Plumbing software that runs
quotes, jobs & invoices
Spend less time on paperwork, more on the tools
Traddie is job management and invoicing software built for UK plumbers, from one-van sole traders to small teams. Half of plumbing is priced on the doorstep after you have looked at it, so Traddie is built to quote, take a deposit and invoice from your phone while you are still standing there.
The rest is repeat work. Boiler swaps, bathroom refits, service plans and landlord CP12s all stay in one place, with VAT threshold tracking and CIS deductions handled automatically.
14-day free trial · No charge today · Built for UK plumbers
- Price it on the doorstep
- Photograph the data plate
- CP12s chase their own renewal
The gas records you can issue from your phone
Filled in on site, checked before they go out, sent as signed PDFs with the invoice, and each one sets its own renewal reminder.
CP12 (LGSR)
The statutory annual landlord check, appliance by appliance, with your Gas Safe number on the PDF
Boiler service record
Manufacturer checks, combustion at max and min rate, system water, parts and defects
Gas warning notice
At Risk and Immediately Dangerous, with the action taken and the label recorded
Each one sets its own renewal date. See how certificate reminders work
Everything a plumber needs in one app
From the first quote to the final payment, Traddie keeps your whole job in one place.
Price it while you are stood in the kitchen
Build an itemised quote on your phone with parts and labour as separate lines, and send it for online acceptance before you have packed the bag away.
Take a deposit, invoice the balance later
Set a deposit on the quote as a percentage or a fixed amount. When the job is done, the final invoice already has the deposit netted off.
Emergency and planned work on one calendar
Slot urgent callouts around booked installs and bathroom refits, assign jobs to your team, and see the whole week at once.
Issue CP12s and service records in the app
Fill in a Landlord Gas Safety Record, boiler service record or warning notice on your phone, sign it, and send the PDF with the invoice. Benchmark sheets and warranty docs attach to the same job.
Invoice before you leave site
Turn a finished job into an invoice in one tap, with materials and labour carried across from the work you logged.
Service plans that bill themselves
Boiler cover and maintenance rounds invoice on the cycle you choose and collect by direct debit, so the annual money arrives without a diary.
The callout
The job nobody quoted, priced before you leave
Half of plumbing arrives as a phone call about water coming through a ceiling. There is no quote, no scope and no time to go home and type one up. That is the job Traddie is shaped around.
You are the one who scopes it, on arrival
Look at it, then build the quote on your phone with parts and labour on separate lines, and send it for online acceptance while you are still stood there. The accepted quote becomes the job, and the job becomes the invoice, so the same figures are only ever typed once.
Deposit now, balance when it is finished
Put a deposit on the quote as a percentage or a flat amount. They pay it by card before you order the parts, and when the job is done the final invoice already has the deposit taken off. No spreadsheet, no working out what is left.
The boiler the customer bought themselves
Plumbing is full of customer-supplied kit. Leave it off the invoice and it also comes out of the CIS calculation, because materials are excluded per HMRC rules rather than by you remembering to exclude them.
- Parts and labour tagged separately on every line
- Materials excluded from the 20% or 30% CIS deduction automatically
- Payment and deduction statements produced from the same records
Paid before you are back in the van
Every invoice can carry a card payment link, so the customer settles it on their phone at the door. For service plans and landlord cover, direct debit collects it on a cycle instead.
The bathroom refit is the other half of the week
Multi-day work sits on the same calendar as the emergencies, so an urgent callout gets slotted between booked days rather than losing you the install. Assign the team, track progress, and keep the whole job in one place.
Landlords and agents, property by property
Each property keeps its own appliances, its certificate history and its quote history, so when an agent rings about a flat you have the last CP12, the boiler that is in it and what you charged last time, without going through a folder.
Doing mostly gas rather than water? The combustion and Gas Safe detail lives on the gas engineers page.
The small things that save you a second trip
A plumber loses an afternoon to the same three things: copying a data plate, going back for a form nobody filled in, and working out what happened at that property last year. These are the bits that give that time back.
Photograph the data plate
Point your phone at the boiler rating label and Traddie reads it: make, model, serial number, GC number, whether it is a boiler or a water heater, and whether it is a combi, system or regular. It returns null rather than guessing a make it cannot read, and you confirm everything before it lands on the record.
The property already knows what boiler it has
Appliances are saved against the property, so next year the CP12 arrives knowing what is in the airing cupboard, where it is and what flue it has. Make, model and location carry over. A reading, an outcome or a pressure never does, because those were not true before you got there.
It will not let you issue half a record
Before a service record goes out, Traddie checks it holds what it has to: engineer name, Gas Safe number and signature, the boiler make and model, a serial or a GC number, the appliance outcome, the next service date, and combustion readings at both max and min rate. Miss one and it tells you which.
A service is not a CP12, and it says so
Service a boiler for a landlord or an agent with no Landlord Gas Safety Record attached to the visit, and Traddie says so before you leave. It is the most expensive misunderstanding in the trade and it is caught on site rather than in a complaint.
The warning notice comes off the same job
Mark an appliance At Risk or Immediately Dangerous and the gas warning notice is raised from the visit you are already in, carrying the appliance with it. Traddie will not let the record be issued until the action taken and the label are recorded.
Every appliance in the property, on one record
A CP12 covers the boiler, the fire and the cooker on one certificate, each with its own location, flue type and outcome, and each marked as the landlord’s or the tenant’s. One visit, one document.
Everything it reads is put in front of you before it reaches a certificate. Traddie suggests, you confirm, and the record goes out under your registration because you are the one who signed it. See how a job runs end to end
Why UK plumbers choose Traddie
Built around how UK plumbers actually work
Plumbing sits across gas, water and building regulations, and the paperwork matters as much as the work. Traddie keeps the commercial side tidy so your certificates and compliance records travel with the job.
- Issue Landlord Gas Safety Records (CP12), boiler service records and gas warning notices from the job itself, with your Gas Safe number on every PDF. Benchmark commissioning sheets attach alongside.
- Renewal reminders: every CP12 you issue schedules next year's check, so landlord work comes back without chasing.
- Exclude customer-supplied materials (e.g. a boiler the customer bought) from the bill and from any CIS calculation.
- Apply 20% / 30% CIS deductions automatically when you subcontract to a main contractor, with materials excluded per HMRC rules.
- Track rolling 12-month turnover so you see the VAT registration threshold coming before you hit it.
- Set up recurring invoices for boiler service contracts and PPM agreements so they double as a service record.
- Keep income and expenses as digital records with quarterly totals, ready for Making Tax Digital for Income Tax.
Turn up to your Gas Safe inspection with the folder already built
Inspections get failed on admin, not on skill. Traddie is already holding the gas work you did this year, your registration and your insurance, so it can tell you in March what the inspector is going to ask for in April.
- 1
Pick the scheme and the window
Choose your scheme and the period being sampled, normally the twelve months since the last visit. Hold REFCOM as well and its window reaches back five years, because the record-keeping duty does.
- 2
Read the gap report
Traddie works through what that inspection needs and splits what is missing into blockers and warnings. An expired public liability policy stops the visit. A missing ACS record is a conversation, not a dead end.
- 3
See the sample before they do
The pack gathers the CP12s, service records and warning notices you issued inside the window, so the records pulled at random are records you have already been through.
- 4
Keep the version you showed them
It comes out as a PDF with its figures frozen as they read on the day, so a pack you generated in March still says the same thing when it is opened in April. Generating it again makes a new one rather than rewriting the old one.
Traddie is not a certification body. The pack is your own preparation for your own inspection. Nothing in it claims a scheme has approved anything, or that you will pass.
Prove you are registered before you have done anything
Letting agents and managing agents want your Gas Safe number and your public liability before they will put you on the list. Keep them in one place and send one link.
- Store your Gas Safe business registration and engineer card, your ACS qualifications, public liability and employers’ liability with their expiry dates, and get a reminder before any of them lapse.
- Send an agent one link. It is revocable, so you can switch it off the day the relationship ends.
- Nothing on that page is labelled verified, because Traddie has not verified it. A row is either checkable, with a deep link to the Gas Safe Register so the agent checks the source of truth themselves, or self-declared, with your own document attached as the evidence.
- Expired credentials never render. Not on the page, and not in the footer of a quote you send tomorrow.
- Switch on the document footer and your Gas Safe number and cover level ride along on every quote and invoice.
Different pack, different reader. This one is for your customer; the inspection pack above is for your inspector. Expiry reminders for both
How it runs for a plumber
From callout to paid in four steps
- 1
Quote
Customer calls about a leaking boiler. You send a branded quote with parts and labour from your phone; they accept online.
- 2
Schedule
The accepted quote becomes a job on your calendar, slotted between booked installs.
- 3
Complete
On site you log the work, issue the CP12 from your phone, and mark the job complete.
- 4
Invoice & get paid
Tap to invoice, send a card link, and the customer pays before you reach the van.
Quote Q-0512
DraftSarah Mitchell · Combi boiler swap
Worcester Bosch 4000 30kW combi
£1,420.00
Labour (1.5 days)
£520.00
Flue, filter and sundries
£145.00
Total inc. VAT
£2,502.00
From callout to renewal, on autopilot
Plumbing is repeat work. These run in the background so the boiler service, the CP12 and the late invoice all come back to you without a diary.
Invoice INV-0399
SentSarah Mitchell
Combi boiler swap
£2,502.00
Due 14 days from today. Chasing is on.
Certificate renewals
Every certificate you issue sets its own renewal date. Before it expires Traddie drafts the quote and reminds the customer, so the annual work comes back to you.
Service plans
Boiler cover, maintenance rounds and PPM bill themselves on the cycle you choose and collect by direct debit.
Invoice chasing
A reminder before the due date, then nudge, firm and final letters on a ladder you set. Late-payment interest and the statutory fee can be added for business customers.
Appointment reminders
Customers get a text or email the day before so you stop turning up to empty houses.
Review requests
A day after an invoice is paid the customer gets one message asking for a Google review, with your link in it.
Accounting sync
Invoices, payments and expenses land in Xero, QuickBooks, Sage or FreeAgent as they happen, VAT and CIS included.
Every automation is off until you switch it on, and each one has a test-send so you can see exactly what the customer gets. See how chasing works
FAQ for UK plumbers
Can I quote and invoice for emergency call-outs and planned work in the same app?+
Does Traddie handle Gas Safe documentation?+
How do I handle materials I supply versus materials the customer buys?+
Can I take card payments on-site after a job?+
What about boiler service contracts and recurring work?+
Do I have to register for VAT?+
Is Traddie good for sole trader plumbers?+
Can I price a job on the doorstep without quoting it first?+
Can I take a deposit and invoice the balance later?+
Do I have to type the boiler make and model in every time?+
Does Traddie do unvented (G3), water regulations or Legionella records?+
Can Traddie get me ready for my Gas Safe inspection?+
How do I prove to a letting agent that I am registered and insured?+
Related for UK plumbers
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