Products
Practical tools built to make the business side of the trade simpler.
12 Month Cash Flow Planner
See your cash position before it becomes a problem.Plan money coming in, money going out and closing cash across a full 12...
30-Day Social Content Pack
Stop wondering what to post.A 30-day bank of practical content ideas for local trade businesses, built around proof of wor...
Annual Business Targets Planner
Turn a vague goal into numbers you can track.Set monthly targets for revenue, jobs, quote wins, marketing and reviews, the...
Business Prompt Pack
Use AI without starting from a blank box.Practical prompts built around everyday trade-business tasks such as quoting, cus...
Cancellation & Rescheduling Message Pack
Handle awkward scheduling professionally.Ready-to-edit messages for delays, cancellations, weather issues, supplier proble...
Customer Handover Pack
Finish the job as professionally as you started it.An editable customer handover pack for recording what was completed, ca...
Deposit & Payment Schedule Template
Make the payment schedule clear from the start.An editable template for recording deposits, stage payments, variation paym...
Expenses & Mileage Tracker
Keep everyday business spending in one place.Track mileage and common business expenses with automatic mileage-value calcu...
Invoice Tracker
Know what has been paid — and what still needs chasing.A simple invoice tracker for due dates, outstanding balances and pa...
Job Costing Sheet
Find out what the job actually made you.Compare labour, materials, travel and other costs with what you charged the custom...
Job Quote Calculator
Build a job price from the costs underneath it.Calculate labour, materials, markups, other costs and VAT in one editable s...
Job Sheet & Customer Sign-Off Pack
Keep the job details and customer sign-off together.An editable pack for recording scope, site details, variations, comple...
Lead & Enquiry Tracker
Stop enquiries disappearing into messages and notes.Track leads from first contact through quote, follow-up and outcome. E...
Membership
Launch offer: £19.99 £14.99 for your first month TradePilot Membership is currently £14.99 for the first billing cycle, t...
Pricing & Profit Calculator
Price around the profit you want to keep.Build a job price using labour, materials, overheads, subcontractors and target m...
Review & Follow-Up Message Pack
Follow up without sounding awkward or pushy.Ready-to-edit messages for quotes, appointments, completion, reviews, referral...
Review Response Pack
Reply to reviews professionally — even when they are difficult.Ready-to-edit responses for positive, neutral and negative ...
Site Visit & Quote Checklist
Collect the information you need before pricing the job.A practical site-visit checklist for scope, measurements, material...
Tool & Equipment Inventory
Know what equipment you own and where it is.Track tools, serial numbers, purchase costs, locations, condition and inspecti...
Weekly Business Planner
Keep this week's important jobs and admin visible.Plan priorities, customer tasks, due dates, values and next actions in o...