Built for UK trades · No card required
Everything a trade business needs, in one place
Job management, quoting, invoicing, scheduling, CRM, AI tools and campaign attribution — purpose-built for plumbers, electricians and builders.
No credit card required. Setup in under 10 minutes.
🔧 Job Management
Every job, from first call to final invoice
- Create jobs from phone calls, emails, or web form submissions
- Assign to any engineer with a single tap
- Track status: upcoming, in progress, completed, cancelled
- Attach photos, notes, and site documents to each job
- Priority flags for emergencies and high-value work
- One-click customer portal link sent via WhatsApp or SMS
🔧
Job Management
Every job, from first call to final invoice
Create jobs from phone calls, emails, or web form submissions
Assign to any engineer with a single tap
Track status: upcoming, in progress, completed, cancelled
📋 Quoting & Invoicing
Quote in minutes, invoice in seconds
- Pre-built quote templates for your most common job types
- Line-item quotes with labour, materials and fixed costs
- Professional PDF output with your logo and branding
- Online quote approval — customer signs off without printing
- One-click conversion from accepted quote to invoice
- VAT-compliant invoicing with automatic 20% calculation
📋
Quoting & Invoicing
Quote in minutes, invoice in seconds
Pre-built quote templates for your most common job types
Line-item quotes with labour, materials and fixed costs
Professional PDF output with your logo and branding
👥 Customer CRM
Know your customers, grow your revenue
- Full customer profiles with job history and total spend
- Communication log: every WhatsApp, email and SMS in one place
- Customer portal — they can view jobs, quotes, invoices and photos
- Tag customers by type: residential, commercial, landlord, letting agent
- Import existing contacts from CSV in under two minutes
- Automated annual service reminders by job type
👥
Customer CRM
Know your customers, grow your revenue
Full customer profiles with job history and total spend
Communication log: every WhatsApp, email and SMS in one place
Customer portal — they can view jobs, quotes, invoices and photos
📅 Scheduling & Dispatch
Your whole team, coordinated from one screen
- Day, week and month calendar views for the full team
- Drag-and-drop rescheduling when plans change
- Engineer availability and workload at a glance
- Automatic booking confirmations and day-before reminders
- Travel time buffers between jobs
- Mobile-optimised — your engineers see their day on their phone
📅
Scheduling & Dispatch
Your whole team, coordinated from one screen
Day, week and month calendar views for the full team
Drag-and-drop rescheduling when plans change
Engineer availability and workload at a glance
📣 Marketing & Campaign Attribution
Know which ads actually generate booked jobs
- Google and Facebook lead ads built and published from your CRM
- Every lead tagged with its source: Google, Facebook, Mailhaus, web form
- True ROI: cost per booked job, not just cost per click
- Mailhaus direct mail — postcards to target postcodes, tracked by QR code
- Campaign detail view: spend, leads, quotes sent, jobs booked
- AI-generated ad copy and campaign briefs on demand
📣
Marketing & Campaign Attribution
Know which ads actually generate booked jobs
Google and Facebook lead ads built and published from your CRM
Every lead tagged with its source: Google, Facebook, Mailhaus, web form
True ROI: cost per booked job, not just cost per click
✨ AI Tools
Your smartest hire — no salary required
- AI-drafted quotes from your site notes and job description
- Automated WhatsApp follow-up sequences for unconverted leads
- AI review response drafts in your tone of voice
- Post-job review request — sent automatically, personalised
- Payment reminder drafts for overdue invoices
- AI assistant chat for any ad hoc task
✨
AI Tools
Your smartest hire — no salary required
AI-drafted quotes from your site notes and job description
Automated WhatsApp follow-up sequences for unconverted leads
AI review response drafts in your tone of voice
🪪 Team Management
Run your engineers like a proper business
- Add unlimited engineers, admins, and office staff
- Per-user job assignment and workload visibility
- Engineer performance: jobs completed, revenue generated, avg rating
- Subcontractor tracking with rate and compliance notes
- Role-based access — engineers see their own jobs only
- Activity feed: who did what, and when
🪪
Team Management
Run your engineers like a proper business
Add unlimited engineers, admins, and office staff
Per-user job assignment and workload visibility
Engineer performance: jobs completed, revenue generated, avg rating
📊 Reports & Analytics
The numbers that actually matter to your business
- Revenue and profit charts by day, week, and month
- Job type profitability — which work earns you most
- Quote conversion rate and pipeline value
- Budget vs actual expense tracking across 7 categories
- Customer lifetime value and top customer ranking
- Export to CSV for accountants or Xero reconciliation
📊
Reports & Analytics
The numbers that actually matter to your business
Revenue and profit charts by day, week, and month
Job type profitability — which work earns you most
Quote conversion rate and pipeline value
📋 Service Contracts
Build predictable recurring revenue from planned maintenance
- Create annual, bi-annual or quarterly service agreements
- Auto-schedule each visit and notify engineers in advance
- Log service records, compliance certificates and inspection results
- Auto-raise the invoice immediately after each completed visit
- Alert when sites are approaching their next required inspection
- Revenue forecasting by month across all active contracts
📋
Service Contracts
Build predictable recurring revenue from planned maintenance
Create annual, bi-annual or quarterly service agreements
Auto-schedule each visit and notify engineers in advance
Log service records, compliance certificates and inspection results
How Trade2Base compares
The only UK trade CRM with campaign attribution and AI built in from day one.
| Feature | TB Trade2Base | Jobber | Tradify | Commusoft |
|---|---|---|---|---|
| Job management | ✓ | ✓ | ✓ | ✓ |
| Quote templates | ✓ | ✓ | ✓ | ✓ |
| VAT invoicing (GBP) | ✓ | — | ✓ | ✓ |
| Campaign attribution | ✓ | — | — | — |
| Call tracking (Q3 2026) | ✓ | — | — | — |
| Lead source badges | ✓ | — | — | — |
| Mailhaus direct mail | ✓ | — | — | — |
| AI quote drafting | ✓ | — | — | — |
| AI follow-up sequences | ✓ | — | — | — |
| Customer portal | ✓ | ✓ | — | ✓ |
| Service contracts / PSM | ✓ | — | — | ✓ |
| Per-business flat pricing | ✓ | — | — | — |
| 7-day free trial | ✓ | ✓ | ✓ | — |
| UK-based support | ✓ | — | — | ✓ |
Based on publicly available feature lists as of May 2026.
< 10 min
Average setup time
4.9★
Average customer rating
15–25%
More leads closed with AI follow-up
£29/mo
Starting price for UK trade businesses
Built for your trade
Trade2Base works out of the box for every type of trade business in the UK.
🔥
Heating Engineers
Boiler pipeline, Gas Safe cert tracking, annual service reminders
⚡
Electricians
NAPIT/NICEIC compliance notes, rewire quoting templates, certificate attachments
🪠
Plumbers
Emergency callout workflow, CCTV job types, leak job priority flags
🔨
Builders & Joiners
Multi-phase project quotes, subcontractor tracking, materials budgeting
🪟
Windows & Doors
Measure-and-quote workflow, supply lead time notes, survey job type
🎨
Decorators
Room-by-room quoting, paint brand/colour notes, prep vs finish breakdown
🧱
Landscapers
Seasonal scheduling, materials by area, before/after photo galleries
🌡️
HVAC & Refrigeration
Service contract tracking, F-Gas compliance, multi-site commercial jobs
Ready to see it in action?
Start your free 7-day trial — no card required, setup in under 10 minutes. Or explore the live demo to see every feature working with realistic data.
✓ No credit card✓ Cancel any time✓ UK support✓ GDPR compliant