A silent animated campaign showing a tradesperson recording survey notes on her phone. Record with consent, review the result and build your quote. Promotional artwork, not a customer testimonial or a product screen recording.
For business owners wearing every hat
You started a business.
Not five full-time jobs.
The quoting. The scheduling. The paperwork. The chasing. Tools to Pay brings it all into one digital back office—so you can run the business without doing everything the hard way.
£49per month · Core
A digital back office.
Without another salary on the payroll.
Free branded preview. No card required. Choose a paid plan only when you’re ready.
Your logo. Your colours. Your business. See it first, then decide.
Prefer a personal walkthrough?
Book a demo
See how Tools to Pay could work for your business. Leave your details and we’ll contact you to arrange your demo.
Book my demoSales and installation calendars
AI-powered surveys. Less typing.
Quote follow-ups. More opportunities.
Contracts, signatures and invoicing
Sound familiar?
All day on the tools.
All evening on the admin.
You don’t need another evening catching up. You need a clearer way to get the work quoted, organised, signed and invoiced.
The quoting hat
Look professional. Skip the retyping.
Keep customer details and branded quotes connected to the job.
See how it worksThe scheduling hat
Know who’s going where.
Bring sales visits, installations and team calendars into one view.
See how it worksThe paperwork hat
Get it signed. Keep it together.
Give customers an online contract to sign and keep the documents with the job.
See how it worksThe accounts hat
See what’s paid. Know what’s owed.
Keep invoices, deposits and recorded payments connected to the customer.
See how it worksMake today the day you stop keeping everything in your head.
Start with my free previewWant help with survey notes and quote follow-ups too? Growth adds those tools for £99/month.
Less admin. More momentum.
For the work you do.
And the business you’re building.
Put your expertise to work—not your evenings. Capture the visit, agree the job and get the right people in the right place. One connected office. Built for trades.
Branded quotes, digital contracts and online signatures keep the agreed work clear. Promotional artwork, not a customer testimonial or a product screen recording.
Keep appointments and installations together. Team roles and shared calendars are available with Growth and AI Office. Promotional artwork, not a customer testimonial or a product screen recording.
Your whole office, connected
Less office work.
More business.
One system. Total control. From the first site visit to the final invoice—give your team the tools to move faster, follow up smarter and leave less work for the evening.
AI-powered site surveys
You talk.
AI takes the notes.
Capture the conversation with consent. Let AI transcribe it and organise the details. Check the scope, then take it straight into your quote draft.
- 01Record
- 02Review
- 03Quote
Quote recovery
Already quoted?
Keep the door open.
Your next job could already be in your quotes. Bring unanswered opportunities back into view, personalise a prepared follow-up and keep the conversation moving.
Find the opportunity.
Make the next move.
You review. You approve. You send.
01
Book it. Plan it. Fit it.
Sales visits, team schedules and installations. One calendar that keeps the whole job moving.
Explore the calendar02
From quote to signed.
Branded quotes. Digital contracts. Online signatures—even after your office closes.
See digital documents03
Know what you’re owed.
Deposits, VAT, balances and invoices together. Clear for you. Ready for your accountant.
Explore invoicing04
Your office goes with you.
Customers, jobs and documents at your fingertips. Stay in control from your phone or desktop.
See your workspaceBuilt around your business. Ready to make it yours?
See it with my brandingSee your digital office
Every part of the job. One connected view.
Real Tools to Pay workflows, designed to give owners and teams a clear view from the first appointment to the final payment.
Your business, brought together
Less hunting around.
More moving things forward.
Customers, quotes, contracts, invoices and appointments—all connected to the work. Know where to look, see what needs attention and keep the next step moving.
Illustrative workspace preview with sample data. Build your free preview to see it with your branding.
Your branded workspace
Company dashboard
Good to see you, Alex
Everything here belongs only to your company.
+ Add customerNew quoteNew contract
Customers
124
Open deals
18
Quotes awaiting reply
7
Contracts awaiting signature
6
Unpaid invoices
4
Recent deals
The latest sales work for your company
Kitchen renovationProposal sent£8,450
Garden officeSite visit£12,200
Loft installationQuote accepted£4,875
Sales and installation calendar
Plan the whole job, not just the appointment.
Keep sales visits, team availability and installation work together. Everyone knows where they need to be and what happens next.
One calendar. Fewer clashes. A smoother journey from lead to installation.
Tools to Pay workspace
Calendar
September 2026
TodayNew appointment
MON 7
09:00
Site survey
TUE 8
11:30
Customer visit
WED 9
08:00
Loft installation
THU 10
13:00
Contract review
FRI 11
09:30
Installation
Sales appointmentsInstallations
Digital documents and signatures
Turn a conversation into signed work.
Build the quote, review it with the customer, convert it into a contract and collect a secure online signature without rebuilding the job twice.
Professional documents customers can review and sign—even after your office has closed.
Tools to Pay workspace
Contract CTR-2026-000128
Installation agreement
CUSTOMERSample customer
JOBFull installation
TOTAL
£4,800
DEPOSIT
£2,400
BALANCE
£2,400
Secure customer signing
Review and sign online
AI-powered site surveys
Finish the visit. Skip the evening of typing.
Give the customer your attention—not a screen full of notes. With their consent, record the conversation and let AI transcribe it and organise the job details. Add photos and measurements, check the suggested scope, then carry it straight into your quote draft.
Your expertise. AI-assisted paperwork. A head start on the next quote.
Tools to Pay workspace
On-site survey
Capture the evidence once
CUSTOMER CONSENT
Recorded before audio
RecordAdd photos
MeasurementsConfirmed
Access and conditionConfirmed
Electrical servicesReview needed
Preferred timescaleUnknown
Approve evidence for quotation
Quote follow-up and recovery
Your next job could already be in your quotes.
Don’t leave your hard-earned opportunities buried in yesterday’s messages. See the quotes that need attention, pick up a prepared follow-up and make it personal. Approve it, open email, SMS or WhatsApp, and keep the conversation moving.
Less searching. A clearer next step. More chances to turn a quote into work.
Tools to Pay workspace
Recovery queue
Know what needs attention
DRAFT QUOTES
3
AWAITING REPLY
7
PIPELINE
£28k
Viewed quote · QTE-00081Score 84
Draft quote · QTE-00082Score 78
Accepted · contract neededScore 90
Invoices and payment records
Know what is paid, owed and ready to invoice.
Keep deposits, VAT, balances, invoices and recorded payments connected to the customer and job—clear for your team and ready for your accountant.
No hunting through paperwork. No guessing which balance is outstanding.
Tools to Pay workspace
Invoices
Know what is paid and what is owed
OUTSTANDING
£5,125
PAID
£18,420
DRAFT
£3,275
INV-2026-00084Installation balance
£2,400.00
PaidINV-2026-00085Deposit invoice
£1,850.00
SentINV-2026-00086Completed works
£3,275.00
DraftA smarter way to run the business
Set up once. Keep every job moving.
Enter your company website
Check your logo and business details
See your personalised Tools to Pay workspace
Choose the plan that suits your business
AI-assisted brand setup in about 60 secondsLive workspace on phone and desktopLess paperwork. Less chasing. More control.
Clear monthly pricing
Your next step costs less than another salary.
Start with the tools you need. Core brings your everyday back office together from £49/month. Explore your free preview before choosing.
Core
For a sole trader getting organised.
£49/month
- Up to 10 reps and 5 administrators
- Team calendars and share links
- Customers and job records
- Branded quotes, contracts, digital signing and invoices
Growth
For a business with a working team.
£99/month
- Everything in Core, with up to 20 reps and 10 administrators
- 300 survey transcription minutes and up to 300 AI evidence reviews per month
- Reviewed quote drafting
- Quote follow-up tools and client-message history
AI Office
For businesses handling enquiries as well as running jobs.
£249/month
- Everything in Growth, with no team limit
- 600 survey transcription minutes and up to 600 AI evidence reviews per month
- Ben, configured for your company — 200 receptionist minutes per month
- Caller-confirmed enquiries saved into your CRM
- Connected follow-up workflows and priority support
Questions
Before you get started
What happens when I start today?+
Enter your business website, check your branding and explore your personalised preview. The preview is free and needs no card. If it fits your business, choose a monthly package and create your account. Core starts at £49/month; Growth adds AI-assisted surveys and quote follow-up tools at £99/month.
Is this a free subscription or an employee?+
The branded preview is free; the working platform is a paid monthly subscription. Tools to Pay gives you software to organise your back office, rather than a member of staff. You stay in control of pricing, documents, approvals and customer conversations.
Can I use Tools to Pay on my phone?+
Yes. The workspace, quote and contract tools are designed to work on phones as well as desktop computers.
Can customers sign contracts online?+
Yes. Customers can open a secure contract link, review the agreement and add their signature online.
Can I use my own business branding?+
Yes. Tools to Pay uses your company name, logo and colours throughout your workspace and customer documents.
What happens after I enter my website?+
We check the public information on your website and show you the company name, logo, colours and description we found. You approve or correct it before continuing.
How does existing-customer sign-in work?+
Use the Sign in button at the top of this page to open the secure existing-customer login, including the one-time email-link option.
Can Tools to Pay reduce office admin?+
Yes. Keeping calendars, customer records, documents and invoices in one workspace cuts duplicate entry, paperwork and time spent searching through messages. It helps a small team stay lean without losing control.
How do quote follow-ups work?+
Tools to Pay brings quotes needing attention into one prioritised queue and prepares a message you can make your own. Review and approve it, then send through email, SMS or WhatsApp on your device. You keep control of the conversation; messages are not sent automatically.
Can AI turn my site visit into a quote?+
AI transcribes your recorded survey and helps organise the evidence into a draft scope, highlighting missing or uncertain details. Check the result, make any corrections and carry your approved scope into the quote builder with the customer and deal already connected. You choose the products, pricing and final quote.
Does this include live call answering or missed-call capture?+
Not yet. Quote follow-up tools are available now. Live phone answering and automatic missed-call capture require a telephony connection that is not currently live.
A silent brand film showing a family sharing a meal, with the message: less paperwork, more time for what matters. Promotional artwork, not a customer testimonial or a product screen recording.
The modern office for trades
More time winning work. Less time running the office.
The job should not follow you to the dinner table. Bring your paperwork, appointments and customer details into one place—and give your evenings something better to do.
Free branded preview. No card required. Choose a paid plan only when you’re ready.
The Trades Journal
Better systems. Stronger sales.
A little less chasing.
Explore the guides →See Tools to Pay in action
Book a demo
Prefer a walkthrough? Leave your details and we’ll contact you to arrange a demo for your business.
Ready to start yourself? Sign up here →Start today · Free branded preview
No card for preview · Plans from £49/month