Everything a trade business runs on, in one app.
Enquiries, quotes, jobs, staff, invoices, card payments and reminders. Built for UK firms of one to twenty-five people.
Never lose a lead again.
Every enquiry lands on one board, gets an instant reply in your name, and moves from new to won.
- Enquiry form for any website, with spam protection
- Instant branded auto-reply by email and text
- Drag-and-drop board: new, contacted, visit booked, quoted, won, lost
- Tracks where each lead came from, including Google Ads
- Turn an enquiry into a customer and quote in one tap
Quotes customers can say yes to.
Itemised, branded quotes with optional extras. Customers accept, sign and pay a deposit online.
- Build from your price list in seconds
- Optional extras the customer can tick
- Online acceptance with typed signature
- Card deposits to book the job
- Automatic follow-up when a quote goes quiet
- Branded PDF attached to every email
A calendar built for vans and teams.
See the week by team member, drag jobs to reschedule, and let repeat work book itself.
- Week calendar with team colours
- Drag to reschedule, with updated confirmations
- Repeat jobs: weekly, fortnightly, every 4 weeks, monthly
- Booking confirmations and 24-hour reminders
- Waiting-to-be-booked tray for accepted quotes
Drag a job to another day. The customer gets an updated confirmation.
Built for the van, not the office.
Your team gets an app that installs on any phone and keeps working with no signal. Try it: turn the signal off, finish a job, then turn it back on.
Synced ✓- Today's jobs, directions and access notes in one tap
- Before and after photos, checklists and customer sign-off
- Staff only see their own jobs, never your prices or reports
- iPhone and Android apps are in development, on the same account
Get paid the day you finish.
Invoices go out from the job in one tap, with a secure card payment link that pays straight into your own Stripe account.
- Card, Apple Pay and Google Pay through Stripe
- Money goes straight to you. Cuppaflow takes no cut
- Deposits deducted from the final invoice automatically
- VAT per line, plus CIS and reverse-charge wording
- Polite overdue reminders, up to three, a week apart
- Record cash, bank transfer and cheque payments
Every customer, every job, one place.
A full history for every customer and property, with notes your whole team can see.
- Timeline of quotes, jobs, invoices, payments and messages
- Access notes and key codes shown to staff on the day
- Import your customers from a spreadsheet
- Duplicate checks before anything is saved
- UK GDPR tools: data export and erasure
Emails and texts from your own address.
Cuppaflow sends through your own Brevo account. Paste your API key once, and every quote, reminder and invoice goes out from you, to a contact list you own.
- Brevo's free plan covers most small firms, so messages cost you nothing extra.
- Your key is encrypted on our servers and never shown again.
- See who opened your quote, and know straight away if an email bounces.
- Not on Brevo yet? Quotes and invoices still send from day one while you set it up.
Your customers see your brand. Not ours.
Upload your logo and pick your colour once. Quotes, invoices, emails, texts and payment pages all match. Try it.
| Replace kitchen mixer tap | £145.00 |
| Isolation valves (2) | £38.00 |
| Labour, 2 hours | £100.00 |
| VAT 20% | £56.60 |
£339.60
Your quote Q-1042 is ready
Hi Sarah,
Thanks for having us round. Your quote for the kitchen tap replacement comes to £219.60. You can choose any extras and accept it online.
View and accept your quote
Any questions, just reply to this email.
Hollis & Daughter Plumbing
Know where your money is.
Your dashboard shows what came in, what is owed, and what is booked, the moment you sign in.
- Money paid this month and this year
- Waiting to be paid and overdue, with names
- Jobs today and the next seven days
- Quote win rate and new enquiries
- Message delivery and open tracking
Your data, kept safe and kept yours.
Each business is kept completely separate, and you can take your data with you at any time.
- Passwords and connected keys encrypted
- Five roles: owner, admin, office, field staff, accountant
- Field staff only see their own jobs
- Daily backups
- Export customers to CSV whenever you like
Put the kettle on. We'll do the paperwork.
Set up in fifteen minutes, send your first branded quote today.