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
Signed and deposit paid — before you leave the driveway
Send a link. Customer opens on their phone, reads the quote, taps Accept, and signs digitally. The job is created instantly, the deposit invoice is raised, and a secure card payment link appears on their screen.
- 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
- Customer pays the deposit by card on the spot — money goes to your own Stripe account
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
- Attach plans, drawings and purchase orders (up to 15MB each)
- 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. Customers pay online by secure card checkout — the money settles into your own Stripe account.
- Deposit and final invoice creation from job items
- Online card payments straight into your own Stripe account
- CIS deductions for construction subcontractors — labour-only, at your rate
- VAT reverse charge supported per invoice or customer
- Payment recording for BACS, card, and cash
- Overdue invoices and unpaid deposits chased automatically
Your crew sees the job. Never your prices.
Invite your team with their own logins. Technicians get a simple My Day view — their visits, job sheets, photos and notes, with no financial data on their screen at all. Office staff run the diary, quotes and invoicing while billing and settings stay yours.
- Technician role: assigned jobs only — customer, address, work details, photos
- No prices, invoices or business figures ever reach a technician's device
- Technicians add photos and notes and mark visits complete from site
- Office role: full app on your business data, except billing and settings
- Invite by email, revoke anytime — 3 logins on Pro, 10 on Pro+
Servicing and maintenance that books itself
Mark a job as recurring and YourTradeQuotes creates each visit on the morning it falls due. Weekly cleans, quarterly services, annual safety checks: set the pattern once and stop keeping it in your head.
- Weekly, fortnightly, monthly, quarterly or annual patterns
- Each visit created automatically on the day it is due
- A year-ahead chart showing how many visits fall in each month and what they are worth
- Business holidays respected: a visit landing in one moves to the next working day
- Skip or bring forward a single visit without breaking the pattern
- Optional automatic invoice and customer reminder per visit
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
A cash-basis Profit & Loss that matches your bank rather than your paperwork, plus revenue trends, a job forecast and a debt list. It takes off your cost prices, card fees and overheads, so the profit figure is the real one.
- Profit & Loss on a cash basis: what you banked, what it cost, what you kept
- Profit and margin worked out on net (ex-VAT) revenue, because the VAT you collect is HMRC's and never yours
- Revenue and profit trend charts by month or year
- Every job you were paid on, ranked worst margin first
- Job forecast showing total revenue in the pipeline
- Debt list: every outstanding invoice grouped by customer
- Every figure explains what it includes: tap the ⓘ beside any total
- Export any report to CSV for your accountant
Works with the Tools You Already Use
Stripe and WordPress are live today. QuickBooks and Xero invoice handoff is rolling out soon.
See It in Action
Set up takes under 10 minutes. Your first quote can go out today.
14-day free trial · No credit card