Feature
Client Book for Tradespeople
Every client, every job, every invoice in one place — with GDPR export and deletion built in.
Full per-client history: jobs, invoices, quotes, payments- Saved details fill in automatically on every new invoice
- GDPR data export and per-client deletion built in
The detail
How it works
For a tradesperson with returning customers, having client details ready is the difference between a one-minute invoice and ten minutes of scrolling through old texts. TradeInvoice Pro keeps a proper client book: name, address, contact details, and every job you've ever done for them.
Start a new invoice and your existing clients are one tap away. The voice agent knows them too — say "invoice for Dave" and the right Dave fills in, address and all. No retyping, no wrong-address invoices.
Each client record shows the full history at a glance: invoices sent, quotes approved, amounts paid and outstanding. When a landlord asks about that boiler job from last spring, the answer is in your pocket.
Your clients' data is handled properly. GDPR data export and per-client deletion are built in — if a client asks for their data or asks to be removed, it's a couple of taps, not a support ticket.
Questions tradespeople ask
Can I see all past work for a specific client?
Yes. Every client record shows their complete history — invoices, quotes, payments and outstanding amounts — so you have the full picture of the relationship in one view.
Is there a limit on how many clients I can store?
No fixed limit. Store as many clients as your business needs, and their details fill in automatically whenever you invoice them again.
What about GDPR?
Data export and per-client deletion are built into the app. You can export a client's data or delete it entirely whenever you need to, and you can delete your whole account too.