Freedom251 › Contractor Invoicing Software
Trade2Base
What Trade2Base is
Trade2Base is a web-based management platform for UK trade businesses, combining jobs, quotes, invoices, scheduling, CRM, AI drafting and marketing attribution. Jobs can start from calls, email or web forms; users assign engineers, track status and attach photos, notes and site documents. Itemised quotes support online approval and conversion to VAT invoices with automatic 20% calculation. A customer portal lets people view progress, approve quotes, pay invoices and upload photos without an app download or login. AI drafts quotes, replies and follow-ups, but users approve messages before sending. Attribution follows enquiries through jobs and paid invoices, reporting revenue by source and cost per booked job. The maker describes the service as mobile-first for phones used on site, though no mobile apps are listed. Plans are billed monthly from £29/mo + VAT, with a 7-day trial. Starter includes 50 jobs per month and one user; higher plans add seats, payments, reminders and reporting. Accounting sync with Xero and QuickBooks is not built, and ad spend must be entered manually.
Who it suits
It is intended for UK plumbers, electricians, builders, roofers, decorators, HVAC engineers and multi-trade teams. Mobile-first access suits workers using phones on site.
What it does well
- Combines jobs, quotes, invoices and CRM
- Customer portal needs no app download or login
- AI drafts require user approval before sending
- Tracks enquiry sources through paid invoices
- Offers a 7-day trial
What to know first
- No mobile apps are listed
- Starter limits work to 50 jobs monthly
- Xero and QuickBooks sync is not built
- Ad spend requires manual entry
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Team | £179/mo + VAT · billed monthly · Everything in Growth · unlimited team seats · multi-site job and customer separation · named onboarding call · priority support queue · bulk data import assistance | £179 a month |
| Starter | £29/mo + VAT · billed monthly · 50 jobs/month · unlimited customers · 1 user · quotes and invoices · AI quote drafting · customer portal · lead source tracking | £29 a month |
| Professional | £59/mo + VAT · billed monthly · Unlimited jobs · 3 team seats · SMS job reminders · email to customer list · Stripe payments · attribution reporting | £59 a month |
| Growth | £99/mo + VAT · billed monthly · Everything in Professional · 8 team seats · multi-month attribution history · advanced reports and exports · custom portal branding · priority support queue | £99 a month |
As trade2base.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
Trade2Base brings operational work and marketing attribution into one web service for UK trades. Its portal and AI controls are useful, while missing accounting sync and manual ad-spend entry remain notable constraints.
Facts from Trade2Base's own pages
- Accounting limitation
- The pricing FAQ says accounting sync with Xero and QuickBooks is not built; customers and jobs can be imported from CSV and data exported to CSV. · trade2base.com, 8 Oct 2026
- Ad account limitation
- The pricing FAQ says Trade2Base does not connect to Meta, Google or TikTok ad accounts and requires monthly ad spend to be entered manually, conflicting with the integrations page's Meta and Google Ads listings. · trade2base.com, 8 Oct 2026
- AI controls
- AI drafts quotes, replies and follow-ups, and the maker says nothing is sent to customers until the user approves it. · trade2base.com, 8 Oct 2026
- Attribution
- Trade2Base tracks enquiry sources through to jobs and paid invoices and reports measures including revenue by source and cost per booked job. · trade2base.com, 8 Oct 2026
- Customer portal
- Customers can use a portal to view job progress, approve quotes, pay invoices and upload photos without an app download or login. · trade2base.com, 8 Oct 2026
- Data location
- The maker says data is stored in the UK/EU, while its privacy policy lists some processors in the US and says UK adequacy mechanisms or Standard Contractual Clauses are used for international transfers. · trade2base.com, 8 Oct 2026
- Headquarters
- United Kingdom · trade2base.com, 28 Sept 2026
- Integrations
- The integrations page lists Trade2Base CRM, OpenAI, Stripe, website forms, Meta Ads, Google Ads, email broadcast, campaign analytics and Mailhaus; it marks TikTok Ads, call tracking, WhatsApp Business, SMS/Twilio and Google Analytics 4 as coming soon. · trade2base.com, 8 Oct 2026
- Intended users
- Trade2Base describes itself as built for UK trades including plumbers, electricians, builders, roofers, decorators, HVAC engineers and multi-trade teams. · trade2base.com, 8 Oct 2026
- Job management
- Users can create jobs from calls, email or web forms, assign engineers, track job status and attach photos, notes and site documents. · trade2base.com, 8 Oct 2026
- Mobile access
- The About page says the product is mobile-first and that its features work on phones used on site. · trade2base.com, 8 Oct 2026
- Product
- Trade2Base combines job management, quoting, invoicing, scheduling, CRM, AI tools and marketing attribution for UK trade businesses. · trade2base.com, 8 Oct 2026
- Quotes and invoices
- The product supports itemised quotes, online quote approval, quote-to-invoice conversion and VAT invoicing with automatic 20% calculation. · trade2base.com, 8 Oct 2026
- Security and privacy
- The privacy policy says card numbers are not stored, Stripe handles payments, and customer data is processed for service delivery rather than Trade2Base marketing; it names Supabase as a database, authentication and file-storage processor. · trade2base.com, 8 Oct 2026
- Support
- The maker describes support as UK-based and developer-read, with email support and in-app chat; its contact page says email replies are within one business day and chat is staffed weekdays 8am–6pm UK time. · trade2base.com, 8 Oct 2026
Where Trade2Base stands on Freedom251
- Contractor Invoicing Software#26 of 27