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-built, UK support
9:41
100%
Good morning 👋
Sample Account
JM
5
Today's jobs
3
Quotes out
£18k
Revenue
AI quote ready · £640
Boiler service · Sample customer
Review
£
Invoice paid · £820
Sample customer · Bathroom fit
New lead · Meta Ads
Bathroom refit · Bath
View
Built for UK trade businesses
PlumbersElectriciansBuildersHVAC engineersRoofersLandscapersDecoratorsBathroom fittersGas engineersSolar installersJoinersTilersPlumbersElectriciansBuildersHVAC engineersRoofersLandscapersDecoratorsBathroom fittersGas engineersSolar installersJoinersTilers
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.

Google Ads

Search spend you can settle

Tag your ad's landing URL once. Every enquiry that arrives through it is stamped Google Ads and followed to the job and the paid invoice. Enter your monthly spend and you get cost per booked job — not cost per click.

You enter spend · we count the jobs
Facebook & Instagram

Prove whether social pays

Same mechanism, separate line. Social enquiries are counted apart from search and referrals, so a channel that produces plenty of enquiries but few paid jobs has nowhere to hide.

Enquiries · quotes · booked · collected
Checkatrade & directories

The one people argue about

Directory leads sit next to everything else on the same table with the same columns. If your membership costs more per booked job than search does, you will see it in the first full month.

Compared like for like
Word of mouth

Count the free work properly

Referrals and repeat customers get counted too, so you know how much of your revenue costs you nothing to win — usually more than owners expect, and worth protecting.

Referral and repeat tracked separately
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 every enquiry with its source

Your own job request link records where each enquiry came from — the answer they give, the UTM tag, or the site that referred them.

AI that drafts, never sends

Quote wording, customer replies and follow-ups drafted for you. Nothing reaches a customer until you press send.

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.

Revenue traced back to source

Enter what you spent per channel. See enquiries, booked jobs, collected revenue and cost per job against it.

Customer Companion App

Give every customer a live window into their job.

Trade2Base generates a unique portal link for every job. Send it by SMS or email, or paste it into WhatsApp yourself. Customers track progress, approve quotes, pay invoices and upload photos — no app download, no login.

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 in the customer portal, tied to the job record so the whole thread stays with the work.
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

Quotes, replies and follow-ups written for you — never sent without your say-so.

AI turns your site notes into an itemised quote, drafts the reply to an awkward customer email, and writes the follow-up you keep meaning to send. You read it, change it and send it. Nothing goes out on its own.

Itemised quote drafts from your job notes
Replies to customer messages, in your tone
Follow-up wording for quotes gone quiet
Payment chasers that don't read like a threat
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 there, 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.

What's connected

Everything you need to run the job, nothing you don't.

Trade2Base is deliberately small: lead capture with source tracking, quoting and invoicing, card payments through Stripe, and email and SMS to keep customers moving. No ad-account plumbing to set up.

Connect Channels
Lead capture
Your own job request linkUTM trackingReferrer trackingManual source tagging
Payments
Stripe checkoutInvoice payment linksCard payment receiptsPayment reconciliation
Messaging
Transactional emailSMS remindersCustomer portal chatEmail to your customer list
AI drafting
Quote draftsCustomer repliesFollow-up wordingJob note summaries
Reporting
Revenue by sourceQuote conversionCost per booked jobOutstanding invoices
CRM and data
CustomersJobsQuotesInvoicesCSV import and export
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 customers

Upload your customer list from a spreadsheet — the export from Jobber, Tradify, Xero or a plain CSV all work. Nothing left behind.

2

Put your job request link out

You get your own link. Put it on your website, your Google Business profile and your ad landing pages, and every enquiry arrives stamped with where it came from.

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.

£
revenue by lead source
%
quote-to-job conversion
£
cost per booked job
outstanding invoice ageing

These are the four numbers Trade2Base calculates from your own jobs, quotes and invoices. We don’t publish uplift figures from other people’s businesses.

Channel performance

Leads, booked jobs and revenue by source

Example view
Straight answer

Why should you trust a new tool with your jobs?

A fair question, and the honest answer is more useful to you than a stock photo with a quote under it.

We don't publish testimonials we haven't earned

Trade2Base is new. There is no wall of five-star quotes here because there is no wall of customers yet. When real trade businesses get real results, we will publish them with their name, their trade and their permission — and not before.

You are not locked in

Monthly plans cancel at any time from your own billing page — no phone call, no retention script. Every customer, job, quote and invoice can be exported to CSV whenever you want, including after you cancel.

You get the person who builds it

Support goes to a UK inbox that the person who writes the software reads. If something is broken, you are not explaining it to a script. If a feature is missing, you are talking to the one who can add it.

Try it on your own numbers first

Seven days, no card. Load last month's real jobs and quotes and see whether the attribution actually tells you something you didn't already know. If it doesn't, walk away and keep the export.

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
  • AI assistant
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
  • Direct mail (Mailhaus)
  • 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 team seats
  • Everything in Growth
  • Dedicated account manager
  • API access
  • SLA uptime guarantee
  • Custom integrations
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 Trade2Base plug into my ad accounts?

No, and we won't pretend otherwise. Trade2Base doesn't read Google or Meta. It records the source of every enquiry and follows it to the paid invoice, and you enter what you spent on each channel each month. That gives you cost per booked job from your real numbers — the figure the ad dashboards can't give you, because they never see which job got paid.

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 anything?

Yes. Jobs, customers, quotes, invoices and the customer portal all work from day one. Connect Stripe when you want customers to pay invoices by card.

What does Trade2Base connect to today?

Stripe for card payments and subscriptions, email for quotes, invoices and reminders, SMS for job reminders, and your own job request link for lead capture. Customers and jobs import from CSV, and everything exports back to CSV. Accounting sync (Xero, QuickBooks) is not built — if you need it today, Trade2Base is not the right tool yet.

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

Built and run in the UK
Support answered by the developer
Your data stays in the UK/EU
No card required to start
Export all your data, any time
Cancel any time, no penalty
Stripe · email · SMS · CSV in and out
Trade2Base | AI growth office for tradespeople