Step by step

How TradeScheduler works, from the first call to getting paid

No training, no manual. Here's exactly what happens to a job from the moment a customer calls you to the moment the money lands — and where each part lives in the app.

01

Book the job in a few seconds

The customer calls, you agree a price. Add the client name, the address, the date and the amount. That's the job created — and it's now somewhere you'll actually see it again.

  • ✓ Client, address, date and price in one entry
  • ✓ See the day and week at a glance
  • ✓ Reuse an existing customer from your list
  • ✓ No double-booking — every date is in one place
02

Send a quote while the job is still warm

Turn the job into a quote with your line items and prices, then send it. If you're staring at a blank page, describe the job in a sentence and the AI drafts a priced quote you can edit before it goes out.

  • ✓ Build a quote from the job, not from scratch
  • ✓ Draft a starting point with AI in seconds
  • ✓ Your customer can accept or decline
  • ✓ The quote stays attached to the job
03

Do the work, then mark it done

On the day, the job is right there with the address and the price. When you finish, mark it complete — the moment you tick it off is the moment it becomes an invoice you can send, rather than work you might forget to bill.

  • ✓ Mark jobs done from your phone, on site
  • ✓ Track time against a job if you bill hourly
  • ✓ Add materials and expenses to the job as you go
  • ✓ Nothing slips through just because you got busy
04

Send a proper invoice before you leave

One tap turns the finished job into a professional PDF invoice with your business details, the work you did and VAT where it applies. Send it by email from your phone, before the job is even off your mind.

  • ✓ Your logo and business details on every invoice
  • ✓ VAT shown correctly on the document
  • ✓ Invoice numbering handled for you
  • ✓ Send by email straight from the app
05

Get paid, and see what you actually earned

Add a payment link so the customer can pay by card from the invoice, or record the cash, cheque or transfer when it arrives. Either way, the invoice moves from sent to paid, and your numbers update.

  • ✓ Online payment link on the invoice
  • ✓ Record payments received any other way
  • ✓ Reminders for invoices that go overdue
  • ✓ Income, expenses and VAT reports in one place

Getting set up takes minutes

What you need

  • ✓ A phone, tablet or computer with a browser
  • ✓ Your business name and address for invoices
  • ✓ Your VAT number if you're VAT registered
  • ✓ Nothing to download or install

What happens first

  • 1 Create your account — no card needed
  • 2 Add your business details once
  • 3 Add your first job and send your first invoice
  • 4 Use everything free for 14 days, then pick a plan

Good to know before you start

Do I need to install anything? ▾

No. TradeScheduler runs in your browser on any phone, tablet or computer. If you'd like it on your home screen like an app, you can add it from your browser's menu — but it works either way.

Does it work the same on a phone? ▾

Yes. It's designed mobile-first, so booking jobs, sending quotes and invoicing are all comfortable one-handed. The desktop version is the same thing with more room on screen.

What if I already have jobs written down elsewhere? ▾

Just add the ones you're working on as you go. There's no big migration to get through — most people start with tomorrow's jobs and build from there.

Try it on your next job

Create an account, add a real job and see how it feels to have everything in one place.

Start your 14-day free trial

No credit card required.