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.
Available now in your VioTrade dashboard and mobile app.
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.
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.
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.
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.
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.
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.
Recent releases that are also live in your account.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Upload your logo once in Business Profile and it appears on every quote, invoice, and RAMS document automatically. Looks professional without the design faff.
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%.
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.
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.
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.
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.
Service contracts, monthly retainers, scheduled maintenance work. Set the schedule once, VioTrade raises and sends each invoice on the right day.
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.
