TradeLife capability
Quoting, proposals and customer decisions
Price work with business context, present the agreed scope clearly and keep customer decisions tied to the job that follows.
Built for: Trade businesses that need quoting, customer approval and job handover to stay connected.
What it helps you do
- 01
Build prices using the Price Book, business-cost context and the scope being quoted instead of relying on a blank total alone.
- 02
Create customer-facing proposals with acceptance and signature flows, with advanced visual choices available where the relevant module or plan is enabled.
- 03
Carry accepted scope, VAT treatment and payment-stage evidence forward without silently rewriting what the customer agreed.
Evidence it can use
- Price Book items and pricing settings
- Quote and proposal scope
- Customer selections, signatures and acceptance state
- Accepted proposal and job evidence
Availability
Core includes QuoteLife and standard proposals. Growth includes Advanced Proposals and Showroom; the advanced proposal module is also listed as an optional Core add-on.
Check current plans →Where the boundary is
- TradeLife assists with commercial decisions; the trade business remains responsible for the price, scope and contractual offer it sends.
- Advanced Proposals and Showroom features depend on the selected plan or add-on and on the relevant feature being enabled.
Related TradeLife capabilities
Jobs, calendar & maps
Keep the agreed job, people, dates, visits and day-to-day actions connected so the work can be run from one operational record.
Financial clarity
Connect the price, job, costs and available financial evidence so a busy diary can be separated from a commercially healthy business.
Recurring Work
Use customer, site, asset or service history to surface repeat work that should not disappear when the original job is finished.
Want the wider product context?
The Trust Centre explains how TradeLife treats evidence, permissions, connected services and AI-assisted decisions.