TradeSuite

Home

Needs doing

Customers

Add a customer

Shared across the whole suite — added once, used by jobs, inspections and invoices. Duplicates are merged automatically.

Your customers

Quotes price the work → accept → it becomes a job

Jobs accepted work → mark done → raise the invoice

Schedule jobs & CP12 renewals, soonest first

Inspections register boiler → run safety checks → issue CP12 / service record

Invoices one ledger · one numbering sequence

Suppliers your merchants & trade accounts

Add a supplier

Your suppliers

Settings

Business identity

Money

Online payments Local only

Let customers pay invoices by card. Money goes straight into your own Stripe account — we never hold it. Needs a signed-in team (see Team & access).

Sign in to your team above to enable card payments.

Team & access Local only

Share one live job/quote/invoice list across the office and the van — real per-person sign-in and roles. Default off; with no backend the suite stays a pure local app. Your data lives in your own Supabase account.

Activity log

Every quote, job, invoice & payment — with date & person. Tamper-proof on the server when Team mode is on.

WhenActionDetail

This module joins the suite next — it reuses the existing engine over the shared customer list. The foundation (one customer spine, one invoice engine) is already live in this build.