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.
For when you bill one address and work at another — a landlord, a letting agent, or a main contractor's office. Leave it off if they're the same.
A purchase order, works order or job number they've given you. It prints on the quote and carries through to the invoice — accounts departments match payments by it.
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.
More options
Only for supply-only or day-rate sub-contract work, where the rate you've been given already covers your van, fuel and insurance. Leave unticked for normal jobs — otherwise this quote pays no share of your running costs.
The client still gets the full schedule of works in writing — every item, in words — but one total instead of a price against each line. Useful when you'd rather not have the job priced apart line by line. Your scope, exclusions, payment stages and terms are unchanged, and you still see every figure yourself.
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.
Net, VAT and CISworked out from the client type
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 row becomes its own numbered clause on the quote under What's not included. Listing what isn't covered protects you from scope creep; writing down what you're assuming is what makes it a variation, rather than your problem, when one turns out not to be true.
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.
Defaults to today. The valid-until date is counted from here.
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 can check any time whether they've opened it; your costs and margin stay hidden.
This sends a summary as a message, not the quote itself. Send this quote above gives them the whole document on their phone, with nothing to download and no login.