For the partner who runs the office
The quotes, the invoices, the chasing, the receipts, the VAT — someone does all of it, and it's you. TradePlanr gives you one place for the lot, so the business stops living in your head, your phone and the footwell of his van.
Free to start · No card · No download needed — works in your browser
The half of the job nobody puts on the website.
You can't invoice a job you can't see. Chasing him for what he actually did, which parts went in and what he promised the customer shouldn't be an evening's work. In TradePlanr the job, the notes and the photos are all on the same record — so when you open it, it's already there.
The kids are down, you're shattered, and there are six invoices to type up from photos of scribbled notes. Turn a finished job into a proper invoice — your logo, your rates, VAT handled — in under a minute. Minutes, not evenings.
Fuel, merchants, parking, the odd bit of kit. When receipts get photographed against the job as they happen, quarter-end is a review rather than an excavation of the van.
You're carrying the debtor list in your head and the awkward phone call along with it. See paid, part-paid and overdue at a glance, and let customers settle up by card from a link instead of promising a cheque.
You're on a laptop at the kitchen table, he's on a phone in someone's loft. It has to work for both of you or it doesn't work at all.
Share the calendar and you can see and manage what's booked from your own screen — no ringing him to find out where he is, no 'I thought you told them Thursday'.
Build the quote while the job's still fresh, send it with a signing link, and see the moment it's accepted — instead of finding out three weeks later that they went with someone else.
The invoice builds from the finished job, so nothing gets re-typed and nothing gets missed. Customers pay by card from a link, which is usually the difference between getting paid this week and next month.
Snap the merchant receipt on the forecourt and it's filed against the job for good, instead of fading to nothing under the van seat.
Connect Xero, QuickBooks, FreeAgent or Sage and your invoices, expenses and payments go straight into the books. Reconciling stops being a weekend. (Connecting is a Pro feature — one provider at a time.)
The bit that always fails is the on-site half. Adding a job, a photo or a receipt takes seconds on a phone — and works with no signal in a basement — so the information reaches you without you having to ask for it.
Want the full tour? See everything the TradePlanr app does or check what it costs.
She isn't nagging you for job details. She genuinely can't invoice a job she can't see — and every day she spends chasing you for it is a day the money isn't in the account.
What it actually asks of you: what you did, what went in, a photo. On the phone, on site, before you pull off the drive. That's it.
You end up doing less paperwork than you do now, she gets her evenings back, and the money comes in faster. Nobody has to have the conversation again.
One business, both of you. Calendar sharing lets you view and manage the diary from your own device or in a browser, while he works off the app on site. A single invite link works whether the person opens it in the app or on the web.
Start free in your browser — there's nothing to download and no card needed. Put in your business details, your logo and your usual rates, and you can have your first invoice out the same afternoon. Taking card payments is part of Pro, which starts with a 7-day free trial.
That's the right question to ask, and it's why the on-site side is deliberately tiny. Adding a job, a note, a photo or a receipt is a few taps, and the app works offline in basements and new-builds, so it doesn't fall over exactly where he works. He isn't being asked to do admin; he's being asked to take a photo.
Yes. TradePlanr connects to Xero, QuickBooks, FreeAgent and Sage, pushing customers, invoices, expenses and payments across so your accountant is working from the real numbers. You connect it under Profile → Payments & Accounting. It's a Pro feature, and you connect one provider at a time.
The re-typing stops. Today the same job gets written down on site, read out to you, typed into a spreadsheet, then typed again into an invoice template — and every one of those steps is somewhere a number goes wrong. In TradePlanr the job is entered once and the quote, the invoice, the expenses and the record all hang off it.
Free to start with no card — you can get set up and get your first invoice out without paying anything. Pro is £9.99 a month or £99.99 a year with a 7-day free trial, and covers card payments, the accounting connections and the rest of the app; the pricing page has the current detail. If it saves you one evening of invoicing a month it has paid for itself several times over.
“I used to do the invoices on a Sunday night off photos of his notes. Now they go out the day the job's finished and I've got my weekends back.”
Claire Bennett
Office & accounts, plumbing and heating business, Leeds
Start free in your browser — no card, nothing to download, and you can have your first invoice out this afternoon.