Prepare an invoice
Invoice Rachel £1,500 for the bathroom work
Use the client and job details already in Trame. Review the work, price and VAT before saving the draft.
Your admin assistant. Beta
Prepare an invoice, put together a quote or turn an enquiry into a job. Tell Assistant what you need, using the details already in Trame.
Assistant prepares, you review and confirm.
Start free
30 days free. No card needed.
From a short request to a draft invoice, ready to review.
Start with what you need done.
No special commands or long instructions. Ask in your own words, then fill in any missing details.
Put together a quote
Make a quote for George for a tap replacement
Start with the details you know. Assistant asks for the price and anything else it needs, including which George you mean.
Find what is owed
Who owes me money?
Find outstanding invoices and open the saved documents to see the details.
Get an enquiry ready for work
Turn this enquiry into a job
Use the attached enquiry to prepare a linked job. Check the client and job details, then confirm.
It starts with your job details.
Open Assistant from a client, enquiry, job, quote or invoice. It uses the saved details, so you don’t have to repeat them.
Ask about the work you’re looking at, or use it to prepare the next step. Assistant asks for anything missing and keeps the same record attached until you choose to switch.
Ready for your review.
Check the client and job details, ask for changes, then confirm. Nothing is saved until you give the go-ahead.
Whether you’re turning an enquiry into a job or preparing an invoice, you see the proposed details first. Ask for a correction in the chat, or cancel if you change your mind.
Included in Trame.
Ready to try.
Assistant is in beta and included in your £29/month Trame subscription. A monthly usage limit applies.
Assistant can make mistakes. Check names, amounts and details before confirming.
Your jobs. Your paperwork.
Help with the admin.
Try Trame free for 30 days. No card needed.