Price up a job
Quote Tom Hughes for a boiler service and a new thermostat, from my saved prices
Trame finds Tom and your saved prices, and asks for any price it doesn’t have.
Coming soon
Quotes and invoices from Claude.
Write your quotes in Claude, the way you already do. Add the Trame connector and each one becomes a real quote: numbered, emailed to your customer, signed online, then invoiced and paid online.
30 days free. No card, no commitment.
That’s right. Issue the quote and email it to Rachel.
Used Trame
QT-2026-0047 issued and emailed to Rachel Bloom
Quote QT-2026-0047Sent
Rachel Bloom · Wet room conversion
Subtotal£1,310.00
VAT 20%£262.00
Total£1,572.00
Deposit on acceptance (25%)£393.00
Rachel can accept and sign it online. When she does, Trame sends her the deposit invoice.
Reply to Claude
Same conversation. A quote you can send.
Claude is good at writing a quote. Without a connection, the result is text: you still have to turn it into a document, send it and keep track of it. With Trame connected, the quote is saved in your business and goes out like any other.
| Step | Claude on its own | Claude with Trame |
|---|---|---|
| Your prices | On its own: Pasted in, or remembered, each time | With Trame: Read from your Trame price book |
| The sums | On its own: Worked out in the conversation, so you check them | With Trame: VAT, deposits and CIS calculated by Trame, to the penny |
| The quote | On its own: Text you copy into a document | With Trame: A numbered quote with your logo, details and payment terms |
| Sending | On its own: Saved as a PDF and attached by hand | With Trame: Emailed from Trame with a link to view it online |
| Acceptance | On its own: A reply saying yes, if it comes | With Trame: Signed online, with the deposit invoice issued and emailed |
| Payment | On its own: Bank details and a reminder in your head | With Trame: Card or Pay by Bank from the invoice, into your own Stripe account |
| Chasing | On its own: Down to you | With Trame: Up to three reminders on an overdue invoice, sent for you |
| Records | On its own: Spread across old conversations | With Trame: One list of quotes and invoices, each against its job |
Write it how you would say it.
Short or long, Claude works out what you mean and asks about anything Trame needs, such as which customer or which job.
Invoice from the quote
Rachel accepted the wet room. Invoice her for it.
The invoice comes from the accepted quote, with her deposit invoice netted off.
Check what’s overdue
Which invoices are overdue?
Read from the invoices you have issued, with the amount still owed on each.
Find an enquiry
Find the enquiry about the leaking roof
Shows what the customer told you on your enquiry form, and turns it into a job when you are ready.
Close out a job
Mark the Hughes job as done
Moves the job on, after you confirm. Done, closed or reopened.
Share the PDF
Give me the PDF of QT-2026-0047
Claude gives you a download link for the issued quote or invoice.
Claude shows you the quote first.
The customer, each line, the VAT, the deposit and the total, from your own price book. Change a line by saying so. When it is right, Claude saves it as a draft, and it goes to your customer only when you ask.
- Prices from your own price book
- A missing price is asked for, never set to zero
- Saving a draft emails nobody
- Sending happens only when you ask
Quote Rachel Bloom for the wet room. 6 hours first fix, 8 hours fitting the enclosure, basin and WC, and the 1200mm walk-in shower. My saved prices, 25% deposit.
Used Trame
Here’s the quote from your saved prices. Nothing is saved yet.
Quote · Wet room conversionUnsaved
Rachel Bloom
6 × First fix supply and waste from landing£390.00
8 × Fit enclosure, vanity basin and WC£520.00
1 × Walk-in shower enclosure 1200mm£400.00
Subtotal£1,310.00
VAT 20%£262.00
Total£1,572.00
Deposit on acceptance (25%)£393.00
Shall I save it as a draft? It won’t go to Rachel until you ask me to send it.
Reply to Claude
Everything after the quote, handled.
A quote sent from Claude goes out exactly like one sent from the app, and Trame keeps track of it from there.
QUOTE
QT-2026-0047
Awaiting acceptanceSave as PDF
Walker & Sons Plumbing
14 Deansgate
Manchester, M3 4LQ
VAT Reg. GB 382 4716 00
Co. Reg. 09473821
Issue date
5 October 2026
Prepared for
Rachel Bloom
Manchester, M20 2RN
1. Labour
First fix supply and waste from landing
6 nr (20% VAT)
£390.00
Fit enclosure, vanity basin and WC
8 nr (20% VAT)
£520.00
Walk-in shower enclosure 1200mm
1 × £400.00 (20% VAT)
£400.00
On acceptance, we'll send you the deposit invoice and confirm a start date.
Accept quote
Decline this quote
Accepted with a signature.
Your customer types their name and signs on their phone. The quote moves to Accepted and the deposit invoice is sent.
Pay online
Secure payment via Stripe, by card or bank.
Pay £1,179.00
How to pay
Bank
Lloyds Bank
Sort code
30-90-23
Account number
4273856
Reference
INV-042
Paid from the invoice.
A Pay button for card or Pay by Bank on every invoice. Money goes to your own Stripe account, with no cut to Trame.
Jobs
Wet room conversion
Rachel BloomIn Progress
Started 2d ago
Mark as doneMore
Coming up
8 Oct 2026 · 08:00–16:00
9 Oct 2026 · 08:00–15:00
Quotes
QT-2026-0047
Invoices
INV-040Deposit
6 Oct 2026
Moneyex VAT
Quoted£1,310.00
Paid£327.50
Costs so far£72.00
Profit£255.5078%
All invoices paidLog expense
HomeJobsQuotesInvoices
In one place.
The quote, the invoices and the payments sit on the job in Trame, next to the work you did in the app.
Late invoices followed up for you. With reminders on, Trame emails up to three on an overdue invoice, a week apart. A quote that gets no reply in 7 days is flagged on the job so you know to follow it up.
Payments in Trame →Connect it in a few minutes.
- 1
Add the Trame connector
Find Trame in Claude’s connectors and add it.
- 2
Sign in and allow access
Sign in to Trame and check what Claude is asking to do. Nothing to copy or paste.
- 3
Start asking
Ask about a customer, a quote or an invoice, the way you normally write.
Questions about Trame for Claude.
How does the Trame connector for Claude work?
It is a remote MCP server. The Model Context Protocol (MCP) is the open standard Claude uses for connectors. You sign in to Trame through OAuth when you add it, so Claude never holds your Trame password or an API key.
What does Claude get access to?
What you approve when you connect: your customers, jobs, enquiries, saved prices, quotes and invoices. Claude reads them when you ask a question that needs them.
How do I remove access?
Disconnect Claude in Trame under Settings, Integrations. Access to your Trame account stops straight away. To use it again, you sign in and approve access again.
Will Claude email my customers on its own?
No. Claude shows you the quote or invoice first and saves it only when you say so. Saving makes a draft. Nothing is emailed to a customer unless you ask for it to be sent.
Who works out the totals?
Trame does. Line totals, VAT, deposits and CIS use the same calculation as the quote builder in the app, and Claude reports Trame’s figures back to you.
Can I record a payment from Claude?
Not yet. Recording payments and deleting saved quotes or invoices are done in Trame. Card and Pay by Bank payments made from the invoice are recorded automatically.
Does Trame work with ChatGPT as well?
Yes, see Trame for ChatGPT. Your saved quotes and invoices are the same in both. Unfinished work stays where you started it. Prefer to stay inside Trame? There is Assistant, built into the app.
When is the connector available?
It is being tested now and launches soon. Quoting, invoicing and online payments in Trame are available today, with 30 days free.
Keep writing in Claude.
Get paid through Trame.
Try Trame free for 30 days. No card needed.