Welcome to Trade2Base — 5-Minute Overview
Trade2Base is a CRM and business management platform built specifically for UK trade businesses. Whether you're a one-man plumbing operation or a team of 10 heating engineers, Trade2Base brings your jobs, quotes, invoices, customers, and marketing into one place — with full campaign attribution so you always know which ad spend is actually earning money.
What Trade2Base does
Trade2Base replaces the spreadsheets, WhatsApp threads, and disconnected apps that most trade businesses rely on. It connects your customer records to every job you run, every quote you send, and every invoice you raise — and then links all of that back to the marketing campaigns that generated the work in the first place.
The result is a single number you've never had before: the true return on every pound you spend on advertising.
The 6 key modules
Create, assign, track and close every job from first contact through to completion.
Build itemised quotes with AI assistance, convert to invoices, and collect payment via Stripe.
A full CRM with job history, spend totals, tags, and linked records.
Connect Meta, Google, and Mailhaus campaigns and see which ones generate real revenue.
A branded portal where customers track jobs, approve quotes, and pay invoices online.
Revenue, profit, quote conversion and campaign ROI — all on one dashboard.
How the workflow flows
Every piece of work moves through the same lifecycle inside Trade2Base:
A lead comes in (via your portal form, a phone call, or a campaign). You create a Job, draft a Quote, convert it to an Invoice, and collect Payment — all without leaving Trade2Base.
What makes Trade2Base different
- UK-first — VAT at 20%, Gas Safe records, British date formats, and GBP throughout.
- Campaign attribution — link every job to the ad channel that generated it.
- AI assistance — draft quotes and customer replies in seconds.
- Flat pricing — one monthly price, no per-seat fees, no hidden costs.
Your first 3 steps
Add your company name, logo, VAT number, and trading address. This information appears on all quotes and invoices you send to customers.
Complete your business profileCreate a test customer record to explore how jobs, quotes, and invoices connect to a contact. Use your own name and email so you can receive test messages.
Adding your first customerBook in a test job against your test customer, walk through the status flow, and see how the customer portal link is generated automatically.
Creating your first jobTrade2Base works best on desktop during setup. Once you've configured your account, the mobile-optimised dashboard is great for checking jobs and stats on the go.
Still need help? Contact support