The job
Who's the job for? Choose your trade once — editable anytime in Settings.
Your Trade
Pick the closest match — you only set this once, and can change it anytime in Settings. It loads starting figures you can adjust on any quote.
Client
Just the name is required — add whatever else you've got (it all prints on the quote).
Job details
Pick a type — it becomes the title on your quote, with your description underneath.
New work, or a change to an agreed job?
VAT & reverse charge
A couple of plain questions about the job — we set the right VAT (and the reverse charge) for you. No tax codes to pick.
Schedule of Works
Enter what each line costs you — not what you'd charge. Your profit and running costs are added on top, on this step.
Your Pricing
Set the days and your profit — your running costs are covered automatically, so every quote pays its way. Your line prices above update as you adjust these.
Only for supply-only or day-rate sub-contract work, where your running costs are already in the price. Leave unticked for normal jobs.
Payment terms
How will your client pay? Choose one — it prints on the quote.
Payment in full — one payment when the job's done.Deposit & stages — an upfront deposit (plus any stage payments), with the balance at the end.
Final Summary
VAT, CIS and reverse charge are worked out from the client type — sense-check them. TradeDraft isn't tax advice; the figures you send stay your responsibility.
VAT & reverse charge
Terms & conditionsTradeDraft standard · included on this quote Change
Your usual choice is remembered for every new quote. Edit the wording in Settings →
The toggle above picks which terms. Untick to send this one quote with no terms attached.
Exclusions, assumptions & notesNothing added — listing what's not included protects you from scope creep later Add
Each line becomes its own bullet on the quote under Exclusions & Assumptions. Listing what's not included protects you from scope creep later.
Prints on the quote under Notes. (Your device spell-checks these boxes as you type.)
Advanced optionsretention, defects liability & quote dates — most jobs don't need these Change
Your workmanship guarantee — prints on the quote. Set to 0 for no warranty.
A % held back until the works are complete — usual on subcontract or commercial jobs, uncommon for domestic. Leave off unless you're holding retention.
Send your quote
Your client opens it on their phone — no app, no login — and accepts with a tap. You'll see when they view it; your costs and margin stay hidden.
This sends a summary as a message. To attach the quote itself, save the PDF below first, then attach the file.