Quotes & Invoicing
Limited client intake · Enquiry only

Professional quotes and invoices in 90 seconds, paid faster

Build branded, multi-option quotes from your phone, let customers accept with one tap, take deposits and stage payments, and get paid by card — with overdue chasing handled for you.

Enquire About A Bespoke BuildLimited client intake · We reply within one working day
KSM Media WallsLoft and LadderEdinburgh Rewire SolutionsRR Home Improvements+10

Moulded by 16 trade businesses

Crafted by the business that's generated millions

All prices inc. VAT · paid 2x faster

TradeHub OS Quotes & Invoicing
SB

Assigned

Sam Bright

New 5★ review · requested automatically

90s

to send a quote

1 tap

to accept online

2x

faster payment

Xero

accounts sync

Sound familiar?

The daily grind, without the right tools

Quotes take all evening and still look like they came off a notepad.

Customers go quiet after the quote and you never follow up.

You’re chasing overdue invoices from the van instead of getting paid.

What you get

Everything quotes & invoicing does for you

Built around how UK trades actually work — every claim is a feature you can use today.

Quote in 90 seconds — and win on the spot

Build a branded, itemised quote from your price book with labour, materials and VAT worked out for you, offer good/better/best options, and let the customer pick their option and Accept & Sign on their phone.

  • Reusable price book & line items with VAT
  • Multi-option quotes with a recommended pick
  • Branded public quote, accept-and-sign, view tracking
🔒 app.tradehubos.co.uk/finance

Finance

Pending

£22,400

6 quotes

Accepted

£38,100

12 quotes

Conversion

67%

Live Quote Builder — try it

Interactive
‹ Quotes

New quote

Draft
+ Save & add another Send

Add customer details

Name, email, phone, address

+ New
PICK ONE

Choose an option

Full Bathroom Installation

fixed £2,400£2,400.00
Customer can change qty★ Recommended

Kitchen Fit (supply & fit)

fixed £1,800£1,800.00
Customer can change qty
Subtotal (ex VAT)£2,400.00
VAT @ 20%£480.00
Total (inc. VAT)£2,880.00
Custom deposit — set when sendingConfigure now

CUSTOMER VIEW

Full screen →

Choose an option

Porcelain Bathroom

Choose One

Optional extras

Optional

Section subtotal: £0.00

All prices include VATTotal£2,880.00

Get paid faster

Take deposits and stage payments on your terms, then collect the balance online by card through Stripe on a branded payable invoice — with bank transfer and a clear reference too.

  • Deposit & stage-payment presets (50/50, 30/70, custom %)
  • Stripe card payments on public invoices
  • Deposit invoices generated on acceptance
🔒 app.tradehubos.co.uk/finance

Finance

Received This Month

£32,400

Awaiting Payment

£9,600

T. Harris

Bank Transfer2d ago

+ £6,200

D. Brown

Bank Transfer5d ago

+ £12,500

S. Khan

Card1w ago

+ £1,800

Never chase or re-key again

Quote-sent and invoice automations text and email a “View & Accept / Pay Now” link, stale quotes and overdue invoices get chased automatically, and everything syncs to Xero — no double entry.

  • Automatic quote follow-ups & overdue chasing
  • One-click convert accepted quote → invoice
  • Xero accounting sync
🔒 app.tradehubos.co.uk/dashboard

Good afternoon, Sam

Wednesday afternoon — 85 items need attention

Action Centre

85 URGENT

£64,320.00 in quote pipeline

⚠️Urgent
85

New lead: Sarah Thompson

Website

New lead: John McQueen Ritc…

Facebook Ads

New lead: Tracey McArthur

Facebook Ads

Today
10

New fire frame needing replac…

John Pateno

Assign team to TV unit install …

TRD-2026-000014 ·

Assign team to Office media …

TRD-2026-000017 ·

Follow up
3

Quote Q-2026-0421 · £1,080.00

Sarah Whitmore

Clear

Quote Q-2026-0398 · £4,051.00

Customer

Clear

Quote Q-2026-0365 · £3,914.00

Customer

Clear
My to-dos
0

Nothing here

Revenue

£24,380

vs £19,900 last period

↑ 22%
Jobs Sold

14

Avg £1,741 per job

↑ 8%
Cash Position

£9,650

£8,400 in this month · £1,250 overdue

Inbox

4
SW

Sarah Whitmore

1 day
SMS

Hi Sarah, just checking in on quote Q-2026-0421. Any questions or shall we book you in?…

JW

James Wilson

1 day
SMS

Hi James, just following up on your enquiry — happy to answer any questions.…

Upcoming Jobs

No upcoming jobs

How it works

Up and running in four simple steps

1

Build the quote

Add price-book line items with labour, materials and VAT calculated automatically.

2

Send & get accepted

The customer gets a branded quote they review, pick an option and Accept & Sign online.

3

Take the deposit

Collect a deposit or stage payment on your terms as soon as they accept.

4

Convert & get paid

Turn it into an invoice and collect the balance by card, with reminders sent for you.

Limited client intake · Enquiry only

Built around your business — not the other way round

We don't sell logins. We take on a limited number of businesses and build each one a bespoke system around how it actually works. Access is by enquiry only.

  • 1A system mapped to your actual processesWe scope how your business really runs — leads, quotes, jobs, invoicing — and build around it, not the other way round.
  • 2Bespoke fields, workflows and automationsYour terminology, your job stages, your follow-up rules. Built in, not bolted on.
  • 3Your integrations, connectedFacebook & Instagram leads, WhatsApp, SMS, email, payments and calendars wired into one place.
  • 4Hands-on onboarding for the whole teamWe set it up with you and train your team on your own data — no "figure it out yourself".
  • 5A direct line to the people who built itLimited client intake means you're never a ticket number. The system keeps evolving with your business.
Every capability

The full quotes & invoicing toolkit

The detail that makes the difference — nothing bolted on, all built for trades.

Branded public quotes

Customers view a polished, on-brand quote at their own link, with all totals inc. VAT.

Itemised line items with VAT

Break down labour, materials and extras with VAT handled automatically.

Multi-option, accept-and-sign

Offer good/better/best options; customers Accept & Sign or decline online.

Price book & templates

Save common jobs and prices to build quotes even faster.

Deposits & stage payments

Presets for 50/50, 30/70, custom deposit % or fixed £, and staged billing.

Automated quote follow-ups

Quiet customers are chased over SMS and email on a smart schedule.

One-click quote → invoice

Turn accepted work into an invoice instantly with everything carried over.

Stripe card payments

Collect payment online by card on a branded, payable invoice.

Overdue invoice chasing

See what’s paid, due and overdue, with automatic “Pay Now” reminders.

Xero sync

Keep your accounts in step without double entry.

How this scales your business

Before & after TradeHub OS

This is the bottleneck quotes & invoicing removes — and what your week looks like once it's gone.

Without TradeHub OS

  • Quotes that take all night
  • Silence after you send it
  • Chasing invoices for weeks

With TradeHub OS

  • Branded quotes in 90 seconds
  • Auto follow-ups that win the maybes
  • Card payments and auto-chasing
"I quote from the customer’s kitchen now and half accept before I’ve packed up. Deposits land on my phone and Xero just updates itself — I’ve stopped doing admin at 10pm."
James W.Kitchen & bathroom fitter, Cardiff

Replaces

  • Word/PDF quote templates
  • Paper invoices
  • Manual payment chasing
  • Double entry into accounts
One app. One login. Built around your business.
Free Growth Report

How UK trades stop losing jobs to slow replies — see it in 2 minutes

Most trades lose work to whoever replies first — not whoever's best. Get a 2-minute tour of how to fix that, your free Growth Report, and our UK quote & invoice template pack. No pressure, no card.

  • What most trades get wrong — and the fix, in 2 minutes
  • Free UK quote & invoice template pack
  • One practical growth tip a week (unsubscribe anytime)

We'll never sell your data. GDPR-compliant.

FAQs

Quotes & Invoicing questions, answered

Limited client intake · Enquiry only

Seen enough?

Tell us how your business runs and we’ll scope a bespoke system around it. Limited client intake — access is by enquiry only.

Enquire About A Bespoke BuildLimited client intake · We reply within one working day
KSM Media WallsLoft and LadderEdinburgh Rewire SolutionsRR Home Improvements+10

Moulded by 16 trade businesses

Crafted by the business that's generated millions

Enquiry only · Scoping call first · We reply within one working day