Marketing attribution · Job management · UK trade businesses

Know which leads
become paid jobs.

Trade2Base tracks every enquiry from Google, Meta, Checkatrade, calls and referrals through quote, job, invoice and payment — so UK trade owners know what to chase, what to cut and where to spend next.

7-day free trial · no card required · See customer portal demo →

7-day free trial · no card required AI drafts, you approve UK company, UK support
9:41
100%
Good morning 👋
James Miller
JM
5
Today's jobs
3
Quotes out
£18k
Revenue
AI quote ready · £640
Boiler service · Marian Hayes
Review
£
Invoice paid · £820
Tom Briggs · Bathroom fit
New lead · Meta Ads
Bathroom refit · Bath
View
Built for plumbers · electricians · builders · HVAC engineers · roofers and more
FORGEWORKSOAKLEAF ELECTRICWESTBAY PLUMBINGNORTHCAPE ROOFINGBRIGHTLAND LANDSCAPESCARTERS HVACDEVON BATHROOMSSUNRIDGE SOLARSWIFT GASMETRO BUILDERSFORGEWORKSOAKLEAF ELECTRICWESTBAY PLUMBINGNORTHCAPE ROOFINGBRIGHTLAND LANDSCAPESCARTERS HVACDEVON BATHROOMSSUNRIDGE SOLARSWIFT GASMETRO BUILDERS
Sound familiar?

Five things leaking revenue from your trade business every week.

Missed enquiries

A missed call or slow reply at 6pm costs you the job. The next plumber picks it up.

Unchased quotes

You sent 8 quotes this month. 3 went cold. You don’t know which ones or why.

Forgotten follow-ups

The job you quoted in March called someone else because you didn’t follow up.

Overdue invoices sitting in a spreadsheet

£3,200 owed by two customers. You’ve sent one reminder and hate chasing money.

No idea which ad is working

You’re spending £600/month on Google and Checkatrade. You have no idea which one booked a single paid job.

Trade2Base solves all five.

Every enquiry captured. Every quote followed up. Every invoice chased. Every ad source tracked to a paid job.

Campaign engine

Launch local offers without becoming a marketing agency.

Plan seasonal campaigns, generate creative, capture leads and connect the work back to jobs, quotes and revenue.

Meta Ads

Boiler service reminder

Run a seasonal reminder to your past customers. Trade2Base tracks which Facebook leads turn into booked jobs — so you know your cost per job, not just cost per click.

31 leads · £38/booked job
Google Ads

Emergency plumber near me

Capture high-intent search leads the moment they land. See which keywords generate enquiries that convert to paid work — and cut the spend on keywords that only generate tyre-kickers.

£42 CPL · 64% quote conversion
TikTok Ads

Bathroom before and after

Generate short-form video hooks from your job photos. Track whether TikTok views turn into enquiries and jobs — not just vanity reach numbers.

12.4k views · 9 enquiries
Website form

Request a quote form

Embed a branded lead form on your website in 60 seconds. Every submission lands in Trade2Base as a tracked enquiry — never lost in email again.

18 enquiries → 14 quotes sent
Core platform

From first enquiry to paid invoice — every step in one place.

Trade2Base is built around how trade businesses actually work: a lead comes in, you quote, you do the job, you invoice, you get paid, you ask for a review. No step gets lost.

Capture local demand

Turn website forms, campaign leads, calls and customer messages into a clean job request pipeline.

AI campaign assistant

Draft local offers, ad copy, follow-ups, quote notes and customer replies from one AI workspace.

Jobs that run themselves

Schedule visits, track statuses, capture notes, attach photos and close jobs without chasing spreadsheets.

Quotes in minutes

Build itemised labour, materials, VAT and approval workflows from site notes or customer requests.

Invoices and payments

Create invoices from completed work, monitor overdue balances and prepare Stripe payment links.

Profit and ROI clarity

See revenue, margin, quote conversion, outstanding invoices and campaign pipeline in one dashboard.

📱 Customer Companion App

Give every customer a live window into their job.

Trade2Base generates a unique portal link for every job. Share it by SMS, WhatsApp or email. Customers can track progress, approve quotes, pay invoices and upload photos — no app download required.

📍
Live job tracking
Customers see real-time job status, engineer ETA and a step-by-step timeline from request to completion.
📄
Quote approval
Approve, decline or request changes on quotes in seconds — right from their phone, no login required.
💳
Invoice payment
Pay invoices instantly via Stripe. Auto-receipt on payment. No chasing, no awkward phone calls.
📸
Photo uploads
Customers upload job photos, videos or problem evidence. AI analyses them to help with quotes.
💬
Direct messaging
Two-way chat connected to the job record. WhatsApp or in-portal, your choice.
Review capture
One-tap review request at job completion. Push to Google, Trustpilot or Facebook.
9:41
TB
LIVE
Sam's on the way 🚐
ETA 22 minutes
22 min ETA
09:30 Booked
£510 Quote
Overview
Timeline
Photos
Quote
Pay
Job timeline
Request received ✓
Quote approved ✓
Engineer on way ●
Work in progress
Invoice sent
Quote · £510
Decline
Approve ✓
💬WhatsApp Sam
AI drafts · you approve

Campaign copy, quotes and follow-ups written for you — never sent without your say-so.

AI prepares campaign ads, quote breakdowns, SMS reminders and review requests. You read, edit and approve before anything reaches a customer. You stay in control at every step.

AI copywriting for ads and messages
AI image generation prompts for seasonal creative
Video generation scripts for TikTok and Reels
Follow-up sequences for quotes and invoices
AI image prompt

A clean, bright before-and-after bathroom renovation image for homeowners in London.

Video ad script

Hook: Still ignoring that boiler warning light? Book a same-week service.

SMS follow-up

Hi Sarah, just checking if you would like us to reserve Friday for the quote.

Job photo insight

Potential leak source identified. Draft quote range prepared for review.

Integrations

Connect the channels where customers already find you.

Link your Meta Ads, Google Ads, TikTok, website forms, WhatsApp, Stripe and Xero accounts. Every lead, booking and payment flows into one dashboard.

Connect Channels
Paid channels
Meta AdsGoogle AdsTikTok AdsLocal Services Ads
Websites and leads
Website formsLanding pagesCall trackingLead capture
AI creative
AI copywritingAI image generationVideo generationOffer ideas
Scheduling
Campaign calendarFollow-up timingSeasonal pushesRecurring reminders
Analytics
Revenue reportsQuote conversionAd ROIPipeline value
CRM and data
CustomersJobsQuotesInvoicesMessages
How it works

Up and running in your first week.

Most trade businesses are live within a day. Import your contacts, connect your channels, send your first quote. We help you move in.

1

Import your contacts

Upload customers from a spreadsheet, Xero, Jobber or Tradify. We help you bring your history. No data left behind.

2

Connect your channels

Link Stripe, Xero, Google Ads, Meta Ads and WhatsApp. Your website lead form too. Takes about 20 minutes.

3

Add jobs, send quotes

Create your first jobs and assign engineers. AI drafts the quote from the brief — you review, edit and send. Customer approves from their phone.

4

See what's making money

Every lead, job and payment linked back to the channel it came from. Know your quote conversion rate, revenue by job type and ROI by ad source.

Moving from Jobber, Tradify, Commusoft or a spreadsheet? Talk to us about migrating →

Results

Know which work is worth chasing.

See campaign leads, booked jobs, revenue, profit, quote conversion, outstanding invoices and job performance in one practical owner dashboard.

31%
more follow-ups sent
2.4x
faster invoice reminders
19%
higher quote conversion
4.8x
sample campaign ROI

Channel performance

Leads, booked jobs and revenue by source

+18%
Social proof

Built for serious local service teams.

Trade businesses across the UK use Trade2Base to win more jobs, get paid faster and understand which marketing actually works.

I was spending £400 a month on Google Ads and had no idea if a single job came from it. Trade2Base showed me 11 booked jobs in 8 weeks from that spend. I cut the campaigns that weren't converting and put it into the ones that were.

James Miller
Plumber · Leeds · 3 engineers

We had 6 quotes go quiet in one month and I didn't realise until I ran the report. The follow-up reminders alone have recovered two jobs we would have lost. Our quote conversion went from around 55% to 71% in the first quarter.

Priya Shah
Electrical contractor · Birmingham · 5 staff

The customer portal makes us look like a proper outfit. Clients approve quotes and pay invoices from their phone — no chasing, no awkward calls. We collected £4,800 in overdue invoices in the first month just by turning on automated reminders.

Tom Briggs
Bathroom installer · Bristol · solo trader

I used to run Checkatrade and Google at the same time with no way to compare them. Now I can see Checkatrade brings more leads but Google brings the higher-value jobs. That single insight changed where I spend every month.

Aisha Okonkwo
Heating engineer · Manchester · 2 engineers

Beta customer results — individual outcomes vary.

B
Pro members get 50% off our sister products
Mailhaus email marketing · Bookuno customer bookings · BoltKit social content — applied automatically.
Get Pro →
Pricing

Plans built for every stage.

Simple monthly pricing. No setup fees. Cancel any time.

Starter
£29/mo
or £290/yr — save 2 months

Perfect for solo traders getting organised.

  • 1 user
  • 50 jobs/month
  • Quotes & invoices
  • Customer portal
  • Schedule
  • Basic AI tools
Start free trial
Most popular
Professional
£59/mo
or £590/yr — save 2 months

The full suite for growing trade businesses.

  • 3 users
  • Unlimited jobs
  • Full AI assistant
  • Campaigns
  • Integrations
  • Advanced reports
  • SMS reminders
Start free trial
Growth
£99/mo
or £990/yr — save 2 months

For teams that run multiple crews.

  • 8 users
  • Everything in Pro
  • Mailhaus credits
  • Team scheduling
  • Custom templates
  • Priority support
Start free trial
Team
£179/mo
or £1790/yr — save 2 months

Multi-site, multi-crew, no limits.

  • Unlimited users
  • Everything in Growth
  • White-label portal
  • API access
  • Dedicated account manager
  • Custom onboarding
Talk to us

All plans include the customer portal, job tracking, and AI admin tools. See full comparison →

FAQ

The practical bits.

Short answers for the things you will ask before connecting real accounts.

Is Trade2Base only for plumbers?

No. Trade2Base works for any UK trade — electricians, builders, roofers, decorators, bathroom fitters, heating engineers, HVAC, solar installers and multi-trade teams. Every feature adapts to your job type.

Does it replace my ad tools?

No — it works with them. Trade2Base connects to your existing Meta, Google and TikTok ad accounts and shows you which campaigns are actually generating booked jobs and revenue.

Does AI send messages automatically?

No. AI drafts campaigns, quotes, replies and reminders for your review — you approve before anything goes out. You stay in control at every step.

Can I start without connecting Stripe or ad accounts?

Yes. You can use the CRM, quoting and invoicing features straight away without connecting any external accounts. Integrations unlock when you're ready.

Which integrations does Trade2Base support?

Stripe, WhatsApp Business, website lead forms, Meta Ads, Google Ads, TikTok Ads, Xero, QuickBooks and more. See the full list on the integrations page.

Built for your trade

Purpose-built for every trade, not a generic tool.

Trade2Base ships with job types, compliance tools, quoting templates and campaign workflows designed around how each trade actually works.

Also built for roofers, decorators, bathroom fitters, solar installers, drainage engineers, landscapers, kitchen fitters, HVAC engineers, window cleaners, fire & security, property managers, pest control, locksmiths, gas engineers, commercial cleaners, groundworkers, painters & decorators, refrigeration engineers, scaffolders, telecoms engineers, flooring contractors, tree surgeons, damp proofing specialists, glaziers, plasterers, carpet cleaners, joiners, tilers, air conditioning engineers, boiler engineers, property maintenance contractors, skip hire operators, security systems engineers and renewable energy installers. See all features →

Every enquiry tracked. Every pound of ad spend explained.

Connect your jobs, quotes, invoices and marketing channels. Trade2Base shows you what's working, chases what's not, and helps you spend smarter.

7-day free trial · No card required · UK company · Cancel anytime · Your data exported on request

🇬🇧UK registered company
🤝UK-based support
🔒GDPR compliant · UK data
No card required to start
📤Export all your data, any time
Cancel any time, no penalty
🔗Stripe · Xero · WhatsApp · Google Ads
Trade2Base | AI growth office for tradespeople