Enquiries, quotes, scheduling, time on site, job costs and invoices. One system for the whole business, not a folder for each part of it.
Enquiries and quotes long before there is a job. Scheduling, time on site and job costs while it runs. Variations, forms and invoicing as it lands. In most firms that is a folder, a WhatsApp thread, a diary, a pile of timesheets, a supplier email chain and an invoice book.
The form on your website creates the contact and the enquiry. Nobody retypes a phone number.
Sections and line items, each with materials, labour and plant, each with its own margin.
Book staff and subcontractors onto work, and move it when plans change. Day, week and overview.
Clock in on site, and on a paid plan inside a geofence you set around the address.
Budget against actual by category, and the projected margin while the job is still running.
Price the change, get it approved, apply it. The job total moves and stays moved.
Built in the office, filled on site, with photos, timestamps and the client's signature.
Split the job value into stage payments and raise each one when the stage actually lands.
The site thread and the plans, on the job, not in a WhatsApp group.
Build a quote in sections and line items. Each line carries materials, labour and plant, each with its own margin, and presets come from your own price book. Accept it and it becomes the job.
Already estimate somewhere else? CrAIg reads a professional QS estimate, a Price A Job or HBXL EstimatorXpress export, or a tender plot list, and builds the quote from it.
Book staff and subcontractors onto work, and move it when plans change. Day, week and overview. Everyone sees their own schedule in the app, and staff clock in against the job from their phone, so the timesheet is already written by Friday.
The location check runs at clock-in and clock-out, against the job address or one of your saved clock-in locations.
Budget against actual by category, with the projected margin updating as costs land rather than at the end. Price a change as a variation, get it approved, apply it, and the job total moves with it. Split the value into stage payments and raise each invoice from the schedule when the stage is actually done.
Swap 2.4 m French doors for a 3-panel aluminium bifold. Extra lintel bearing, revised threshold detail.
£34,610 invoiced of £48,650
Everything the team needs on site runs on iOS and Android: today's schedule, the job and its line items, notes and photos, forms, and the clock. Forms are built in the office and filled on site, fully customisable to require photos, timestamps, signatures and more, captured on the the mobile app.
One app for office staff and field staff, rather than an office system and a separate site app. Everyone sees their own schedule.
Today · Tue 14 Apr
Kitchen extension
14 Ashdown Road, Horsham
Clocked in at 07:42
7:48 on site
"From the outset, the system has proven to be intuitive, reliable, and extremely well thought through for day-to-day operational use. If we contact them with a query or issue, they deal with it immediately and see it through to resolution."
"I've had about 3 different trade softwares over the years and there was always something missing from them that my business needed. It's brilliant, even my staff love it. The founder William has been so helpful, if there was an issue or if I was stuck he replies the same day."
Free
£0
No card needed
Crew
£54.99/mo
or £549.90/yr, 2 months free · ex VAT
Business
£89.99/mo
or £899.90/yr, 2 months free · ex VAT
Pro
£159.99/mo
or £1599.90/yr, 2 months free · ex VAT
No. The Free plan takes no card and has no trial clock - 5 jobs, 5 quotes and 3 User seats, for as long as you like. If you want a paid plan, the 14-day trial does take a card, nothing is charged until it ends, and you can cancel at any point in it and pay nothing.
Not directly, not yet. What you can do today is bulk export your sales and purchase invoices to CSV over any date range and upload that into your accounts software, and raise, send or download invoices from Trades Panel.
No. Our AI assistant, CrAIg, reads a professional QS estimate as a PDF, a Price A Job or HBXL EstimatorXpress export, or a tender plot list, and turns it into a Trades Panel quote you can edit. That uses CrAIg credits, and you get 100 a month on a paid plan.
Trades Panel works for pretty much any trade - builders, joiners, electricians, plumbers, roofers, groundworkers, fit-out and maintenance teams.
No. You can raise a job directly, or write a quote with no enquiry behind it. The stages exist because most work moves through them, not because the system forces you down a funnel.
Deliberately not. You raise each invoice from its scheduled payment when the stage is actually done, then send it from Trades Panel or download the PDF. Jobs slip, and nobody wants an invoice firing off on a date that stopped being true three weeks ago.
Take the job you are running now, put it in, and watch where everything lands. If it does not make the week easier, you have lost twenty minutes and no money.
