Trayder help
How can we help?
Everything Trayder does, explained. Find your topic below — or if you’re a customer who got a link, jump to For your customers.
Getting started
Set up your account and your public presence.
Your assistant
Always on: your day, your money, and your phone — with you in charge.
Your crew
Seats, invites, and a working day that fits in a worker's pocket.
Enquiries & messaging
Catch every lead and keep one thread per customer.
Quotes
Build, send, and follow up on quotes that win the job.
- Building and sending a quoteSpeak a quote on the drive home — Trayder writes the lines and sends it.
- Optional lines and good/better/best bundlesLet the customer choose — extras they tick, or whole packages they pick between.
- Deposits and payment schedulesTake a deposit up front and stage payments across a bigger job.
- Follow-ups and how long a quote stays openAutomatic nudges for unanswered quotes, and a validity window you control.
Scheduling
Your day, bookings, repeat visits, and running late.
On the job
Extras, proof of work, and what a job is really earning.
- Extras and changes on a job (change orders)Handle scope changes cleanly — proposed, approved, and on the bill.
- Proof of workPhotos and notes attached to the job, kept as a permanent record.
- What a job is really earningAgreed, collected, and outstanding — plus your effective hourly rate.
- Costs and receipts on a jobSay it, type it, or snap the receipt — and see the margin while the job runs.
- The margin coachSet the hourly rate your business needs — the assistant speaks up when a job runs under it.
- Job checklists that write themselvesDrafted from what you actually sold, ticked off with gloves on.
Invoicing & getting paid
Invoices, deposits, discounts, tax, and payouts.
- Creating and issuing an invoiceAssemble the invoice from the job, edit while it’s a draft, then issue to lock it.
- Applying a discountA percentage or fixed amount off a draft invoice, handled correctly for tax.
- Tax: VAT, tax-inclusive pricing, and CISSet your rate once; Trayder does the maths on every quote and invoice.
- Getting paidCard payments online, or record a cash/bank payment yourself.
- Payment reminders and receiptsUnpaid invoices chase themselves; paid ones send a receipt.
Reviews & repeat work
Verified reviews and bringing customers back.
Integrations
Accounting, calendar, and text messaging.
Account, plans & settings
Your plan, tax setup, referrals, and developer tools.
- Plans and billingFree, Solo, and Team — the trial, the payments perks, and managing your subscription.
- Business details for invoicesAddress and tax registration number that appear on your invoices.
- Referring other tradersInvite another trader and earn a free month when they go paid.
- Your price bookSave the lines you quote often so a quote is a few taps.
- Your customersEveryone you’ve worked with, in one list — and importing an existing one.
- API keys and webhooks (advanced)Connect Trayder to your own tools.
For your customers
What the people you send links to can expect.
- I got a link from a tradesperson — what is it?A private page just for you — no account, no app, no password.
- Accepting a quoteReview the price, ask a question, and say yes when you’re ready.
- Paying a deposit or invoiceCard payments handled securely — the tradesperson never sees your card.
- Approving an extra or a changeWhen a job changes, you get a clear heads-up to approve.
- Leaving a reviewAfter the job is paid, you’re invited to share how it went.
- Booking the same tradesperson againA one-tap way to get them back.
- Your record of the whole jobEvery message and document in one place, yours to download.
- Calling a business that uses TrayderA helpful voice answers and books a real time — then it’s all in writing.