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