The Ultimate Toolkit for UK Tradespeople
Quotes, invoices, certificates, bookings, floor plans, business cards — all in one place. Built for electricians, plumbers, and contractors who'd rather be on the tools than on paperwork.
Quotes Sent
£18,450
Accepted
£12,300
Invoiced
£9,850
Paid
£7,600
Professional Quotes in Seconds
Stop wasting evenings on admin. Paste a simple list, use your voice, or pick from your saved item library — then send a polished, branded quote in under 15 seconds.
- Bulk Add Items — paste from notes, emails, or spreadsheets. Quantities and prices are auto-detected.
- Voice Quotes — speak the customer, job, and price. AI transcribes and creates the quote instantly.
- Supplier Quote Requests — email suppliers for materials pricing. They submit, you apply with your markup automatically.
- Email Tracking — know when customers open your quote and accept with one click.
- Saved Item Library — build a catalog of your most-used line items for lightning-fast quoting.
Bulk Add Items
Paste your list below
Install new consumer unit - £450
10x Double sockets - £25 each
Rewire kitchen - £800
Testing & certification - £180
Invoice #INV-0041
Kitchen Rewire — Mr. Williams
Invoice Emailed
Customer Viewed
Card Payment Received
Get Paid Faster with Smart Invoicing
Convert accepted quotes to invoices with one click. Send by email, let customers pay by card instantly, and track everything from sent to paid.
- One-Click Conversion — accepted quote becomes a ready-to-send invoice instantly.
- Card Payments — powered by Square. Customers tap “Pay Now” in their email and pay by card.
- Deposit & Balance Tracking — record partial payments, track outstanding balances.
- Recurring Invoices — set up repeat billing for regular customers. Generated automatically.
- Custom Branding — your logo, accent colours, and four PDF template styles to choose from.
Trade Certificates, Done Properly
Generate compliant electrical and heating & plumbing certificates digitally. Fill in the details, we produce the PDF. No more carbon copies or handwritten forms.
Let Customers Book You Online
Share a branded booking link. Customers pick a time slot, enter their details, and you get a new draft quote ready to price up. No phone tag required.
- Branded Booking Page — your company name, logo, and accent colour. Fully mobile-friendly.
- Google Calendar Sync — available slots automatically exclude times blocked on your GCal. New bookings push to your calendar.
- Auto-Customer Creation — new customers are added to your CRM automatically when they book.
- Double-Booking Prevention — booked slots disappear from availability for the next customer.
- Push Notifications — get notified instantly when a customer books a quote.
Book a Quote
PSV Electrical Services
Firm Bookings — let bigger firms book you by the day
Different from your customer-facing booking link. This one's for the larger outfits who want to book you on a day rate — sub-contracting, agency work, holiday cover. Your default rate on a public link, OR a private branded email invite to a specific firm with a custom day rate just for them.
- Per-firm custom day rates — Acme gets £350, BigSubco gets £475. Each gets their own private link.
- Multi-day select — firms tap multiple days at once. Auto-totals: 3 days × £475 = £1,425.
- Google Calendar–aware — busy days greyed out automatically. No double-bookings, ever.
- You approve every request — pending inbox + email/SMS alert. One tap to accept → customer + draft invoice + GCal events created.
- Block days off in 4 taps — same diary, same source of truth as Victoria.
- Returning firms skip the form — once they've booked once, their details prefill on every future visit.
Private booking link for Acme Building Services
Book PSV Electrical
Day rate
£475
ex VAT
Hours
08:00–17:00
on each day
Selected
3 days
£1,425 total
…or let firms book individual jobs with photos & addresses
For firms that send you jobs, not days. Curate a per-firm catalog from your Item Library, add bespoke jobs typed on the fly, set per-firm prices (one rate for Acme, another for BigSubco). The firm picks a day, picks the jobs, sets start times, adds the customer's address and a few photos. You approve → multi-line draft invoice + per-job GCal events with one-tap nav. Done.
- Per-firm catalog — tick which library items each firm sees, type new firm-only jobs inline. They'll never see what isn't for them.
- Per-firm pricing — same boiler service can be £150 for one firm, £180 for another. Library price stays untouched.
- Photos & notes per job — fault pictures, access codes, parking notes. Stored permanently (survive redeploys), viewed from your inbox with one tap.
- Customer address → GCal location — every job's site address syncs into the calendar event, ready to tap for nav.
- Custom one-off jobs — firm types something you don't have in the catalog (name, price, hours). Optional “save to my library” on approve.
- Auto-invoice with full reconciliation — one line per job, VAT-aware, totals match the gross the firm saw. PDF, email and WhatsApp all in sync.
- Public link stays Day Rate only — Job Rate only activates on private per-firm invite links you choose to send. No accidental walk-in bookings.
Private link for BigSubco · Per-job booking
Book PSV Electrical
Picked day
Fri 24 Jul
Jobs
3 jobs
Total
£275
inc VAT
EICR inspection
£150
09:00 · 1.5h · 12 High St, NW1 1AA
Double socket install Custom
£80
11:30 · 22 Mill Rd, NW3 6XE
Light fixture replacement
£45
14:00 · 0.5h · 7 Park Ave, NW5 4DJ
Job Bookings — fixed-price jobs your customers can book in seconds
Got jobs you do at a flat price? List them once — “External Socket Install · £85 · Tuesdays” — and let customers book in seconds. Each service gets its own shareable link plus an embed snippet for your website. Bookings auto-create a Customer and a Draft Invoice, and land on your Google Calendar in the colour you pick.
- Set it once, runs itself — title, terms, price, duration, allowed days & hours. We do the rest.
- Smart slot picker — customer only sees free slots. We cross-check Google Calendar AND every other offer so a 4hr job at 09:30 doesn't block 14:00 on a different offer.
- Auto-everything on book — new Customer, Draft Invoice, branded email to you, polite confirmation to them, Calendar event with quick-nav address link.
- Embed anywhere — share a clean link in DMs, paste an iframe snippet onto your own website, or drop the “Book us in” banner anywhere a customer can click.
- Multiple offers, one calendar — Socket Install on Tuesdays, EICR Visits on Wednesdays, Boiler Service on Fridays. Each gets its own colour on GCal.
PSV Electrical
External Socket Install
Tue 30 Jun · Pick a time
Recent Receipts
City Electrical Factors
£342.50
PAIDScrewfix
£87.20
PAIDEdmundson Electrical
£615.00
UNPAIDPayment Reminder
INV-0039 was paid by customer. Don't forget to pay Edmundson — £615.00
Track Every Receipt, Miss No Payment
Snap receipts, link them to customer invoices, and get automatic reminders when it's time to pay your suppliers. Your accountant will love you.
- Receipt Scanning — upload photos of receipts. Categorise and store them digitally.
- Invoice Linking — connect supplier receipts to customer invoices for a complete money trail.
- Payment Reminders — when a linked invoice is paid by your customer, you're reminded to pay the supplier.
- Supplier Auto-Pipeline — applying a supplier quote automatically creates a receipt entry.
Know Your Numbers, Estimate Your Tax
A complete financial dashboard built for self-employed tradespeople. See paid invoices, overdue balances, expenses, and profit at a glance — with an estimated tax bill calculated using UK 2025/26 rates.
- Financial Dashboard — paid invoices, overdue amounts, expenses, and profit/loss in one view.
- Estimated Tax Bill — automatically calculated using UK income tax bands, personal allowance, and Class 4 National Insurance.
- Mileage Tax Deductions — log your business miles and claim HMRC mileage allowance (45p/25p per mile) to reduce your tax bill.
- Payment Deadline Reminders — never miss a self-assessment deadline. See your next Jan 31 and Jul 31 payment dates with estimated amounts.
- Smart Email Receipts — forward supplier invoices to a dedicated email address. AI extracts the details and adds them automatically.
- PDF & CSV Downloads — export 1-month, 3-month, 6-month, or full financial year reports with your company branding.
- Accountant Access — invite your accountant to view and download reports. You control exactly what they see.
Your AI Phone
Receptionist
Never miss a job again. A real UK phone number that answers calls 24/7, gives rough prices and books quote visits into your diary — like a seasoned office receptionist, just without the salary, the sick days, or the holiday pay.
- Answers in under 2 seconds — with your own UK number and a script you control.
- Books quote visits straight into your diary — customer name + phone captured, push notification sent to you.
- Gives rough prices from your Items library — or toggle to "quote visit only" if you prefer.
- Transfers urgent calls to your mobile — or takes a message when you're on the tools.
Victoria
PSV Electrical • On Call
Missed calls cost
£240/job
Everything Else You Need
From floor plans to business cards, marketing leaflets to mileage tracking — it's all here.
Floor Plan Builder
Design professional floor plans with a full SVG editor. Drag and drop from a library of 150+ electrical, plumbing, and HVAC symbols. Upload your own custom symbols, toggle trade-specific layers, and embed plans directly into project proposals.
Business Card Maker
15+ professionally designed templates with your logo, accent colours, and contact details. Download as PNG/PDF or order prints via Instaprint.
See more featuresCustomer Management
Full CRM directory with job history, quote/invoice tracking, booking link sharing, and WhatsApp integration. Import customers via CSV.
Marketing Tools
Email campaigns with templates and scheduling. A Facebook leaflet builder with 4 trade-specific templates. An AI-powered blog writer that generates SEO-optimised posts with internal linking. Everything you need to grow your business online.
Reports & Tax Estimates
Full financial dashboard with estimated tax bills using UK 2025/26 rates. Mileage deductions, payment deadline reminders, and downloadable PDF/CSV reports.
Accountant Access
Invite your accountant to securely view and download your quotes, invoices, and receipts. You control exactly what they see.
Project Proposals
Create multi-page proposals with cover pages, scope of work, floor plans, terms & conditions. Share a live preview link with customers.
See projects deep-diveSmart Dictaphone
NewProTalk, don't type. Record site walk-arounds or team meetings and AI extracts structured data instantly. Survey mode gives you room-by-room scope of works with materials lists. Meeting mode extracts decisions, action items, and who said what — then email the notes to everyone.
Pages & Find a Tradesperson
EliteBuild a professional one-page website with live preview, 3 templates, and full customisation. Get listed in the QuoteSorted public directory. Auto-generate dozens of SEO landing pages targeting “your trade in your town” searches. Every enquiry drops straight into your dashboard — one click converts it to a quote.