TradePlan
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Quote it, book it, get paid for it

TradePlan keeps the whole job in one place — the quote you sent, the day it is booked in, and the invoice that follows. Built for UK plumbers, electricians, builders and gas engineers.

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app.tradeplanapp.com/dashboard
The TradePlan dashboard showing pipeline figures, a quotes-versus-enquiries trend chart and upcoming jobs.

The paperwork stops being the job

Most of this is admin you are already doing. It just takes an evening instead of a minute.

Quotes typed out again from scratch
Reusable price list, quote in minutes
A diary, a whiteboard and three group chats
One calendar everybody can see
"Did we ever invoice that one?"
Every job shows what it has been billed
Chasing figures across five spreadsheets
Pipeline and revenue on one screen

The tour

One job, start to finish

These are real screens from TradePlan — not mockups.

Quote

Send a quote that looks like you meant it

Build an itemised quote from your own price list, drop in your logo and colours, and send it as a PDF the same afternoon. Revise it without losing the original — every version is kept.

  • Your logo, your layout
  • Reusable price list
  • Revisions tracked automatically
A branded TradePlan quote for a full central heating system, itemised with VAT and a £6,589.20 total.

Schedule

See the whole week before Monday arrives

Accepted quotes become jobs. Put them on the calendar, see the day-work fit around the big installs, and know at a glance what is still waiting for a date.

  • Week and list views
  • Multi-day jobs handled properly
  • Nothing double-booked
TradePlan's week calendar showing boiler services, a CP12 certificate and a multi-day void property refurbishment.

Invoice

Invoice from the job, not from memory

A finished job already knows what was quoted and what was fitted. Turn it into an invoice in a click, record part payments, and see what is still owed without opening a spreadsheet.

  • One click from job to invoice
  • Part payments recorded
  • Outstanding balance always current
A TradePlan invoice list showing paid, sent and draft invoices with due dates and totals.

Track

Know which quotes are still live

Every quote carries its status, so you can see what has been sent, what has been accepted, and what has gone quiet and needs a nudge.

  • Sent, accepted, rejected at a glance
  • Filter and search instantly
  • Linked back to the job
A TradePlan quote list filtered by status, showing sent and accepted quotes with totals.

Built for

PlumbersElectriciansBuildersGas EngineersHVACProperty MaintenanceGeneral Contractors

Simple, transparent pricing

No complicated tiers. No hidden features. Just one price per user.

Free Onboarding Worth £1,000 All Features Included
£33 /user/month

Minimum 1 user · No setup fees · Cancel anytime

Start free 14-day trial

No credit card required · Full access · Free onboarding included

Everything included:

Unlimited jobs & quotes
Job scheduling & calendar
Branded quote & invoice PDFs
Client management (CRM)
Reusable price list
Part payments & balances
Multi-user collaboration
Team roles & permissions
Quote revision history
Custom quote templates
Mobile access
Email support
Unlike competitors with confusing tiers, TradePlan gives you access to all features from day one. Need more than 50 users? Contact us for enterprise pricing.

Get your evenings back

Set up your price list, send your first quote, and see the difference by the end of the week.

Start your 14-day free trial

No credit card required. No setup fees. Cancel anytime.