Complete business management for trade professionals
Everything plumbers, electricians, builders, and other trade professionals need to run their business efficiently. From initial quote to final payment, manage every aspect of your jobs.
Create detailed, itemized quotes with your branding. Include materials, labour, and optional extras.
Save time with reusable templates for common job types.
Get quotes accepted electronically - legally binding and convenient. Full signature-capture and tamper-proof signing is being built out.
Set validity periods and automatic follow-up reminders.
Track all revisions and negotiations in one place. Quote version tracking is coming soon.
Convert accepted quotes to invoices instantly.
Accept card payments directly through invoices.
Request deposits and track payment schedules.
Polite payment reminders sent automatically.
Handle refunds and adjustments professionally.
Set up automatic invoicing for maintenance contracts.
Calendar view with drag-and-drop scheduling.
Track progress from enquiry to completion.
Log hours worked for accurate billing.
Document work with notes and before/after photos.
Send automatic status updates to customers.
Store all customer details, history, and preferences.
Track multiple properties per customer.
Full record of emails, messages, and calls.
Self-service portal for customers to view and pay.
Invite suppliers to maintain the items, prices, stock notes, and photos you quote with, or capture supplier items manually yourself.
Use supplier-linked trade pricing where available and fall back to manually entered supplier items where a supplier has not joined yet.
Create and track orders to suppliers.
Send email invites, print QR flyers, and guide suppliers into a free invite-only portal where they can manage invited items, trade prices, multibuy notes, stock notes, lead times, reserve preferences, and product photo URLs before deciding whether to upgrade.
Linked quote acceptance, reservations, and fully automated supplier fulfilment are being rolled out in stages.
Broader multi-site supplier catalog syndication and instant network-wide content sharing are still to be completed.
Upload receipt photos; text and amounts are auto-detected (OCR). Split a single receipt into multiple lines and categorise each line (e.g. materials vs tools, fuel vs personal). Same data is available to your accountant once you grant access.
Grant your accountant access to this program's data (invoices, receipts, income, expenses) from Settings or Program Hub. They see it in the Accountancy program once you allow it.
See your business performance at a glance.
Analyze which job types are most profitable.
Track aged debt and cash flow.
VAT summaries and tax-ready exports.
Create galleries for each job or project to showcase your work with titles, descriptions, and keywords.
Add titles, descriptions, and searchable keywords to every photo for easy organisation and reference.
Organise galleries into custom categories — by trade, project type, location, or client.
Place before and after photos side by side with titles to show the transformation of your work.
Create sequenced photo slideshows with adjustable speed, transitions, and captions to walk clients through your process.
Browse all photos across every gallery in one combined view, with search and filtering.
View photos in a full-screen lightbox with keyboard navigation — perfect for client presentations.
Share any gallery, photo, slideshow, or before/after comparison on Facebook, X, LinkedIn, Pinterest, WhatsApp, or via email with rich preview cards.
Generate shareable public links for any gallery or photo — viewers see professional pages with your branding, no login required.
Track which photos and galleries are shared most and on which platforms to understand what resonates with your audience.