<?xml version="1.0" encoding="utf-8"?>
<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:media="http://search.yahoo.com/mrss/">
  <channel>
    <title>TradeYoke — AssemblySoft Business</title>
    <link>https://tradeyoke.net/blog/author/assemblysoft-business</link>
    <description>The business team behind TradeYoke: pricing, getting paid, and running a trade business.</description>
    <language>en-gb</language>
    <atom:link href="https://tradeyoke.net/blog/author/assemblysoft-business/feed.xml" rel="self" type="application/rss+xml" />
    <item>
      <title>How to pay a window cleaning canvasser fairly (and know what they brought in)</title>
      <link>https://tradeyoke.net/blog/how-to-pay-a-window-cleaning-canvasser-fairly</link>
      <guid>https://tradeyoke.net/blog/how-to-pay-a-window-cleaning-canvasser-fairly</guid>
      <pubDate>Tue, 20 Oct 2026 09:30:00 GMT</pubDate>
      <description>Paying someone to knock doors for your round sounds simple until you ask what they actually won. Three ways to pay a canvasser, the trap in each, and how to see what they brought in.</description>
      <content:encoded><![CDATA[The moment you pay someone to knock doors for your window cleaning round, you have a question that a one-man band never has to answer: what exactly are you paying for? A door knocked, a yes, a quote, or a customer who is still paying you six months later? Get it wrong and you either overpay for effort that produced nothing, or lose a good canvasser because the pay felt random.

This guide covers the three common ways to pay a canvasser, what can go wrong with each, and how to know what every canvasser actually brought in. Most of it works with a notebook and a spreadsheet. The last part shows how TradeYoke does the tracking.

### Key takeaways

- ✓ Pay for what you want more of — A yes at the door is not a customer. A clean that happened, and then a second one, is much closer to what you actually need.
- ✓ Percentage, flat rate or hourly each have a trap — Commission can reward pushing the wrong houses, a flat rate per yes can reward careless yeses, and hourly pay rewards time on the street rather than results.
- ✓ Agree it in writing before the first door — Say what counts, when it is confirmed and what happens if a customer cancels after one clean.
- ✓ Check the legal side first — Whether your canvasser is an employee, a worker or self-employed changes what you must pay. Check GOV.UK before you agree a rate.
- ✓ Know what each person brought in — Keep doors, yeses, quotes and wins for each canvasser from day one. Without it, every pay conversation is a guess.

### Quick answer

Quick answer: the fairest pay for a window cleaning canvasser usually mixes a small hourly or per-yes amount, so they are paid for turning up, with a percentage or flat amount for each job actually won, confirmed once the first clean is done. Whichever you choose, record each canvasser's doors, yeses, quotes and wins separately so you can show them how their pay was worked out. TradeYoke records that and lets you set the pay scheme on the canvasser's team record.

### What are the ways to pay a canvasser?

Quick answer: there are three: a percentage of the work they win, a flat amount per result, or an hourly rate. Most owners end up mixing two of them.

### The three ways, and the trap in each

- ✓ A percentage of each job won — Rewards the houses that turn into customers. The trap is what the percentage is of: the first clean only, or the regular cleans too? A new canvasser reading "20%" and an owner meaning "20% of the first clean" is a quick way to fall out. Say which.
- ✓ A flat amount per yes, quote or job won — Simple to understand and easy to check. The trap is paying per yes: a yes that never turns into a clean costs you money, and a keen canvasser can start collecting yeses from people who were only being polite. Paying per job won avoids that.
- ✓ An hourly rate — Predictable for them and for you, and the simplest to keep within the legal minimums. The trap is that an hour on a quiet street pays the same as an hour on a busy one, so on its own it does nothing to reward results. It works best as a base with a bonus for wins.

### What does "won" actually mean?

Quick answer: a job is won when the customer has said yes and the first clean has been done, not when someone says \"maybe\" on the doorstep. Pay on that date, and everything that follows is simple to explain.

Put three points in writing before the first door is knocked:

### Agree these up front

- ✓ When it is confirmed — Earnings that are only provisional until the first clean is done stop arguments about customers who said yes and then were never there.
- ✓ What a cancelled customer does to pay — Decide what happens if someone cancels after one clean, and tell the canvasser before it happens, not after.
- ✓ What a rate change means — If you raise or cut the rate, it should apply from a date. Earnings already made keep the rate they were earned at.

### Do the legal basics change how you pay?

Quick answer: yes. Whether a canvasser is an employee, a worker or genuinely self-employed affects the minimum you must pay, holiday and tax. Do not assume that commission-only is allowed, and check before you agree anything.

GOV.UK explains how to check someone's employment status and sets out the current National Minimum Wage and National Living Wage rates. If you are in any doubt, ask an accountant or ACAS. This article is not legal advice.

### How do you know what each canvasser brought in?

Quick answer: keep a separate tally for each person: doors knocked, yeses, quotes given and jobs won, plus the hours they worked. Looking at those four numbers side by side shows you who is knocking, who is quoting and who is converting, which is what you need to pay fairly and to coach.

It is easy to do for one person with a notebook. By the second canvasser, and by the time a customer asks who they spoke to, the notebook falls apart. That is where an app pays for itself.

### How does TradeYoke handle canvasser pay?

Quick answer: TradeYoke has canvassing built into the window cleaning module, and from release 0.3.47 it covers the quoting and the pay as well as the knocking. A canvasser quotes at the door, you accept it in one tap, and each person's doors, yeses, quotes, wins, hours and earnings are tallied for you.

#### A quote at the door, with two prices

The canvasser gives a first-clean price and a regular price, and the road and number are already filled in. TradeYoke files the lead in their name and writes the quote: the first clean, then the regular clean every few weeks. They can text or email it there and then, or take the details and photos and leave the quote for the office.

[Image: A doorstep quote saved in TradeYoke: a first clean at 30 pounds, then 18 pounds every 4 weeks]

#### One tap when they say yes

On the Quotes tab, a customer who says yes is accepted in one tap, and the first clean is booked onto your round at the first-clean price, then the regular price every few weeks. The customer and the job are marked Canvassed by the canvasser, so the credit is not a matter of memory.

[Image: TradeYoke's Quotes tab with a waiting quote and a They said yes button]

#### Pay schemes you can change by date

On the canvasser's team record, set a percentage of each job won, flat amounts for each yes, quote given or job won, an hourly rate while they are clocked on, or a mix. Schemes carry a start date, so a new rate applies from then on and earlier earnings keep the rate they were earned at.

[Image: A canvasser's Pay tab in TradeYoke with commission, flat amounts and an hourly rate]

#### They see their own day, you see everyone

A canvasser clocks on and off, and their own Your progress card shows today and this week: doors, yeses, quotes, jobs won, hours and earnings, with earnings marked provisional until the first clean is done. They have the Canvasser role, which sees canvassing and their own doorstep quotes, and nothing of your round, customers, jobs or takings.

You get the Team tab: the same figures for each canvasser for this week, this month or any dates you pick, with an Export CSV for payroll.

[Image: TradeYoke's canvassing Team tab: doors, yeses, quotes, won, hours and earnings for each canvasser, with Export CSV]

You can see all of this on the canvassing page and watch the walkthrough, and the pricing page shows which plan includes what. If your canvassers carry a phone you track, read how to track a team fairly first.

### Questions people ask

**How much should I pay a window cleaning canvasser?**

There is no single rate; it depends on your area, your prices and whether they are an employee or self-employed. A common approach is a small base for their time plus a payment for each job won once the first clean is done. Check the legal minimums on GOV.UK first.

**Is commission-only canvassing allowed in the UK?**

It depends on whether the person is an employee, a worker or genuinely self-employed, and minimum wage rules can apply. See GOV.UK's guidance on employment status, and take advice if you are unsure.

**How do I track what each canvasser brought in?**

Keep doors, yeses, quotes, jobs won and hours for each person. In TradeYoke each canvasser's tally is kept for you, and the Team tab shows it for any week or month with a CSV export.

**Can a canvasser see my customer list?**

Not in TradeYoke. The built-in Canvasser role sees canvassing and their own doorstep quotes, and nothing of your round, customers, jobs or takings.

**What does it cost to try?**

Thirty days of Essentials free, no card. See the pricing page for the plans after that.

Related: Canvassing · Quotes & estimates · Winning & keeping customers · Canvassing a new window cleaning round without paper lists · Quoting faster on site · Window cleaning · Pricing

### Know what every canvasser brought in

Thirty days of Essentials free, no card. Set a pay scheme and see the first week's figures.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Window cleaning</category>
      <category>Guides</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-how-to-pay-a-window-cleaning-canvasser-fairly-jpg/cover-how-to-pay-a-window-cleaning-canvasser-fairly.jpg?v=2dd5krxq" type="image/jpeg" length="154139" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-how-to-pay-a-window-cleaning-canvasser-fairly-jpg/cover-how-to-pay-a-window-cleaning-canvasser-fairly.jpg?v=2dd5krxq" medium="image" />
    </item>
    <item>
      <title>Canvassing a new window cleaning round without paper lists</title>
      <link>https://tradeyoke.net/blog/canvass-a-new-window-cleaning-round-without-paper-lists</link>
      <guid>https://tradeyoke.net/blog/canvass-a-new-window-cleaning-round-without-paper-lists</guid>
      <pubDate>Mon, 19 Oct 2026 09:30:00 GMT</pubDate>
      <description>Knocking doors is still the cheapest way to build a window cleaning round, and paper lists are where it leaks. How to canvass a street so every yes, not-home and call-back turns into a booked clean.</description>
      <content:encoded><![CDATA[Knocking on doors is still one of the cheapest ways to build a window cleaning round, because every house on the street can see what a clean looks like. The trouble is that paper lists leak: yeses get scribbled on the back of a leaflet, the not-homes are forgotten, and two people end up knocking the same road.

This guide is about canvassing a new round properly, with or without an app: how to run a street, what to write down at each door, and how to make sure every yes turns into a booked clean. Then it shows how TradeYoke does the recording for you.

### Key takeaways

- ✓ Work one street at a time — Finish a road before you start the next. A half-done street is hard to come back to, and you will not know which doors you missed.
- ✓ Record every door the same way — Yes, quote given, not home, leaflet left, call back, not interested. Six outcomes are enough, and the same six every time make the results usable.
- ✓ Quote on the doorstep — A price said at the door is a yes you can act on. A promise to ring later usually is not.
- ✓ The follow-up is where the money is — Yeses waiting for a quote, call-backs and not-homes are warm. Keep them in one list and work it.
- ✓ Ask the neighbours while you are cleaning — A customer's street is the easiest canvass you will ever do. Offer the neighbours before you leave.

### Quick answer

Quick answer: to canvass a new window cleaning round without paper lists, work one street at a time, record every door as you knock using the same few outcomes, give a price on the doorstep, and keep a return list of the yeses, call-backs and not-homes. TradeYoke does all four on your phone and turns each yes into a lead you can quote and book onto your round.

### Why do paper lists let canvassing leak?

Quick answer: because paper records what you did, not what you still need to do. Nothing on a clipboard reminds you to go back, and nothing joins a yes on Tuesday to a booked clean the week after.

### Where the leaks are

- ✓ The yes that never got a quote — Someone says "come back with a price" at 6pm, and by Friday you cannot read your own writing.
- ✓ The not-home you never revisited — Half the doors on a weekday are empty. Without a note of which, you either skip them for good or knock them again blind.
- ✓ The street you walked twice — With two of you out, or a gap of a few weeks, it is easy to knock the same road again and annoy people who already said no.
- ✓ No link to the round — The yes lives on paper, the diary lives somewhere else, and the first clean is only booked if you remember to do it.

### How do you canvass a street properly?

Quick answer: pick a street, knock every door on it, and give each door exactly one outcome as you leave it. Price on the doorstep, leave a leaflet where nobody answers, and book the yes the same day while it is fresh.

A few habits make the difference:

### A street, door by door

- ✓ Start with the houses you can already see you would clean — Look for streets with windows and conservatories worth the price, and where you can build a short run of stops close together.
- ✓ Have your price ready — Know what a typical clean costs on that kind of house before you knock. Quoting on the spot beats ringing back.
- ✓ Leave something with your number on — If nobody is in, a leaflet that says who you are and how to reach you is worth the extra minute. Note which door it went through.
- ✓ Treat a no as an answer — Record not interested and move on. You will not knock that door again by accident.
- ✓ Book the first clean quickly — A yes is warmest the same day. Put the clean on the round before the week gets away from you.

### What do you do about the doors nobody answered?

Quick answer: keep them. A not-home is not a no, so it belongs on a list you will see again, with the doors where someone said \"call back\" and the yeses still waiting for a quote.

The simplest system is a single return list that you check whenever you are near that street. It is far easier to fit a quick second knock around a job you are already doing than to schedule a special trip.

### How do you canvass as a team without knocking the same doors twice?

Quick answer: divide the area before you start, and give each person a patch. Mark a road done when it is finished so nobody goes back over it, and set aside places you are not going to canvass at all, such as blocks of flats or streets that do not want cold callers.

Paper maps and highlighter pens work until the second person joins. After that you need to see progress at a glance, and know who has which patch.

### Can your existing customers help you win the street?

Quick answer: yes, and it is the easiest canvassing there is. While you are cleaning for a customer, the houses either side can see the van and the result. Offer to do their neighbours, by leafleting next door before you leave or asking your customer to pass on a referral.

Do it at the time, not later. A job you are doing right now is the best proof you will ever have.

### How does TradeYoke handle canvassing?

Quick answer: TradeYoke has canvassing built into the window cleaning module, from release 0.3.46. You open a street, record each door with one tap, and a yes becomes a lead you can quote and book straight onto your round. The streets, the return list and your canvassers are all in the same app as your diary and your customers.

#### Open a street and tap each door

Open a street and every door is a tile. Tap one to record what happened: Yes, Quote given, Not home, Leaflet left, Call back or Not interested. Tap a price on the doorstep and a yes becomes a lead you can quote and book straight onto your round.

[Image: A street in TradeYoke canvassing on a phone: each door a tile, with yeses, leaflets and the value of a visit]

[Image: Recording a door in TradeYoke: a quick price, then Yes, Quote given, Not home, Leaflet left, Call back or Not interested]

#### Plan the patch on the map

Draw round the streets with your finger and see every road coloured by progress. Give the patch to someone on your team. Mark a whole road done in one go, or set an area aside, such as flats or a no-cold-calling street, and undo either if you change your mind.

[Image: TradeYoke's canvassing map with a patch drawn round the streets and every road coloured by progress]

#### Work the return list

The return list keeps the yeses waiting for a quote, the call-backs and the not-homes. It also shows them on your round when you are on that street, so a second knock costs you a minute rather than a trip.

[Image: TradeYoke's return list on a phone: not-homes to try again, a yes waiting for a quote and a call back]

#### Offer the neighbours

While you are cleaning, TradeYoke offers you the neighbours. Leaflet next door in one tap, or text your customer their referral link. A booking from a referral credits the customer who referred it.

[Image: A customer's stop on the round in TradeYoke with Next door: the two neighbours marked Leaflet left]

#### See your canvassers on Live Monitoring

If you send a team out, Live Monitoring shows each canvasser's position, street, doors knocked and yeses. Their location is sent when they record a door and every 10 minutes (you can configure that), never continuously. It is fairest to tell your team exactly what is shared; our piece on consent-first tracking explains why.

[Image: A canvassing session running in TradeYoke with the note that location is shared on each door and every 10 minutes]

You can watch a walkthrough of managing canvassing on the canvassing page, and the pricing page shows which plan includes what.

### Questions people ask

**What is the best way to canvass for window cleaning customers?**

Work one street at a time, knock every door, give each one a single outcome, quote on the doorstep and keep a list of the yeses, call-backs and not-homes to go back to. TradeYoke does the recording and the list on your phone.

**Do I need a paper list or a spreadsheet to canvass?**

No. In TradeYoke you open the street on your phone and tap each door. A yes becomes a lead you can quote and book onto your round, and the return list keeps the rest.

**Can two of us canvass the same area?**

Yes. Draw the area on the map, give a patch to someone on your team, and mark roads done as you finish them so you do not overlap.

**Does TradeYoke follow my canvassers around?**

No. A canvasser's location is sent when they record a door and every 10 minutes (configurable), never continuously. Live Monitoring shows their position, street, doors knocked and yeses.

**What does it cost to try?**

Thirty days of Essentials free, no card. See the pricing page for the plans after that.

Related: Canvassing · Winning & keeping customers · How to plan a window cleaning round · Your first customers and jobs · Window cleaning software

See also: how to pay a canvasser fairly and know what they brought in

### Canvass your next street on your phone

Thirty days of Essentials free, no card. Record a real street and see every yes land on your round.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Window cleaning</category>
      <category>Guides</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-canvass-a-new-window-cleaning-round-without-paper-lists-jpg/cover-canvass-a-new-window-cleaning-round-without-paper-lists.jpg?v=16w1qenn" type="image/jpeg" length="112107" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-canvass-a-new-window-cleaning-round-without-paper-lists-jpg/cover-canvass-a-new-window-cleaning-round-without-paper-lists.jpg?v=16w1qenn" medium="image" />
    </item>
    <item>
      <title>What to do when a visit gets missed: done, replan or skip</title>
      <link>https://tradeyoke.net/blog/what-to-do-when-a-visit-gets-missed-done-replan-or-skip</link>
      <guid>https://tradeyoke.net/blog/what-to-do-when-a-visit-gets-missed-done-replan-or-skip</guid>
      <pubDate>Wed, 14 Oct 2026 09:30:00 GMT</pubDate>
      <description>A booked visit's day has come and gone and nothing was recorded. Was it done, does it need a new day, or is it dead? How to decide, why a repeating job makes it trickier, and a five-minute routine that keeps the diary honest.</description>
      <content:encoded><![CDATA[When a booked visit's day has passed and nothing was recorded, you have three honest answers: it was done and you are behind on admin, it still needs doing so it needs a new day, or it is not going to happen so you skip it. The mistake is the fourth answer: leaving it, so the diary quietly pretends nothing happened.

If you clean windows, mow lawns or do any repeat work on your own, you will recognise this. A wet Monday, a locked gate, a Friday when you did the round but were too tired to tick it off. This guide is about getting from "I think I did Mrs Ellis last week?" to a diary you can trust, with or without software.

### Key takeaways

- ✓ Three answers, never a fourth — A missed visit is either done (late on paper), replanned, or skipped. Anything left undecided is a hole in your records and your income.
- ✓ Record the real day — If you did the job on Monday, record Monday, not today. Repeat dates and your own history both count on from it.
- ✓ Repeating jobs hide the gap — A diary that quietly rolls an unrecorded visit forward turns a missed clean into an eight-week gap without telling you.
- ✓ Do it in five minutes, weekly — A short routine, at the same time each week, beats a monthly mountain of catching up.
- ✓ Look where you already look — Missed work should be on your home screen and at the top of your planner, not buried in a report.

### Quick answer

Quick answer: when a visit's day has passed with nothing recorded, decide one of three things straight away. If it was done, mark it done with the day it really happened. If it still needs doing, replan it onto a day. If it is no longer going ahead, skip it. TradeYoke puts exactly those three buttons, Mark done, Replan and Skip, on every missed visit, on your dashboard, in your planner and in the job itself.

### Why do visits get missed in the first place?

Quick answer: mostly not because you forgot the customer, but because the record did not keep up with the work. Four causes cover nearly all of it.

### The four usual suspects

- ✓ It was done, but never recorded — You did the round on Monday, then Tuesday swallowed the evening. The job is finished and the diary says it is not.
- ✓ The weather or the gate beat you — Rain, a locked side gate, nobody home for a payment-on-the-day customer. The visit did not happen and nothing moved it.
- ✓ A customer moved it informally — A text on Sunday night that never made it into the diary. The visit happened on Thursday, or is waiting on a new date.
- ✓ It genuinely slipped — A busy week, a van breakdown, a day off sick. The customer is still expecting you and you need to ring them.

### How do you decide between done, replan and skip?

Quick answer: ask what actually happened, not what was planned. The answer picks the button, and the only wrong choice is to leave it.

### Done, replan or skip

- ✓ Mark it done: the work was done — Pick the day it was really done. If you cleaned Mrs Ellis's windows on Monday, say Monday. That keeps your history right, and for a repeating job it is the date the next visit counts on from.
- ✓ Replan it: the work still needs doing — Choose today, tomorrow or another day. If the customer has been waiting more than a visit or two, ring or text them first. A short "sorry, I'm coming Thursday" saves more customers than any discount.
- ✓ Skip it: it is no longer happening — The customer cancelled, you are not doing that round this cycle, or the job was a one-off that has gone cold. Skipping is a decision, and it takes the visit off your list on purpose rather than by accident.

If you are unsure whether you did a job, check before you pick. A photo on your phone with the right timestamp, a message to the customer, or a payment that landed will settle it faster than guessing. Whichever you choose, do not mark everything done just to clear the list: a diary full of visits you never did is worse than one with honest gaps.

### Why does a repeating job make a missed visit worse?

Quick answer: because a repeating job quietly works out its next date from the last one, so a missed visit that nobody records can push the whole series out of step without any warning.

Say Mrs Patel is cleaned every four weeks and her visit on 12 October passed with nothing recorded. A diary that simply rolls the date forward might now show her next clean four weeks from today. In reality she has gone eight weeks, you do not know it, and she will tell a neighbour. This is the same trap behind a rain day: a diary that only knows "every four weeks, Tuesday" cannot tell a gap from a normal cycle. Our guide to rain days and carried-over work covers how a record for each visit fixes it, and how a repeating job should behave explains the next-due date.

The defence is simple and works on paper too: every visit must end as done, replanned or skipped, and the next date must count on from the day the work really happened.

### A five-minute weekly catch-up routine

Quick answer: once a week, at the same time, go through everything whose day has passed and give each visit one of the three answers. Five minutes weekly takes less time than the awkward monthly rebuild.

### The routine

- ✓ Pick a fixed slot — Friday afternoon in the van, or Sunday evening with a brew. Tie it to something you already do.
- ✓ Start with the oldest — The longest-overdue customer is the one most likely to be annoyed, so decide those first.
- ✓ Ring before you replan — Anything more than one cycle late deserves a phone call, not just a new date.
- ✓ Record the real day for done — Do not default to today. The date you did it is the date that matters.
- ✓ Finish at nothing waiting — Aim for an empty list, not a short one. If a visit keeps sitting there, skip it and say so.

This sits naturally beside the rest of the morning: planning the round goes much faster when yesterday is settled first.

### How does TradeYoke handle missed visits?

Quick answer: it never rolls a missed visit forward on its own. A visit whose day has passed with nothing recorded waits for your decision, and TradeYoke puts it in front of you in three places so you cannot miss it. These screens are TradeYoke's web app at phone width, shown with fictitious Bournemouth customers.

#### On your home screen

A Missed visits tile lists each one with how many days late it is. Tap a row to open the job, or Review all to go to the planner.

[Image: The Missed visits tile on the phone home screen: three visits, 9, 3 and 2 days late, and Review all]

#### At the top of your planner

The planner opens with a Missed: needs a decision section above the day. Each visit shows its customer, address, days late and price, with Mark done, Replan, Skip and Open job. The planner's morning briefing says how many need a decision, so planning the day starts with clearing yesterday.

[Image: The planner's Missed: needs a decision section with Mark done, Replan, Skip and Open job on each visit]

#### When you tell it the day it was really done

Mark done asks When was it done? and suggests the day it was booked, with Today or any other date one tap away. A repeating job's next visit is counted on from the day you pick.

[Image: The When was it done? sheet: the day it was booked, Today, or another date, then Record as done]

#### In the job itself

Open a late job from the job list and the same three choices sit in a banner at the top of the job, so you can decide the moment you see it. When you have decided, the list behind refreshes and the banner goes.

[Image: A late job in TradeYoke with the Missed: needs a decision banner offering Mark done, Replan and Skip]

One more change goes with it: a repeating job no longer rolls past today on its own. If its day passes unrecorded it shows up as missed, which is exactly when you want to know. It is part of scheduling and rounds, it sits beside Plan my day, and the job panel is the same one you use in job management.

What it will not do is decide for you. It will not mark anything done on a hunch. You choose, and your records stay honest because of it.

### Questions people ask

**What is a missed visit in TradeYoke?**

A visit whose day has passed with nothing recorded against it: not marked done, not moved and not skipped. TradeYoke lists it on the dashboard, in the planner and in the job until you choose Mark done, Replan or Skip.

**Can I mark a visit done for a day that has already passed?**

Yes. Mark done asks when it was done and suggests the day it was booked, with Today and any other date available. For a repeating job, the next visit is counted on from the date you choose.

**What do Replan and Skip do?**

Replan moves the visit onto a day you choose: today, tomorrow or any date. Skip takes it off the missed list because it is not going ahead. Both are deliberate decisions rather than something that happens by default.

**Does it work on my phone?**

Yes. The web app works on a phone's browser today, and the missed-visits tile, planner section and job banner are laid out for a phone. The Android, iPhone and Windows apps are in pilot and are not yet in the app stores; email hello@tradeyoke.net to ask about early access.

**Does it work for trades other than window cleaning?**

Yes. Missed visits are handled in the shared scheduling layer, so window cleaning, gardening, electrical, plumbing and solar jobs all get the same Mark done, Replan and Skip choices.

**What does it cost to try?**

Thirty days of Essentials free, no card. See the pricing page for the plans after that.

Related: Running the round & scheduling · Scheduling & rounds · Plan my day & routing · Rain days and carried-over work · A diary that fills itself · How to plan a window cleaning round

### Stop visits slipping through

Thirty days of Essentials free, no card. See what is missed on your own round, and decide each one in a tap.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Window cleaning</category>
      <category>Guides</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-what-to-do-when-a-visit-gets-missed-done-replan-or-skip-jpg/cover-what-to-do-when-a-visit-gets-missed-done-replan-or-skip.jpg?v=162vftmu" type="image/jpeg" length="113436" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-what-to-do-when-a-visit-gets-missed-done-replan-or-skip-jpg/cover-what-to-do-when-a-visit-gets-missed-done-replan-or-skip.jpg?v=162vftmu" medium="image" />
    </item>
    <item>
      <title>What building for tradespeople has taught us: seven lessons from the build</title>
      <link>https://tradeyoke.net/blog/what-building-for-tradespeople-has-taught-us</link>
      <guid>https://tradeyoke.net/blog/what-building-for-tradespeople-has-taught-us</guid>
      <pubDate>Tue, 13 Oct 2026 08:32:00 GMT</pubDate>
      <description>Looking back from the start of 2024 to now, seven ideas kept proving themselves. They apply to running a trade business as much as to building software.</description>
      <content:encoded><![CDATA[Part 36 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: How we thought about pricing TradeYoke: four plans, one price per business. Next: From a 2019 idea to today: the whole TradeYoke journey. See every part on the build timeline.

### Quick answer

Quick answer: Seven lessons from building TradeYoke: start with the thing that repeats, let money follow the visit, make the phone the main tool, write things down where you will look, be open about what you track, say only what is true, and build in the order people need things. They are useful whether or not you use software.

### Key takeaways

Start with the thing that repeats, such as the round.Money follows the visit; bill from the job.Write things down where you will look for them.Be open with your team and your customers about what you do.

### Looking back

We began building in January 2024. Along the way some ideas turned up in every part of the build. Here are seven, in the order they would help you.

### 1. Start with the thing that repeats

In a window cleaning business it is the round. In a gardening business it is the seasonal visit. If you get the repeating thing right, a lot else follows. See what is a round.

### 2. Money follows the visit

A job done but not billed is money not collected. Bill from the job, with nothing retyped. See why invoicing came next.

### 3. The phone is the main tool

You are at a doorstep, not a desk. If it does not work standing up with wet hands, it will not be used. See the early engineering decisions.

### 4. Write it down where you will look

Notes, certificates and photos are only useful if you can find them again. File them against the job and the customer. See one signature pad and a library for the paperwork.

### 5. Look before you price

Some jobs cannot be priced from the doorstep. A visit before the quote costs a little time and saves a lot of argument. See site surveys.

### 6. Be open about what you track

If you use any kind of tracking, tell your team what and why. See consent first.

### 7. Say only what is true

It is the rule we set on day one. It is why we say "pilot" and why we tell you what is not finished. See why we started building.

### Using these without software

None of this needs TradeYoke. A notebook with a next-due date next to every customer already beats most rounds. If you would like the software to do the typing, the free trial is 30 days of Essentials with no card needed.

### Questions people ask

**What did you learn from building TradeYoke?**

Seven things: start with what repeats, let money follow the visit, make the phone the main tool, file things where you will look, look before you price, be open about tracking, and say only what is true.

**Do these lessons need software?**

No. A next-due date next to every customer, a bill raised from the job and notes filed against the customer all help in a notebook.

Related: Where TradeYoke began · Running the round · Getting paid · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Our story</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-what-building-for-tradespeople-has-taught-us-jpg/cover-what-building-for-tradespeople-has-taught-us.jpg?v=x900yl3" type="image/jpeg" length="123783" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-what-building-for-tradespeople-has-taught-us-jpg/cover-what-building-for-tradespeople-has-taught-us.jpg?v=x900yl3" medium="image" />
    </item>
    <item>
      <title>How we thought about pricing TradeYoke: four plans, one price per business</title>
      <link>https://tradeyoke.net/blog/how-we-priced-tradeyoke-four-plans</link>
      <guid>https://tradeyoke.net/blog/how-we-priced-tradeyoke-four-plans</guid>
      <pubDate>Sun, 27 Sep 2026 10:31:00 GMT</pubDate>
      <description>Pricing is part of the product. We looked back at the build to decide what belongs on each plan: a free start, a working core, getting paid, and the business as a whole.</description>
      <content:encoded><![CDATA[Part 35 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: April 2026: one core, many trades. Next: What building for tradespeople has taught us: seven lessons from the build. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke has four plans (Free, Essentials, Premium and Ultimate), priced per business rather than per person, with a 30-day free trial of Essentials and no card needed. The plans follow the order we built the product in, from customers and jobs, through getting paid, to the whole business. The current prices are always on the pricing page.

### Key takeaways

There are four plans: Free, Essentials, Premium and Ultimate, priced per business.The trial is 30 days of Essentials, with no card needed.The plans follow the build: core first, then getting paid, then the whole business.The pricing page is the only place to read current prices.

### Pricing follows the build

When we started in 2024 there was nothing to price. As the product grew, the order we built it in turned into the shape of the plans. That was not a coincidence: we built the things most businesses need first, so those are where you start.

### The shape of the plans

Free. A way in. You can get started and see whether TradeYoke suits how you work.Essentials. The working core: customers, the round and jobs, quotes and invoices with your branding, and Who owes me with reminders. It is the foundation from the first year of the build.Premium. Getting paid and the accounts: bookkeeping sync, HMRC VAT filing, and taking card payments with a Pay now button on every invoice. This follows the work on payments from 2025.Ultimate. The business as a whole: your own website with booking and quote requests, a customer portal, and live monitoring and tracking. This follows the live monitoring work and the customer-facing parts.

### Per business, not per person

A small trade business changes size. Someone helps for a season, a partner joins, a van is added. Pricing per business means those changes do not alter the bill each time, which is easier to plan around.

### The trial

The trial is 30 days of Essentials, with no card needed. It is long enough to run a real week, and see a round, a few invoices and a Who owes me list on your own work, rather than on a demo.

### Where to see the prices

We do not repeat prices in blog posts, because they would go stale and a post is a poor place to be corrected. The pricing page always shows the current plans and what each includes. For a plain-English look at costs in general, read how much does job management software cost.

### A look back

The plans are a map of the build. If you read the Building TradeYoke series from the beginning, you can see why each thing sits where it does.

### Questions people ask

**What plans does TradeYoke have?**

Free, Essentials, Premium and Ultimate, priced per business. The pricing page shows the current prices and what each plan includes.

**Is there a free trial?**

Yes: 30 days of Essentials, with no card needed.

Related: Pricing · How much does job management software cost? · Invoicing and payments · Live monitoring · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Pricing</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-how-we-priced-tradeyoke-four-plans-jpg/cover-how-we-priced-tradeyoke-four-plans.jpg?v=2iydkyzb" type="image/jpeg" length="135095" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-how-we-priced-tradeyoke-four-plans-jpg/cover-how-we-priced-tradeyoke-four-plans.jpg?v=2iydkyzb" medium="image" />
    </item>
    <item>
      <title>Getting more local jobs as a tradesperson: what actually moves the needle</title>
      <link>https://tradeyoke.net/blog/getting-more-local-jobs-as-a-tradesperson</link>
      <guid>https://tradeyoke.net/blog/getting-more-local-jobs-as-a-tradesperson</guid>
      <pubDate>Fri, 25 Sep 2026 08:26:49 GMT</pubDate>
      <description>Word of mouth and a van sign only grow as fast as your existing customers talk about you. Here's what actually gets a trade business found locally, what turns a search into a booked job, and how to tell which of it is really working.</description>
      <content:encoded><![CDATA[### Quick answer

[Image: The next job starts with the last customer telling a neighbour.]

Quick answer: the trade businesses that keep growing do three things well: they're easy for Google to find and recommend (a complete Google Business Profile and a steady trickle of recent reviews), they're easy to book outside the hours you can answer a phone, and they know which of their marketing is actually producing paying customers rather than just enquiries. None of that needs to cost anything beyond time — a website with online booking is the one piece that genuinely needs paid software.

### Why word of mouth alone has a ceiling

A round built entirely on word of mouth and a van sign grows at exactly the rate your existing customers talk about you, in the streets you already cover. That's not nothing — it's usually how every trade business starts — but it has a hard ceiling: it can't reach the person who's never heard of you, searching "gardener near me" or "electrician [town]" at nine on a Sunday night, wanting to book before Monday morning. Getting more local jobs isn't really about marketing budget; it's about being findable and bookable at the moment someone's actually looking, whether that's a friend's recommendation or a Google search.

### What actually gets you found locally, whatever software you use

Quick answer: Google's own guidance is that local ranking comes down to three things — how well your listing matches what someone searched for, how close you are to them, and how well-known and trusted your business looks — and none of the three cost anything to work on directly.

Google Business Profile is the free listing that powers the map results at the top of a local search, and Google's own help pages are candid about what moves it: relevance (does your listing clearly say you do what was searched for), distance (how close you are to the person searching), and prominence (how well-known your business is, which reviews and other sites linking to you both feed into). A profile with every service listed, current opening hours, real photos and a steady flow of recent reviews consistently outranks one that was filled in once in 2022 and never touched again.

### Getting found locally, without spending on ads

- ✓ Fill in your Google Business Profile properly — Every service you actually offer, not just the two you always say first — a profile that only mentions "window cleaning" won't surface for "gutter clearing" or "conservatory roof cleaning", even if you do both.
- ✓ Ask for a review while the job's still fresh — The best moment to ask is the same day, while the customer's still pleased with the work — not a bulk request sent to everyone three months later.
- ✓ List the towns and postcodes you actually cover — Being vague about where you work either misses searches from areas you'd happily travel to, or wastes your time on enquiries from half an hour away.
- ✓ Keep your name, address and phone number consistent everywhere — Your website, Google listing, Facebook page and any directory you're on should all say the business name and number the same way — inconsistency quietly undermines the "prominence" signal.
- ✓ Answer or reply fast, especially out of hours — A search at 9pm on a Sunday is a real customer, not a wrong number — the business that replies first, even just to say "I'll call you in the morning", usually gets the job.

### What actually turns a search into a booked job

Quick answer: the single biggest reason a promising enquiry goes cold is friction between "interested" and "booked" — a phone call they have to remember to make, an email that sits unanswered until Monday, a form that goes nowhere. Cutting that gap to one action, available any time of day, converts more of the enquiries you're already getting without spending a penny more to generate them.

### Knowing which of it is actually working

It's hard to do more of what's working, and stop doing what isn't, if you can't actually see which is which. Every customer TradeYoke's CRM holds carries a lead source — how they first heard about you — captured when they're added, whether that's a phone call, a Google search, a referral or a card through the door. Nothing here needs the paid plans: it's part of TradeYoke's free customer record, alongside the notes, documents and job history every trade shares on one account. Over a few months that turns "I think most of my new work comes from Google" into an actual answer.

[Image: A TradeYoke customer record, with lead source and history in one place]

### Being bookable outside office hours

The one piece of this that genuinely needs paid software is being bookable at 9pm on a Sunday without anyone at a desk. TradeYoke's business website — part of the Ultimate plan — is built into the same account as your jobs, customers and invoices, with your services, photos, before-and-afters and reviews, edited in a live phone and desktop preview with no developer needed. A customer who books online or fills in a request-a-quote form doesn't send an email that might sit in an inbox until Monday: it lands straight on the Leads board, with the service, day and slot they chose, ready to turn into a quote or a job in the same click as a phone booking.

[Image: A TradeYoke business website, published and taking bookings]

### Getting the reviews without having to remember to ask

Reviews feed both the "prominence" Google looks at and the trust a new customer needs before they'll book a stranger — but remembering to ask, for every job, is exactly the kind of admin that falls off the end of a long day. TradeYoke can send a review request automatically a couple of days after the work, by email or text, or the office can send one by hand for a particular customer. Whoever writes it does so on a tokenised page, and nothing goes public until you've approved it — so a bad day never lands on your public listing by accident. One setting decides where every ask points: TradeYoke's own page, or your Google Business Profile link, so the same review that reassures a visitor to your site can also build the exact signal Google is looking for. Every customer also gets their own referral code and share link on their account page, so a customer who's already vouching for you by word of mouth can do it with one tap instead of a phone number scribbled on a fridge.

**Do I need a website to get more local jobs?**

Not to get started — a complete Google Business Profile and asking for reviews cost nothing and matter most. A website with online booking (TradeYoke's Ultimate plan) matters most for the enquiries that arrive outside office hours, which a phone-only business simply misses.

**How do I know if my marketing is actually working?**

Track where each new customer came from. TradeYoke's customer record carries a lead source for exactly this — it's part of the free plan, so you can start seeing the pattern before you pay for anything.

**Does TradeYoke manage my Google Business Profile for me?**

No — Google Business Profile is a free listing you manage directly with Google. TradeYoke's own review requests can point at your Google listing link so the reviews you collect help both places at once.

**What happens to a booking made on my TradeYoke website?**

It lands as a lead on the Leads board with the service, day and slot the customer chose, ready to quote or book straight onto the job — nothing to copy in by hand.

Related: Business website & online booking · Customers & CRM · Winning & keeping customers · Does your round need a website?

See also: keeping every customer's details where you can find them

### See where your next customer comes from

30 days of Essentials free, no card required. Add your customers, tag how they heard about you, and see the pattern for yourself.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Guides</category>
      <category>Product</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-getting-more-local-jobs-as-a-tradesperson-jpg/cover-getting-more-local-jobs-as-a-tradesperson.jpg?v=27pc99iv" type="image/jpeg" length="157808" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-getting-more-local-jobs-as-a-tradesperson-jpg/cover-getting-more-local-jobs-as-a-tradesperson.jpg?v=27pc99iv" medium="image" />
    </item>
    <item>
      <title>Best invoicing software for UK tradespeople in 2026: what to look for</title>
      <link>https://tradeyoke.net/blog/best-invoicing-software-for-uk-tradespeople</link>
      <guid>https://tradeyoke.net/blog/best-invoicing-software-for-uk-tradespeople</guid>
      <pubDate>Tue, 22 Sep 2026 00:33:16 GMT</pubDate>
      <description>Every invoicing tool claims to be the answer. Here's what actually matters for a UK trade business — branded PDFs, a pay link, an accounting sync you can trust — what the current crop of tools gets right and leaves out, and where TradeYoke fits, gaps included.</description>
      <content:encoded><![CDATA[### Quick answer

[Image: Invoicing that keeps up with you between jobs, not just at the desk.]

Quick answer: the invoicing software worth paying for does four things well — raises a branded, numbered invoice from the job without re-typing, puts a working pay link in front of the customer, keeps a balance you can actually trust, and pushes clean figures to your accountant. Beyond that, whether you need CIS handling, Making Tax Digital for VAT, or a specific accounting package sync depends on your trade and your turnover — no single tool is "best" for every UK tradesperson.

### What UK trade invoicing software actually has to do

Strip away the marketing and a tradesperson's invoicing problem is small and specific: get a correct, professional-looking invoice in front of a customer as fast as possible after the job, make paying it require the least possible effort, and never have to explain to an accountant why last month's figures don't add up. Everything else — themes, dashboards, automations — is in service of those three things or it's decoration.

### What to check before you pick one

- ✓ A branded, numbered invoice raised from the job — If you're re-typing what you already recorded on the job, the software is duplicating work, not saving it.
- ✓ A pay link the customer can actually use — A PDF with a sort code in the footer asks the customer to do the paying. A button that already knows the amount owed doesn't.
- ✓ A balance you can trust without a spreadsheet — If "what's outstanding" needs cross-checking against a bank statement, the software isn't doing its job.
- ✓ An accounting sync that proves it landed — Sending an invoice to Xero, QuickBooks or FreeAgent is only useful if you can trust it arrived correctly — a sync with no verification just moves the doubt to a different app.
- ✓ CIS and VAT handling that matches your trade — A plumber or electrician taking payments under the Construction Industry Scheme needs CIS deduction handling; not every invoicing tool has it, so check before you commit, not after.

### What the market offers today

Quick answer: UK invoicing options for tradespeople split roughly three ways — all-in-one job-management platforms like Tradify that bundle invoicing with quoting and scheduling, invoicing-first tools aimed at specific gaps like CIS deductions, and full accounting platforms like Xero or QuickBooks that do invoicing as one part of a much bigger accounting system.

Tradify pitches itself as a complete job-management platform — quote, schedule, track and invoice from one app — with a 14-day free trial and Xero/Sage/QuickBooks sync; its own pages don't go into VAT or Making Tax Digital detail, and CIS is mentioned only in passing alongside its Sage integration. At the other end, specialist invoicing tools have appeared that handle CIS deduction combinations for subcontractors more directly than a general job app does, which matters if CIS is a regular part of your invoicing and a generalist tool treats it as an afterthought. Full accounting platforms — Xero, QuickBooks — do invoicing well but weren't built around a job diary, so raising an invoice from a completed visit or round usually means re-entering what a job-management tool already knew. None of that is a knock on any of them: it's a reminder that "best" depends on which of those three shapes matches how you actually work.

[Image: TradeYoke's invoice editor: the PDF and the numbers, side by side, raised straight from the job]

### Where TradeYoke fits — and where it doesn't, yet

Quick answer: TradeYoke raises numbered, branded invoices from the job on an append-only ledger, puts a Pay now button (Stripe or GoCardless) on the email, the PDF and the customer portal, and pushes invoices and payments to Xero, QuickBooks Online or FreeAgent with a read-back check that proves each one landed correctly — plus a guided HMRC Making Tax Digital VAT filing wizard. It doesn't yet handle CIS deductions on the invoices you raise, and Making Tax Digital for Income Tax (due to phase in for the self-employed earning over £50,000 from April 2026) isn't built yet either — VAT filing is live today, Income Tax is on the roadmap.

What TradeYoke adds that a bolt-on invoicing tool generally can't: the invoice isn't typed up separately from the job — for window cleaning and gardening it can raise and send itself the moment the job's marked done — and because it sits on an immutable ledger, the balance TradeYoke shows you is provably correct rather than a field someone could have quietly edited. The bookkeeping sync then reads back what actually landed in Xero, QuickBooks or FreeAgent rather than just firing the push and hoping, which is the detail that decides whether you trust the numbers your accountant sees.

**Does TradeYoke handle CIS deductions?**

Not yet, on the invoices you raise to customers. If CIS is a regular part of how you invoice, check this specifically before choosing any tool — it isn't universal even among trade-specific software.

**Can TradeYoke file my VAT return?**

Yes — HMRC Making Tax Digital for VAT is built in, with a guided nine-step wizard and a read-back of what HMRC received. Making Tax Digital for Income Tax Self Assessment isn't built yet.

**Do I need my own Stripe or GoCardless account?**

Yes — you connect your own accounts in Settings; TradeYoke never holds your money, and payouts go straight to your bank on their normal schedule.

**Which plan includes invoicing?**

Downloadable invoices are on every plan, including Free. Branded invoices, emailing and texting customers, and Pay now are part of Essentials and above; card payments, GoCardless and bookkeeping sync are part of Premium. See /pricing for the full comparison.

Related: Invoicing & payments · Xero, QuickBooks & FreeAgent sync · Getting paid · Automatic invoices and Pay now links

### See your own invoices on a real ledger

30 days of Essentials free, no card required. Raise your first invoice from a real job and watch the balance stay honest.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Payments</category>
      <category>Accounting</category>
      <category>Guides</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-best-invoicing-software-for-uk-tradespeople-jpg/cover-best-invoicing-software-for-uk-tradespeople.jpg?v=2691gpcl" type="image/jpeg" length="169128" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-best-invoicing-software-for-uk-tradespeople-jpg/cover-best-invoicing-software-for-uk-tradespeople.jpg?v=2691gpcl" medium="image" />
    </item>
    <item>
      <title>How to choose job management software for a UK trade business (2026 checklist)</title>
      <link>https://tradeyoke.net/blog/choosing-job-management-software-uk-trades</link>
      <guid>https://tradeyoke.net/blog/choosing-job-management-software-uk-trades</guid>
      <pubDate>Sun, 06 Sep 2026 11:15:11 GMT</pubDate>
      <description>Speed on the phone, money you can see, books that never need re-typing and UK compliance built in. Here is the checklist we would use, and what it should cost.</description>
      <content:encoded><![CDATA[Choose job management software by testing it on your phone, on a real job, with your real customers. If it is quick there, shows you who owes you, and sends the numbers to your accountant without anyone re-typing them, it is a keeper. Everything else is a nice-to-have.

This guide is the checklist we would hand a friend who runs a trade business. It covers the five things UK tradespeople say they actually want, the traps in the pricing, and how to run a fair trial in a week.

[Image: Worth five minutes in the van before you commit to a year of it.]

### What job management software for a UK trade business has to do

Talk to enough window cleaners, gardeners, sparks and gas engineers and the same five wants come up every time. It has to be fast on a phone, on site, not at a desk. It has to show the money: outstanding quotes, unpaid invoices, what came in, what went out and what each job actually made. It has to hand clean figures to Xero, QuickBooks or FreeAgent. It has to cope with UK rules: VAT, CIS where it applies, and Making Tax Digital. And it has to be affordable for a one-van business.

Notice what is not on that list. Nobody asks for a bigger feature grid. Nobody asks for a dashboard they need a training day to read. The best tools do a small number of things well and get out of the way, which is the thinking behind the whole TradeYoke platform.

[Image: The dashboard answers the questions you would otherwise ask yourself in the van: what is on today, who owes what, and what the weather is doing.]

### Test it from the van, not the desk

Most software demos happen on a laptop with a fast connection and tidy sample data. Your week does not. Install the app on your own phone, add three real customers, book tomorrow's jobs and try to mark one done standing in a car park with one bar of signal. If the app stalls, spins or loses what you typed, that is the experience you will have every day.

Offline matters more than people expect. The installed TradeYoke app keeps working with no signal, queues what you change and syncs it when you are back in range, which we explain in why "works offline" is the feature you'll use most. Ask any vendor what happens to a job you complete in a dead spot. If the answer is "it will be fine when you reconnect", ask them to show you.

> 💡 Book a job in the app while you are on the phone to the customer. If you cannot get from who to what to where to when before the call ends, the app is too slow for your trade.

### Can you see the money without a spreadsheet?

The second question is about visibility. Open the app on a Monday morning and it should tell you who owes you, which quotes are waiting on a decision, what you earned last month and what you spent. If you have to export to Excel to learn any of that, the software is a diary, not a business tool.

Look for an invoice that is generated from the job rather than typed again, payments that settle against the right invoice automatically, and a report you can trust for any period or tax year. Look for expenses too. A receipt photographed in the van with the supplier and VAT read for you is worth an hour a week to most sole traders. Our guide to getting paid the same day covers the pay-link side of the same story.

### Does it talk to your accountant's software?

Ask exactly what "integrates with Xero" means. Some tools export a CSV. Some push invoices one way and hope. The useful version pushes invoices and payments as they happen, reads them back to confirm they landed, and shows you a log of what went where so a missing entry is a five-minute fix rather than a January mystery.

If you are not on accounting software yet, do not let a job app force the choice. Pick the app first, then choose the books to suit your size. We compare the three big names in Xero, QuickBooks or FreeAgent for a trade business.

### Compliance: VAT, Making Tax Digital and the paperwork of your trade

If you are VAT registered you already file through Making Tax Digital. From April 2026 MTD also reaches sole traders and landlords with qualifying income over £50,000, with quarterly updates sent from software; the threshold falls to £30,000 in April 2027 and £20,000 in April 2028. Your job app does not have to file those updates itself, but its records need to be clean enough that whoever does can do it without re-keying a year of invoices. Check the dates that apply to you with your accountant or on gov.uk.

Then there is the paperwork of your trade. Gas engineers issue a landlord gas safety record every 12 months. Electricians issue EICRs that private landlords need at least every five years. Good software knows about expiry dates and turns them into next year's booking, which is why our compliance trades are built around certificates that file themselves against the job.

[Use Making Tax Digital for Income Tax](https://www.gov.uk/guidance/use-making-tax-digital-for-income-tax): HMRC's guidance on who has to use MTD for Income Tax, from when, and what a quarterly update contains.

### What it should cost

A sole trader should expect to pay roughly £15 to £30 a month and a small team £30 to £50. Anything much above that needs a reason: online payments, bookkeeping sync, tracking. Watch for per-user pricing that doubles when you take on an apprentice, and for "from" prices that hide the module you actually need. We break the bands down in how much job management software should cost a sole trader, and our own plans are on the pricing page with nothing hidden.

See also: what actually makes on-site quoting fast

> The right app is the one you stop noticing. If you are thinking about the software on site, it is the wrong software. — TradeYoke

### The 2026 checklist

- ✓ Fast on a phone, on site — Book a job in four taps. Mark it done in one. No spinner between them.
- ✓ Works with no signal — Changes queue and sync later; nothing you typed is lost.
- ✓ Shows the money — Who owes you, quotes waiting, earned and spent for any period, profit per job.
- ✓ Invoices from the job — Numbered, branded, emailed, and settled automatically when a payment lands.
- ✓ Real accounting sync — Pushes to Xero, QuickBooks or FreeAgent and reads back to confirm.
- ✓ Knows your trade's paperwork — Certificates with expiry dates that become next year's booking.
- ✓ Honest pricing — Per business, not per seat; a free plan to start, and a 30-day trial of Essentials with no card.

[Image: Jobs on the phone: the list you work from, not a cut-down version of the desktop.]

### Questions people ask

**Do I need job management software as a sole trader?**

Not on day one. But the moment you have more than a couple of dozen regular customers, a diary and a notebook start costing you money in missed visits and unchased invoices. The right time is before you lose a customer to a forgotten booking, not after.

**Should I pick the app or the accounting software first?**

Pick the job app first because that is where you spend your day. Then choose accounting software to suit your size, and make sure the two talk to each other properly, with read-back rather than a one-way export.

**What about CIS and VAT?**

If you are VAT registered, the app should produce VAT-correct invoices and, ideally, file your MTD VAT return. CIS deductions are usually handled in the accounting software. Check the specifics with your accountant before you rely on either.

**How long should a trial take?**

One working week. Use it on real jobs, with real customers, on your own phone. If you have not moved your customer list in by the end of day one, the import is too hard, which is a finding in itself.

### Try it on a real week

Thirty days of Essentials free, no card. Import your customers, book tomorrow, and see whether it earns its place in the van.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Guides</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-choosing-job-management-software-uk-trades-jpg/cover-choosing-job-management-software-uk-trades.jpg?v=23w234cm" type="image/jpeg" length="166223" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-choosing-job-management-software-uk-trades-jpg/cover-choosing-job-management-software-uk-trades.jpg?v=23w234cm" medium="image" />
    </item>
    <item>
      <title>How much should job management software cost a sole trader?</title>
      <link>https://tradeyoke.net/blog/how-much-does-job-management-software-cost</link>
      <guid>https://tradeyoke.net/blog/how-much-does-job-management-software-cost</guid>
      <pubDate>Tue, 01 Sep 2026 13:15:11 GMT</pubDate>
      <description>Sole traders typically pay £15 to £30 a month, small teams £30 to £50. Here is what you should get for that, and the per-user fees that quietly double it.</description>
      <content:encoded><![CDATA[A UK sole trader should expect to pay somewhere between £15 and £30 a month for job management software, and a small team between £30 and £50. Pay less and you are usually buying a diary; pay much more and you should be getting online payments, accounting sync or vehicle tracking for the difference.

The number on the pricing page is rarely the number on your card statement, though. This post walks through what each band should include, where the extra fees hide, and how to judge whether the software pays for itself.

[Image: Weighed against a missed invoice or a double-booked morning, the cost is the easy part.]

### How much does job management software cost, band by band

Almost every product on the UK market lands in one of three bands. The cheapest is a diary with a customer list and simple invoices. The middle band adds quotes, recurring work, reminders and reports. The top band adds the things that need a third party behind them: card and Direct Debit payments, bookkeeping sync, HMRC filing and live tracking.

### What each band should include

| Band | Typical price | What you should get |
|---|---|---|
| Diary | Under £15 a month | Customer list, calendar, basic invoices, usually one user |
| Business | £15 to £30 a month | Recurring rounds, quotes, reminders, expenses, reports, accountant exports |
| Team and money | £30 to £50 a month | Everything above plus online payments, portal, bookkeeping sync, tracking, several users |

Judge a price against the band it belongs to, not against the cheapest thing you have seen. A £19.99 plan that takes card payments, files VAT and syncs to Xero is competing with a £9.99 plan plus three other subscriptions, not with the £9.99 plan alone. Our own plans follow exactly that split: Free for the round and the diary, Essentials at £9.99 for branded quotes, invoices, reminders and messaging, Premium at £19.99 for card payments, bookkeeping sync and VAT, and Ultimate at £29.99 for your own website, a customer portal and live tracking.

### The per-user fee that doubles the bill

The most common surprise is per-seat pricing. A headline of "£20 a month" often means £20 per user. Take on an apprentice or give your partner access to do the invoices and the bill doubles. Add a second van and it triples. Before you sign up, work out what your business will cost at three users, not one.

Look for plans priced per business. TradeYoke plans are per business, so the person who does your books, a second cleaner and a subcontractor can all have their own login with their own permissions without the price changing. We think that is the only fair way to charge a small trade.

> ⚠️ Watch for "from £X" prices. The "from" is usually a plan that lacks the one feature you came for, and the plan you actually need is on a different page.

### What sits outside the subscription

Some costs are transaction fees rather than subscriptions and they are worth understanding rather than fearing. Taking a card payment through Stripe costs a small percentage of each payment. Collecting by Direct Debit through GoCardless is around 1% on a typical clean, so about 12p on a £12 window clean. Sending SMS costs pence per message. None of these are the software's fees; they are the price of not driving round on a Friday evening to collect cash.

Set them against what they replace. If a pay link by text gets you paid the same day instead of three weeks later, the pence per message is the cheapest credit control you will ever buy. We go into the mechanics in how UK tradespeople get paid the same day.

[GoCardless pricing](https://gocardless.com/pricing/): The current per-transaction fees for collecting Direct Debit payments in the UK.

### Does it pay for itself?

The honest test is admin hours. Most sole traders spend three to five hours a week on the diary, the invoices, the chasing and the receipts. If software gives half of that back, it has paid for a £9.99 plan several times over at any reasonable hourly rate. Add one missed visit a month that you no longer miss, or one invoice you no longer forget to send, and the maths stops being close.

The second test is the accountant's bill. Clean records, two ready-made CSVs and a bookkeeping sync that has already posted every invoice can take real hours off year-end, and those hours are charged at your accountant's rate, not yours.

[Image: Reports: earned, collected, expenses and profit for any period or tax year, plus the accountant CSVs.]

### What a free trial should look like

A trial should show you far more than the diary, and it should not ask for a card. A trial that only shows you the diary tells you nothing about whether the paperwork and the chasing are worth the money. Ours gives you 30 days of Essentials with no card required; emailing and texting customers and online payments unlock when you choose a plan, and the pricing page says plainly which plan adds what; there is more on how to spend that week in our checklist for choosing job management software.

Whatever you choose, make the decision on your trade's real week. A window cleaner's costs are dominated by collections; an electrician's by certificates and rebooking. Have a look at what each trade gets on the trades page before you compare prices.

See also: how we approached our own pricing

> Price the software against the hours it gives back and the invoices it stops you forgetting, not against the cheapest diary on the market. — TradeYoke

### Questions people ask

**Is free job management software any good?**

Free tiers usually cap customers, users or invoices, and the useful features sit behind an upgrade. They are fine for a look around, but for a trade with regular customers a paid plan in the £15 to £30 band is the realistic floor.

**Why is one plan twice the price of another?**

Usually because the dearer plan carries features that cost the vendor money to run: card and Direct Debit processing, bookkeeping sync, HMRC filing and tracking. If you will not use them, stay on the cheaper plan and move up when you need one.

**Do I pay VAT on the subscription?**

Software subscriptions from UK suppliers carry VAT. If you are VAT registered you can normally reclaim it; if not, the advertised price is what you pay. Check with your accountant if you are unsure.

**Can I pay yearly to save money?**

Many vendors discount an annual payment. Take it only after a full month on the software; the discount is not worth being locked to a tool your team will not use.

### See the whole price list

Four plans, per business, no per-user fees. Start with 30 days of Essentials, no card, and pick a plan when you know what you use.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Guides</category>
      <category>Pricing</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-how-much-does-job-management-software-cost-jpg/cover-how-much-does-job-management-software-cost.jpg?v=2ivowfk6" type="image/jpeg" length="134865" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-how-much-does-job-management-software-cost-jpg/cover-how-much-does-job-management-software-cost.jpg?v=2ivowfk6" medium="image" />
    </item>
    <item>
      <title>Making Tax Digital for VAT, in plain English</title>
      <link>https://tradeyoke.net/blog/making-tax-digital-for-vat-plain-english</link>
      <guid>https://tradeyoke.net/blog/making-tax-digital-for-vat-plain-english</guid>
      <pubDate>Fri, 03 Jul 2026 09:15:11 GMT</pubDate>
      <description>What MTD for VAT actually asks of a VAT-registered trade business: digital records, the nine boxes, obligations, and a guided filing that talks to HMRC for you.</description>
      <content:encoded><![CDATA[Making Tax Digital for VAT means two things: you keep your VAT records in software rather than on paper, and your VAT return goes to HMRC from that software rather than being typed into the Government Gateway. Every VAT-registered business in the UK has been in scope since April 2022.

 That is the whole rule. The rest of this post is about what it looks like in practice for a trade business, and how TradeYoke files the return without you learning any of the acronyms.

[Image: A VAT return filed from the sofa, not a spreadsheet.]

### What Making Tax Digital for VAT actually requires

HMRC's requirements come down to three:

 
 Digital records. Each sale and purchase, its date, its net value and the VAT rate, held in software.
 Digital links. Numbers must flow between systems electronically. Copying a total from one screen and typing it into another is not a digital link.
 Software submission. The return is sent to HMRC through their API by software that HMRC recognises, not through the old online form.
 
 If your invoices, payments and expenses already live in an app, you have the first two. The third is the bit people worry about, and it is the bit that is now a button.

[Making Tax Digital for VAT](https://www.gov.uk/guidance/making-tax-digital-for-vat): HMRC's official guidance on who must follow the rules, what digital records are, and how to submit.

### The nine boxes

A VAT return has been nine boxes for a long time, and MTD did not change them. What changed is that software fills them from your records instead of you adding them up on a Sunday.

### The VAT return, box by box

| Box | What goes in it |
|---|---|
| 1 | VAT due on sales and other outputs |
| 2 | VAT due on acquisitions from EU member states (Northern Ireland only) |
| 3 | Total VAT due (box 1 plus box 2) |
| 4 | VAT reclaimed on purchases and other inputs |
| 5 | Net VAT to pay HMRC or reclaim (box 3 minus box 4) |
| 6 | Total value of sales, excluding VAT |
| 7 | Total value of purchases, excluding VAT |
| 8 | Total value of goods supplied to EU member states (Northern Ireland only) |
| 9 | Total value of goods acquired from EU member states (Northern Ireland only) |

For most trades boxes 2, 8 and 9 are zero. Boxes 1 and 6 come from your invoices; boxes 4 and 7 come from your expenses, which is why capturing receipts in the van matters more than it looks.

### Obligations: what HMRC expects and when

An obligation is HMRC's word for a VAT period they expect a return for. Once TradeYoke is connected to HMRC through your Government Gateway login, it asks HMRC for your open obligations and shows them: the period, the due date, and whether it is fulfilled. There is no guessing which quarter you are in.

 The return is due one calendar month and seven days after the end of the period, and the payment is due at the same time. HMRC's late-submission regime is points-based, so a missed return costs a point rather than an immediate fine, but the points add up.

### The guided nine-step filing

TradeYoke's HMRC filing lives under Settings, in the Accounting & tax tab, and walks the return one box at a time. It pre-fills each box from the ledger and the expenses register, shows you where each number came from, lets you adjust with a note, and asks you to confirm the declaration before anything is sent. It then submits the return to HMRC, retrieves what HMRC recorded, and shows both side by side.

 That read-back is the important part. A return you sent is not the same as a return HMRC holds; the wizard checks they match. The same pattern runs the bookkeeping sync, which verifies every invoice and payment it pushes.

[Image: Accounting and tax settings: HMRC connection, bookkeeping sync and the VAT filing wizard sit together under one tab.]

> ⚠️ TradeYoke files the return you confirm. It does not decide what is VATable, which scheme you are on, or whether an expense is reclaimable. Those are questions for your accountant, and the wizard is built so an accountant can review the numbers before you press submit.

### Fraud-prevention headers, and why HMRC insists on them

Every submission to HMRC's MTD API must carry a set of fraud-prevention headers: technical details about the device, connection and software that made the request. HMRC uses them to detect submissions that are not what they claim to be. They are mandatory, and a submission without them is rejected.

 You never see them. TradeYoke gathers what HMRC requires from the app and the browser and sends it with the return. The reason it is worth mentioning is that "HMRC-recognised software" means exactly this: software that talks to HMRC the way HMRC specifies, including the parts nobody enjoys.

### After you file: liabilities and payments

Once the return is in, the same connection shows what you owe HMRC and what you have paid, straight from HMRC's records. It closes the loop: the who-owes-me report tells you what customers owe you, and the liabilities view tells you what you owe the taxman. Both come from the same ledger.

 HMRC VAT filing is part of TradeYoke Premium at £19.99 a month, alongside the bookkeeping sync and online payments; the pricing page has the split. It works the same across every trade on the platform, from electricians to window cleaners who have crossed the threshold.

### Questions people ask

**Do I have to use Making Tax Digital for VAT?**

If you are VAT-registered, yes. All VAT-registered businesses have been required to keep digital records and submit through software since April 2022, regardless of turnover. If you are not VAT-registered, MTD for VAT does not apply to you.

**Can I still type my return into the Government Gateway?**

No. Under MTD the return must be submitted by recognised software through HMRC's API. TradeYoke connects to HMRC with your Government Gateway login and submits from the guided wizard.

**What are the nine boxes?**

Boxes 1 to 5 are VAT amounts: VAT on sales, VAT on EU acquisitions (Northern Ireland only), the total, VAT reclaimed on purchases, and the net to pay or reclaim. Boxes 6 to 9 are the underlying values of sales, purchases and EU goods. Software fills them from your records.

**Does TradeYoke do MTD for Income Tax as well?**

Not today. TradeYoke files VAT returns; MTD for Income Tax quarterly updates are something to plan with your accountant, and TradeYoke's records, reports and accountant CSVs feed that. We wrote a separate post on MTD for Income Tax and who it affects from April 2026.

Related: MTD for Income Tax from April 2026 and the trades TradeYoke supports.

### File VAT from the same place the invoices live

Connect HMRC on the free trial and see your obligations before you decide anything.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Tax</category>
      <category>Accounting</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-making-tax-digital-for-vat-plain-english-jpg/cover-making-tax-digital-for-vat-plain-english.jpg?v=2jhw8z93" type="image/jpeg" length="134098" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-making-tax-digital-for-vat-plain-english-jpg/cover-making-tax-digital-for-vat-plain-english.jpg?v=2jhw8z93" medium="image" />
    </item>
    <item>
      <title>MTD for Income Tax from April 2026: what sole traders need to do</title>
      <link>https://tradeyoke.net/blog/mtd-for-income-tax-2026-sole-traders</link>
      <guid>https://tradeyoke.net/blog/mtd-for-income-tax-2026-sole-traders</guid>
      <pubDate>Sun, 28 Jun 2026 11:15:11 GMT</pubDate>
      <description>The thresholds, the dates, the quarterly updates and the first-year soft landing on penalties, in one page a self-employed tradesperson can act on.</description>
      <content:encoded><![CDATA[Making Tax Digital for Income Tax replaces the once-a-year Self Assessment with quarterly updates sent from software, plus a final declaration. It starts in April 2026 for sole traders and landlords with qualifying income over £50,000, and widens over the following two years.

 This post is the plain version: who is in and when, what a quarterly update actually is, how the first year's penalties work, and what to do about it now. It is not tax advice; your accountant should confirm your own position.

[Image: Quarterly updates, done at the kitchen table, not saved for January.]

### Who MTD for Income Tax applies to, and when

The test is your qualifying income: your gross income from self-employment and from property, added together, before expenses. It is measured from your tax return for the year two years before the start date, so the April 2026 cohort is decided by the 2024 to 2025 return.

### The phased thresholds

| From | Qualifying income over | Decided by tax return for |
|---|---|---|
| 6 April 2026 | £50,000 | 2024 to 2025 |
| 6 April 2027 | £30,000 | 2025 to 2026 |
| 6 April 2028 | £20,000 | 2026 to 2027 |

A window cleaner turning over £55,000 with £15,000 of costs is in from April 2026, because the threshold is gross. A gardener on £28,000 is not in until April 2028, and only if the £20,000 threshold survives unchanged. Below £20,000 there is currently no date.

[Check if you need to use Making Tax Digital for Income Tax](https://www.gov.uk/guidance/check-if-youre-eligible-for-making-tax-digital-for-income-tax): HMRC's official eligibility guidance, thresholds and start dates.

### What changes: quarterly updates and a final declaration

Under MTD for Income Tax you keep digital records of business income and expenses, and every quarter your software sends HMRC a summary of them. The quarters follow the tax year, so the first update covers 6 April to 5 July and is due by 7 August. These are totals, not a tax calculation; there is no payment with a quarterly update.

 After the fourth quarter you make a final declaration, which is where accounting adjustments, allowances and other income go in and the tax bill is worked out. In practice the quarterly updates are the new discipline, and the final declaration is Self Assessment by another name. The mechanics are close to what VAT-registered businesses already do, which our plain-English guide to MTD for VAT explains.

### The soft landing on penalties

HMRC's late-submission penalties are points-based: each late submission earns a point, and a threshold of points triggers a fine. For MTD for Income Tax, HMRC has said that businesses mandated from April 2026 will not receive late-submission penalty points for quarterly updates during their first 12 months. The final declaration and paying the tax on time are not covered by the soft landing.

 Treat the year as practice, not as optional. Four quarterly updates in a row is a habit, and the habit is the hard part.

> ⚠️ Thresholds and dates come from HMRC and can change at a Budget. The figures here are correct as we publish; check gov.uk and your accountant before you plan around them.

### What to do this year

The businesses that find MTD easy are the ones whose records were already digital. If every invoice, payment and receipt is in an app, a quarterly update is a report your accountant runs. If they are in a diary and a shoebox, the quarter is a bad week.

 So the preparation is mostly about the records. Send invoices from software rather than a pad. Record cash on the phone. Photograph receipts on the day, which receipts in the van walks through. Pick an accounting package that HMRC recognises for MTD for Income Tax, or agree with your accountant that they will file the updates from your records; Xero, QuickBooks or FreeAgent helps with the choice.

[Image: The How am I doing reports show earned, collected, expenses and profit for any period or tax year, and export the two accountant CSVs.]

### Where TradeYoke fits, and where it does not

TradeYoke does not send MTD for Income Tax quarterly updates to HMRC today. What it does is keep the records those updates are built from: numbered invoices, payments settled against them, expenses with receipt images and VAT, mileage from the day's stops, and profit by period. Two accountant CSVs, one for income and payments and one for expenses, cover a quarter in one export.

 If you use the bookkeeping sync, invoices and payments push to Xero, QuickBooks or FreeAgent with read-back verification, and those packages are where the quarterly update is filed from. The platform overview shows how the ledger, reports and sync fit together, and the pricing page shows which plan includes the sync.

> Quarterly updates are not a new job. They are the old job done every three months instead of once in January. — TradeYoke

### Before April 2026

- ✓ Check your 2024 to 2025 gross income — Self-employment plus property. Over £50,000 means April 2026.
- ✓ Get every invoice into software — Sent from the app, numbered, with the payment recorded against it.
- ✓ Photograph receipts on the day — Supplier, total and VAT read for you; attached to a job or vehicle.
- ✓ Agree who files the updates — Your accountant, or an MTD-recognised accounting package fed by the sync.
- ✓ Run a practice quarter — Export the accountant CSVs for one quarter and see how long it takes.

### Questions people ask

**When does MTD for Income Tax start for sole traders?**

6 April 2026 for sole traders and landlords with qualifying income over £50,000, then 6 April 2027 for over £30,000 and 6 April 2028 for over £20,000. Qualifying income is gross self-employment and property income combined, based on the tax return from two years earlier.

**What is a quarterly update?**

A summary of your business income and expenses for the quarter, sent to HMRC from software. Quarters follow the tax year and each update is due a month and a week after the quarter ends. It is not a tax calculation and no payment is due with it; the tax is worked out in the final declaration after the year ends.

**Will I be fined if I miss a quarterly update in the first year?**

HMRC has said the April 2026 cohort will not receive late-submission penalty points for quarterly updates during their first 12 months. The final declaration and the tax payment deadlines still apply as normal.

**Does TradeYoke file MTD for Income Tax updates?**

No. TradeYoke keeps the digital records and exports the accountant CSVs, and its bookkeeping sync pushes invoices and payments to Xero, QuickBooks or FreeAgent. The quarterly update is filed from your accounting package or by your accountant. TradeYoke does file MTD for VAT returns.

Every trade on the platform keeps the same records, whether you run a plumbing and gas business or one of the other supported trades.

### Get the records digital before the quarter arrives

Start the free trial, import your customers, and run a practice quarter's export.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Tax</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-mtd-for-income-tax-2026-sole-traders-jpg/cover-mtd-for-income-tax-2026-sole-traders.jpg?v=x1fjlvb" type="image/jpeg" length="124360" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-mtd-for-income-tax-2026-sole-traders-jpg/cover-mtd-for-income-tax-2026-sole-traders.jpg?v=x1fjlvb" medium="image" />
    </item>
    <item>
      <title>Xero, QuickBooks or FreeAgent for a trade business?</title>
      <link>https://tradeyoke.net/blog/xero-quickbooks-freeagent-which-one</link>
      <guid>https://tradeyoke.net/blog/xero-quickbooks-freeagent-which-one</guid>
      <pubDate>Tue, 23 Jun 2026 13:15:11 GMT</pubDate>
      <description>Which bookkeeping package fits a sole trader, a small team or a business with an accountant, what syncing from your job app really means, and why read-back matters.</description>
      <content:encoded><![CDATA[The short answer: FreeAgent for a sole trader who wants the simplest possible books, QuickBooks for a VAT-registered small team, Xero when an accountant or bookkeeper is doing the work and wants the tool they already know. All three are HMRC-recognised for Making Tax Digital and all three connect to TradeYoke.

 The longer answer is about what "connects" means, because a job app that syncs badly with your books is worse than one that does not sync at all.

[Image: Whichever one you pick, it starts with the receipts on the table.]

### Xero, QuickBooks or FreeAgent: fit by size

The three packages overlap almost completely on features. The differences that matter to a trade business are who is going to use it and how many hands are in the books.

### Fit by business shape

| Package | Fits best | Why |
|---|---|---|
| FreeAgent | Sole traders and one-van businesses | Built around the Self Assessment year; some UK business bank accounts bundle it at no extra cost |
| QuickBooks | Small teams, VAT-registered, some CIS work | Strong VAT and construction-industry handling; widely used by UK bookkeepers |
| Xero | Businesses with an accountant or bookkeeper, growing teams | The package most UK accountants work in day to day; deep bank feeds and reporting |

Prices change often and depend on the plan, so we are not quoting them. All three publish UK pricing pages and all three run free trials. The one question that beats every feature comparison is: what does your accountant use? Being on the same package as the person doing your year end saves more money than any subscription difference.

### FreeAgent for the sole trader

FreeAgent was built for freelancers and sole traders, and it shows. It thinks in tax years, estimates your Self Assessment bill as you go, and does not bury you in features designed for a finance department. If you are a one-person window cleaning or gardening business, it is the least you can get away with, in a good way.

 Several UK business current accounts include FreeAgent free with the account, which for a sole trader makes the decision for you.

### QuickBooks for the VAT-registered small team

QuickBooks earns its place once VAT is real and once there is more than one person generating paperwork. Its VAT handling is thorough, it copes with the Construction Industry Scheme, and there is a large pool of UK bookkeepers who work in it. For an electrical or plumbing business with two or three vans, it is usually the sensible middle.

### Xero when an accountant runs the books

Xero is the package most UK accountancy practices standardise on. If your accountant is going to reconcile the bank, run payroll and prepare the year end, Xero is probably what they will ask for, and letting them work in their own tool is worth more than your preference. It also scales furthest if the business grows.

[Find software that's compatible with Making Tax Digital for VAT](https://www.gov.uk/guidance/find-software-thats-compatible-with-making-tax-digital-for-vat): HMRC's list of recognised packages; Xero, QuickBooks and FreeAgent all appear on it.

[Find software that's compatible with Making Tax Digital for Income Tax](https://www.gov.uk/guidance/find-software-thats-compatible-with-making-tax-digital-for-income-tax): HMRC's list of packages recognised for quarterly updates, worth checking before you commit.

### What syncing actually means

Here is the part that matters. When TradeYoke syncs with your package, it pushes two things: invoices, as you raise them from jobs, and payments, as they settle against those invoices. Each push creates or updates the matching record in Xero, QuickBooks or FreeAgent through their official API, after you connect the account with a one-time login.

 It does not push customers as a separate step, does not pull your bank feed, and does not try to be your accounting package. Your job app owns the invoice; your books own the ledger the accountant works from. Keeping that line clear is why the sync can be trusted. The platform overview shows where the sync sits in the whole system.

[Image: Invoices raised from jobs, tracked from draft to paid. Each one, and each payment against it, is what the bookkeeping sync pushes.]

### Read-back: how you know it landed

Most integrations fire a request and hope. TradeYoke reads the record back from the accounting package after every push and compares it with what it sent. If the invoice number, amount or status does not match, the sync flags it rather than pretending. An event journal on the Accounting & tax tab lists every push and every read-back, so "did that invoice reach Xero" has an answer you can look at.

 The same discipline runs the HMRC VAT filing: submit, retrieve, compare. If you are heading into MTD for Income Tax, the package you sync to is where those quarterly updates will be filed from, which makes the choice a little less casual than it used to be.

> ✅ Connect once with the provider's own login screen. TradeYoke never sees your accounting password; the connection is an authorised token you can revoke from either side.

### How to choose in ten minutes

### Choosing the package

- ✓ Ask your accountant first — If they have a preference, that is your answer.
- ✓ Check your bank — Some UK business accounts include FreeAgent.
- ✓ Count the hands in the books — One person: FreeAgent. A team with VAT: QuickBooks. An accountant doing the work: Xero.
- ✓ Start the trial from the same week — Run TradeYoke's trial and the package's trial together and watch the sync.
- ✓ Read the event journal after the first week — Every invoice pushed, every read-back confirmed.

### Questions people ask

**Which one is cheapest for a sole trader?**

Usually FreeAgent, because several UK business bank accounts include it at no extra cost. Otherwise all three publish UK pricing and change it often, so compare the current pages rather than a blog post.

**Does TradeYoke replace my accounting package?**

No. TradeYoke owns the jobs, invoices and payments and pushes them to Xero, QuickBooks or FreeAgent. Your accounting package owns the bank feed, the year end and the accountant's work. The split is deliberate.

**What exactly gets synced?**

Invoices as you raise them and payments as they settle against those invoices, pushed through each package's official API. TradeYoke reads each record back to verify it landed and lists every event in a journal.

**Can I switch packages later?**

Yes. Disconnect one and connect another from Settings. Existing invoices stay in the old package; new ones sync to the new one. Talk to your accountant about the cleanest date to switch, usually the start of a VAT quarter or tax year.

Bookkeeping sync is in TradeYoke Premium; the pricing page has the details. It works the same for every one of the trades on the platform, and receipts in the van covers the expenses side of the books.

### Pick the package, connect it once

Connect Xero, QuickBooks or FreeAgent on the free trial and watch the first invoice land.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Accounting</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-xero-quickbooks-freeagent-which-one-jpg/cover-xero-quickbooks-freeagent-which-one.jpg?v=166kny47" type="image/jpeg" length="112692" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-xero-quickbooks-freeagent-which-one-jpg/cover-xero-quickbooks-freeagent-which-one.jpg?v=166kny47" medium="image" />
    </item>
    <item>
      <title>April 2025: expiry dates, so a certificate never runs out unnoticed</title>
      <link>https://tradeyoke.net/blog/expiry-dates-and-certificates-never-miss-a-renewal</link>
      <guid>https://tradeyoke.net/blog/expiry-dates-and-certificates-never-miss-a-renewal</guid>
      <pubDate>Tue, 29 Apr 2025 09:22:00 GMT</pubDate>
      <description>Insurance, an MOT, a competence certificate: the paperwork that runs out is the paperwork that costs most when you miss it. April 2025 added expiry dates to the library.</description>
      <content:encoded><![CDATA[Part 22 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: April 2025: searching inside your documents, not just their names. Next: May 2025: site surveys, because some jobs need looking at before you can price them. See every part on the build timeline.

### Quick answer

Quick answer: In TradeYoke any library document can carry an expiry date, and a dashboard tile shows documents that have expired or are about to. Certificates a trade produces are filed with their expiry date automatically, against the job and the customer, so renewals are visible rather than remembered.

### Key takeaways

Any document can have an expiry date.A dashboard tile lists what has expired and what is about to.Certificates created in the trade modules are filed with their expiry for you.The same applies to company and vehicle documents, such as insurance and an MOT.

### The cost of the one you forgot

Most paperwork just sits there. A few documents have a clock on them: public liability insurance, a vehicle's MOT and insurance, a qualification or competence card, a safety certificate you issued to a customer. Miss the date on one of these and the consequence is not a tidy filing problem. It is an uninsured week, a vehicle off the road, or a customer asking why their annual record has lapsed.

### Putting the date on the document

In April 2025 we added an expiry date to the library. You set it on the document, and it stays with the document. Nothing else changes about how you use the library.

### The tile that tells you

The date is only useful if something looks at it. A dashboard tile lists documents that have already expired and those that are about to, so the first thing you see when you open TradeYoke on a Monday is what needs renewing. You do not have to remember to go and look.

### Certificates file themselves

For the trades in pilot with certificate records, such as electrical certificates, landlord gas safety records and solar commissioning documents, the certificate you produce is drawn as a document, filed against the job and the customer in the library, and given its expiry date as it goes. A landlord's annual gas safety record, for instance, appears on the customer's record with the date it runs out. Nobody types it twice.

### Across the business

Because the same expiry works for every kind of document, it works for the van and the company as well as the job. An MOT filed on a vehicle's documents and an insurance schedule filed in the company library appear in the same tile as a customer's certificate.

### A practical routine

File every dated document when you get it, with its date.Check the tile at the start of the week.Renew a month ahead where you can, because renewals rarely happen on the day you ask.

### Next

May: surveys, because bigger jobs need a look before you can quote.

### Questions people ask

**Can TradeYoke remind me when a certificate or insurance document expires?**

Documents can carry an expiry date, and a dashboard tile shows those that have expired or are about to, so you see renewals when you open the app.

**Are certificates filed with an expiry date automatically?**

For the trades with certificate records, yes: the certificate is filed against the job and the customer with its expiry date as it is produced.

Related: Documents and search · Electrical certificates · Gas safety records · Paperwork and compliance · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Guides</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-expiry-dates-and-certificates-never-miss-a-renewal-jpg/cover-expiry-dates-and-certificates-never-miss-a-renewal.jpg?v=3f1or3u1" type="image/jpeg" length="199656" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-expiry-dates-and-certificates-never-miss-a-renewal-jpg/cover-expiry-dates-and-certificates-never-miss-a-renewal.jpg?v=3f1or3u1" medium="image" />
    </item>
    <item>
      <title>April 2025: what happens after a quote is sent</title>
      <link>https://tradeyoke.net/blog/the-quotes-board-and-what-happens-after-sent</link>
      <guid>https://tradeyoke.net/blog/the-quotes-board-and-what-happens-after-sent</guid>
      <pubDate>Tue, 08 Apr 2025 09:18:00 GMT</pubDate>
      <description>Most quotes are won or lost in the days after they are sent. April 2025 added a board that shows where every quote stands, and the means to revise and follow up.</description>
      <content:encoded><![CDATA[Part 20 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: March 2025: documents on every record, for the job, the customer, the van and the company. Next: April 2025: searching inside your documents, not just their names. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke's quotes board shows every quote as waiting on the customer, accepted, ready to book or booked. A sent quote can be revised into a new draft that keeps its reference, and follow-ups suggest a gentle chase message for quotes that have had no answer, which you can send now or schedule.

### Key takeaways

Most quotes are decided in the days after they are sent, so tracking them matters.The board shows waiting, accepted, ready to book and booked at a glance.A revised quote keeps its reference and the old one is frozen, so there is never any doubt which is current.Follow-ups are written to be softer at first and firmer later.

### A quote that nobody follows up is a gift

You send a quote and the customer says they will think about it. Then nothing. Most tradespeople know the feeling, and most lose work this way, not because the price was wrong, but because the quote was forgotten. April 2025 was about what happens after the quote leaves.

### The board

Every quote sits in one of four places: waiting on the customer, accepted, ready to book, or booked. You can see at a glance what is waiting for an answer and what needs booking. It is the same idea as a diary: the system keeps the list, so you do not have to.

### Revising without losing

Customers change their mind: a smaller job, an extra window. A quote can be revised into a new draft that keeps the same reference with a revision number, and carries the lines and wording across. The old quote is frozen and its link opens only to say the quote has been updated. That avoids the classic muddle of two versions in circulation.

### Following up

TradeYoke shows which quotes are due a follow-up: sent some days ago, no answer, not chased recently. A follow-up message is drafted for you, softer the first time and firmer by the third, and you can send it now or schedule it. Each chase is recorded on the quote. You stay in control: nothing is sent without you. Chasing late payments the polite way uses the same tone for invoices.

### Why we kept it plain

There are tools that automate whole sequences. We kept this part deliberately simple: a visible board, a drafted message, your decision. The customer is often a neighbour, and the message should sound like one.

### Next

May: surveys. For bigger jobs, you need to go and look before you can quote.

### Questions people ask

**How do I follow up a quote in TradeYoke?**

Quotes that have had no answer for a while appear as due a follow-up. TradeYoke drafts an email and text for you, which you can send now or schedule, and records the chase on the quote.

**Can I change a quote I have already sent?**

Yes. Revise it into a new draft that keeps the reference and carries the lines across. The old quote is frozen and its link says it has been updated.

Related: Quotes and estimates · Quoting faster on site · Chasing late payments the polite way · Winning and keeping customers · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Product</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-the-quotes-board-and-what-happens-after-sent-jpg/cover-the-quotes-board-and-what-happens-after-sent.jpg?v=1jgorpqv" type="image/jpeg" length="77797" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-the-quotes-board-and-what-happens-after-sent-jpg/cover-the-quotes-board-and-what-happens-after-sent.jpg?v=1jgorpqv" medium="image" />
    </item>
    <item>
      <title>February 2025: quotes that start from the customer record, not a blank page</title>
      <link>https://tradeyoke.net/blog/quotes-from-the-same-record</link>
      <guid>https://tradeyoke.net/blog/quotes-from-the-same-record</guid>
      <pubDate>Tue, 11 Feb 2025 10:16:00 GMT</pubDate>
      <description>February 2025 started quoting. A guided quote built from your trade's catalogue and your own prices, sent as a branded PDF, and turned into the job when it is accepted.</description>
      <content:encoded><![CDATA[Part 17 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: January 2025: how customers pay, with pay links, cards and Direct Debit. Next: March 2025: the page a customer accepts a quote on. See every part on the build timeline.

### Quick answer

Quick answer: In TradeYoke a quote is built in a guided wizard from your trade's catalogue and your own lines, produces a branded PDF that says whether it is a draft, sent, accepted, declined or expired, and carries over to the job when accepted, so nothing is retyped. Quotes are included on every plan, including Free.

### Key takeaways

A quote starts from the customer record, so name and address are already there.Lines come from your trade's catalogue and your own price list, and totals and VAT work themselves out.The PDF shows its own state: draft, sent, accepted, declined or expired.An accepted quote becomes the job, with its lines on it.

### Quoting is the start of the job

February 2025 began the quoting work. We decided early that a quote should not be a separate document. A quote is the start of a job, so it should begin from the customer who is asking for it, and when it is accepted it should become that job, not be copied across by hand.

### The guided quote

You choose the customer and the quote wizard guides you through the rest.

Lines from the catalogue. Each trade ships with a catalogue of what it does, which you can edit. You can add your own lines too.Totals and VAT are worked out as you go.A valid-until date, so an old quote does not come back to haunt you.Issue it, and it goes to the customer.

### A document that knows what state it is in

The quote PDF carries your branding and says whether it is a draft, sent, accepted, declined or expired. That sounds like a detail, but it stops the worst mistake in quoting: someone acting on a quote that has since been withdrawn or has expired.

### Why catalogues matter

The slowest part of quoting is looking up what you charge. A catalogue turns that into a tap. We wrote more about the speed side in quoting faster on site. A price book, with buy price, markup and sell price, was added later for trades that need it.

### Plan note

Quotes are included on every plan, including Free. Check the pricing page for what each plan includes.

### Next

March: the page the customer sees when they receive the quote, and how they say yes.

### Questions people ask

**How do I create a quote in TradeYoke?**

Choose the customer, open the quote wizard, pick lines from your trade's catalogue or add your own, set a valid-until date and issue it. The PDF carries your branding.

**Does an accepted quote become a job?**

Yes. An accepted quote becomes a job with its lines already on it, and the invoice can later be raised from the job.

Related: Quotes and estimates · Jobs and the job wizard · Quoting faster on site · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Product</category>
      <category>Guides</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-quotes-from-the-same-record-jpg/cover-quotes-from-the-same-record.jpg?v=3fjsibkn" type="image/jpeg" length="198596" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-quotes-from-the-same-record-jpg/cover-quotes-from-the-same-record.jpg?v=3fjsibkn" medium="image" />
    </item>
    <item>
      <title>January 2025: how customers pay, with pay links, cards and Direct Debit</title>
      <link>https://tradeyoke.net/blog/pay-links-cards-and-direct-debit-how-customers-pay</link>
      <guid>https://tradeyoke.net/blog/pay-links-cards-and-direct-debit-how-customers-pay</guid>
      <pubDate>Tue, 14 Jan 2025 09:15:00 GMT</pubDate>
      <description>January 2025 was about getting paid faster: a pay link on the invoice, cards through Stripe, Direct Debit through GoCardless, and every payment settled back onto the ledger automatically.</description>
      <content:encoded><![CDATA[Part 16 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: December 2024: part payments, receipts and knowing who owes you. Next: February 2025: quotes that start from the customer record, not a blank page. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke connects to Stripe for card payments and GoCardless for Direct Debit. You send the customer a pay link for an invoice, they pay online, and a signed notification from the provider settles the invoice on the ledger automatically. Stripe and GoCardless are the payment providers; TradeYoke records the outcome.

### Key takeaways

A pay link on an invoice lets the customer pay online without an account.Cards go through Stripe and Direct Debit through GoCardless; you can mark one as your primary.Payments settle back onto the ledger on their own, from signed notifications.A payment can be refunded in full or in part, and an unpaid link can be cancelled.

### Why the pay link came first

By January 2025 an invoice could be issued and a payment recorded by hand. The next question for any trade business is: how do customers pay, and how fast? A cheque in the post is slow. A bank transfer needs the customer to find your details. The fastest route is a link: the customer taps it and pays.

### The request-link model

We built online payments around a simple model. You send the customer a pay link for an invoice, by text or email. They open it, pay by card or set up a Direct Debit, and are returned to a confirmation page. The provider then tells TradeYoke the payment happened, using a notification that carries a signature so it cannot be faked, and the invoice is settled on the ledger without anyone clicking anything.

### Two providers, on purpose

Stripe for card payments. Connecting is guided, so you do not need to hunt for keys.GoCardless for Direct Debit, which suits the customer who pays the same amount every month.

You can mark one as your primary. A business that is just starting can run without either and record payments by hand. Window cleaners tend to want both: cards for the occasional customer, Direct Debit for the regular one. Direct Debit for window cleaners explains when each makes sense.

### Things that go wrong, handled

A refund, in full or in part, is recorded as part of the history.An unpaid link can be cancelled, so an old link cannot be used by mistake.Each payment attempt has a timeline of what the provider reported, so when a customer says they paid, you can see what happened.

### What we are careful about

The customer pays on the provider's page, so card details are handled by the provider, and TradeYoke is told the result. That is simpler to explain to a customer. See get paid the same day for the practical side.

### Next

February: quoting. If invoicing is the end of a job, a quote is the start.

### Questions people ask

**Can customers pay a TradeYoke invoice online?**

Yes. You send a pay link for the invoice, the customer pays by card, and the payment settles on the ledger automatically.

**Which payment providers does TradeYoke use?**

Stripe for card payments and GoCardless for Direct Debit. Taking card payments is part of the Premium plan; see the pricing page for details.

Related: Invoicing and payments · Customer portal · Get paid the same day · Direct Debit for window cleaners · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Payments</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-pay-links-cards-and-direct-debit-how-customers-pay-jpg/cover-pay-links-cards-and-direct-debit-how-customers-pay.jpg?v=10kfjorb" type="image/jpeg" length="116398" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-pay-links-cards-and-direct-debit-how-customers-pay-jpg/cover-pay-links-cards-and-direct-debit-how-customers-pay.jpg?v=10kfjorb" medium="image" />
    </item>
    <item>
      <title>December 2024: part payments, receipts and knowing who owes you</title>
      <link>https://tradeyoke.net/blog/part-payments-receipts-and-who-owes-me</link>
      <guid>https://tradeyoke.net/blog/part-payments-receipts-and-who-owes-me</guid>
      <pubDate>Tue, 10 Dec 2024 09:14:00 GMT</pubDate>
      <description>December 2024 was about the end of the invoice: part payments, receipts, and a clear view of who owes what and how old the money is. Here is what we built and why.</description>
      <content:encoded><![CDATA[Part 15 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: November 2024: a ledger that cannot be quietly edited. Next: January 2025: how customers pay, with pay links, cards and Direct Debit. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke lets you record a part payment against an invoice, produces a receipt, and shows who owes you on a Who owes me page that groups debt by age: not yet due, 0 to 30, 31 to 60, 61 to 90 and over 90 days. The same figures appear in the morning email and the aged-debt report.

### Key takeaways

Part payments and receipts are recorded against the invoice, so the balance is always right.Who owes me groups debt by age, per piece of work rather than by the customer's worst invoice.The page, the morning email and the report all use the same figures, so they cannot disagree.

### Not every payment is the whole bill

By December 2024 invoices could be raised and paid in full. Real customers do not always pay in full. A deposit, a payment towards a bigger bill, a customer who pays half now and half on Friday: they are all normal. So the invoice had to accept a part payment, keep the balance right, and give the customer a receipt.

### Receipts

When a payment is recorded, the customer can have a receipt, produced as a PDF. It is a small thing and it settles a lot of "did I pay that?" questions before they become phone calls.

### The first "who owes me"

Alongside payments we built the view that matters most to a small business owner: who owes me, and for how long. The page groups unpaid money by age.

Not yet due0 to 30 days31 to 60 days61 to 90 daysOver 90 days

One design decision is worth explaining. The age is worked out for each piece of work, not for the customer as a whole. A customer who has one old unpaid invoice and several recent ones is not "90 days overdue"; they have one old debt and some current ones. Ageing each item separately tells you what to chase and what to leave alone.

### One set of figures

The same ageing is used in three places: the Who owes me page, the morning email, and the aged-debt report. They come from one calculation, so the three can never give you different answers. The morning "who owes me" report describes how the email works, and chasing late payments the polite way is about what to do with the list.

### Looking back at the year

By the end of 2024 the build had customers, jobs, a diary, a safe way in, and a way to bill and record payment. That is a business's core loop. In January we moved on to the next question: how do customers pay?

### Questions people ask

**Can I record a part payment in TradeYoke?**

Yes. A payment can be recorded against an invoice for less than the full amount. The balance updates and a receipt can be produced.

**How does TradeYoke show who owes me money?**

On the Who owes me page, grouped into not yet due, 0 to 30, 31 to 60, 61 to 90 and over 90 days, for the business and for each customer.

Related: Who owes me · Invoicing and payments · The who owes me morning report · Chasing late payments the polite way · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Payments</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-part-payments-receipts-and-who-owes-me-jpg/cover-part-payments-receipts-and-who-owes-me.jpg?v=17md3l7b" type="image/jpeg" length="102301" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-part-payments-receipts-and-who-owes-me-jpg/cover-part-payments-receipts-and-who-owes-me.jpg?v=17md3l7b" medium="image" />
    </item>
    <item>
      <title>October 2024: why invoicing came next, and what it had to get right</title>
      <link>https://tradeyoke.net/blog/why-invoicing-came-next</link>
      <guid>https://tradeyoke.net/blog/why-invoicing-came-next</guid>
      <pubDate>Tue, 08 Oct 2024 10:12:00 GMT</pubDate>
      <description>With customers, jobs and a diary working, the next question was money. October 2024 started the invoicing work: why it followed the visit, and the three things it had to get right.</description>
      <content:encoded><![CDATA[Part 13 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: September 2024: getting an existing round in without retyping it. Next: November 2024: a ledger that cannot be quietly edited. See every part on the build timeline.

### Quick answer

Quick answer: Invoicing came next because a visit that is done but not billed is money not collected. The three things an invoice in TradeYoke had to get right were: raised from the job so nobody retypes it, numbered in sequence so it stands up to scrutiny, and recorded so it cannot be quietly changed afterwards.

### Key takeaways

Invoicing followed the diary because the money is attached to the visit.An invoice should be raised from the job, not retyped.Numbers run in sequence per year, and an issued invoice cannot be quietly edited.Customers can get the invoice by email as a PDF.

### Money follows the visit

By October 2024 a window cleaner could hold a round and see the day's work. But the visit that has just been done is also an amount of money, and the next thing most people do is work out who owes what. That is the order we had been building toward. If the visit is in the system, the bill should come from the visit.

### Three things it had to get right

Raised from the job. The customer, address, description and price are already there. Retyping them is where mistakes and delays come from. Any part of TradeYoke that bills (a window cleaning job today, others later) hands the amount to the invoicing module, which turns it into an invoice.Numbered properly. Invoices are numbered in sequence for each year. A gap or a duplicate is the kind of thing an accountant notices, so we made the numbering the system's job, not yours.Not quietly changeable. Once an invoice has been issued, it should not be possible to change it behind your back. Corrections should be visible as corrections. That decision led to the ledger described in the next article.

### What a first invoice does

You raise an invoice from a job, check it in a draft editor, issue it, and email it to the customer as a PDF. You can record a payment against it, whether cash, card, bank transfer or cheque, or mark it paid. You can also void it, with the voiding recorded. You can see how invoicing works today on the invoicing and payments page.

### Who it was for

The window cleaner, first. A customer who pays on the doorstep and a customer who is invoiced monthly are both common on a round, and the invoice had to cope with both without making the first group do extra work.

### Next

November: the ledger, and why an invoice that cannot be edited is a feature.

### Questions people ask

**Why does TradeYoke raise invoices from jobs?**

Because the customer, address and price are already on the job. Raising the invoice from it saves retyping and avoids the mistakes that retyping causes.

**What can I do with an invoice in TradeYoke?**

Raise it from a job, edit the draft, issue it with a sequential number, email it as a PDF, record cash, card, bank transfer or cheque payments, and void it if needed.

Related: Invoicing and payments · Getting paid · Best invoicing software for UK tradespeople · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Payments</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-why-invoicing-came-next-jpg/cover-why-invoicing-came-next.jpg?v=y6qa3o7" type="image/jpeg" length="129820" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-why-invoicing-came-next-jpg/cover-why-invoicing-came-next.jpg?v=y6qa3o7" medium="image" />
    </item>
    <item>
      <title>Why we published our terms and privacy notice from the start</title>
      <link>https://tradeyoke.net/blog/publishing-our-terms-and-privacy-notice</link>
      <guid>https://tradeyoke.net/blog/publishing-our-terms-and-privacy-notice</guid>
      <pubDate>Tue, 11 Jun 2024 09:07:00 GMT</pubDate>
      <description>In June 2024 we first published TradeYoke's terms of service and privacy notice. Why we think a software business should write its rules down early, and how they are kept up to date.</description>
      <content:encoded><![CDATA[Part 7 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: Designing a job that repeats: every four weeks, for years. Next: One codebase and offline-first: the early engineering decisions. See every part on the build timeline.

### Quick answer

Quick answer: TradeYoke first published its terms of service and privacy notice in June 2024. A business that keeps customer records for other businesses should say, in writing and in plain English, who is responsible for the data and what is collected. Both documents are public and show when they were first published, when they last changed and a version history.

### Key takeaways

TradeYoke's terms and privacy notice were first published in June 2024.Each document shows its first-published date, the date of its latest change and a version history.A software business that holds other businesses' customer data should write its rules down before it needs them.

### Rules first, not last

By June 2024 TradeYoke was starting to hold the thing that matters most to the people who use it: their customers' details. That changes what we owe. Software that holds a window cleaner's customer list is holding names, addresses and phone numbers that belong to someone else's business and, behind that, to the customers themselves. So in June 2024 we published our terms of service and our privacy notice.

### Why do this early?

It forces clear thinking. Writing down who is responsible for what, and what happens to the data when someone leaves, is easier before there is a lot of data.It tells a business what it is agreeing to. A trade business owner is not a lawyer, and should not have to be to know where they stand.It is the right order. Collecting data first and deciding the rules afterwards is how many businesses end up with rules that describe something else.

### Two roles, and why they matter

There is a distinction that shapes a privacy notice. For information about you as a user (your account, sign-in and billing), we decide how it is used. For information you keep about your own customers and staff, you decide and we process it on your behalf. Each role has different responsibilities, and a good privacy notice says which is which.

### Kept up to date, and dated

A published document that is never updated is worse than none. Both documents are updated when the service changes. Each shows when it was first published and when it last changed, and carries a short version history at the foot of the page, so you can see what changed and when. You can read them at Terms of Service and Privacy Policy.

### What this is not

This is not legal advice, and we are not saying your own paperwork can copy ours. A trade business that keeps its own customers' details has its own responsibilities too. What we can say is that writing it down early made us more careful about what the product collects.

### Questions people ask

**When did TradeYoke first publish its terms and privacy notice?**

June 2024. Both documents have been updated since, and each shows its latest change and a version history.

**Who is the company behind TradeYoke?**

TradeYoke is provided by Assemblysoft Ltd, a company registered in England and Wales (company number 07098083). You can reach us at hello@tradeyoke.net.

Related: Terms of Service · Privacy Policy · Roles, permissions, audit and 2FA · Invoice fraud and account protection · Pricing · The build timeline

### Try it on your own week

Thirty days of Essentials free, no card. Bring your customers and see it against a real week.

[Start your free trial](https://app.tradeyoke.net/signup)

]]></content:encoded>
      <dc:creator>AssemblySoft Business</dc:creator>
      <category>Our story</category>
      <category>Product</category>
      <category>Building TradeYoke</category>
      <enclosure url="https://tradeyoke.net/media/media-seed-cover-publishing-our-terms-and-privacy-notice-jpg/cover-publishing-our-terms-and-privacy-notice.jpg?v=1fq4v47r" type="image/jpeg" length="85330" />
      <media:content url="https://tradeyoke.net/media/media-seed-cover-publishing-our-terms-and-privacy-notice-jpg/cover-publishing-our-terms-and-privacy-notice.jpg?v=1fq4v47r" medium="image" />
    </item>
  </channel>
</rss>