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ModuleFest TradePro

Jobs, quotes, invoices and stock for trades

Gratuito para começar. Planos pagos a partir de £24.99 per month.

Sobre a demonstração ao vivo

No login needed – give a name and email and you are in. A made-up heating and plumbing firm, shared with everyone else trying it, reset every three days.

Comparar os planos, funcionalidade a funcionalidade ↓

  • v0.10.2
  • WordPress 6.2+, PHP 7.4+
  • Demonstração ao vivo para experimentar
  • Atualizações e suporte incluídos
  • A UK company, with support from the UK

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Receba notícias do ModuleFest TradeProDicas, novas funcionalidades e notas de atualização. Cancele quando quiser.

Run a trades business from your own website: jobs, the diary, enquiries, quotes, invoices and stock across your van and lock-up. TradePro is for plumbers, gas engineers, electricians, cleaners, gardeners and anyone who goes out to customers' homes.

The free plan runs a one-person business properly: quotes with options, invoices with deposits, credit notes and CIS, money owed, VAT return figures, repeat visits, service reminders, statements, job templates, job sheets and stock are all included. Standard adds an invoice designer, card payments, a customer portal, texts and reminders, quote follow-ups, review requests, online booking, expenses and accounting exports; Premium adds engineers with a staff phone app, route planning, a planning board, job profit, purchase orders, maintenance plans, compliance certificates, your own forms, a report builder and newsletters.

One place for the whole job

From the first call to the paid invoice

For plumbers, gas engineers, electricians, cleaners, gardeners and anyone who works in customers' homes. Basic is free for ever and runs a one-person business properly: quotes, invoices, deposits, CIS, VAT figures, repeat visits, service reminders and stock included.

Enquiries

A form on your own website turns every enquiry into a customer and a job, and emails you straight away.

Jobs & diary

Every job from enquiry to done, a Monday-to-Sunday diary, clash warnings and a list of jobs still waiting for a date.

Quotes

Build a quote from lines and email it. The customer accepts or declines online, and an accepted quote becomes an invoice in one click.

Faturas

Numbered invoices with VAT per line, emailed with a link to view and print. Mark paid, void, chase the overdue ones.

Stock

Parts and materials across the van, the lock-up and the garage: deliveries in, moves between places, and materials used on a job go onto its invoice.

A team on the road

Engineers with a staff phone app for photos and signatures, route planning and compliance certificates with expiry reminders. Premium plan.

Um olhar mais atento

Ver em ação

Funcionalidades

Tudo o que faz

  • Customers One record per person or business, with notes only you see
  • Jobs From enquiry to booked in to done, with clash warnings
  • Week diary Monday to Sunday at a glance, plus every job still waiting for a date
  • Website enquiry form Each enquiry becomes a customer and a job, and you get an email
  • Quotes Built from lines, emailed, accepted or declined online, and turned into an invoice in one click
  • Invoices Numbered, VAT per line, emailed with a link to view and print, with overdue chasing
  • Stock Parts and materials across the van, lock-up and garage, with materials used going onto the job's invoice
  • Deposits and credit notes Take a deposit or part payments against an invoice, and raise a credit note when something comes back
  • CIS and VAT CIS deductions, VAT reverse charge, and the figures for your VAT return ready to copy
  • Who owes me Money owed, grouped by how late it is, with quotes still waiting for an answer to chase
  • Quotes with options Good, better and best on one quote, with your terms and conditions accepted online
  • Repeat visits and reminders Regular work books itself into the diary, and customers are reminded before an annual service is due
  • Job sheets and photos Printable job sheets that include the job's photos, with notes kept on each job
  • Customers and addresses More than one address per customer, and import and export from a spreadsheet
  • Statements and late payment Customer statements to print or email, and late payment interest and compensation for business customers worked out for you
  • Templates and your phone Job templates for the work you price the same way every time, and your jobs in Google, Apple or Outlook calendar

Aplicações incluídas

Aplicações incluídas

Aplicação da equipa

For engineers on the road

The day's jobs, photos and customer signatures on the phone of whoever is out on the job. Premium plan.

Customer portal and app

Para os seus clientes

Customers see their quotes and invoices, accept quotes, pay online and book from their phone. Standard plan.

Planos e preços

Planos simples que crescem consigo

Comece gratuitamente e suba de plano quando precisar. Cada plano mantém os seus dados e definições exatamente onde estão.

As encomendas abrem em breve. Contacte-nos e entretanto tratamos de si.

Basic

Gratuito para sempre

  • 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
Fale connosco

Licença Premium

£49.98 por mês

  • Tudo o que está no Standard, mais
  • 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
Fale connosco

Duas formas de começar

  • Opção 1 Já tenho alojamento WordPress Instale o plugin gratuito a partir do WordPress.org; a sua licença desbloqueia o resto.
  • Opção 2 Alojem por mim Alojamento, o seu endereço web e o ModuleFest TradePro instalado e pronto a usar, do nosso parceiro de alojamento Keen2Host. O alojamento custa £90 por ano; um domínio novo tem o preço indicado quando o escolhe, ou use um que já tenha.

Disponível assim que o ModuleFest TradePro estiver publicado no WordPress.org.

Comparar os planos, funcionalidade a funcionalidade

Tudo o que está no Basic, mais no Standard, e ainda mais no Premium.

Funcionalidade Basic Gratuito para sempre Licença Standard £24.99 per month Licença Premium £49.98 per month
The work, every day
Customers and jobs, with clash warnings Incluído Incluído
Weekly diary and jobs waiting for a date Incluído Incluído
Website enquiry form that creates the customer and job Incluído Incluído
Quotes customers accept online Incluído Incluído
VAT invoices, emailed, with overdue chasing Incluído Incluído
Stock across van, lock-up and garage Incluído Incluído
Private notes on customers Incluído Incluído
Novo Deposits and part payments, with the balance on the invoice Incluído Incluído
Novo Credit notes to correct or cancel a sent invoice Incluído Incluído
Novo CIS deductions and VAT reverse-charge invoices Incluído Incluído
Novo Who owes me: money owed, by how late it is Incluído Incluído
Novo VAT return figures for each quarter Incluído Incluído
Novo Bring customers and prices in from a spreadsheet, and download everything Incluído Incluído
Novo More than one address per customer (a landlord's flats), with access notes Incluído Incluído
Novo Printable job sheets for one job or the whole day Incluído Incluído
Novo Photos and notes on every job Incluído Incluído
Novo Quotes with options (good, better, best) the customer chooses from Incluído Incluído
Novo A list of quotes to chase, with a reminder email Incluído Incluído
Novo Terms and conditions the customer agrees to when accepting online Incluído Incluído
Novo Repeat visits that book themselves into the diary, and can invoice each visit (now free; was Standard) Incluído Incluído
Novo Service reminders: customers are emailed when their annual service or check is due, and the next one is set by itself Incluído Incluído
Novo Your diary on your phone: jobs in Google, Apple or Outlook calendar Incluído Incluído
Novo Customer statements to print or email Incluído Incluído
Novo Late payment interest and compensation for business customers, worked out for you Incluído Incluído
Novo Job templates: the jobs you price the same way every time, in one click Incluído Incluído
Getting paid and keeping customers
Invoice and quote designer: your logo, colours and layout Não incluído Incluído
Pro-forma invoices from quotes Não incluído Incluído
Card payments with Stripe, PayPal or SumUp Não incluído Incluído
Customer portal and phone app for your customers Não incluído Incluído
Novo 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 Não incluído Incluído
Novo Google review requests after each job Não incluído Incluído
Novo Online booking from your website, with card deposits Não incluído Incluído
Novo Expenses with receipt photos, and mileage at HMRC rates Não incluído Incluído
Novo Exports for Xero, QuickBooks and FreeAgent Não incluído Incluído
A team on the road
Engineers and a staff phone app with photos, signatures and parts used Não incluído Incluído
Route planning for the day Não incluído Incluído
Compliance certificates with expiry reminders Não incluído Incluído
Report builder with charts and downloads Não incluído Incluído
Customer newsletters and customer groups Não incluído Incluído
Novo Timesheets and the profit on every job Não incluído Incluído
Novo Purchase orders to suppliers, booked into stock Não incluído Incluído
Novo Planning board: drag jobs between people and days Não incluído Incluído
Novo Customer visit page: their place in the day, the arrival time, and the van on a map Não incluído Incluído
Novo Maintenance plans paid monthly by Direct Debit (GoCardless) Não incluído Incluído
Novo Your own forms and checks: risk assessments, checklists, van checks Não incluído Incluído

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.

Quer ver ModuleFest TradePro em ação?

Explore a demonstração ao vivo. Todas as funcionalidades estão ativas e ela repõe-se sozinha, por isso experimente tudo o que quiser.

Sobre a demonstração ao vivo

No login needed – give a name and email and you are in. A made-up heating and plumbing firm, shared with everyone else trying it, reset every three days.

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