Tired of wasting hours at a desk setting up jobs, logging customer details, and drafting estimates? Enter minimal details or dictation into TradesHelper's Fast Drafter card. In a single action, the system creates the customer profile, schedules calendar slots, structures the job details, and pre-fills a professional PDF quote or estimate. It streamlines the onboarding process so you can secure jobs right on-site from your mobile, without navigating back and forth between separate customer list and invoice builder screens.

Jot down details, addresses, or project specifications while talking to a customer on site. The Notes pad houses your raw scribbles. When you select "Apply Fast Drafter", your plain-text jotted notes (e.g. 'David Green, 42 Oak Rd, boiler flush next Monday at 9am, quote £150') are transformed into organised data. It extracts the customer name, separates the address, schedules the slot in your calendar, and drafts a professional PDF quote instantly.

Keeping track of merchant receipts, wholesale invoices, and material costs can be a nightmare. TradesHelper gives you a dedicated email address (e.g., yourname@invoices.tradeshelper.app) for forwarding digital receipts. When you forward supplier invoices, our system extracts the merchant name, date, tax rates, and individual line items, linking them directly to your active job expenses. This automated extraction lets you track material markups and see your true profit margins in real-time.

Keep all customer communications in one organised space, avoiding scattered texts, WhatsApps, and emails. Customer Messaging centralises your messages, automatically linking conversations to specific jobs, quotes, and invoice files. When a customer sends a message, both of you receive instant email notifications containing secure links to view and reply directly in the browser. You get an audit trail of changes, spec approvals, and questions, keeping projects running smoothly.

Drafting electrical safety checks, landlord gas certificates, and installation reports on-site is often tedious. TradesHelper's compliance certificate wizard guides you step-by-step through standard UK regulatory forms, auto-filling customer, property, and job details. Once completed, your certificates are saved as print-ready, clean light-mode A4 PDFs. They are instantly uploaded to the secure customer portal, making it easy to stay compliant with regulations while on the job.

Manage your busy week on the road with an intuitive, tap-friendly diary built for mobile screens. The Connected Calendar lets you schedule client bookings, site surveys, and active job sessions with ease. It integrates directly with the Jotted Notes Converter and job details pages, meaning booking dates are synchronized automatically. You can view tasks, check drive times, and stay on top of daily schedules without manual double-entry or using external calendar tools.

Create and send clean, professional invoices and quotes on your phone immediately after completing a job. TradesHelper generates estimates and final tax invoices automatically using saved customer rates, time entries, and material details. Documents are formatted to standard A4 proportions with zero margins, hiding default browser headers. Your clients can review the details on their phone, download the PDF, or accept estimates instantly via a secure portal.

Your data security is our top priority. Access your dashboard and records securely without needing to remember complex passwords or worry about compromised credentials. TradesHelper uses secure login access links and temporary authorisation passcodes sent directly to your registered email address. This ensures only you can access your business profile, tenant records, and invoice histories, keeping your data locked down and GDPR-compliant.