Trade2Base

Plans and prices

Every plan, in full

On the record

Accounting limitation

The pricing FAQ says accounting sync with Xero and QuickBooks is not built; customers and jobs can be imported from CSV and data exported to CSV.trade2base.com · read 8 Oct 2026

Ad account limitation

The pricing FAQ says Trade2Base does not connect to Meta, Google or TikTok ad accounts and requires monthly ad spend to be entered manually, conflicting with the integrations page's Meta and Google Ads listings.trade2base.com · read 8 Oct 2026

AI controls

AI drafts quotes, replies and follow-ups, and the maker says nothing is sent to customers until the user approves it.trade2base.com · read 8 Oct 2026

Attribution

Trade2Base tracks enquiry sources through to jobs and paid invoices and reports measures including revenue by source and cost per booked job.trade2base.com · read 8 Oct 2026

Customer portal

Customers can use a portal to view job progress, approve quotes, pay invoices and upload photos without an app download or login.trade2base.com · read 8 Oct 2026

Data location

The maker says data is stored in the UK/EU, while its privacy policy lists some processors in the US and says UK adequacy mechanisms or Standard Contractual Clauses are used for international transfers.trade2base.com · read 8 Oct 2026

Integrations

The integrations page lists Trade2Base CRM, OpenAI, Stripe, website forms, Meta Ads, Google Ads, email broadcast, campaign analytics and Mailhaus; it marks TikTok Ads, call tracking, WhatsApp Business, SMS/Twilio and Google Analytics 4 as coming soon.trade2base.com · read 8 Oct 2026

Intended users

Trade2Base describes itself as built for UK trades including plumbers, electricians, builders, roofers, decorators, HVAC engineers and multi-trade teams.trade2base.com · read 8 Oct 2026

Job management

Users can create jobs from calls, email or web forms, assign engineers, track job status and attach photos, notes and site documents.trade2base.com · read 8 Oct 2026

Mobile access

The About page says the product is mobile-first and that its features work on phones used on site.trade2base.com · read 8 Oct 2026

Product

Trade2Base combines job management, quoting, invoicing, scheduling, CRM, AI tools and marketing attribution for UK trade businesses.trade2base.com · read 8 Oct 2026

Quotes and invoices

The product supports itemised quotes, online quote approval, quote-to-invoice conversion and VAT invoicing with automatic 20% calculation.trade2base.com · read 8 Oct 2026

Security and privacy

The privacy policy says card numbers are not stored, Stripe handles payments, and customer data is processed for service delivery rather than Trade2Base marketing; it names Supabase as a database, authentication and file-storage processor.trade2base.com · read 8 Oct 2026

Support

The maker describes support as UK-based and developer-read, with email support and in-app chat; its contact page says email replies are within one business day and chat is staffed weekdays 8am–6pm UK time.trade2base.com · read 8 Oct 2026

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