Got Questions? We Have Answers.
Frequently Asked Questions
Everything you need to know about setting up, security, offline capabilities, and running TradesHelper.
Yes. TradesHelper is a mobile-first web app, designed with large, simple buttons so busy tradespeople can manage their admin easily on site.
Every trade starts with 30 days of full Pro access completely free, with no credit card required upfront. When your trial ends, you choose between the Essential plan at £5/month or the Pro plan at £10/month. Your price will not rise while you stay subscribed. If you decide not to subscribe, your account transitions to a read-only safety net so you can view, download, and export your records anytime without ever being locked out.
With TradesHelper's compliance templates, you can select standard certificates (like Gas Safety CP12 or Electrical Installation Condition Reports) and fill them out in minutes on-site. The app automatically pulls in saved customer and job details, lets you add test readings, and generates a print-ready A4 PDF.
Yes. TradesHelper gives you a dedicated email address for receipt and invoice forwarding. Simply forward any supplier PDF invoice or photo receipt, and our system extracts the merchant name, date, tax, and line items, linking them directly to your job expenses to calculate real profit margins.
While many other job tracking apps are powerful, they are often complex, expensive, and require a steep learning curve. TradesHelper is built specifically for solo tradespeople and small partnerships, focusing on speed and simplicity. With features like text-to-job note conversion and simple mobile design, you can handle your admin in under 5 minutes without returning to a desk.
Currently TradesHelper requires an active internet connection to securely sync your customer and invoice data to the cloud. Future updates will introduce off-line functionality.
Your data is completely private to your account and hosted in secure European data centres compliant with UK GDPR. Only you have credentials to access your customer records, quotes, and financial logs.
Yes, you can export your customers, jobs, invoices, and quotes data directly from your dashboard whenever you need.
Yes. All customer details, jobs, quotes, and financial records are hosted on secure, accredited servers located exclusively in the European Union (EU). We partner with leading, highly respected global database infrastructure providers that adhere to the highest standards of physical and digital security. Your data is protected by Row-Level Security (meaning only you can access your business records) and is fully compliant with EU GDPR and UK-GDPR standards.
Yes, automatically. The entire cloud database is backed up and snapshotted every hour. In the unlikely event of a system failure, we can restore data to any point within the last 30 days. Additionally, to give you complete peace of mind, every quote, invoice, and certificate you generate is automatically emailed to your registered address as a permanent, offline PDF backup trail.
Don't panic. Whenever you delete a customer, job, or note, they are moved to a secure Deleted Items (accessible via Settings) where they are kept for 30 days. You can browse and restore these items yourself at any time within that period. Legally binding documents like final invoices and compliance certificates can never be deleted, only voided, to protect your company's tax audit trail.
TradesHelper reads your raw text notes. When you paste in a message or type out quick details like "John Smith, 12 High St, Boiler service next Tuesday at 10am, quote £120," TradesHelper breaks down the address, date, customer info, and pricing into a ready-to-send quote. It sets up the entire job, logs the calendar event, and drafts your PDF quote in one simple step.
Currently, TradesHelper is optimised specifically for UK tradespeople, supporting GBP (£), standard UK compliance certification, and UK tax formatting. We plan to expand support to Ireland and Europe in future releases.
Still have questions?
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