Frequently asked questions

Everything tradespeople usually ask before they start — the trial, the price, invoicing and VAT, getting paid, and what happens to your data.

Getting started

What is TradeScheduler? ▾

TradeScheduler is a job management and invoicing app for UK tradespeople. It keeps your jobs, customers, quotes, invoices, online payments and expenses in one place, in your browser on your phone, tablet or computer.

Do I need to install anything? ▾

No. TradeScheduler runs in your browser and there's nothing to download. If you want quicker access, you can add it to your phone's home screen from your browser menu, but it works without that too.

Do I need a credit card to start? ▾

No. You create your account and use every feature for 14 days with no card. You only enter card details if and when you decide to subscribe.

How long does it take to set up? ▾

Minutes. You add your business details once, then add your first job and send your first invoice. There's no import or migration step to get through — most people start with tomorrow's jobs and build from there.

Which devices does it work on? ▾

Any phone, tablet or computer with a modern browser, such as Chrome, Safari or Edge. It's designed mobile-first, so it's comfortable to use on site, one-handed.

Trial and billing

How does the free trial work? ▾

You get 14 days with every feature unlocked, with no card needed. When the trial ends, choose Starter at £12.99 a month or Pro at £22.99 a month — or do nothing and your account becomes read-only.

What happens when the trial ends? ▾

Your account becomes read-only: nothing is deleted, and you can still view and download all your jobs, invoices and expenses. To keep adding jobs and invoices, choose a plan. If you don't, we keep your data for 60 days after the trial ends and email you seven days before it is removed — then the account and everything in it is deleted. A backup copy may be kept for a short period before it rotates out.

What's the difference between Starter and Pro? ▾

Both include unlimited jobs and customers, quotes, invoicing, online payments and expenses. Starter is £12.99 a month with 25 AI quotes, 10 receipt scans and 25 message reads. Pro is £22.99 a month with fair-use AI, and adds VAT report export and invoices without the TradeScheduler footer. See full pricing.

Can I cancel anytime? ▾

Yes. Cancel from your account whenever you like. There's no minimum term and no lock-in, and you keep access until the end of the period you've paid for.

How am I billed, and in which currency? ▾

Monthly, in pounds sterling (GBP), by card through our payment provider. Your subscription renews automatically each month until you cancel.

Jobs, quotes and invoices

Can I create and send quotes? ▾

Yes. You build a quote from a job, with your line items and prices, and send it. Your customer can accept or decline, and the quote stays attached to the job.

Do the invoices include VAT? ▾

Yes. Invoices are professional PDFs with your business details and VAT shown where it applies, and your invoice numbering is handled for you.

Can customers pay me online? ▾

Yes. You can add a payment link to an invoice so the customer can pay by card, or record payments you receive by bank transfer, cash or cheque.

Does it help me chase late payments? ▾

Yes. Invoices you've sent but not been paid for are flagged, and reminders for overdue invoices go out automatically, so you don't have to remember to chase them yourself.

Can I use it for hourly work and materials? ▾

Yes. You can track time against a job and add the materials and expenses you used, so the job reflects what the work actually cost you.

Your data and account

Can I export my data? ▾

Yes. You can export your data from your account at any time, whether or not you're on a paid plan, so you're never locked in.

What happens to my data if I never subscribe? ▾

Your account goes read-only when the trial ends and you keep 60 days to export anything you need. We email you seven days before deletion, then the account and its data are removed. A backup copy may be kept for a short period before it rotates out.

Is my data shared or sold? ▾

No. Your business and customer data is used to run your account for you, and it isn't sold. It's only accessible by signing in to your account.

Can I use it on more than one device? ▾

Yes. Sign in on your phone in the van and your laptop at home and you'll see the same data. It's the same account, in the browser.

Can I change my business details later? ▾

Yes. Your business name, address, logo and VAT details live in settings and can be changed at any time. They're used on the quotes and invoices you send.

Still got a question? Just try it

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