Version 0.9
BetaThe first complete Tradio beta brings customer, sales, job, expense, reporting, subscription, and support workflows together for UK tradespeople.
29 June 2026
Customers, quotes and invoices
- Create, edit, search and manage customer records.
- Build quotes with reusable services and products, VAT calculations and quote statuses.
- Convert accepted quotes into invoices and track unpaid, paid and overdue balances.
- Export professional quote and invoice PDFs and email them as attachments.
- Share customer portal links for quote acceptance and document downloads.
Leads and follow-up
- Give every account a unique Tradio lead email address.
- Collect catch-all mailbox enquiries through secure server-side IMAP syncing.
- Extract customer details, phone numbers, postcodes and lead sources from emails.
- Convert leads into customers or quotes and manage lead statuses.
- Send friendly automated reminders for unpaid invoices.
Jobs, receipts and profitability
- Create jobs, track progress and connect customers, quotes and invoices.
- Capture receipts and supplier invoices from phone photos or uploaded files.
- Scan receipt images and PDFs, categorise expenses and allocate costs to jobs.
- Compare job income, materials, labour, expenses, profit and margin.
- Save job types and working hours for stronger profitability reporting.
Reports and business insight
- View profit, outstanding payment and quote success reports.
- Track monthly revenue, job profitability and best-performing job types.
- Review material spending, VAT summaries and time-versus-money figures.
- Download individual reports or the complete report pack as PDFs.
Plans, accounts and platform
- Offer a 14-day trial plus Lite, Pro and Elite monthly or annual packages.
- Connect PayPal subscriptions with verified callbacks and cancellation controls.
- Provide account export, deletion requests, cookie preferences and legal pages.
- Use a responsive phone layout across the customer workspace.
- Protect routes and paid features on the server as well as in the interface.