What it is
Trade2Base is web software for UK trade businesses, combining job management, quoting, invoicing, scheduling, CRM, AI drafting and marketing attribution. Jobs can start from calls, email or web forms; users assign engineers, follow status, and attach photos, notes and site documents. Quotes support itemised pricing, online approval and conversion to invoices, including VAT invoices with automatic 20% calculation. Customers can use a portal to view progress, approve quotes, pay invoices and upload photos without an app download or login. AI drafts quotes, replies and follow-ups, with user approval required before sending. Attribution follows enquiries through jobs and paid invoices, reporting revenue by source and cost per booked job. The service is mobile-first for phones used on site and runs on the web. Plans start at £29/mo + VAT, billed monthly, with a 7-day trial and no free plan.
Who it suits. It suits UK plumbers, electricians, builders, roofers, decorators, HVAC engineers and multi-trade teams. Mobile-first access supports contractors working from site, while customer and attribution tools support office operations.
Good
- Creates jobs from calls, email or web forms
- Online quote approval and quote-to-invoice conversion
- Customer portal needs no app or login
- AI drafts require user approval before sending
- Tracks enquiry sources through paid invoices
Watch for
- No free plan
- Starter plan limits users to one
- Starter plan allows 50 jobs monthly
- Accounting sync with Xero and QuickBooks is unavailable
Verdict
Trade2Base brings job, customer, billing and marketing workflows into one web service for UK trades. Check the Starter limits and the listed accounting and advertising-account restrictions before choosing a plan.
Plans and prices
| Plan | Price | Billed |
|---|---|---|
| Starter | £29 a month | £29/mo + VAT · billed monthly |
| Professional | £59 a month | £59/mo + VAT · billed monthly |
| Growth | £99 a month | £99/mo + VAT · billed monthly |
| Team | £179 a month | £179/mo + VAT · billed monthly |
From Trade2Base's own pricing page, checked 8 Oct 2026. Every plan
What the maker publishes
- Accounting limitation
- The pricing FAQ says accounting sync with Xero and QuickBooks is not built; customers and jobs can be imported from CSV and data exported to CSV. source
- Ad account limitation
- The pricing FAQ says Trade2Base does not connect to Meta, Google or TikTok ad accounts and requires monthly ad spend to be entered manually, conflicting with the integrations page's Meta and Google Ads listings. source
- AI controls
- AI drafts quotes, replies and follow-ups, and the maker says nothing is sent to customers until the user approves it. source
- Attribution
- Trade2Base tracks enquiry sources through to jobs and paid invoices and reports measures including revenue by source and cost per booked job. source
- Customer portal
- Customers can use a portal to view job progress, approve quotes, pay invoices and upload photos without an app download or login. source
- Data location
- The maker says data is stored in the UK/EU, while its privacy policy lists some processors in the US and says UK adequacy mechanisms or Standard Contractual Clauses are used for international transfers. source
- Headquarters
- United Kingdom source
- Integrations
- The integrations page lists Trade2Base CRM, OpenAI, Stripe, website forms, Meta Ads, Google Ads, email broadcast, campaign analytics and Mailhaus; it marks TikTok Ads, call tracking, WhatsApp Business, SMS/Twilio and Google Analytics 4 as coming soon. source
- Intended users
- Trade2Base describes itself as built for UK trades including plumbers, electricians, builders, roofers, decorators, HVAC engineers and multi-trade teams. source
- Job management
- Users can create jobs from calls, email or web forms, assign engineers, track job status and attach photos, notes and site documents. source
- Mobile access
- The About page says the product is mobile-first and that its features work on phones used on site. source
- Product
- Trade2Base combines job management, quoting, invoicing, scheduling, CRM, AI tools and marketing attribution for UK trade businesses. source
- Quotes and invoices
- The product supports itemised quotes, online quote approval, quote-to-invoice conversion and VAT invoicing with automatic 20% calculation. source
- Security and privacy
- The privacy policy says card numbers are not stored, Stripe handles payments, and customer data is processed for service delivery rather than Trade2Base marketing; it names Supabase as a database, authentication and file-storage processor. source
- Support
- The maker describes support as UK-based and developer-read, with email support and in-app chat; its contact page says email replies are within one business day and chat is staffed weekdays 8am–6pm UK time. source