How to create your Trame account

Create your account at trame.co.uk/signup, then answer a few questions about your business. It takes a couple of minutes and gets you straight to your Home screen.

Sign up

1. Go to Create account.
2. Choose Continue with Google, or enter an email and a password of at least 10 characters.
3. Select Create account.

Answer the setup questions

Once you're in, Trame takes you through four setup steps, followed by an optional import choice.

1. What kind of work do you do? Pick every trade that applies, for example Plumber or Electrician. Trame uses this to ask your clients the right questions on enquiries and to tailor your quote builder.
2. About your business. Enter your company name and your own name. The company name appears on every enquiry, quote and invoice a client receives.
3. Are you VAT registered? Choose Yes, registered or No, not registered. If you choose yes, you can add your VAT number now or later.
4. So you can get paid. Add the address shown on your quotes and invoices and the bank details clients use to pay you, or select Skip for now and add them later in Settings.

Trame then asks whether you're bringing your business across or starting fresh. Choose Bring my data across to import clients and build your price book from past quotes or invoices, or I'm starting fresh to skip straight to your Home screen.

Finishing this takes you to your Home screen. See finding your way around Trame for what happens next.

Frequently asked

Do I need a card to sign up?

No. Sign-up asks for an email and password (or a Google account) only.

What if I run a team?

Whoever signs up first becomes the account owner. Add the rest of your team from Settings, under Business, once you're set up.

Can I change my trade later?

Yes. Trade is one of the fields on your company details, so you can add or remove trades any time.