TradePilot keeps each step connected, helping you see what needs quoting, what is booked, what is owed and what comes next.
Features
What your working week looks like with TradePilot
One straightforward place for the customer, the job, the paperwork and the payment.
Win the work
Quote it before you leave
Save your standard items and prices once. Then build a branded PDF quote in minutes, preview it and send it by WhatsApp, text or email without returning to a laptop.
Agreed in writing before you start
The customer opens the quote on their phone, checks the breakdown, and signs on screen. Take a deposit or part payment before the job begins.
Run the job
Know where you need to be
Keep quotes, jobs and invoice due dates in one colour-coded calendar, then add the appointments you choose to your phone diary.
Capture it before it gets forgotten
Save a new enquiry in seconds, even as a voice note when your hands are full. It appears in your pipeline with a clear next step, so you know exactly what still needs quoting.
Get paid
Invoice it. Chase it. Get paid.
Turn an accepted quote into an invoice, including recurring invoices. When one is overdue, open a ready-written reminder, review it and choose whether to send it by WhatsApp, text or email. Record the payment when it arrives.
For more help, see our late payment letter templates and interest calculator.
Keep the records
Tax without the shoebox
Log income, expenses and business mileage as you go. See a rough tax-year view to help prepare your figures, then export your records for your accountant. TradePilot does not submit Making Tax Digital updates for you.
One app. Everything together.
Job photos saved against the job
Trade certificates (PAT, gas, electrical minor works)
Ready-written Google review-request messages after you are paid
Your business details and brand colour on customer PDFs
Core records stay available on your device when the signal drops
Customer history, notes and job records in one place