Free software · Embedded finance
Win more jobs, get paid upfront.
For free.
TradeTask is a free quoting tool for trades. Build clean, professional quotes in minutes and track every job from first visit to final sign-off. When you want to, you can also show pay-in-full and pay-monthly options on eligible jobs to help customers say yes more often.
+20–40%
Higher quote conversion when finance is shown on the quote.
+15–30%
Bigger average job size from upsells & better spec.
£0/month
No subscription fee. We’re paid by the finance partner on funded jobs.
How TradeTask fits into your day
TradeTask replaces messy spreadsheets and PDFs with a simple workflow: scope the job, send a clear quote, track every stage, and — when it helps — offer pay-monthly options in a couple of clicks. It’s valuable even if you never use finance.
Set up your trade once
Add your logo, company details, VAT settings, and common job templates for windows, doors, kitchens, roofs and more — every quote looks consistent and on-brand.
Create clear, detailed quotes
Build quotes in minutes with materials, labour, and VAT broken out clearly. Duplicate similar jobs and tweak them instead of starting from scratch every time.
Customers review and choose how to pay
Customers view a simple, branded quote on any device. They can accept the job online — and if you enable it, they can also explore secure pay-monthly options via our finance partner.
Track every job to completion
See which quotes are sent, viewed, accepted, or declined so you know exactly what to follow up on. When a financed job is approved, you’re paid upfront by the lender.
Features & benefits
TradeTask gives you the tools to send better quotes, offer finance without hassle, and keep on top of jobs — all without a monthly subscription.
Finance on every quote (when you want it)
Show clear pay-in-full and pay-monthly options on eligible quotes, lifting conversion by 20–40% without discounting your work.
Bigger, better jobs
When customers can spread payments, they’re more likely to choose higher-spec products and extras, increasing average job size by 15–30%.
Get paid upfront
Once a financed job is approved, the lender pays you in full. No waiting for staged payments or chasing late invoices.
Simple quote builder
Build quotes with line items, labour and VAT in minutes. Duplicate jobs, save templates, and send from your phone.
Track status at a glance
See which quotes are sent, viewed, accepted, or financed — so you know exactly what to follow up on.
Free forever for trades
No subscription or setup fees. When a customer chooses to finance a job and is approved, our finance partner pays us — not you.
Get early access
We’re onboarding a small group of window, door, kitchen, and joinery businesses first. Create your free account and we’ll walk you through setting up your first quotes.
Create your free accountNo card required. You stay in control of which jobs offer finance.
FAQ
How do you make money if the software is free?
When a customer chooses to finance a job and their application is approved, our finance partner pays us a referral fee on the funded amount. There are no subscription or setup fees for you.
Do I get paid in full for the job?
Yes — you’re paid upfront by the lender once the job is approved. They collect the monthly payments from the customer.
Who provides the finance?
We work with regulated home-improvement finance partners. They handle credit checks, documentation, and compliance.
Which trades is this for?
Windows & doors, kitchens, built-ins, roofing, HVAC, landscaping, decorators, plumbers, electricians, and any £5k–£30k jobs.