Know what needs attention
See planned, active and completed jobs with clear paid or unpaid status at a glance.
Built for UK trades and services
Job management for UK tradespeople—with less paperwork.
Manage jobs, quotes, invoices, materials, expenses and receipts from one straightforward account. See what each job costs, what the customer owes and what is left after recorded costs.
✓ One place per job✓ Quotes and invoices✓ 14-day Pro trial
Less chasing, clearer jobs
Bring the whole job together.
Customer details in messages, material receipts in the van and invoice totals in a spreadsheet make it hard to see where a job really stands.
TaxBuddie keeps the practical and financial record around the job, from first quote to final payment status.
Protect your margin
Compare the job price with recorded materials and linked expenses before costs get forgotten.
Keep the paper trail
Connect quotes, invoices, customer details, materials and receipt evidence to the right job.
A simpler workflow
From enquiry to paid job.
Keep records current while the details are fresh, without turning the evening into another shift.
Before work begins
Create the job and quote
Add the customer, job details and proposed price, then prepare a professional quote to share.
While the job is active
Record materials and costs
Add supplier purchases, receipts and customer-supplied items so the running job picture stays useful.
When the work is complete
Invoice and close the loop
Create the invoice, update payment status and keep the completed job record ready to review later.
Built around real trade work
Useful detail without a complicated system.
TaxBuddie gives sole traders and small trade businesses a focused workspace for day-to-day records. It is designed to help you stay organised, not force your work into an oversized office platform.
Create your accountJob overview
Keep the address, customer, price, job status, payment status and notes together.
Materials and parts
Record quantities, suppliers, purchase costs, customer charges and who supplied each item.
Quotes and invoices
Prepare professional documents, keep drafts organised and share them by email or your preferred app.
Income and margin view
Review recorded income, job materials, linked expenses and the remaining margin in one place.
What TaxBuddie offers
Your job tools and business records, together.
Job tracking
Organise upcoming, active and completed jobs with customer details, site addresses and agreed completion dates.
Professional quotes
Build clear customer quotes and keep each draft connected to the job.
Customer invoices
Add invoice details and payment terms, email customers, view invoice PDFs and share from the mobile app.
Material records
Track purchased and customer-supplied parts without losing sight of costs.
Receipts and expenses
Attach receipt photos, use Smart Receipt Scan and link business expenses to jobs. Free includes five scans a month; Pro includes 30.
Bank CSV expense inbox
Upload your bank statement, review Business or Personal payments and match existing receipts. Keep a private copy of the original CSV.
Business journeys and vehicles
Record job-related mileage manually, keep vehicle and service records, and compare nearby prices with Fuel Finder.
Margins and record exports
Compare each job’s income, materials and linked costs. Export dated expense and mileage records as CSV for your own review.
One synced account
Access records from supported browsers, iPhone and Android using one account.
See if it fits your work
Start with your jobs. Try Pro for less admin.
Keep job, quote and invoice records on Free. Your 14-day Pro trial adds unlimited standard expenses, more receipt scans and remembered bank CSV choices.
Then£3.99per month
cancel anytime
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Questions from trades
Trade job management FAQs
Clear answers before you decide whether TaxBuddie suits the way you work.
Can I import bank transactions as business expenses?
Yes. Upload a GBP bank CSV, review outgoing payments and save approved business costs. Match existing receipts and keep the original CSV privately in your account. Pro remembers your categories and personal exclusions for later statements.
Can I export invoices and business records?
Yes. Share mobile invoice PDFs with customers and export CSV report data for your records or accountant. TaxBuddie does not process customer payments or submit records to HMRC.
Is TaxBuddie suitable for a sole trader?
Yes. The trade workflow is focused on self-employed tradespeople and small operators who need a straightforward place for jobs and records.
Can I track whether a customer has paid?
Yes. Jobs and invoices can be marked paid or unpaid. TaxBuddie records the status but does not process the customer’s payment.
Can I include materials on an invoice?
Yes. Recorded materials can be reflected in linked invoice items, helping the job totals stay consistent when costs change.
What happens when I delete a job?
TaxBuddie warns you first because deleting a job also removes its linked quotes and invoices, keeping related records consistent.
Does TaxBuddie file with HMRC?
No. TaxBuddie provides record keeping and exports. It does not submit tax returns or MTD updates to HMRC.
Ready for the next job
Run the work. Keep the records under control.
Give every job one clear home from quote to invoice, materials to margin.
TaxBuddie is a record-keeping tool and does not provide financial or tax advice.Practical record guides
Keep your business records easier to review.
Meet TaxBuddie
TaxBuddie helps UK self-employed workers organise day-to-day business records in one account.
TaxBuddie provides record keeping and exports. It does not submit tax returns or MTD updates to HMRC.