Customers & jobs
Keep customer details, project information, measurements, access notes, photos, scope boundaries, commercial details and scheduling together.
Stop rebuilding the story of a job. Business management built for UK tradespeople
Run the work. Know the business.
Quote2Done brings your customers, jobs, quotes, invoices, costs, workforce and financial picture together — so you can spend less time piecing the business together and more time running it.
No card required
Set up your business in minutes
Cancel at period end
One placeJobs + money + workforce
7 days freeNo card at signup
Accountant accessIncluded on every plan
Your dataExport your business archive
Why Quote2Done exists
A trade business gets complicated long before it gets big.
The work may be on site. The business isn't. Information ends up in messages, notes, spreadsheets, banking apps, paper receipts and memory.
Quotes and job details live in different places.
Scope, photos, measurements and payment stages become harder to track.
Scope, photos, measurements and payment stages become harder to track.
Being busy can look like being profitable.
Cash in the bank does not automatically tell you what is safe to spend or withdraw.
Cash in the bank does not automatically tell you what is safe to spend or withdraw.
Admin follows you home.
Invoices, expenses, receipts, workforce records and reports still need doing after the job.
Invoices, expenses, receipts, workforce records and reports still need doing after the job.
Your accountant sees the result, not the live picture.
Then somebody has to explain or reconstruct what happened.
Then somebody has to explain or reconstruct what happened.
One app, across the whole business
From the first enquiry to knowing what is actually left.
Use the parts you need now. The rest is there as the business grows.
Quotes
Build structured quotes with scope, reference images, line items, payment stages, notes and terms — tied back to the customer and project.
Quote from the job record, not from memory.Invoices & payments
Create invoices, track what has been paid and what is still outstanding, and keep the payment history connected to the work.
See what is earned, invoiced and actually received.Costs, mileage & receipts
Record expenses, mileage trips, odometer readings and supporting receipts. Add recurring costs so regular outgoings are not forgotten.
Make the real cost of trading visible.Schedule
Use the business calendar to plan events and keep important dates visible alongside the operational side of the business.
Less juggling between disconnected tools.Reports
Review management accounts, job profitability, pipeline forecast, monthly completion, cash position, tax summaries and accountant-focused outputs.
Move from “I think” to “I can see”.Workforce & CIS
Keep employee and subcontractor records, NI/pension-related details, CIS information and workforce payments in the same business system.
Operational records meet the numbers.Assets & liabilities
Track what the business owns and owes so the financial picture is not limited to invoices and expenses.
See more than just this month's cash.Finance Health Check
Run automated consistency checks after important finance changes or whenever a number does not look right.
Checks report issues without silently changing your records.Built around real workflow
Keep the commercial trail connected.
The value is not another isolated screen. It is having the job, the paperwork and the financial effect in the same system.
Build quotes from the actual job.
Customer, project, scope, images, items, payment stages, notes and terms can all sit together instead of being rebuilt every time you need to price the work.
Structured scope and line items
Reference images and commercial detail
Payment schedules and terms
QUOTESKnow what has turned into cash.
Invoices and payments are part of the business picture, not the end of a separate admin process. Track what is outstanding and what has actually been received.
Create and issue invoices
Record part or full payments
Online invoice-payment settings available
INVOICESManage people without turning the app into payroll software.
Store employee or CIS subcontractor details, record workforce payments and keep the employer-cost side visible inside the wider business finances.
Employees and CIS subcontractors
Payment history and employer-cost visibility
Pension and NI-related settings
WORKFORCEThis is where Quote2Done goes further
Know the numbers behind the bank balance.
For limited companies, Quote2Done includes director-finance tools designed to make the relationship between profit, tax, cash, deposits and personal extraction easier to understand.
True operating cashSeparate the business cash picture from amounts that should not be treated as freely spendable.
Tax potsKeep corporation-tax and personal-tax oriented figures visible in the wider picture.
Protected depositsSee customer-deposit money that should remain ringfenced after eligible material spend.
Director's Loan AccountTrack money moving between the director and company with a running position.
Salary vs dividend plannerCompare proposed extra PAYE salary and dividends as a planning aid.
Finance Health CheckRun consistency checks after key changes or when something looks wrong.
Planning tools support business decisions but are not a substitute for professional tax or accounting advice.
INCLUDED ON EVERY PLAN
Start free
Give your accountant a window — not the keys.
Accountant Access sits outside your normal user allowance. Invite one accountant to relevant read-only financial areas without giving them operational control of your business.
Does not use a normal team seat
Read-only financial and reporting access
Owner can invite, revoke, restore or replace access
No billing, user-management or account-deletion control
Designed to grow with you
One login. More than one business.
Owners can operate multiple Quote2Done businesses through one login while each business keeps its own isolated records, plan and subscription. Additional businesses use reduced monthly pricing once the primary business is actively subscribed.
Separate data
Each business has its own tenant database.
Each business has its own tenant database.
Business switcher
Move between businesses from the account menu.
Move between businesses from the account menu.
Reduced additional-business pricing
Starter £9.99 · Pro £14.99 · Business £24.99/month.
Starter £9.99 · Pro £14.99 · Business £24.99/month.
Simple monthly pricing
Start free. Pick the level that fits.
Use the selected plan free for 7 days. No card is required when you create the trial.
Starter
£19.99/month
Core job management for a sole trader
1 normal user
10 AI drafts/month
Accountant access included
Business data export
Pro
£34.99/month
For a busy sole trader or small team
3 normal users
50 AI drafts/month
Accountant access included
Business data export
Business
£59.99/month
For an established small trade business
10 normal users
150 AI drafts/month
Accountant access included
Business data export
No card for the trial
Trial pauses if you do not subscribe.
Trial pauses if you do not subscribe.
Fair plan changes
Upgrades prorate; downgrades take effect at renewal.
Upgrades prorate; downgrades take effect at renewal.
Cancel at period end
Keep access through the period you already paid for.
Keep access through the period you already paid for.
Questions before you start?
Straight answers.
Is Quote2Done just for one type of trade?
No. The account setup lets you identify your main trade, while the workflow is built around the common commercial needs of UK trade businesses: customers, jobs, quoting, invoicing, costs, workforce and financial control.
Do I need a card to try it?
No. The trial lasts 7 days and does not require a card at signup. If you do not subscribe, the operational account pauses rather than silently charging you.
What happens if I upgrade halfway through a month?
The upgrade takes effect immediately and Stripe charges the prorated difference for the remaining part of the existing billing period. Your normal renewal date stays the same.
What happens if I downgrade?
You keep the higher plan until the end of the period you already paid for. The lower plan starts at the next renewal date.
Can my accountant use it?
Yes. Accountant Access is included on every plan, does not consume a normal team seat and is restricted to relevant read-only finance areas.
Can I export my data?
Yes. Quote2Done includes a business-data export so you can generate and download an archive of your records and supporting material.
Can I run more than one business?
Yes. A business owner can use one login to switch between multiple separately billed businesses, with each business keeping its own isolated records.
You already run the trade. Now run the business with the same clarity.
Seven days free. No card required. Put your own jobs and numbers through it and decide from there.