EASYDOES TRADE

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Useful things you need sometimes, kept out of the way of everyday jobs.

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Setup check

Make sure customers, business details, payments and your first quote are ready.

Business & payments

Update business details, VAT, bank transfer, Stripe customer payments, paperwork style and your Trade subscription.

Customer history

See a customer’s jobs, quotes, invoices and current amount outstanding together.

Supplier bills

See supplier balances, overdue bills and what needs paying in the next seven days.

Year-end figures

See payments received, VAT and recorded business costs together for your records or accountant.

Calendar

Plan booked work, see overlaps and find accepted jobs that still need a date.

Job costs

Photograph receipts, record suppliers and keep material spending against each job.

Import customers

Bring existing customer details into Trade without retyping them.

Appearance

Choose your colour theme and how much fits on screen.

Quick tour

A short reminder of the quote → job → invoice → paid workflow.

Privacy & my data

Read the privacy notice, download your data or manage your account.