Release notes · 6 October 2026

What's new in VioTrade

The biggest features we've shipped this month, built straight from what UK tradespeople told us was slowing them down. Plus everything from earlier in the year.

Shipped this month

Available now in your VioTrade dashboard and mobile app.

Cashflow

Automations: reminders and follow-ups that send themselves

Set the rule once and VioTrade does the chasing. Remind customers before an invoice is due and keep going after it - 2, 5 and 10 days, then weekly - follow up quotes and estimates a few days after you send them, thank customers the moment they pay, tell your team when a quote is accepted, or put a follow-up call straight into your calendar. Every reminder checks the invoice first, so once it is paid in full nothing else goes out, and a part-paid one is chased for what is left. Your existing payment reminders are already there, ready to change, and each invoice and quote shows what goes next with a Send now button. Find it under Automations in the menu.

Assistant

Describe an automation and it is set up for you

Type what you want in plain words - "chase unpaid invoices every week until they pay" - and Automations drafts it for you, with a note of anything it had to assume and anything it cannot do yet. Nothing is switched on until you have checked it and said so. Try it at the top of the Automations page.

Notifications

Every notification in one place

New enquiries, quotes about to expire, invoices about to fall due and certificate renewals now all land in the bell at the top of VioTrade, as well as on your phone. Tap one to open what it is about, and mark them all read when you are done - so a notification you swiped away is never lost. On the web now, and in the app from the latest update.

Earlier in 2026

Recent releases that are also live in your account.

Accounting

Your work goes straight into Sage

Connect Sage Accounting once and your invoices, payments, expenses, customers and suppliers go across on their own, with your VAT matched to the rates in your own Sage. Part payments go over one at a time, so what Sage shows is what you have actually been paid rather than jumping at the end. It only ever sends new work in - nothing you or your accountant have already entered gets changed. You can bring your existing Sage customers into VioTrade too, and pause any part of it whenever you like. Using Sage 50 on your computer? That one cannot be connected, but you can export your invoices and expenses as a Sage file and bring them in yourself. Set it up in Settings > Integrations.

Construction

CIS and the VAT reverse charge

Both sides of the Construction Industry Scheme, in the app you already invoice from. Mark each invoice line as labour or materials and the deduction comes off the labour only, so your invoice settles at what the contractor will actually pay rather than sitting there looking part-unpaid. If you pay subcontractors yourself, record what you pay them at their verified rate, send each one their monthly Payment and Deduction Statement, and pull the CIS300 figures before the 19th. The VAT domestic reverse charge is handled too: record once that a customer is not an end user and their invoices state the VAT without charging it, with the wording HMRC requires. You file the return yourself - we produce the figures and the statements. Recording a payment and sending a statement both work on your phone, including out of signal. Off by default: turn it on in Business Profile if you work under either scheme.

Assets

Customer Assets: the equipment you look after

Every boiler, fire panel, heat pump, pool or appliance you service can now be a record of its own, with its make, model, serial number and where it is. Take readings on each visit and compare them with last time, and set how often it needs servicing - VioTrade reminds you 30, 7 and 1 days before it is due. A customer can have as many as they need, so two boilers at one address keep separate histories. Start with the equipment your trade works on, or build your own kinds with the details and readings you record.

Jobs

Signed job sheets

The carbonless pad in the van, without the van. A new sheet arrives already carrying the materials you logged, the photos you took, who attended and when you arrived and left. The customer signs on your phone with a finger, or by a link if nobody was in, and you can attach the signed sheet to the invoice so the proof and the bill arrive together.

Compliance

Fire and security certificates

Fire alarm inspection and service, emergency lighting periodic inspection and intruder alarm service reports, alongside the gas and electrical sets. Each one carries its own renewal date, so you are reminded before it runs out rather than after.

Invoices

Photos and documents on invoices

Show the customer what they are paying for. Add photos of the finished work, and attach the certificate, the signed job sheet or any PDF. Photos print in a gallery at the end and documents as real pages behind the invoice, so what lands in their inbox is one file with everything in it.

Customers

What a customer has actually bought

Open any contact and see what they have had from you, how many times, what you charged last time and what they have spent in total. Things they buy regularly show roughly how often, and are marked when they are due again - so the repeat work is visible instead of remembered.

Email from your own address

Send quotes, invoices and reminders from your own business address instead of ours, so they look like you and are less likely to land in a spam folder. Set it up once and everything you send uses it. Included for everyone, at no extra cost.

Email campaigns to bring old customers back

A new add-on for writing to the customers you already have. Pick a ready-made campaign - win back people you have not worked for in a while, tell them you are in their area, remind them a service or certificate is due - check the wording sounds like you, and send it from your own address. Results come back per campaign, and unsubscribes are handled for you. £20 a month or £240 a year for 2,000 campaign emails a month, on top of your plan. Your quotes and invoices do not count towards it.

Reporting

A dashboard about money

The dashboard now opens with what you were paid across the tax year and three cards for what needs chasing: overdue invoices, unpaid work and quotes still waiting on an answer. The figures read from real payment dates and balances, so part-paid invoices show what is actually outstanding.

Assistant

An assistant that does the work, not just answers

The assistant in your dashboard now gets things done. Tell it in plain English to draft a quote, find a customer, log an expense or pull up an invoice, and it does it for you - no hunting through menus. Ask it a question and it still answers, but now it can act on the answer too.

Invoices

Draft an invoice from your job notes

On a finished job, tap Draft from Notes. It reads what you wrote on site, the job details and the original quote, then opens an invoice already filled in - labour, materials and any amounts you mentioned. Check the lines and send. Nothing is billed until you save it.

Quotes & Invoices

Discounts on quotes and invoices

Take money off a quote or invoice with a new discount box under the totals - a percentage or a fixed amount. The subtotal, VAT and total update as you go, the customer sees exactly what came off on the PDF and the email, and your profit figure on a quote accounts for it.

Compliance

Gas and electrical certificates

If you're gas or electrical, fill in your certificates in VioTrade and hand the customer a proper PDF. CP12 gas safety records and the electrical set - EICR, EIC, minor works and PAT. Start from the customer, sign on screen with your finger, email the PDF, and it all works with no signal. In beta while we refine the forms, so give a document a once-over before you send it.

Team

Dispatch board for your team

Schedule work across your team by dragging jobs onto the day and the person. See who is booked and who is free at a glance, and move a job to another day or another team member in seconds.

Leads

Attachments on website leads

Photos and documents your customers upload through the enquiry forms on your website now arrive attached to the lead - so you have the picture of the broken boiler, or the copy of the plans, before you call them back.

Quotes & Invoices

Mark a quote accepted or declined yourself

When a customer says yes (or no) over the phone or on site, you no longer have to wait for them to click the link in the email. Open the quote and tap Mark Accepted or Mark Declined - it records the decision and moves the customer along your pipeline. Works from any status, and you can switch a declined quote back to accepted if they change their mind.

Jobs

Projects - group everything for bigger jobs

Running a renovation or a fit-out that spans weeks? Group all the jobs, quotes, invoices and expenses for it under one Project, split into phases like First fix and Second fix, and watch a live budget-vs-actual so you always know whether you are still making money. Raise a stage invoice for the whole project or a single phase - a percentage of the contract value or a fixed amount - in a couple of taps. Log labour hours against a phase and the cost folds straight into your margin. Save the phases you use for a type of job as a template and spin up the next project in one tap. Works offline.

Customers

Customer text message updates

Keep customers in the loop by text, sent under your own business name. VioTrade can automatically text them when you send a quote or invoice, chase an overdue payment, confirm a booked visit, and remind them the day before. You choose which texts go out and can edit every message, and you can turn texts off for any customer who would rather not receive them. Turn it on in Settings > SMS Notifications.

Quotes & Invoices

Estimates - a rough price on the spot

Send a customer a ballpark price the moment they enquire, before you commit to a site visit. Estimates are deliberately quick - a description, quantity and price per line, no add-ons or options - with their own EST- numbering separate from your quotes. Turn a winning estimate into a full quote in one tap, save any estimate as a reusable template, and download or send the PDF. Works offline.

Contacts

More than one address per customer

A customer can now have a billing address plus any number of Sites - the actual places you do the work, like a landlord's rental properties or a company's branches. Each site keeps its own access notes: key-safe code, parking, tenant details. When you raise a job, quote or invoice, pick which site the work is at and the address fills in for you.

Jobs

Add a whole list of tasks at once

On a job, tap Bulk, paste your task list one per line, and they are all added in one go - much quicker than adding them one at a time. Each becomes a normal task you can then assign and schedule. Works offline.

Mobile

Works fully offline

The app works with no connection at all. View and create quotes, invoices, jobs, tasks, notes, materials, expenses, contacts, diary events and photos with no signal - whether you are in a basement, a new-build with no reception, or out in the sticks. Everything syncs automatically the moment you are back online, and nothing is lost if you close the app or your battery runs out.

Jobs

Job tasks and checklists

Break a job into tasks, assign each one to a team member, give it a date, and track it through To do, In progress and Done. Flag a dated task to show on the assigned person's calendar. Nothing slips through the cracks on a busy job.

Jobs

Reusable task templates

Save the steps you run on every job once - survey, order materials, first fix, sign-off - then drop the whole checklist onto any job in one tap.

Jobs

Multi-day job scheduling

Schedule a job across several days, even ones that aren't back to back. It shows on every one of those days in your diary, and rescheduling updates the diary for you. Scheduling a long run is one tap - pick the first and last day and the whole stretch drops into your diary.

Jobs

Documents on every job

Attach plans, drawings, contracts and photos straight to a job, on the web or from your phone. Everything for the job lives in one place, ready on site.

Quotes & Invoices

Custom quote and invoice numbering

Set your own quote and invoice prefix, like EST- or INV-, and a starting number, so you can carry the sequence on from your old system. Existing documents are never renumbered.

Quotes & Invoices

Private internal notes

Add a private note to a quote or invoice that your team can see but the customer never does. The existing notes field is clearly labelled as the one shown to the customer.

Team

Team access and roles

Invite your team and give them the right level of access. Assign jobs and tasks to field workers, who then see only their own work and calendar. Everyone knows what they're on today.

Quotes & Invoices

AI estimating from a job description

Type or speak a few lines about a job and AI drafts itemised quote lines - labour, materials, quantities - pulling from your saved product catalogue. Stop spending an hour pricing every quote from scratch.

Jobs

Purchase orders linked to jobs

Send branded POs to your suppliers from the van. Each PO links to a job and auto-creates the expense, so your job profit updates the moment you order materials. No more wondering what you ordered for which job. CSV import/export supported.

Integrations

Xero auto-sync

Connect Xero once and every invoice, payment, contact, expense and supplier bill syncs through automatically with the right UK tax codes. One-way sync keeps Xero authoritative - your accountant stays in control of the books.

Quotes & Invoices

Product catalogue with cost and sell prices

Save your standard materials and labour once with cost and sell prices. Drop catalogue items into quotes and POs in seconds. Cost prices stay private to you, sell prices appear to the customer, margins calculate automatically.

Cashflow

Auto-chase overdue invoices

Stop being the nag. When an invoice goes past its due date, VioTrade sends the customer a polite reminder automatically. You get paid faster without lifting a finger. Toggle it off per-invoice if you want to chase manually.

Cashflow

Card payments on invoices

Connect your bank via Stripe and your customers can pay invoices online by card. Money lands in your account the next working day. No more 'waiting for the bank transfer' excuses.

Branding

Branded PDFs with your logo

Upload your logo once in Business Profile and it appears on every quote, invoice, and RAMS document automatically. Looks professional without the design faff.

Quotes & Invoices

VAT-inclusive pricing

Toggle between VAT-inclusive and VAT-exclusive prices on every quote and invoice. Match how you actually price work, line by line. Multi-rate too: 20%, 5%, 0%.

Quotes & Invoices

Quote builder overhaul

Add optional add-ons the customer can tick or untick themselves. 'Choose one' groups for boiler models or finish levels. Deposits before work starts. Materials at cost plus mark-up. The way you actually price work, not a one-line total.

Quotes & Invoices

Send a copy to me on quotes/invoices

Every quote or invoice you send to a customer can now CC your own email automatically. Set a default in Business Profile, override per-send with a tickbox. Useful for record-keeping or if your accountant likes a copy.

Jobs

Link expenses to a job

When you log an expense or scan a receipt, you can now attach it to a specific job. Profitability per job becomes a real number, not a guess.

Already a VioTrade user?

Everything above is live in your account right now. Log in and have a play.

Coming next

On the workshop bench

Honest preview of what we're building right now. Order may shuffle if something else jumps the queue, but these are the next big ones.

Coming soon

Recurring invoices

Service contracts, monthly retainers, scheduled maintenance work. Set the schedule once, VioTrade raises and sends each invoice on the right day.

Coming soon

Staff management

Clock in / clock out, timesheets, location tracking. Built for sole traders growing into a small crew - know who is on which job and how long it actually took.

Want something that's not on this list?

Tell us what's missing for your trade. We ship reasonable requests fast, usually within a week. Be part of the change.