Product roadmap · Updated June 2026

What we're building

Shipped features, what's in progress and what's coming next. We ship updates every week — this page reflects our current priorities.

✓ Shipped
In progress
Up next
Planned

Ship fast, improve constantly

We release updates weekly — not in quarterly drops. Features ship when they work, not when a roadmap deadline says so.

Built from customer feedback

Every item on this roadmap came from a real Trade2Base customer conversation. If you want something built, tell us.

UK trade businesses first

Every feature decision starts with 'does this make sense for a UK plumber, electrician or builder?' — not for a generic global market.

Q1 2026 — Foundation

Campaign attribution engine
✓ Shipped

Connect Google Ads, Facebook, leaflets and directories to the jobs and revenue they generate.

Customer self-serve portal
✓ Shipped

Give customers a link to track jobs, view documents, sign quotes and pay invoices.

AI quote drafting
✓ Shipped

Describe the work in plain English — AI drafts itemised labour, materials and VAT line items.

WhatsApp Business integration
✓ Shipped

Send job confirmations, quote links and payment requests via WhatsApp from within Trade2Base.

Xero & QuickBooks sync
✓ Shipped

Invoices sync to your accounting software automatically. Payments update both systems.

Service Contracts (PSM) module
✓ Shipped

Create annual, quarterly and bi-annual service agreements with auto-scheduled visits and invoices.

Q2 2026 — Growth

Documents & certificate storage
✓ Shipped

Upload and store Gas Safe certs, EICRs, MCS certificates and COSHH sheets against jobs and customers.

Direct mail integration
✓ Shipped

Design and send physical leaflet drops and letters from the campaign builder.

Revenue pipeline dashboard
✓ Shipped

See quotes, sign-offs, in-progress work and receivables at a glance with one-click drill-down.

Automations (follow-ups, reviews)
✓ Shipped

Set rules to send review requests, job reminders and win-back messages automatically.

Stripe payment links
✓ Shipped

One-click card payment links on every invoice. Payments auto-reconcile in Trade2Base and Xero.

Referral programme
✓ Shipped

Earn £50 credit per trade business referred. No cap on earnings.

Q3 2026 — Intelligence

AI campaign copywriting
In progress

Generate Google Ad copy, Facebook ad creative, email subject lines and SMS messages with one prompt.

AI review response drafting
In progress

Draft professional Google review responses in your brand voice with one click.

Stripe card terminals
In progress

Accept card payments on site with a Stripe card reader — synced to Trade2Base invoices.

Call tracking
Up next

Track inbound calls to unique numbers per campaign — see which ads drive phone enquiries, not just clicks.

Google Ads spend sync
Up next

Pull live Google Ads spend into Trade2Base so cost-per-job calculations always use real spend data.

Meta Ads spend sync
Up next

Sync Facebook and Instagram ad spend automatically — true ROI without manual spreadsheet imports.

Gas Safe & EICR certificate templates
Up next

Generate Gas Safe completion certificates and EICR reports directly from job records — pre-filled, compliant and stored against the customer.

Service reminders
Up next

Automatically notify customers when their annual boiler service, EICR or other recurring job is due. Converts to booked jobs without any manual outreach.

Job costing & margin reports
Up next

See labour cost, materials and overhead per job. Know your margin by job type, engineer and customer segment.

GoCardless direct debit
Up next

Set up recurring direct debit mandates for annual service contract customers — no more chasing.

Two-way Xero sync
Up next

Pull expenses and bills from Xero into Trade2Base for full profit-per-job visibility.

GPS location sharing (mobile)
Up next

Engineers share live location with customers via the portal — no more 'where are you?' calls.

Q4 2026 — Scale

Purchase orders module
Planned

Create, send and track purchase orders to suppliers — matched to jobs for job-level costing.

Parts & materials inventory
Planned

Track stock levels, set reorder points and automatically deduct parts used in jobs.

Route optimisation
Planned

Auto-arrange engineer schedules to minimise drive time and fuel cost across daily job runs.

Multi-company accounts
Planned

Manage multiple limited companies or trading entities from one Trade2Base login.

Sage 50 & Sage Business Cloud sync
Planned

Full two-way sync for businesses using Sage accounting — invoices, customers and payments.

AI job costing insights
Planned

Automatic profit margin calculation per job type, per engineer and per customer segment.

Want something built?

Every feature on this roadmap came from a customer request. If there's something you need that's not here, let us know.

Send a feature request
See what shipped recently
Full changelog with every update we have shipped
View changelog