Changelog

New features and improvements to Trame’s trade job management platform.

2 June 2026

Letter before action generator

A new free tool, no account needed. The letter before action generator builds a formal letter before action for an unpaid invoice, with the right wording, deadline, and rules depending on whether the customer is an individual or a limited company.

1 June 2026

Accounting export

You can now export your invoices and expenses as CSVs, scoped to a full tax year or a single quarter. Invoices export as income with deposits accounted for, and expenses are grouped by HMRC category with VAT. Expenses can also be exported in Xero, FreeAgent, or QuickBooks format, and receipt images can be included.

1 June 2026

Company and account settings on mobile

Improved company and account settings on mobile.

28 May 2026

Online payments on invoices

Connect your Stripe account. Every invoice you send will show a Pay button alongside your bank details, so customers can pay by card or Pay by Bank straight from the invoice. Payments go straight to your Stripe account, not ours.

25 May 2026

Sign in with Google

You can now sign in to Trame with your Google account. If you already have an account with the same email address, the two are linked automatically the first time you sign in with Google. No separate account, no extra setup.

24 May 2026

Business clients

You can now add a client as either an Individual or a Business. Businesses have an optional Contact person field for the person you talk to inside the company. Existing clients are unchanged and treated as individuals. The option only appears on new clients or when you edit an existing one.

24 May 2026

Cleaner list views

The quotes, invoices, enquiries, and jobs lists have been redesigned. Filters now live in a dropdown next to sort, rows sit in a single grouped list rather than separate cards, and the mobile layout reads cleanly without truncated titles. Invoice rows show one date that matches the invoice's state, instead of every date at once.

24 May 2026

Smoother mobile editing for quotes and invoices

iPhone no longer zooms the page when you tap an input, the line-item autocomplete sits in the right place with the keyboard open, and the title field has its own row on mobile. On the quote editor, totals sit at the top of the summary on mobile, with deposit, notes, and margin collapsed below.

19 May 2026

Payment terms on quotes

You can now set a payment timeframe directly on a quote and it carries through to the final invoice automatically.

17 May 2026

Recurring jobs

For work that repeats on a schedule, like a weekly clean or a monthly maintenance visit, you can now set up a recurring job. Set the pattern once and Trame creates each job when it's due, with matching invoices generated automatically. Built for any trade with regular, repeat customers rather than one-off work.

16 May 2026

Support for cleaners and more trades

Added Cleaner and a general Other option to the trade types, each with its own starter price book.

10 May 2026

A smoother first-time setup

First-time setup was redesigned with a getting-started checklist and the option to import your existing data as you go.

9 May 2026

Deposits carry through to the invoice

When a quote includes a deposit, the final invoice now shows it deducted from the total automatically with a reference note. Accepted quotes also surface a one-click button to create the invoice.

8 May 2026

Scheduling calendar

Trame now has a full scheduling calendar. See your jobs laid out by week, day, or month, drag to reschedule, and click any empty slot to book in a job. Subscribe from Apple Calendar, Google Calendar, or Outlook and your Trame schedule sits alongside everything else in your day.

7 May 2026

Automatic payment reminders

Trame can now chase overdue invoices for you. It sends up to three reminders, standard, firm, then final, with the tone stepping up at the due date, plus 7 days, and plus 14 days. The invoice list shows how many times each one has been chased. Switch auto-reminders off in Settings if you'd rather do it yourself.

7 May 2026

Share quotes and invoices your way

Quotes and invoices now have an issued step between draft and sent, so you can finalise a document without sending it straight away. Sharing is a single menu: email, copy link, or WhatsApp.

7 May 2026

Import your customers from a spreadsheet

Import your existing customers from a CSV file. Trame auto-matches the columns and works with exports from Powered Now, Jobber, Tradify, or any spreadsheet.

5 May 2026

Customer pages

Each customer now has their own page showing contact details, total invoiced, and what's outstanding. Every job, quote, and invoice for that customer is listed in one place with a full activity history.

4 May 2026

Profit margin on quotes

While building a quote you can now see a private panel showing your cost, profit, and margin. It's only visible to you, never the customer. It turns amber when margin slips below 20% and red when it goes negative, so you can catch an underpriced quote before it goes out.

4 May 2026

Reports rebuilt around cash flow

The Reports page now opens with the three numbers that matter most: money collected, money outstanding, and what's left after expenses. Below that, a cash flow chart and a category breakdown show where your money came from and went.

4 May 2026

A clearer dashboard

The dashboard now opens with a clear snapshot: active jobs, quotes out, enquiries waiting, and money outstanding. Each card takes you straight to that part of the app.

4 May 2026

Expense tracking improvements

Log mileage trips and link them to a job, mark regular expenses as recurring so they're created automatically each period, and record a supplier on each expense. The expenses table also gained a date-range filter and sortable columns.

2 May 2026

Two free tools

Launched two free tools, no account needed. The expense checker tells you whether you can claim a given expense, with real examples and HMRC-based guidance. The mileage calculator works out your HMRC mileage claim from your business miles and vehicle type.

2 May 2026

Quotes and invoices autosave

Quotes and invoices now save automatically as you edit them. A Saving/Saved indicator in the toolbar confirms your work is safe.

1 May 2026

Invite your team

You can now invite other people into your Trame account. They get their own login that joins your business straight away, with no separate setup. Everything created in Trame records who made it, so you can always see who sent which quote or logged which expense.

30 April 2026

See if a job made money

Every job now has its own page showing whether it actually made you money, pulling together what you charged and the expenses linked to it. The profit figure turns red the moment costs outrun revenue.

27 April 2026

Expense tracking

Trame can now track your business expenses. Snap a photo of a receipt and it reads the supplier, amount, and date for you, or type one in by hand. Each expense is sorted into the right HMRC category with VAT handled automatically. At quarter end, export everything as a CSV or a Xero file. Built to keep your books tidy and ready for Making Tax Digital.