Invoice CRM for Trades

Fast Quotes, Professional Invoices, Clean Client Records

Generate quotes and invoices in minutes, convert quotes in one tap, manage client records, track payments and expenses, and export professional PDFs—built for trades like plumbing, electrical, building, cleaning, landscaping, and handyman services.

Your Trade Command Center

Everything you need to send quotes and invoices, manage clients, and reduce overdue payments

Quote‑to‑Invoice

Convert accepted quotes into invoices in one tap—items, rates, taxes, and client details carry over automatically.

Parts & Labour

Add parts/materials and labour lines with quantities, rates, and taxes—perfect for trade jobs.

Professional PDFs

Generate branded PDF quotes and invoices with line items, VAT/tax, payment terms, notes, and references.

Client CRM

Keep customer profiles, history, photos/notes, and revenue in one place for repeat jobs.

Expense Tracking

Track expenses and view cash flow next to unpaid invoices and revenue for smarter decisions.

Legal Support Tools

Access built‑in tools to help recover unpaid invoices and protect your cash flow.

BillMate Web Dashboard

Prefer a bigger screen? Access your entire business command center from any desktop browser with our fully synced Web App.

Centralized CRM Dashboard

Manage your client relationships with a bird's-eye view. The desktop dashboard gives you more room to analyze data and manage client details.

  • Complete client database management
  • Visual revenue graphs and metrics
  • Quick-add features for businesses and clients
  • Synced instantly with your mobile app
BillMate Web CRM Dashboard

Detailed Client Profiles

Drill down into specific client details. View history, add notes, and manage billing contacts efficiently on the big screen.

  • Comprehensive client histories
  • Edit business details easily
  • View associated invoices and quotes
Client Details Interface

Desktop Invoicing Suite

Create detailed documents with our powerful web editor

Web Invoices Dashboard
Invoice Management Dashboard
Create Invoice Screen
Advanced Invoice Editor
Invoice PDF Preview
Real-time PDF Preview
Quotes Dashboard
Quotes & Estimates Overview
Create Quote Interface
Quote Creation Tool

Web Expense Tracking

Don't let receipts pile up. Upload and categorize expenses directly from your computer for easier tax preparation.

  • Bulk expense entry
  • Download expense reports as PDF
  • Visual expense breakdown charts
  • Attach digital receipts
Expense Tracking Dashboard
Expense Reporting

Invoice CRM for Every Trade

Explore tailored pages for your trade or service

Invoice CRM for Plumbers →

Parts and labour lines, job notes, and quick PDF exports.

Invoice CRM for Electricians →

Itemised quotes, certificate refs, and instant invoicing.

Invoice CRM for Builders →

Stage billing, variations, and document-ready PDFs.

Invoice CRM for Cleaners →

Recurring jobs, client lists, and rapid payment follow-up.

Invoice CRM for Landscapers →

Seasonal quotes, materials, and maintenance schedules.

Invoice CRM for Handymen →

Small-job estimates, photo notes, and quick conversions.

Invoice CRM for Contractors →

Multi-trade projects, quotes to invoices, and analytics.

Invoice CRM for Freelancers →

Retainers, milestones, and polished invoice PDFs.

Invoice CRM Pricing

Choose the plan that fits your business. All plans include full Invoice CRM features.

Weekly

£3.99 / week

Perfect for trying out BillMate or short-term projects.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Weekly ISO Plan Start Weekly WebApp

Monthly

£5.99 / month

Most flexible option for growing businesses.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Monthly ISO Plan Start Monthly WebApp
BEST VALUE

Annual

£49.99 / year

Best value – save over 30% compared to monthly.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Monthly ISO Annual Start Annual WebApp

Built for UK Tradespeople

BillMate is used by sole traders and small trade businesses across the UK. Here's how the most common trades use it every day.

Plumbers & Heating Engineers

Send an itemised invoice with parts, labour, and VAT before leaving the customer's drive. Gas Safe registration numbers, boiler references, and call-out fees all on one professional PDF.

Electricians

NICEIC and NAPIT registered electricians quote, invoice, and keep certificate references in their CRM. EV charger installers, testing contractors, and domestic sparks all use BillMate daily.

Builders & General Contractors

Stage billing, variation management, and materials-and-labour invoices for building projects of every size. Multi-business support suits contractors operating under more than one trading name.

Landscapers & Tree Surgeons

Detailed quotes for design and build jobs, recurring invoices for maintenance rounds, and full material cost tracking against each project. Log plant hire and disposal costs as expenses per job.

Cleaners & Property Maintenance

Domestic cleaners, commercial contract cleaners, and end-of-tenancy specialists all use BillMate to invoice the moment a clean is finished. Recurring clients, site references, and clean records per property.

Handymen & Multi-Trade Workers

Roofers, carpenters, decorators, tilers, and general handymen use BillMate to quote on the doorstep and invoice the moment a job is done. Parts and labour itemised, VAT applied, PDF sent instantly.

Why Trades Choose BillMate

Built for busy trades, small teams, and growing service businesses

Unlimited
Businesses & Invoices
Professional
PDF Documents
Legal
Support Tools
Priority
Support

Trusted by Smart Businesses

AJ

Alex Johnson

Freelance Designer

★★★★★
"Creating professional invoices used to take me hours. With BillMate, I send them out in seconds from my phone, and clients pay much faster. A total game changer."
SM

Sarah Miller

Consultant

★★★★★
"The payment tracking is brilliant. I get a notification the moment a client views the invoice, so no more 'I didn't receive it' excuses. My cash flow has never been better."
DR

David Ross

Construction Business

★★★★★
"I run three different companies and being able to switch profiles and invoice from the correct brand instantly is invaluable. The legal support feature is great peace of mind too."
EP

Emma Patel

Marketing Agency

★★★★★
"The automated reminders are my favorite feature. I don't have to have awkward conversations about money anymore; the app handles the chasing politely and effectively."
MJ

Mike Jones

Plumber

★★★★★
"Sending an invoice before I even drive away from the job site is amazing. The templates look professional and it makes my small business look like a big corporation."
LW

Lucy White

Copywriter

★★★★★
"I love that I can track expenses against my invoices to see my real profit. The dashboard gives me a perfect snapshot of my business health every morning."
TB

Tom Baker

IT Contractor

★★★★★
"The multi-currency support is flawless. I invoice clients in the UK, US, and Europe, and BillMate handles the conversions and formatting perfectly every time."
RC

Rachel Clark

Event Planner

★★★★★
"Best invoicing app on the App Store. Simple, clean, and fast. The ability to download PDF reports for my accountant saves me days of admin work at tax time."
KW

Kevin Walsh

Electrician

★★★★★
"I invoice the moment a job is signed off from the van. Customers get a professional PDF before I've driven away and I'm getting paid same day far more often than I used to."
JO

James O'Brien

Builder

★★★★★
"Materials, plant hire, subcontractor costs — I track every site expense as I go. BillMate shows me the true margin on every job and I've repriced several services as a result."
TR

Tony Reid

Roofer

★★★★★
"Roofing quotes need to be detailed to win the job. Since switching to BillMate my acceptance rate has gone up noticeably. A professional PDF just carries more weight than a text with a price."
PH

Phil Harrison

Bricklayer

★★★★★
"The legal support tools recovered £1,700 from a client who had been ignoring my invoices for weeks. The formal letter through the app got me paid within eight days. Brilliant feature."
LF

Lee Fletcher

Carpenter

★★★★★
"Timber, fixings, hardware — I track every material cost in BillMate. I used to guess at my margins. Now I know exactly what each job costs and I price my quotes accordingly."
GH

Gary Holt

Tiler

★★★★★
"I quote for tiling jobs, get them accepted, and convert to invoice in one tap when the work's done. No retyping, no errors, no delays. The whole workflow takes about two minutes."
NF

Neil Foster

Gas Engineer

★★★★★
"Landlords and letting agents expect fast, proper invoices after every job. BillMate means I send one before I've left the property. No one has ever had to chase me for paperwork."
DB

Dave Briggs

Plasterer

★★★★★
"I used to lose track of which jobs had been invoiced. BillMate shows me outstanding, paid, and overdue at a glance every morning. I'm on top of my cash flow like never before."
AK

Andy King

Painter & Decorator

★★★★★
"Tax time used to mean a weekend digging through receipts. Now every material purchase is logged in BillMate the moment I make it. Self-assessment is no longer something I dread."
SC

Simon Clarke

Heating Engineer

★★★★★
"Boiler installs involve big numbers and customers scrutinise every line. BillMate lets me produce fully itemised invoices that stand up to any level of scrutiny without dispute."
WD

Wayne Doyle

Groundworker

★★★★★
"Plant hire, diesel, aggregates — groundworks jobs have serious costs. Tracking them all in BillMate means my job costing is always accurate and nothing gets missed at invoice time."
RB

Rob Bennett

General Builder

★★★★★
"I run two separate trade businesses and BillMate keeps them completely apart. Different clients, different invoicing, different records — all from one account. Exactly the setup I needed."
IF

Ian Ford

Window Fitter

★★★★★
"Supply and fit jobs need a clear split between materials and labour on the invoice. BillMate handles the itemisation perfectly and customers always see exactly what they're paying for."
CM

Craig Mills

Drainage Contractor

★★★★★
"I was sending invoices as text messages with a bank number. Switched to BillMate PDFs and customers started paying faster immediately. The professional presentation makes a real difference."
HL

Harry Lawson

Steel Fixer

★★★★★
"Commercial clients have strict procurement processes. BillMate produces invoices with the right references and breakdown every time. Nothing ever comes back for correction or revision."
BN

Barry Nash

Kitchen Fitter

★★★★★
"Kitchen fit jobs run over several days with staged payments. BillMate handles deposit and final invoices cleanly. Customers always know exactly what they've paid and what's still due."
OB

Owen Booth

Flooring Contractor

★★★★★
"I went self-employed three years ago and BillMate made me look established from the very first job. Professional invoices genuinely helped me win better customers in those early months."
TG

Tim Grant

Landscaper

★★★★★
"Plants, aggregates, skip hire, labour — landscaping jobs have lots of moving parts. BillMate keeps every quote and invoice organised and I never lose track of where a job stands financially."
MO

Mark Owen

Scaffolder

★★★★★
"I have four tradespeople working under my company. BillMate scales perfectly — I can see all outstanding invoices across the whole business from one dashboard every morning."
JD

Jake Dixon

Plumber

★★★★★
"Housing association work needs invoices with job references and detailed cost breakdowns. BillMate handles all of that and I've never had a single invoice returned for amendment."
EH

Eddie Horne

Bathroom Fitter

★★★★★
"Bathroom clients want to see a proper quote before they commit and a detailed invoice at the end. BillMate produces both and the PDF quality has definitely helped me win more work."
PG

Pete Griffiths

Roofing Contractor

★★★★★
"Annual plan works out at less than a pound a week for a full invoicing and CRM system. For a busy trade business that's the best value tool I use by a long way."
DH

Dean Holt

Electrician

★★★★★
"I'm not the most organised person off site. BillMate makes it impossible to fall behind — job done, invoice sent, expense logged, payment tracked. All from my phone in minutes."
SV

Stuart Vickers

Civil Engineer

★★★★★
"I move between sites and clients constantly. BillMate keeps all my invoicing, client records, and expenses organised wherever I am. It's the one app I couldn't do without on the road."
VF

Vic Foster

Painting Contractor

★★★★★
"Word of mouth drives most of my work and first impressions count at every stage. A professional BillMate quote followed by a matching invoice tells customers I run a proper business."
NR

Nathan Reid

Damp Proofing Specialist

★★★★★
"Homeowners spending money on damp work want reassurance at every step. A professional quote and invoice from BillMate builds confidence before I've even started the job."
CF

Craig Flynn

Insulation Contractor

★★★★★
"I tried three invoicing apps before BillMate. The others were either too basic or too complicated. BillMate is exactly right — fast on site and everything joins up properly."
MF

Matt Flynn

Plumbing & Heating

★★★★★
"My accountant told me my records are the best organised she's seen from a sole trader tradesperson. Everything is logged in BillMate as I go and year-end is no longer a problem."
RW

Rob Webb

Joiner

★★★★★
"I grew from a one-man band to a small team and BillMate scaled with me every step. The CRM means I have a full history on every single customer the business has ever worked for."
HB

Harry Brooks

Loft Conversion Specialist

★★★★★
"Loft conversions run over weeks with multiple payment stages. BillMate handles every stage cleanly and customers always know what they owe and when. No awkward conversations about money."

Invoicing FAQs

Can I customize the invoice design? +

Yes! You can add your logo, choose from multiple professional templates, change colors to match your brand, and customize payment terms and footer notes.

How do I know if an invoice is viewed? +

When you send an invoice link, BillMate tracks when the client opens it. You'll receive a notification instantly, so you know they've received it.

Does it support VAT and tax calculations? +

Absolutely. You can set up custom tax rates (like VAT) and apply them to specific items or the entire invoice. The app calculates totals automatically.

Can I send invoices in different currencies? +

Yes. BillMate supports multi-currency invoicing. You can select the currency for each client, and the system handles the formatting and symbols correctly.

What happens if a client doesn't pay? +

BillMate sends automated reminders first. If payment is still overdue, our built-in Legal Support feature helps you escalate the issue and recover unpaid funds professionally.

Can I use this for multiple businesses? +

Yes, BillMate is built for multi-business owners. You can create separate profiles for each business, with unique logos and invoice sequences, all under one account.

Is my data secure and backed up? +

Your data is encrypted with bank-level security and stored in the cloud. It's automatically backed up, so you can access your invoices from any device safely.

Can I export my invoices for accounting? +

Yes, you can export all your invoice data to CSV, PDF, or Excel formats, making it easy to share with your accountant or import into other software.

Start Trade Invoicing with BillMate

Download the iOS app for on‑site invoicing or sign up to the online CRM to manage from the web