Quotes & jobs
Quotes, site visits, job status, parts, invoices, customer updates — one pipeline.
Skip to main contentBy trade The trade stack 01 · Quotes & pipeline 02 · Job status 03 · Parts & stock 04 · Invoicing 05 · Office 06 · BrainBase Sample engagement Adjacent industries
Industry · Trades & services
Small businesses need systems that know the street.
A warmer commercial direction for trades, contractors, and local service teams. Less startup. More useful infrastructure — quotes, jobs, parts, invoices, across vans, sites, and the office.
Parts & supplier
Stock-on-truck, supplier orders, returns. Reorder triggered by job pipeline.
Invoicing
Invoice on completion, automated chasing, payment-due alerts. Late invoices written off down 87%.
Customer comms
Pre-arrival SMS, on-the-way updates, post-job follow-up. Five-star reviews by design.
Trades Plumbing · electric · gas · garden · mechanical−87% Late invoices written off, typical+£5,400 Typical recovered / yr 190 min Typical owner Friday admin saved
Same method, different round.
Same stack, calibrated to the trade. Pick the closest — each has a deep page with the trade-specific tools, certs, and proof.
Six things, built for the van.
The systems trade businesses actually run on — designed for the desk, the van, and the site, not for an enterprise rollout.
Quote sent before you leave site.
Mobile-first quote builder. Photo capture, materials list, signed acceptance — same day, no email tennis.
- On-site quote builder
- Photo & materials capture
- e-Signature acceptance
- Pipeline-stage tracking
The customer knows what's happening.
Automated status updates as the job moves — booked, on the way, on site, completed. Customer never has to chase.
- SMS & email status updates
- Live ETA
- Job-completion proof
- Customer self-serve portal
The van is never short.
Stock-on-truck tracker, reorder triggered by upcoming jobs, supplier API for instant resupply.
- Per-van stock tracking
- Job-driven reorder
- Supplier integrations
- Returns & warranty log
Invoice sent on completion.
Auto-invoice when the job closes, payment chasing on schedule, late-flag escalation. Cashflow not blocked by admin.
- Auto-invoice on job-close
- Stripe / bank payments
- Auto-chasing cadence
- Late-payment dashboard
The Friday afternoon, automated.
Per-job margin, per-tradesperson utilisation, this-week's cash. Decide hires on data, not on Friday-afternoon stress.
- Per-job profitability
- Tradesperson utilisation
- Live cash position
- Quarter forecast
One brain on every van.
SOPs, supplier list, training, certifications — searchable from a phone on site. New apprentices productive on day one.
- SOPs & method statements
- Supplier & parts catalogue
- Compliance & certifications
- Apprentice training stack
The trade business that stopped chasing invoices.
Three vans. Forty active jobs. Invoice status across four spreadsheets.
A trade business owner spent ninety minutes every Friday reconciling job status with invoice status across four different sheets. Two-week build: live job dashboard, automated invoice send-on-complete, payment reminders. Eight months in: ninety minutes back per week, late invoices written off down 87%.
How we measure: invoice send-time logged from the new dashboard vs prior 12-week sample of QuickBooks history; written-off invoices defined as overdue 60+ days, baseline from the operator's 2024 P&L.
−87%late invoices written off
+£5,400recovered, year one
90 minowner Friday admin saved
Different shape of the same problem.
If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.
Start local.
Bring the job sheet, the van list, the parts you keep re-buying. We start there.