Help centre

Set your availability and coverage

Your availability decides what customers can book. Set your working hours, block days off, and choose your coverage area so you only get booked when and where you actually work.

Share your booking page

A booking page is only useful if people find it. Pin your link to Facebook and Google, print a QR sticker for the van, and send it to the customers you already have.

Verify your email

Verifying your email is the one prerequisite for almost everything else: your booking page accepting bookings, Stripe, Google Calendar, missed-call text-back. Two minutes, done once.

Set your logo and branding

Upload your logo once and it appears across your booking page, invoices, customer emails and the QR sticker, so everything you send out looks like your business and not a TradeBooked template.

Set per-service pricing and booking add-ons

Each service has its own price, duration and questions, and you can offer booking add-ons customers tap to include. Get these set up properly and your booking page does most of the qualifying for you.

Create a test booking

Before you send your link out, book yourself in. Two taps creates a test booking on your account so you see exactly what a customer sees, and you spot friction before they hit it.

Write your booking page tagline

The tagline is the short line sitting under your business name on the booking page. Two minutes of writing here is one of the highest-leverage changes you can make to whether visitors tap to book.

Connect Stripe to take deposits

Ask for a card deposit when a customer books, so the slot is secured and no-shows cost the customer, not you. Payments go directly to your own Stripe account.

Take Direct Debit with GoCardless

Collect monthly Direct Debit for service contracts like boiler covers, alarm monitoring and garden maintenance. Lower fees than card, and no chargeback risk on standard Bacs collections.

Cancellation policy and deposit refunds

Your cancellation policy is shown to customers before they pay a deposit, so it has to be clear and you have to stand behind it. This guide covers writing one, holding unpaid slots, and processing refunds.

Sync your bookings with Google Calendar

Keep one diary. Two-way Google Calendar sync puts your TradeBooked bookings into Google Calendar, and changes you make in either place keep each other up to date.

Set up missed-call text-back

Miss a call while you are on the tools and the caller automatically gets a text with your booking link, so you never lose the job to the next trade who picks up.

Set up customer reminders

Send automatic reminders before appointments so fewer customers forget. Pick the timing and the channel once, and TradeBooked sends them for you.

Set up rebooking reminders and campaigns

Turn one-off jobs into repeat work. Mark a service as recurring and customers get reminded automatically. On Autopilot, send targeted rebooking campaigns to win back past customers.

Turn on push notifications on your phone

Get a buzz the moment a customer books or replies. Install TradeBooked to your home screen, then enable push from the prompt (or from Settings > Notifications > Web push alerts).

Set up quote follow-ups

Chase quotes automatically so fewer go cold. TradeBooked sends a warm check-in email if a customer has not responded, and you can add SMS nudges on top.

Set up Message Assist

Message Assist rewrites your rough invoice notes into customer-ready sentences in your chosen voice. It never invents details and runs in about 30 seconds to set up.

Connect Xero or FreeAgent

Push your TradeBooked invoices and payments to Xero or FreeAgent so your bookkeeping is one source of truth. Set up once, then invoices sync as you finalise them.

Send invoices and job sheets

Finish a job, fill in the invoice sheet, and send a clean PDF. Solo covers a simple total and notes. Pro adds line items, VAT, CIS, discounts, photos and job sheets.

Set up VAT and CIS

Turn on VAT or CIS once in your business details, and the invoice sheet gives you the right controls per job: a VAT mode for VAT-registered traders, a deduction rate for CIS contractors.

Set up your materials catalogue

Save the parts and materials you use over and over. Pick one on an invoice to autofill the line, and (optionally) track stock so quantities drop when you use them.

Handle mid-job variations

When the job grows on-site, send the customer a variation link with the extra line items. They sign on their phone, the variation is authorised, and it rolls into the closeout invoice automatically.

Use the closeout link

Finish a job without a phone call. Send the customer a single closeout link and they confirm payment, sign sign-off, and (optionally) leave a review, all from their phone. The invoice is emailed automatically.

Add job photos and before/after tags

Take photos as you work and tag them Before, After or General against the booking. They appear grouped on the customer closeout page as proof of work and back you up if anything is queried later.

See job costing and margin per job

Add a cost price next to each invoice line and TradeBooked shows your gross profit and margin in real time. Catalogue items prefill the cost automatically. Owner-only, customers never see it.

Use Price Insight benchmarks

Before you send a quote or invoice, Price Insight shows what similar jobs in your postcode area have gone for. A non-intrusive sanity-check chip near the final price, not a forced suggestion.

Send your accountant pack

Email your accountant the month's pack of bookings, payments and unpaid CSVs in one tap. On Autopilot, schedule it to send automatically every month, with optional quarterly VAT and year-end packs.

Add compliance badges to your booking page

Show your trade credentials as trust badges on your booking page, so customers see you are registered and insured before they book. You can also get reminded before a credential expires.

Order branded workwear

Order your own branded workwear and merch through TradeBooked. Choose which products you offer, set prices, and add clean preview images for each colour.

Use your customer directory and history

Every booking adds the customer to your directory. Sort and search them by recent bookings or total spend, and on Pro keep notes and a full job timeline on every record.

Fix a broken integration

When an integration shows an error, it is almost always a token that expired or permissions that changed. This guide tells you what each status means and how to get the sync running again.

What changes when you switch plans

Upgrades take effect immediately and unlock new features straight away. Downgrades and cancellations follow a 30-day notice. Annual billing locks your current rate.

Edit your business profile

Your profile is what customers see on the booking page and in every email TradeBooked sends on your behalf. Keep your business name, town, phone and email up to date so nothing looks off.

Export your data or delete your account

You can export everything as a portable JSON archive at any time, and schedule full account deletion with a 30-day grace period you can cancel from an email link.

Read business analytics and the morning brief

Get the numbers without digging for them: revenue, bookings, average job value, repeat rate and profit, with month-over-month deltas. The morning brief sends a summary as a daily email in your chosen format.

Use the asset register

For trades that service the same kit again and again, keep a per-customer register: boilers, vehicles, consumer units, alarms. Pre-fills next-service reminders and underpins recurring jobs.

Use the vehicle MOT and VRM lookup

For mobile mechanics, type a UK registration and the vehicle's make, model, year and colour autofill from the DVSA register. On Autopilot, customers also get automatic MOT-expiry reminders.

Use socials auto post

Photos you flag on jobs line up as posts on your Social page. Approve them, schedule them, or turn on autopost and TradeBooked keeps your Facebook and Instagram ticking without you opening the apps.

Issue a Gas Safety Record (CP12)

Build and issue a statutory Gas Safety Record (CP12) directly from a job. Stored on the booking with a cert number, emailed to the customer as a PDF, with renewal reminders to keep landlords on the right side of the law.