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+
CP12s and EICRs, done on your phone
Gas Safety Records and Electrical Installation Condition Reports built in — auto-numbered, linked to the customer and job, tracked for renewal, and downloaded as branded PDFs.
- CP12 Landlord Gas Safety Record with appliance table and safety checks
- EICR with observations and classification codes (C1, C2, C3, FI)
- Auto-numbering and customer/job linking
- Renewal-due tracking so repeat work comes back to you
- Branded PDF download for the landlord or agent
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
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