Job pipeline

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.

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Enquiry receivedNew
Consumer unit upgrade
James Bennett, Bristol
📎 2 attachments
Ready to quoteReview →
Quote sentSent
Consumer unit upgrade
James Bennett
QT-047 · £1,850 inc. VAT
Sent 2 days ago
Awaiting sign-offSend reminder →
Accepted✓ Signed
Consumer unit upgrade
James Bennett
Signed 14 Apr · 14:32
Deposit invoice sent
Job confirmedView invoice →
Paid✓ Paid
Consumer unit upgrade
James Bennett
INV-031 · £1,850 inc. VAT
Payment received 22 Apr
Job complete✓
7 stages
from first enquiry to final payment
One screen
every job, every client, at a glance
No spreadsheet
nothing tracked outside Trame
Job pipeline

See everything.
At once.

Every job as a card, every stage as a column. New enquiries on the left, paid jobs on the right. Nothing falls through the cracks because nothing lives 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 name, job type, and key dates on every card
Job pipeline kanban board showing jobs across all stages
Seven stages

From first enquiry
to getting paid.

Every job follows the same path. Trame moves it forward automatically where it can. Accepted quote creates a deposit invoice, accepted enquiry creates the job. You handle the work.

01
Enquiry received
Client fills in the job form. You get a structured enquiry with everything you need to decide if it's worth quoting.
02
Quoting
Enquiry reviewed, you're building the quote. Job sits here until you send.
03
Quoted
Quote sent. Client has the link. You're waiting for sign-off.
04
Accepted
Client signed. Deposit invoice sent automatically if you set one. Job is confirmed.
05
In progress
Work underway. Job sits here until you're done on site.
06
Complete
Work done. Convert to final invoice in one click.
07
Paid
Invoice settled. Job closed. Revenue recorded in your reports.
Schedule

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.

Weekly schedule view showing appointments across days with calendar sync
Job view

Every detail.
One place.

Open any job and see the full picture: the original enquiry, the quote sent, the invoice raised, 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
Job detail view showing enquiry, client details, linked quote, invoice, and activity timeline

Every job tracked.
Nothing forgotten.

Quick to set up. No card, no commitment.

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