faqs
Frequently asked questions
Everything you need to know about Tradentrix, pricing, the customer portal, recurring invoicing and more. Can't find what you're looking for? Get in touch on the Support page.
General
Tradentrix is a web-based job and business management platform built specifically for trade businesses. It brings jobs, customers, scheduling, your team and invoicing together in one place.
Sole traders, small teams and growing trade businesses, including builders, plumbers, electricians, landscapers, decorators and property maintenance companies.
Yes, it works in any modern browser and is designed to work well on phones and tablets as well as desktop, there's nothing to install.
Pricing & Billing
There are three plans: Starter from £19 a month, Professional from £49 a month and Business from £89 a month, each with its own limits on team members and storage. See the pricing page for a full comparison.
Not currently, you choose and pay for a plan as part of signing up.
Yes, you can upgrade or downgrade at any time from Settings. Downgrading is blocked if you're currently using more than the new plan allows, you'll need to free up users or storage first. Changes aren't charged immediately, they're reflected on your next regular invoice.
Saving or creating things in your account will stop working with an error explaining your subscription isn't active. Update your card from the Billing tab in Settings and you're back to full access straight away.
Your account stays fully active until the end of your current billing period, then your data is kept for 30 days before being permanently deleted, giving you time to export anything you need.
Features
Yes, on the Professional and Business plans your customers get a passwordless login where they can view their jobs, see estimates and invoices, and message you directly.
Yes, where the customer portal is available, a customer can accept or decline an estimate that's awaiting a response themselves, and the status updates straight away.
Yes, for ongoing jobs you can set up recurring invoicing so a new invoice with the same line items goes out automatically on a schedule you choose, weekly, monthly, quarterly or annually.
Yes, switch on VAT registration in Settings and a VAT rate field appears on every line item, with VAT totals calculated automatically.
Yes, every job has its own Financial section showing labour, material and travel cost against your quoted price, with the resulting profit worked out for you.
Yes, you can attach files to a job as you create it or at any point afterwards, and everything you upload is also searchable from the Documents page.
QuickBooks Online is supported today, connect it from Settings and your invoices and estimates can sync across automatically. Xero integration is planned.
Team & Access
That depends on your plan: Starter includes 1, Professional includes 5 and Business includes 20. You can also add extra users on top of your plan if you need more.
Yes, access is set per area of Tradentrix (jobs, customers, calendar, finance, reports, documents, team), with a company-wide default and the option to give individual team members more or less access than that default.
Their account is removed permanently and any jobs they had are freed up to be reassigned. It can't be undone, so it's worth checking what they're assigned to first.
Data & Security
Yes, all connections are encrypted, and payments are handled directly by Stripe, Tradentrix never stores your card details.