Help

The questions trades actually ask.

How much does it cost?

£29 a month, or £290 a year (saving £58). Every plan starts with a 14-day free trial, no card required. Building quotes is free. The subscription unlocks downloading, sending and online acceptance.

I saw a £19/month founder offer. Is that still available?

The Founding 50 rate is limited to the first 50 UK trades to subscribe: £19 a month for as long as you stay, instead of £29. If places are still open you can claim one on the Founding 50 page. Once they're gone, the standard £29 a month applies.

Do I need a card to start the free trial?

No. The trial needs no card up front and nothing is charged during it. When it ends, you actively choose whether to subscribe. There's no surprise auto-charge, because we don't hold a card.

Can I cancel any time?

Yes. Cancel any time from your account and you keep access until the end of the period you've paid for. Monthly has no tie-in.

What happens to my quotes if I cancel?

They don't vanish. You can still sign in and see your quotes; sending and downloading just pause until you subscribe again. We keep your quotes for 90 days after you cancel so your history's there if you come back; after that they're removed. Quotes your customer has accepted, and invoices that were paid, are kept longer — up to 6 years — as a record of the agreement, whether you cancel or delete. Deleting your account removes your personal details and drafts straight away, keeping only those accepted-quote and paid-invoice records, which are then deleted after 6 years. You can export everything before you go.

Does it work out VAT, CIS and the Reverse Charge?

Yes. From the client type, TradeDraft works out standard, reduced or zero-rated VAT, CIS deductions and the Domestic Reverse Charge automatically, ready for you to check before you send. New to these? See the free VAT & CIS guide.

What if I'm not VAT-registered?

No problem: plenty of sole traders aren't. Set the VAT rate to 0% and nothing is added to your prices; the quote simply shows your price with no VAT to pay. If you register later, switch the rate to 20% in one tap and every new quote handles it from there.

Is TradeDraft tax or accounting advice?

No. It's a tool to help you build correct, professional quotes, not tax, accounting or legal advice. You stay responsible for the figures you send, so always sense-check them and confirm your VAT position with HMRC or your accountant.

Can I use it on my phone, on site?

Yes, it's built phone-first. You can put a costed, branded quote together on your phone while you're still at the job, then download a PDF or send it by WhatsApp or email.

You can even install it to your home screen so it opens full-screen like an app. And it keeps working with no signal, so you can build a quote on site even where there's nothing to connect to.

Can my client accept and sign the quote online?

Yes. Create a secure link your client opens on their phone (no app, no login) to read the quote and accept it with a tap. You'll see when they've viewed and accepted it, and your costs and margin are never shown to them.

Can my client pay a deposit or pay in full by card?

Yes, for domestic jobs. When you set deposit-and-stages or payment-in-full terms, your client can pay that amount by card when they accept, and it goes straight to your own Stripe account. TradeDraft never holds your money.

Can I put my own logo and details on quotes?

Yes. Add your logo, business name, address and VAT details once in Settings and they appear on every quote. Your defaults (trade, markup, terms) are saved too, so each new quote is faster than the last.

Will my customer see TradeDraft's name on my quote?

The PDF your customer gets carries your name, logo and details, not ours. The only place TradeDraft appears is a small "Prepared with TradeDraft" line on the optional online acceptance page.

Which trades is it for?

UK trades: builders, electricians, plumbers, kitchen fitters, carpenters, plasterers, roofers, tilers, decorators, groundworkers and general maintenance. You pick your trade once and the right defaults load automatically.

I already quote in Word, so why switch?

For the odd small cash job, a Word template is fine. The difference shows when VAT, CIS or margins are in play. See the full comparison of where each one wins.

Is my data safe? Where's it stored?

Your data is stored in the UK (London region), encrypted in transit and at rest, and locked to your account: no other user can ever see it. You can export or delete everything at any time. See how we handle your data.

What are the templates?

Editable Word document packs (handover, CDM, RAMS, snagging and more) for the rest of the job, sold separately as an add-on to TradeDraft. See Templates.

Does it do invoices?

Yes. Once your quote is accepted you can raise an invoice straight from it — the figures and client details carry over, and your customer can pay online or by bank transfer. It isn't full accounting software, though: it won't file your tax or sync to Xero or QuickBooks yet, so keep your books wherever you do now. There's also an editable Word invoice template in the template packs if you'd rather do it by hand.

How do I get help?

Email hello@tradedraft.co.uk. A real person reads every email, and we'll get back to you as soon as we can. More on the Contact page.

Quick answers to the things trades ask most.
Can't see yours? Email hello@tradedraft.co.uk and a real person will reply.