For Builders & Contractors
Job management software for builders and contractors
Extensions, refurbs, loft conversions and the subcontractors in between. TradePlan keeps the quote, the programme and the stage payments in one place for UK builders and general contractors.
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1. Quote
Priced from your own list, sent as a branded PDF.
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2. Job
The accepted quote becomes a job on your calendar.
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3. Invoice
One click from the finished job. Track what’s paid.
Quote
Quotes for builders & contractors, from your own prices
Build a detailed quote from your own price list (materials, labour, plant, subcontract items) and send it as a branded PDF. Revise it as the spec changes and every version is kept.
Job
Accepted quotes become jobs
Weeks-long jobs need a calendar that understands them. See multi-day work properly, add your team as users, and plan the next job before this one finishes.
Invoice
Invoice from the job, get paid
Bigger jobs are paid in stages. Record each part payment against the job and always know the balance still owed.
Builders & Contractors: common questions
What software do builders use for quotes and invoices?
Many still use spreadsheets and Word templates. Job management software like TradePlan replaces them with quotes from your own prices, a shared schedule and invoices raised from the job.
Can I take stage payments?
Yes. Record part payments against an invoice and the outstanding balance updates automatically.
Does it work for general contractors with a team?
Yes. Add your team as users with roles and permissions so everyone works from the same jobs and calendar.
Also built for
Moving from Tradify? See how TradePlan compares. Need a starting point for quotes? Use our trade quote template.
Get your evenings back
Set up your price list, send your first quote, and see the difference by the end of the week.
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