We sent a sign-in link to your email. Click it to log in โ no password needed.
Your data is stored securely in the cloud. Access from any device, any time.
TradeBooks
Built for UK sole traders
What's your trade?
We'll tailor everything to your work.
What's your name?
This appears on your quotes and invoices.
๐ง
You're all set!
TradeBooks is now set up for your trade. Your quotes, expense categories and AI assistant are all tailored to you.
TradeBooks
March 2025
INCOME
ยฃ0
This month
OUTSTANDING
ยฃ0
All invoices paid
What do you want to do?
Your Tools
AI Assistant
Thinking...
ยฃ0
ยฃ0
This Month
INCOME
ยฃ0
No income logged yet
EXPENSES
ยฃ0
No expenses logged yet
OUTSTANDING
ยฃ0
All invoices paid
PROFIT
ยฃ0
0% margin
Cash Flow Forecast
30 DAYS
ยฃ4,200
2 jobs
60 DAYS
ยฃ7,300
3 jobs
90 DAYS
ยฃ7,300
3 jobs
Quotes
3 active
SMART QUOTE BUILDER
Describe the job โ AI builds the full quote with line items and pricing
Take a photo of the job โ AI analyses the work needed and builds your quote
๐ธ
Take a photo of the job
AI will identify the work needed and price it up
Building your quote...
Active Quotes
Tap any card to move it forward ยท Total pipeline: ยฃ11,100
Invoices
Loading...
Books
2024โ25 Tax Year
โ ๏ธ
Making Tax Digital โ April 2026
From 6 April 2026, HMRC requires all sole traders earning over ยฃ50k to use MTD-compliant software and submit quarterly updates. Keep your records accurate here and export them when ready.
Deadline: 31 Jan 2026 ยท Online filing recommended
โ
Pay tax bill
Log income to calculate your tax bill
Your SA103 Figures
These numbers come directly from your Books records. Copy them into your HMRC online return โ or hand them to your accountant.
SELF-EMPLOYMENT INCOME โ SA103S
BOX 9
Turnover / gross income
Total income received this tax year
ยฃ0
tap to copy
BOX 17
Total allowable expenses
All business expenses incl. mileage (ยฃ0)
ยฃ0
tap to copy
BOX 28
Net profit
Turnover minus allowable expenses
ยฃ0
tap to copy
EXPENSES BREAKDOWN (for Box 17)
Log expenses to see your breakdown
AI SELF ASSESSMENT HELPER
Ask anything about your return โ what to claim, which boxes to fill, common mistakes to avoid
Checking that...
TOTAL MILES
1,840
This tax year
CLAIMABLE
ยฃ0
@ 45p/mile HMRC rate
๐
Day Tracker
Tap once in the morning โ it tracks all your miles automatically all day. Stop it when you get home.
Allows location access ยท Tracks while app is open
Tracking your day
00:00
0.0
MILES
ยฃ0.00
CLAIMABLE
0
STOPS
TODAY'S JOURNEYS
Waiting for GPS lock...
๐ Review today's mileage
Total miles today0.0 mi
Claimable @ 45p/mileยฃ0.00
Label each journey for your records (optional):
โ๏ธ Enter miles manually
tap to expand
Claimable (45p/mile)ยฃ0.00
Trip Log
๐
Davies Kitchen โ site visit
GPS tracked ยท 18.2 mi ยท 12 Mar
18.2 mi
ยฃ8.19
๐
Screwfix โ materials run
Manual ยท 9 mi ยท 10 Mar
9 mi
ยฃ4.05
Clients
5 clients
TOTAL
5
OWING
ยฃ2,350
LIFETIME
ยฃ14,550
Suppliers are businesses you pay regularly โ material merchants, tool hire, insurance, subscriptions.
Add them here and optionally set a recurring monthly cost that auto-logs as an expense.
๐ญ
No suppliers yet
Add suppliers like Screwfix, tool hire companies, insurance providers
Contracts
Signed agreements
AI CONTRACT WRITER
Describe the job and AI will draft the contract terms for you
Drafting terms...
Active Contracts
๐
No contracts yet
Use the AI writer above to draft a contract, then send it to your client for signing
March 2025
DAY VIEW
M
T
W
T
F
S
S
Confirmed
Booked
โ
Loading...
This Week
Upcoming Jobs
Monday 10 March
3 bookings
Help
Guides & support
Getting Started
Video Guides
๐ฌ
Video walkthroughs coming soon
We're recording step-by-step guides for every feature
Contact & Feedback
TradeBooks v1.0 ยท Built for UK sole traders
Setup Guide
Getting started
Welcome to TradeBooks ๐
Complete these steps to get the most out of the app. Takes about 5 minutes.
0 of 7 complete
MORE SCREENS
Add Booking
Auto-remind client
2 days before ยท WhatsApp / SMS / Email
Job Name
CONFIRMED
CLIENT
โ
VALUE
โ
START
โ
END
โ
NOTES
๐
Job starts soon
Send a reminder to confirm the booking
Add to Pipeline
Adding to: LEAD
๐ฆ Import Bank Transactions
Import your bank statement and AI will automatically sort transactions into business income, business expenses, and personal โ saving hours of manual entry.
Works with Monzo, Starling, Barclays, HSBC, NatWest, Lloyds and more
โ or paste transactions manually โ
SORTED TRANSACTIONS
ยฃ0
BUSINESS INCOME
ยฃ0
BUSINESS EXPENSES
ยฃ0
PERSONAL
AI is sorting your transactions...
๐ Annual Service Reminders
Clients who need reminding to rebook this month โ tap to send a message.
๐ค Share with Accountant
Generate a complete summary of your business records for the 2024โ25 tax year. Your accountant will have everything they need.
โ Report includes:
โ Income summary
โ Expense breakdown
Mileage log (ยฃ0)
โ SA103 box numbers
โ Tax estimate
โ Outstanding invoices
โ Transaction list
โ Client list
SEND OR EXPORT
๐ฐ Log Income
Record a payment received โ cash, bank transfer, or any other income.
โ๏ธ Settings
YOUR PROFILE
โ
PAYMENT DETAILS
Used on invoices for Pay Now / bank transfer
AI FEATURES
๐ค
AI is included โ no setup needed
Receipt scanning, quote builder, bank import and payment chasing are all powered by AI and ready to use.
DATA
Clear Demo Data
Remove all demo clients, jobs, and transactions and start fresh with your own data.
HELP & SUPPORT
๐
Clear Demo Data?
This will remove all demo clients, jobs, quotes, invoices and transactions. Your profile and settings will be kept.
This cannot be undone.
๐ Find Free Slots
Quickly find when you're next available โ share this with clients asking when you can fit them in.
โญ Request a Review
Ask your client to leave a review โ 80% of customers will leave one if asked directly after a job.
WHERE TO SEND THEM
๐ Waiting List
When a slot opens up, broadcast to your waiting list and fill it immediately.
+ Add to Waiting List
Current Waiting List
Sarah K.
Highlights ยท Weekday mornings
Mark T.
Gents cut ยท Any day
๐ฒ Send Job Reminder
Job Name
Client ยท Date
MESSAGE STYLE
Quick Add
New Quote
Line Items
ยฃ0
ยฃ0
Include VAT (20%)
Subtotalยฃ0.00
VAT (20%)ยฃ0.00
Totalยฃ0.00
Request a deposit
DEPOSIT AMOUNT
Deposit requested
25% of total
ยฃ0.00
Pick Items
CAN'T FIND IT? ADD YOUR OWN
๐พ Saved items appear in your library for all future quotes
Quote
SENT
CLIENT
โ
JOB
โ
Totalโ
New Invoice
Include VAT (20%)
Request a deposit
๐ณ Pay Now button
Client taps one link to pay you instantly
HOW SHOULD THEY PAY?
Your bank details will be included on the invoice so the client can transfer directly.
๐ธ Add Expense
๐ท
Scan a receipt
Take a photo or upload an image โ AI fills everything in
๐
Reading your receipt...
AI is extracting the details
โ Receipt scanned โ details filled in below. Check and correct if needed.
VAT receipt
New Client
CONTACT DETAILS
ADDRESS
EXTRA INFO
ANNUAL SERVICE REMINDER
Send annual reminder
Automatically remind this client to rebook each year
PHONE
โ
EMAIL
โ
ADDRESS
โ
SOURCE
SPENT
ยฃ0
OWING
ยฃ0
JOBS
0
NOTES
JOB HISTORY
Send Quote
QT-031
Kitchen refit โ supply and fit
ยฃ2,400
Client
Send Via
New Contract
Deposit due on signingยฃ0.00
Balance on completionยฃ0.00
Client Signature
CONTRACT SUMMARY
โ
โ
Deposit on signingยฃ720
Balance on completionยฃ1,680
By signing above, the client agrees to the terms of this contract including the deposit, payment schedule and cancellation policy.
Contract
SIGNED โ
CONTRACT SUMMARY
โ
Client: โ
Valueโ
Schedule a Job
AUTOMATIC REMINDERS
48-hour reminder to client
1-week reminder to client
Appointment
CONFIRMED
CLIENT
โ
VALUE
โ
TIME
โ
DATE
โ
NOTES
Job Reminder
Job Name
๐ค Client
๐ Date
๐ฐ
Ask them to reply YES or NO
Adds a confirmation request line
Send Via
Job Confirmations
CONFIRMED
0
PENDING
0
DECLINED
0
๐ค AI Payment Chaser
Smith Plumbing Co.
INV-022 ยท Due 8 Feb 2025
ยฃ650
Writing your message...
Send Via
Notifications
All caught up
๐ Enable push notifications
Get notified when invoices are overdue, jobs need reminders, and when clients are due their annual service reminder.
๐
All caught up
Notifications will appear here โ overdue invoices, job reminders and more
Add Supplier
Recurring monthly payment
Auto-log as expense on a set day each month
TradeBooks will automatically create an expense transaction on this day each month. You can turn this off at any time.
โ Help & FAQ
GETTING STARTED
How do I create a quote?
+
Go to Quotes โ tap + New Quote. Select your client, describe the job or let AI build the quote for you, add line items and send. The client gets a professional PDF quote by WhatsApp, email or SMS.
How do I send an invoice?
+
Go to Invoices โ tap + New. Select client, enter amount and description. Tap Send Invoice to send via WhatsApp or email. Once paid, tap โ Mark Paid and it'll update your Books automatically.
How do I log an expense?
+
Go to Books โ tap + Add Expense. You can scan a receipt with your camera (AI fills everything in automatically) or fill in the form manually. All expenses feed into your Self Assessment figures.
How does mileage tracking work?
+
Go to Books โ Mileage tab. Log your trips with from/to and miles. TradeBooks calculates your HMRC-approved mileage claim at 45p/mile automatically. The total feeds into your Box 17 (expenses) on Self Assessment.
MONEY & TAX
How does the Self Assessment section work?
+
Go to Books โ Self Assessment. TradeBooks automatically calculates your Box 9 (income), Box 17 (expenses) and Box 28 (profit) for SA103S using your real transaction data. Tap any figure to copy it. Use these numbers when completing your HMRC return.
What is the tax pot?
+
TradeBooks recommends setting aside 21% of every payment you receive into a separate savings account. The Tax tab in Books shows how much you should have saved vs your estimated tax bill, so you're never caught short in January.
Do I need to register for VAT?
+
You must register for VAT once your turnover exceeds ยฃ90,000 in a rolling 12-month period. TradeBooks tracks this in Books โ Insights โ VAT Tracker. We recommend speaking to an accountant before registering.
AI FEATURES
How do I set up AI features?
+
Go to Settings โ AI Features. Enter your Anthropic API key (get one free at console.anthropic.com). Once saved, receipt scanning, AI quote builder, bank import categorisation and invoice chasing all work automatically.
Is my data safe?
+
Yes. Your data is stored securely in Supabase (enterprise-grade cloud storage) and is only accessible with your login. We never sell your data or share it with third parties. Your financial data stays yours.