From Job Request to PaymentIn Four Simple Steps
TradeTally streamlines your entire workflow, from generating quotes to getting paid. Here's how it works.
01
Describe Your Job
Simply type in the job details or paste a client's request. Our AI understands natural language, so you don't need to format anything special.
- Type or paste job description in plain English
- AI extracts key information automatically
- No complex forms or fields to fill
- Works for any type of trade job
02
AI Generates Your Quote
TradeTally's AI analyzes your job description and creates a detailed, accurate quote with materials lists and costs based on current UK trade pricing.
- Automatic materials list generation
- Current UK trade pricing database
- Labour cost calculations
- Customizable profit margins
03
Review & Send
Review your professional quote, make any adjustments, and send it directly to your client via email as a PDF. It's that simple.
- Professional PDF generation
- Custom branding with your logo
- Send via email with one click
- Track when clients view quotes
04
Win the Job & Get Paid
When your quote is accepted, convert it to a scheduled job with one click. Complete the work, then turn it into an invoice instantly.
- One-click quote to job conversion
- Automatic calendar scheduling
- Quick invoice generation
- Payment tracking and reminders
Why Tradespeople Love TradeTally
Real results from real trades
10 hours
Average time saved per week on admin
3x faster
Quote generation compared to manual methods
25% more
Jobs won with professional quotes