TRADEPILOT FEATURES / BUILT FOR UK TRADESPEOPLE
The work changes.
The details stay.
Capture the enquiry, quote the work and book it into the diary. When it is time to invoice, the customer and agreed work are already there.
Coming soon. Joining the list does not start a trial.
At launch: 14 days free. Payment details required. £20 a month starts automatically on day 15 unless you cancel during the trial.
One customer record connects the enquiry, quote, booked work and invoice.
01 / QUOTE THE WORK
Quote it while
the job is fresh.
Save the enquiry with notes, a voice recording or photos. Build the quote from your saved prices, then check the branded PDF.
- Start with the enquiry. Carry the customer and work details into the quote.
- Use your own prices. Reuse saved items instead of building every quote from scratch.
- Choose how to send it. Open WhatsApp, text or email with the message ready. You check it and press send.
Your customer can open the public quote, sign and accept online. Sending, public links and acceptance need a connection.
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02 / BOOK THE WORK
Know where
you’re needed.
Put agreed work in the diary, with the customer’s address and job details to hand. See what is coming up during the week.
- Keep the details with the job. Notes and photos sit alongside the booked work.
- Plan repeat visits. When you finish a recurring job, its next visit rolls into the diary.
- Find the customer’s history. Their enquiries, quotes, jobs and invoices stay connected.
ONE CUSTOMERFrom the first call
to the next visit.
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03 / INVOICE AND FOLLOW UP
The quote becomes
the invoice.
Carry the customer and agreed work across. Record deposits, part payments and final payments, then see what is left to collect.
- Keep the balance clear. Recorded payments reduce what is outstanding.
- Follow up when it is late. Choose a ready-written reminder, check the words and send it yourself.
- Keep a payment record. Record the amount when it arrives.
TradePilot does not check your bank account or process card payments.
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04 / KEEP THE RECORDS
Know where the
business stands.
See fully paid invoices and outstanding balances. Log expenses, receipts and business journeys, then download the records for your accountant.
- Expenses and receipts. Keep business costs with the supporting records.
- Business mileage. Log journeys manually and see the allowance for the selected tax year.
- Useful exports. Xero-format sales invoices, a QuickBooks-friendly sales CSV and an accountant workbook.
What the figures include
Revenue includes fully paid invoice totals, including VAT, for the selected period. Outstanding deducts recorded part payments and is not limited to that period.
The tax-year view uses paid invoice income excluding VAT, expenses and mileage allowance. Tax figures are rough estimates using the selected year’s England and Northern Ireland assumptions. TradePilot does not file returns, send Making Tax Digital updates or connect live to accounting software.
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WHEN RECEPTION DROPS
Your records
stay to hand.
Core customer and business records stay available on your device. Sending, public links, online acceptance, view tracking and cloud backup need a connection.
You can also save a backup file yourself.
ONE PLAN. EVERY FEATURE.
For the work.
And the paperwork.
£20 a month at launch. Everything shown here is included.
Coming soon. Joining the list does not start a trial.
At launch: 14 days free. Payment details required. £20 a month starts automatically on day 15 unless you cancel during the trial.