Search customers, products, invoices...WhatsApp25 Oct 2026
The flow, the dashboard, then the hands-on steps on one sample enquiry. On the pricing step, set your own price and see the margin before you quote.
Every step is in this demo. Click one to jump to it.
A concise business summary calculated from your current TradoBiz data.
Actual invoice totals and known margin, by day
Top 5 by invoiced revenue
Priorities generated from live business data
By invoiced revenue
| Product | Sales | Profit | Stock |
|---|---|---|---|
| 1. 22 mm copper pipe (3 m) | £19,600 | £3,140 | 340 |
| 2. Galvanised angle 40×40 | £11,200 | £1,790 | 210 |
| 3. Binding wire (25 kg) | £7,400 | £1,110 | 120 |
| 4. Cement 25 kg bag | £6,100 | £920 | 480 |
| 5. Hex bolts M12 (box) | £3,900 | £740 | 90 |
By invoiced revenue
| 1. Mercer Construction (sample)Outstanding £3,800 | £12,400 |
| 2. Ridgeway Infra (sample)Outstanding £5,230 | £9,800 |
| 3. Holt Builders (sample)Outstanding £2,400 | £7,600 |
| 4. Kiln Traders (sample)Outstanding £0 | £6,100 |
| 5. Jessop & Sons (sample)Outstanding £4,000 | £4,800 |
Rule-based, using live data only
Last price to this customer: £9.20
| Item | Qty | Rate | Amount |
|---|---|---|---|
| 22 mm copper pipe (3 m) | 200 | £9.50 | £1,900.00 |
| VAT (20%) | £380.00 | ||
| Total | £2,280.00 |
Download PDF
Then send the PDF to the customer on WhatsApp.
| Item | Qty | Amount |
|---|---|---|
| 22 mm copper pipe (3 m) | 200 | £1,900.00 |
| VAT (20%) | £380.00 | |
| Total | £2,280.00 |
44% paid
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Hex bolts M12 (box) | 200 | £1.85 | £370.00 |
| Supplier: Millbrook Fasteners (sample) | £370.00 |