Job pipeline
Every job, every stage.
One screen.
Brief 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.
Start freeBrief receivedNew
Consumer unit upgrade
James Bennett, Bristol
📎 2 attachments
Quote sentSent
Consumer unit upgrade
James Bennett
QT-047 · £1,850 inc. VAT
Sent 2 days ago
Accepted✓ Signed
Consumer unit upgrade
James Bennett
Signed 14 Apr · 14:32
Deposit invoice sent
Paid✓ Paid
Consumer unit upgrade
James Bennett
INV-031 · £1,850 inc. VAT
Payment received 22 Apr
7 stages
from first brief 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 briefs 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
Seven stages
From first brief
to getting paid.
Every job follows the same path. Trame moves it forward automatically where it can. Accepted quote creates a deposit invoice, accepted brief creates the job. You handle the work.
01
Brief received
Client fills in the job form. You get a structured brief with everything you need to decide if it's worth quoting.
02
Quoting
Brief 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.
Job view
Every detail.
One place.
Open any job and see the full picture: the original brief, the quote sent, the invoice raised, and every date along the way. No switching tabs, no digging through emails.
✓Brief, 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
