Every job, every stage.
One screen.

Enquiry in. Quote sent. Job accepted. Invoice paid. Every stage tracked, nothing in a notebook. See your whole business at a glance, with what needs your attention surfaced first.

30 days free. No card, no commitment.

JOB-024 · James BennettIn progress
Consumer unit upgrade
Bristol · full rewire
Stage 5 of 7In progress
Deposit invoice sent · 14 Apr
7 stages
from first enquiry to final payment
One screen
every job, every client, at a glance
No spreadsheet
nothing tracked outside Trame

See everything. At once.

Every open job in one list, with the ones that need you first: overdue invoices, then quotes with no reply after a week, then new enquiries. Every job is in the list, so you do not have to keep track of it in your head.

  • See what needs quoting, what's awaiting sign-off, what's overdue
  • Every job visible on one screen, no digging through emails
  • Move jobs between stages as work progresses
  • Client, value and the next step on every job
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From first enquiry to getting paid.

Every one-off job follows the same path, with the stage names you see in Trame. Quoted, Accepted and Paid are set automatically when the quote goes out, the client accepts and the invoice is paid. You move it to In Progress and Done, and you can close a job that is not going ahead.

01
Enquiry
Your client fills in your enquiry form, with photos. You read the summary and select Create job.
02
Quoting
The job starts here with the enquiry attached. You build the price in the quote builder from your price book.
03
Quoted
Set automatically when the quote goes out. If there is no reply after 7 days, the job suggests a follow-up.
04
Accepted
The client accepts online, or you mark it accepted. If the quote asks for a deposit, the deposit invoice is issued and emailed to them.
05
In Progress
You select Start job when the work begins. Log materials and receipts against the job as you go.
06
Done
You select Mark as done, then create the final invoice from the quote. Any deposit invoice is taken off the balance.
07
Paid
Set automatically when the final invoice is paid, by card or Pay by Bank, or by a bank transfer you mark as paid.

Your week. At a glance.

See your week at a glance. Drag jobs to reschedule, and never lose track of what's happening when.

Sync to iPhone, Google Calendar, or Outlook. Set it up once, and every job, every reschedule, shows up next to your personal events.

Every detail. One place.

Open any job and see the full picture: the original enquiry, the quote sent, the invoice issued, and every date along the way. No switching tabs, no digging through emails.

  • Enquiry, quote, invoice, and timeline all on one page
  • Link receipts and material costs directly to the job
  • See what each job made, not just at year end
  • Revenue, expenses, and margin in one glance

One job, start to finish.

A bathroom refit for Rachel Doyle in Leeds, quoted at £4,200 with a 25% deposit and no VAT.

  1. 01The enquiryRachel fills in your enquiry form and adds three photos. Trame emails you the summary, and you select Create job.
  2. 02Quoting to QuotedYou build the quote from your price book and send it. The job moves to Quoted.
  3. 03AcceptedRachel accepts online. The job moves to Accepted, and a £1,050 deposit invoice is issued and emailed to her. She pays it the same week.
  4. 04In Progress to DoneYou select Start job on the first day and log £1,380 of materials against the job. When the work is finished, you select Mark as done.
  5. 05PaidYou issue the final invoice for the £3,150 balance. Rachel pays by bank transfer, you mark it paid, and the job moves to Paid.
  6. 06The resultThe job page shows £4,200 paid, £1,380 of costs and £2,820 profit, a 67% margin.

To add a job yourself, see how to create a job.

What a job page holds.

Open a job and everything about it is on one page.

Client
The client's name, with buttons to call, email or get directions.
Appointments
The visits booked for the job, which also show in your schedule.
Details
The enquiry or your own description, photos and documents, and notes only your team can see.
Quotes and invoices
Every quote and invoice for the job, each with its status.
Costs
Each expense logged against the job, with its HMRC category.
Money
Quoted, invoiced or paid, costs so far, profit and margin, without VAT if you are VAT registered. The same figures feed your reports.
Activity
A dated history: enquiry received, job created, quote sent and accepted, invoices sent and paid.

Questions about job management.

What is job management software?

Software that keeps track of each job from the first enquiry to the final payment: the client, the quote, the visits, the invoices and the costs. In Trame every job carries one status, so you can see what needs quoting, what is waiting for an answer, what is ready to invoice and what is overdue.

Does Trame do job tracking from quote to invoice?

Yes. The quote, the deposit invoice, the final invoice and the payments all sit on the same job, and its status changes as each one is sent, accepted or paid. Repeat work runs as a recurring job with its own billing schedule.

How much does it cost, and is it per user?

£29 a month, or £290 a year, for the whole business. There is no per-user charge, and the first 30 days are free with no card needed. See pricing.

What does Trame not do?

Trame does not issue gas or electrical certificates, has no timesheets or GPS tracking, and runs in your browser rather than as an app you install.

Comparing job management tools? Read Trame vs Tradify, Trame vs ServiceM8 and Trame vs Powered Now, or see every comparison.

Every job tracked.
Nothing forgotten.

Quick to set up. No card, no commitment.

Start free