Customers, jobs, quotes and invoices
Keep business records together in your workspace. Start with a real enquiry and follow its quote, job and invoice.
What connects to your trade business.
See what is built into Trade2Base, what needs service setup and what you enter manually. Ad-account and accounting sync are not connected.
Explore the demoWorkflows in Trade2Base
Your job-request portal
Each business has its own request link. Add it to your website and capture how customers heard about you.
CSV import and export
Import customer and job records from CSV and export business records. This is file transfer, not automatic accounting sync.
Services that need setup
Stripe payments
Card payments and subscription billing use Stripe. Confirm payment setup and the payment journey before relying on live transactions.
AI-assisted drafts
AI-assisted quote and reply drafts require the AI service to be configured. Review drafts before using them.
Quote and invoice email
Email uses a configured sending account. Verify delivery and the reply address before your first customer message. Scheduled follow-ups need workflow verification before use.
SMS job reminders
SMS reminders use Twilio. Sending configuration and the scheduled reminder workflow must be verified before use.
Reporting you record manually
Enquiry sources
Record sources on enquiries and jobs. Your request form can capture source answers and supported campaign tags; this does not connect an ad account.
Monthly ad spend
Enter what you spent per channel. Reports compare that spend with recorded paid-invoice amounts, not a reconciled cash ledger.
Tools that are not connected
Meta, Google and TikTok Ads
There is no ad-account connection or automatic spend import. Continue using those platforms separately and enter spend manually.
Xero and QuickBooks
There is no direct accounting sync. Use CSV exports where suitable and keep your accounting records in your existing system.
WhatsApp, call tracking and direct mail
These are not connected Trade2Base services. No automatic WhatsApp handling, campaign phone attribution or direct-mail dispatch is included.
Sister-product booking and email platforms
No automatic booking sync or bundled sister-product discount is included in a Trade2Base subscription.
Check the workflow you need before subscribing
Recorded invoice amounts may include VAT. Partial payments and refunds are not reconciled by the source report. If automatic accounting or advertising sync is essential, Trade2Base does not provide it today.