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.
Ship fast, improve constantly
Features ship when they work, not when a roadmap deadline says so. Dates here are intentions, not commitments — anything marked planned is not built yet.
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
Every enquiry records its source and carries it through to the job and the paid invoice. Enter your monthly spend per channel for cost per booked job.
Give customers a link to track jobs, view documents, sign quotes and pay invoices.
Describe the work in plain English — AI drafts itemised labour, materials and VAT line items.
Send job confirmations, quote links and payment requests over WhatsApp. Not built — today you send the portal link by SMS or email and paste it into WhatsApp yourself.
Not built. Invoices export to CSV for your accountant in the meantime.
Create annual, quarterly and bi-annual service agreements with auto-scheduled visits and invoices.
Q2 2026 — Growth
Upload and store Gas Safe certs, EICRs, MCS certificates and COSHH sheets against jobs and customers.
Not built.
See quotes, sign-offs, in-progress work and receivables at a glance with one-click drill-down.
Set rules to send review requests, job reminders and win-back messages automatically.
One-click card payment links on every invoice. Payments reconcile automatically in Trade2Base.
Not running yet — there is no credit mechanism in billing, so nothing is being offered.
Q3 2026 — Intelligence
Generate Google Ad copy, Facebook ad creative, email subject lines and SMS messages with one prompt.
Draft professional Google review responses in your brand voice with one click.
Accept card payments on site with a Stripe card reader — synced to Trade2Base invoices.
Track inbound calls to unique numbers per campaign — see which ads drive phone enquiries, not just clicks.
Pull live Google Ads spend into Trade2Base so cost-per-job calculations always use real spend data.
Sync Facebook and Instagram ad spend automatically — true ROI without manual spreadsheet imports.
Generate Gas Safe completion certificates and EICR reports directly from job records — pre-filled, compliant and stored against the customer.
Automatically notify customers when their annual boiler service, EICR or other recurring job is due. Converts to booked jobs without any manual outreach.
See labour cost, materials and overhead per job. Know your margin by job type, engineer and customer segment.
Set up recurring direct debit mandates for annual service contract customers — no more chasing.
Pull expenses and bills from Xero into Trade2Base for full profit-per-job visibility.
Engineers share live location with customers via the portal — no more 'where are you?' calls.
Q4 2026 — Scale
Create, send and track purchase orders to suppliers — matched to jobs for job-level costing.
Track stock levels, set reorder points and automatically deduct parts used in jobs.
Auto-arrange engineer schedules to minimise drive time and fuel cost across daily job runs.
Manage multiple limited companies or trading entities from one Trade2Base login.
Full two-way sync for businesses using Sage accounting — invoices, customers and payments.
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