ModuleFest Trades Business Manager plans
Start free from WordPress.org and move up when you need to. Every plan keeps your data and settings exactly where they are.
Ordering opens shortly. Get in touch and we will set you up in the meantime.
Basic
Free forever
- Customers and jobs, with clash warnings
- Weekly diary and jobs waiting for a date
- Website enquiry form that creates the customer and job
- Quotes with options, accepted online
- VAT invoices, deposits and credit notes
- CIS and VAT reverse charge
- Who owes me, and VAT return figures
- Repeat visits and service reminders
- Customer statements and late payment charges
- Job templates and your diary on your phone
- Job sheets, photos and notes
- Stock across van, lock-up and garage
- Import from a spreadsheet
- Variations and quote revisions
- Account credit and refunds
Standard Licence
£24.99 per month
- Everything in Basic, plus
- Invoice and quote designer
- Pro-forma invoices
- Card payments with Stripe, PayPal or SumUp
- Customer portal and app
- Texts, WhatsApp and email reminders
- Quote follow-ups and customers' replies in one place
- Google review requests
- Online booking with card deposits
- Expenses and mileage
- Exports for Xero, QuickBooks and FreeAgent
- Stage payments and bank statement matching
- Making Tax Digital for Income Tax figures
Premium Licence
£49.98 per month
- Everything in Standard, plus
- Engineers and a staff phone app, with photos, signatures and parts used
- Route planning
- Compliance certificates with expiry reminders
- Report builder
- Newsletters and customer groups
- Timesheets and job profit
- Purchase orders
- Planning board
- Customer visit page with the van on a map
- Maintenance plans by Direct Debit
- Your own forms and checks
- Supplier price lists, staff time off and calendars
- Appliance register at each address
Two ways to get started
- Option 1 I already have WordPress hosting Install the free plugin from WordPress.org; your licence unlocks the rest.
- Option 2 Host it for me WordPress hosting with ModuleFest Trades Business Manager installed and switched on, and a ready-made design to start from. You build your website yourself; we keep it hosted, secure and up to date. Choose Standard or Premium and add hosting for £7.50 a month.
Available as soon as ModuleFest Trades Business Manager is live on WordPress.org.
Every feature, plan by plan
Everything in Basic, plus more in Standard, plus more again in Premium.
| Feature | Basic Free forever | Standard Licence £24.99 per month | Premium Licence £49.98 per month |
|---|---|---|---|
| The work, every day | |||
| Customers and jobs, with clash warnings | Included | Included | Included |
| Diary with day, work week, week, month and list views, and the jobs still waiting for a date | Included | Included | Included |
| Website enquiry form that creates the customer and job | Included | Included | Included |
| Quotes customers accept online, with good/better/best options and revisions: change a sent quote and the earlier version is kept | Included | Included | Included |
| VAT invoices, emailed, with overdue chasing | Included | Included | Included |
| Stock across van, lock-up and garage | Included | Included | Included |
| Private notes on customers | Included | Included | Included |
| Deposits and part payments, with the balance on the invoice | Included | Included | Included |
| Credit notes to correct or cancel a sent invoice | Included | Included | Included |
| CIS deductions and VAT reverse-charge invoices | Included | Included | Included |
| Who owes me: money owed, by how late it is | Included | Included | Included |
| VAT return figures for each quarter | Included | Included | Included |
| Bring customers and prices in from a spreadsheet, and download everything | Included | Included | Included |
| More than one address per customer (a landlord's flats), with access notes | Included | Included | Included |
| Printable job sheets for one job or the whole day | Included | Included | Included |
| Photos and notes on every job | Included | Included | Included |
| Quotes to chase, with a friendly reminder in one press | Included | Included | Included |
| Terms and conditions the customer agrees to when they accept | Included | Included | Included |
| Repeat visits that book themselves into the diary, and can invoice each visit | Included | Included | Included |
| Service reminders: customers are emailed when their annual service or check is due, and the next one is set by itself | Included | Included | Included |
| Your diary on your phone: jobs in Google, Apple or Outlook calendar | Included | Included | Included |
| Customer statements to print or email | Included | Included | Included |
| Late payment interest and compensation for business customers, worked out for you | Included | Included | Included |
| Job templates: the jobs you price the same way every time, in one click | Included | Included | Included |
| New Variations after a quote is accepted: just the new work, or all the work with the original lines; the customer approves the difference online | Included | Included | Included |
| New Account credit and refunds: keep overpayments on account and take them off a later invoice | Included | Included | Included |
| New Emails when a customer pays online, a thank-you receipt for them, and a copy of a paid invoice in one press | Included | Included | Included |
| Getting paid and keeping customers | |||
| Invoice and quote designer: your logo, colours and layout | Not included | Included | Included |
| Pro-forma invoices and stage payments on quotes (deposit, stages, final balance) | Not included | Included | Included |
| Online payments by card (Stripe or SumUp) or PayPal, with card refunds sent back through Stripe | Not included | Included | Included |
| Customer portal and phone app for your customers | Not included | Included | Included |
| Texts, WhatsApp and email to customers: booking confirmations, day-before reminders, "on my way", payment reminders, quote follow-ups, service reminders with a booking link, customers' replies in one place, and a morning-of-visit update ("you're visit 2 of 4") with an arrival window. Each customer's preferred way is set on their record; text and WhatsApp appear once Twilio is set up | Not included | Included | Included |
| Google review requests after each job | Not included | Included | Included |
| Online booking on a page of its own, with deposits paid online | Not included | Included | Included |
| Expenses with receipt photos, mileage at HMRC rates, and Making Tax Digital quarters | Not included | Included | Included |
| Exports for Xero, QuickBooks and FreeAgent, and bank statement matching against your invoices | Not included | Included | Included |
| A team on the road | |||
| Engineers and a staff phone app with photos, signatures and parts used, time off for engineers, and their own Google or Outlook calendars counted as busy | Not included | Not included | Included |
| Route planning for the day | Not included | Not included | Included |
| Compliance certificates with expiry reminders, and an appliance register at each address | Not included | Not included | Included |
| Report builder with charts and downloads, including quote revisions and variations | Not included | Not included | Included |
| Customer newsletters and customer groups | Not included | Not included | Included |
| Timesheets and the profit on every job | Not included | Not included | Included |
| Purchase orders to suppliers, booked into stock, and supplier price lists imported into your costs | Not included | Not included | Included |
| Planning board: drag jobs between people and days | Not included | Not included | Included |
| Customer visit page: their place in the day, the arrival time, and the van on a map | Not included | Not included | Included |
| Maintenance plans paid monthly by Direct Debit (GoCardless): customers can cancel online, and changes made in GoCardless come back into Trades Business Manager | Not included | Not included | Included |
| Your own forms and checks: risk assessments, checklists, van checks | Not included | Not included | Included |
Texts and WhatsApp go through your own Twilio account, which Twilio bills directly. Email needs nothing extra.
Card payments and deposits go through your own Stripe, PayPal or SumUp account, and Direct Debits through your own GoCardless account. ModuleFest takes no cut.
The accounting exports are files in each package's import format. A live link is planned.
How paying for ModuleFest works
Is there a contract?
No. Plans are billed monthly in pounds and you can cancel at any time. Nothing is added at checkout, so the price you see is the price you pay.
How does the free trial work?
Pet business plans start with 14 days of Premium, with no card needed. At the end you choose Standard or Premium and carry on with everything as it is. If you do nothing, nothing is charged and the site goes read-only for a week so you can export your data.
What if my team grows?
Each plan includes a number of staff logins and more can be added at £6 a month each. Your customers are never counted. Extra staff are only added to your bill after 14 days over your plan, and you get a reminder first.
Can I change plan later?
Yes. You can move between Standard and Premium when your needs change. Your bookings, customers and settings stay exactly where they are.
Do I need my own website?
No. Ready-to-use plans run at your own address on modulefest.uk with a booking page and the apps, and a full website can be added for £7.50 a month. If you already have a WordPress website, the plugins can run on it instead.