photos, signatures, and invoices, all from your pocket.
- Works as a home screen app on iPhone and Android
- No App Store download required
- Quote, sign, photo, and invoice from the field
- Real-time sync across all devices
- Works on tablet and desktop too
Know exactly where your business stands
Live KPIs, revenue trends, pipeline velocity, and a debt list — all in one dashboard. See what's coming in, what's outstanding, and where your leads are converting.
- Revenue and profit trend charts by day, month, or year
- Pipeline velocity: enquiries → quotes → active jobs → done
- Job forecast showing total revenue in the pipeline
- Debt list: every outstanding invoice grouped by customer
- Enquiries by service — see which jobs you win most
Works with the Tools You Already Use
Connect once — everything stays in sync automatically.
See It in Action
Set up takes under 10 minutes. Your first quote can go out today.
7-day free trial · No credit card