What changed,
and when.
Every entry below is dated to the day the change reached TradeDraft.
-
Profit first on The Numbers, and job figures to the penny
- Your profit comes first. On The Numbers your profit % sits in one row at the top, above the schedule of works, so your markup is set before you price the work.
- Profit and days work like any other field. Tap − or + either side of the figure, which reads “25%” or “2 days”. On a phone the Next button carries the price, and Provisional is a tick box.
- The job page matches the document. Its figures agree with your customer’s copy to the penny, and on an accepted job Payments and Raise invoice follow the stages your customer agreed.
- Signing out clears your customers’ names from that phone or computer.
-
Your customer’s acceptance email holds the whole agreement
- The full agreement in their inbox. When a customer accepts, their email names who they are dealing with and how to reach you, lists the work agreed, the payment terms and the clauses, and on a homeowner’s quote includes the cancellation form.
- The printed quote and the signed copy carry the same terms, whichever terms setting you use.
- Receipts state the amount paid, and the invoice page shows the date a credit was refunded.
- The Jobs list shows “Chased” when your last move was a chase.
-
See when an invoice is opened, and one Chase button
- Sent and Opened on every invoice. Payments shows when each invoice went and how, and the day your customer opened it. Invoices sent by WhatsApp or text are recorded too.
- One Chase button. Chase by a written message, WhatsApp, text or email, or note a chase you made by phone or in person. Payment chases go in the job’s history.
- Money owed back is shown where you look. After a credit note, the job page and its row in Jobs say “owed back to your client”, with Record the refund as the main button.
-
A clearer Jobs list, and each job on one page
- Quotes is now Jobs, grouped by what’s next. To do, Waiting on client, In progress and Drafts, with Paid, Lost and Archived folded away. A late invoice puts its job in To do, with how many days late.
- Each job on one page. Where it stands in one sentence, then Payments with each agreed stage beside its invoice, what was agreed, and a dated list of what has happened.
- One main button for the next move, with its amount, such as “Raise invoice £4,644.00”, and All actions beside it for everything else.
- Tap a job and it opens, fetched from your account if this phone hasn’t got it yet.
-
Send in one press, and a calmer Numbers step
- Finish on the Send step. If CIS, VAT, payment terms or the days still need an answer, Send opens that question right there, so you never lose your place.
- One press sends. Add your customer’s email on Send and one press makes their link and emails it. On a phone, once nothing is left, the screen leads with the quote itself.
- Confirm your email with a 6-digit code without leaving the quote you’re working on.
- The Numbers says less. One line of help per section, and the sum closes on the one figure your customer pays.
-
A quick start for new accounts, and a tidier builder
- Set up in a few taps. A new account picks its trade, gives a business name and answers three yes or no questions, then opens the builder with that trade’s starter lines already in.
- A tidier builder on a phone. Four items in the bottom bar, with Help as the ? at the top. Choosing 5% or 0% VAT yourself asks first and says what the rate is for. The rate book picker groups items by category.
- The accountant’s export lists each stage invoice at its own amounts, one line per stage for Xero and QuickBooks, dated by the UK day.
- Delete a quote and its link closes, so your customer can’t accept it. Undo opens it again.
-
A new logo, on the website, the app and your home screen
- The logo is redrawn. TRADEdraft is the plain name everywhere: at the top of the website, in the app, in your emails and on the home-screen icon.
- Install it again to see the new icon straight away. A phone that already has the app picks up the new icon on its own, which can take a few days.
-
Safer quote links, and a builder that fits a small phone
- One link, one quote. When you switch to a different quote, the old quote’s accept link is cleared, so the WhatsApp or email message can only carry the link for the quote on screen.
- No repeated quote numbers. A new quote’s number is checked against every number your account has used, not only the ones on this phone.
- Easier to tap. Small buttons in the builder, the portal’s windows and the customer’s accept page are bigger, and the builder’s bottom bar keeps every label on one line.
-
Variations keep the job’s settings, and invoicing after a deposit
- A variation starts from the job’s settings. It takes the original quote’s VAT, CIS rate, markup and running costs, so a change to the job is priced the same way as the job.
- Raise an invoice when the deposit is in. If the deposit has not been confirmed, the portal offers to mark it received so you can carry on.
- Your latest bank details always stay. Change them once and every save keeps the new ones.
- Removed work is called “Omitted works” on the page your customer opens.
-
Pick up where you left off, and a clearer Send
- Carry on with your last quote. Opening the builder offers the quote you last saved, by customer and job.
- Send reads like the document. Contract sum, less CIS, then what the client pays, as the one big figure.
- Mark as won keeps a record. It notes who accepted, how and when, the same way an online acceptance does.
- Messages greet the customer properly: “Hi Mrs Pemberton”, never “Hi Mrs”.
-
Drawings on a quote, and a faster start
- Add up to two drawings to a quote. They print overleaf and on the customer’s copy.
- The app and your account open faster.
- The accountant’s export opens cleanly in Excel, with plain wording and no garbled characters.
-
The year-end price goes on at checkout, and a clearer first screen
- Nothing to type for the year-end price. Start before 31 December and checkout shows £22.50 a month for your first 12 months, or £225 for the year, already taken off. The buttons on your Account page show the same price.
- A clearer first screen. A new account sees two steps, your business details and then your first quote, and one line on what it costs once the free 30 days are up.
- No signal on site? Your quotes list still opens from what’s on your phone, and each job shows the status you last had.
- Drafts pick up your business details. A draft started before you filled in your name and address prints them as soon as you do. Quotes you’ve already sent keep the details they went out with.
- Save tells you if your details haven’t reached your account, so you can try again. Changing trade asks first: each trade keeps its own rate book, and yours comes back if you switch back.
- Signing up again with the same email takes you straight to signing in or resetting your password. The builder fits the smallest phones.
-
Every quote answers the VAT question, and the preview reads on a phone
- Every quote answers the VAT question before it goes. Send shows “VAT not answered yet” until you do, so the price always matches your VAT position.
- Clearer tax explanations. The £90,000 VAT threshold is your turnover over a year, and CIS is explained on its own, separately from VAT registration.
- On a phone, your preview opens in Easy read, so you can check it properly before sending. The full A4 page is one tap away, and the preview gains Save as PDF and Send.
- The box you’re typing in stays put on a phone, and starting lines come in the right unit (m² for tiling, m for fencing, hours for a callout).
- If your signal drops, it tells you plainly that your details are safe and to refresh. Your customer sees a plain message too, with your business name at the top.
- Quotes list: your latest 30 jobs, then “Show older quotes”; search still finds everything. Won and lost appear only once a quote has gone out.
- Clearer emails, and replies to the trial emails now reach a person. The trial’s end date is always the right day.
-
Your quotation says what the retention is a percentage of
- “Retention (5%)” now says 5% of what. The payment schedule shows the retention is worked out on the total above, so your client can see exactly what it is taken from. No figure changed.
-
Rate Book, Settings and Account now match the builder
- Cleaner and easier to read. Your rate book, settings and account now look and work like the quote builder.
- More room on a phone. Rates, settings and your account are plain rows, so more of the screen is what you came for.
- A rate reads as a rate on a phone. The figure sits under its name with the action to the right, the way your client's address already sits under their name.
-
The quote screen rebuilt, and a money card that adds up
- A cleaner quote screen. Two clear stages, The Job and The Numbers, that read easily in bright sunlight.
- The money card is a ledger that adds up. Your costs, your running costs, your profit with the markup that produced it, then VAT, CIS and what the client pays — in that order, each line following from the one above it, so you can follow the number instead of trusting it.
- Every line shows what it costs you and what the client sees. The cost comes first, because that is the figure you know, with the client's price beside it.
- Send tells you what is still to do. A count of what is left to finish, with what is already set listed separately, so nothing is holding the job up quietly.
-
Your profit on screen while the price can still change, and a faster start
- One money card, on The Numbers and on Send. What the client pays is set in the same figures as the document, with the sense-check — net, VAT, CIS — folded underneath it. The same card and the same words on both stages, so you are not learning two screens.
- Your profit is shown while the price can still move. The Numbers carries what is left and the percentage it comes to, before tax, at the point you can still do something about it. “How it's built” opens the working on either stage.
- The app appears much sooner on a slow phone signal. On a weak connection it now shows in about 4 seconds instead of 12.
-
Every saved job now opens on a page of its own
- A saved job opens on a record, not back in the builder. Open one from your quotes and you get the job itself: the quote, what has been paid, what is not included and the schedule of works, each on its own tab with a count beside it, so you can see what a job holds without reading through it.
- Three copies of the same job, and you choose which one you are looking at. Your copy shows everything, costs and margin included. Client copy is the document exactly as your customer received it — your costs, your margin and your own notes are not in it. Schedule only is the works with the money taken out, for a subcontractor to price or to take to site.
- Printing the schedule does not send anything. It prints the description, quantity and unit and no prices at all. It does not mark the quote as sent, does not save a new version and does not go in the record of what was sent — it is a working paper for the site, not a document going to a customer.
-
Your bank details are protected, and a quote opened on a phone fits the phone
- Your bank details are protected. On a new phone or browser, TradeDraft won’t save over details it hasn’t finished loading.
- A quote opened on your phone fits your phone, in the same easy-read layout your customer gets from the link you send.
-
The app works with no signal
- The app works with no signal. In a basement or a dead spot, a quote you start on site finishes on site.
- A stage invoice shows the CIS it deducts. It now prints the deduction taken off that payment, and the costs excluded from it, the way a full invoice already did.
- A job you marked won by hand adds up on its final account, every row to the penny.
-
Solar and heat pumps at the right VAT, and only your name on your invoice
- Solar, batteries and heat pumps price at the right VAT rate, in line with our VAT guide.
- Only your name is on your invoice. The bill you hand your customer carries your letterhead, not ours.
- Tidier printed documents. The deposit option shows only when there is a deposit, each amount appears once, item numbers stay on their line, and the final account shows its balance once.
- Sixty-eight more items in the rate book, across all eleven trades: solar and battery, heat pumps, dry-fix ridge and verge, access equipment for plasterers, permeable driveways, FD30 doors, minimum charge and out-of-hours. They arrive without a price. A number we guessed at would be read as a recommendation, and these are the jobs where that costs the most, so they are yours to fill in.
-
Find an address from the postcode, and the job reads on two lines
- Type the customer’s postcode and pick the address. It fills the address and tidies the postcode for you. If you already know the address, ignore it and type — and if you have no signal the boxes work exactly as they always did.
- Your quotes list shows what the job actually is. The heading you gave it, and the fuller description on the line underneath, the way the client’s address already sits under their name.
-
The deduction, the branding and the paperwork all got stricter
- Your accreditation marks print on the quote your customer signs, as well as on your PDF.
- A quote you have already sent keeps the letterhead it was sent with. Change your logo and old quotes stay as your customer received them.
- Your rate book speaks up while you price. Type a cost that differs from the one you saved and the quote tells you, with one tap to update it.
- The workings are on screen. Your markup is shown as the margin it actually produces, and a CIS deduction is worked through on your own figures.
- Site setup is in every trade’s starting price list — waste, protection, access, parking, welfare: the costs most often left out of a price.
- Every document says where it ends, so anyone holding a printout can tell whether a page is missing.
- Your books get a file they can actually import. The accounting export now writes for Xero and for QuickBooks as well as in plain English. It asks once for the names your software uses for each VAT treatment — because those belong to your account, not to us — and if one is missing it writes no file rather than a file that would apply the wrong rate.
- The CIS question tells you what that customer was on last time. It still makes you answer, and nothing is pre-selected: a subcontractor's status changes, and it is not ours to assume.
- Help in your account knows which screen you are on — the guides offered are the ones that screen is about, and the way to reach a person is in the same place.
-
A job can be priced as one figure
- For work you would rather quote as a single price than line by line. The schedule of works still prints in full — the line prices do not.
-
A refund can be recorded against a job
- Money you return to a customer is money the job’s figures know about, so what is left to bill stays right and the final account still adds up.
-
Say where the work is, when it is not the billing address
- For a landlord, a letting agent, or a main contractor billed at their office. It prints with the scope on the quote and on the page your customer signs.
-
Your quotes, rate book, account and settings got their own addresses
- Each section of your account is now a real page you can bookmark and go straight back to, instead of one address for everything.
-
A job won on a doorstep can still be invoiced
- Acceptance works with no signal. Take the signature on your phone in a cellar or on a site with one bar; it syncs when you are back in range and the job carries on as though it had been online.
- Your rate book curates itself. The rates you actually use come to the top, and one you delete stays deleted.
-
Invoicing, deposits and staged payments
- An accepted quote becomes an invoice without retyping anything, a deposit can be taken at acceptance, and a long job can be billed in stages against the schedule the customer already agreed.
-
Your own rates, and the tax worked out as you build
- A price list you build once and reuse on every job, and VAT, CIS and the Domestic Reverse Charge decided by answering questions about the work rather than picking a rate and hoping.
-
The reverse charge, done properly on the page your customer signs
- The online acceptance document carries everything the reverse charge requires — not just a note saying it applies.
-
Free calculators, and Continue with Google
- Day rate, markup against margin, and the VAT threshold — worked out on the site, with no account needed. And you can sign in with Google instead of keeping another password.
Updated whenever something ships. If a change here affects a quote you have already sent, it will say so.