YourTradeQuotes
Trade blueprints and planning
End-to-end workflow

How YourTradeQuotes Works

One connected system from the first enquiry to the final payment — nothing typed twice, nothing falling through the cracks.

01Enquiries Captured02Customers Created03Quotes Built & Sent04Accepted Online05Jobs Managed06Schedule & Dispatch07Invoice & Get Paid08Reviews & Referrals

See it in action

Watch how YourTradeQuotes works from the first enquiry to the final payment.

01

Enquiries Captured

Website enquiries land straight in your dashboard with real-time alerts. No missed messages — every lead from your site, WhatsApp, or manual entry in one live pipeline.

Zero leads lost

Enquiries — Live

Sarah Jenkins

New consumer unit

Website

2 min ago

Tom Baker

Full bathroom refurb

Phone

1 hr ago

Clare Hood

Boiler service

WhatsApp

3 hrs ago

Real-time alert: New enquiry from Google

02

Customers Created

Convert enquiries into customer profiles in one click — no re-typing details. Full history of quotes, jobs, and invoices stored against each customer.

One click, no re-typing

Enquiry → Customer

Michael Morriss

Converted

NameMichael Morriss
Phone07825 321696
Emailmichael@example.com
AddressBrighton, BN1 4GT

Create Quote

View History

03

Quotes Built & Sent

Build itemised quotes with AI assistance. Voice or text input generates a full line-item quote in seconds. Send as a branded PDF by email or WhatsApp.

Under 2 minutes

AI Quote Builder

Generating quote…

"Bathroom refurb, strip out old suite, new shower, tiling 20m²"

Strip & remove existing suite

1 day

£280

New shower installation

1 unit

£420

Floor & wall tiling (20m²)

20 m²

£600

Materials & fixings

1 lot

£190

Total inc. VAT£1,788.00
04

Accepted Online

Customers accept and sign quotes digitally on any device. Name, signature, and timestamp recorded. Job created automatically — no manual steps.

Digital signature

Quote #QT-0042 — £1,788

Strip & remove suite

New shower install

Tiling 20m²

Signature drawn here…

Accepted · 14 Jun 2:37pm

Sarah Jenkins · 07700 900123

05

Jobs Managed

Track jobs from start to completion with photos, notes, and customer sign-off. Everything stored against the job — accessible from the field on your phone.

Full job evidence

Job #J-0052 — On Site

Before photo

After photo

Site note (internal)

"Old pipework in poor condition — noted, customer informed"

Completion sign-off pending

06

Schedule & Dispatch

Drag-and-drop calendar with day, week, and month views. Never double-book again. Colour-coded job status and map view for efficient routing.

Never double-book

Schedule — This Week

Drag to reschedule

Mon

J-0045 · Sarah Jenkins

Tue

J-0046 · Tom Baker

J-0047 · Clare Hood

Wed

Thu

J-0048 · New booking

Fri

J-0049 · Site visit

Waiting

In progress

Complete

07

Invoice & Get Paid

Create deposit and final invoices directly from jobs. Track payments, send Stripe payment links, and sync automatically to QuickBooks or Xero.

Same-day payment

Final Invoice

#INV-0071

Labour (all stages)£980.00
Materials£310.00
VAT (20%)£258.00
Deposit paid−£536.40
Balance due£1,011.60
08

Reviews & Referrals

Automated review requests sent to customers after job completion. Build your reputation on Google and win more work without lifting a finger.

More 5-star reviews

Automated Review Request

YourTradeQuotes

Sent automatically · 7 days after completion

"Hi Sarah, thanks for choosing us for your bathroom refurb! We'd love it if you could leave us a quick Google review — it takes 30 seconds and really helps our business. 🙏"

⭐ Leave a Google Review

Sarah Jenkins · Google

"Brilliant job, very professional. Would highly recommend!"

Your Trade. Your Workflow.

See how YourTradeQuotes fits around your specific day-to-day.

Electrician workflow

A homeowner submits a job through your website contact form — it lands straight in your YourTradeQuotes pipeline with an alert on your phone. You tap to create a customer profile and use the AI quote builder to describe the job by voice while still in your van. A full itemised quote for a consumer unit replacement is ready in 90 seconds. You send it via a link. The customer accepts that evening, signs digitally, and the deposit payment link goes to them automatically via Stripe. You schedule the job on the calendar. On site you upload before photos, complete the work, and capture the customer's sign-off on your phone. The final invoice is raised in two taps — Stripe link sent, job done. Everything syncs to QuickBooks without you touching a spreadsheet.

Works on Every Device

The same powerful platform — desktop, tablet, or phone.

Desktop

Full dashboard in any browser. Manage quotes, jobs, and reports from your office or home.

Tablet

Ideal for site visits. Reference job details, photos, and notes on a larger screen.

Phone

Everything from the field — quotes, signatures, photos, and invoices from your pocket.

Add to your home screen on iPhone or Android — no App Store needed.

Open in Safari on iOS · Open in Chrome on Android · Tap "Add to Home Screen"

Start Your Free 7-Day Trial

Set up in 10 minutes. Send your first quote today. No credit card required.

7 days free · No credit card · Cancel anytime