Welcome back to D3M Trades. Here's your business at a glance.
Today's Trade Wisdom
The D3M AdvisorAuto-scanned on loadChecks your active quotes, overdue invoices, and calendar bookings to surface what needs attention today. Refreshed every time you open the Home screen.
Your business snapshot — what needs attention today
Today's ScheduleAuto-populatedPulls today's events directly from the Scheduler. Accepted quotes that have been scheduled appear here automatically each morning.
Daily GoalAuto-trackedCounts actions completed today — creating quotes, invoicing, recording payments, and updating jobs. Completing tasks moves your progress bar forward.
0 of 5 tasks completed today
Every task moves you forward.
Tip: completing quotes, invoices, payments & job updates counts toward your daily goal.
Quick Start
Today's PrioritiesAuto-scanned dailyAutomatically scans your overdue invoices, unpaid quotes, and today's scheduled jobs. Sorted by urgency — most critical at the top. Refreshed every time you open the Dashboard.
What needs your attention right now
Business PerformanceLive figuresRevenue, outstanding cash, and estimated profit update automatically from your quotes and invoices. Conversion rate = accepted quotes ÷ total quotes sent. Click any card to drill into the detail.
Estimate Profit
£0.00
0% Margin
Total Cash Due
£0.00
Active Schedule
Project Profit
£0.00
Quoted vs Cost
Quote Conversion
0%
Win Rate
AI Profit AdvisorAI powered — on demandSends your real job financials to AI for analysis. Returns 3 specific, actionable recommendations to improve your margin. Nothing is sent automatically — you choose when to run it.
Get 3 specific recommendations to improve your margin — based on your real job data.
Business Analytics
Subbie Budget vs. Actual Spend
Cash Flow: Projected vs Received
Profitability (Quoted vs Actual)
Quote-to-Invoice Pipeline
Monthly Net Profit (Last 6 Months)
Recent Job Performance
| Job / Client | Quoted | Actual Cost | Profit | Margin | Status | Actions |
|---|
New market intelligence available for your trade.
Market Intelligence
| Material | Current | Change |
|---|---|---|
| No data yet | ||
| Trade | Margin | Win Rate | W / L |
|---|---|---|---|
| No data yet | |||
Client DirectoryAuto-linked to all jobsEvery quote and invoice you create is linked to a client here. Revenue totals, project count, and last-contact date update automatically as you create and complete jobs.
Manage Records & Site Documents
Select a Client
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AI Communication DraftsAI drafts, you approveAI writes a personalised message based on this client's history and last job. You review every draft before anything is sent — nothing goes to the client automatically.
AI Draft
Review, edit, then send or copy
Unscheduled Jobs
Upcoming Schedule
Job Details
Client signs on your device — generates PDF & saves automatically
Time Tracking Link
Share this link or QR code with your team. No account needed.
Materials InventorySyncs with every jobMaterial costs from your library feed directly into job scope items when you build a quote. AI can scan a supplier invoice photo and automatically match items to your library — saving manual data entry. 0 Items Registered
Manage costs, bulk imports, or utilize AI extraction.
Add Item to Stock
More details (Code, Dims, Colour, Stock, Category) ▾
Job BuilderAutomations active hereAuto-saves as you type. When a client accepts via the Client Portal, an invoice is created automatically. Send quotes or invoices by email directly from this screen.
1. Start Here — Client & Document
2. Scope of Work
Add Job Tasks & Scope
Project Overview Notes
Notes appear on the live preview and are saved when you click away.
AI Photo Tools
Estimated Dimensions
Suggested Materials — tick to add
Project Materials
Type to search your material library
| Description | Qty | Unit Cost | Total |
|---|
Days you charge the client for (drives your labour cost)
Job Travel & Logistics
Travel cost added on top of labour
Total Travel Cost
Usually same as billable days above
3. Financial Adjustments
Materials margin applies first (on your material costs), then the overall job margin is applied on top of the full total. Both add to your final price.
Staged payments ensure cash flow aligns with project progress, protecting both the client investment and delivery quality.
Tradesman Cost & Profit Analysis (Net) Project Duration: 1 Day
1. Internal Cost (Break-Even)
2. Client Charge (Revenue)
* Est. VAT: £0.00
Client Details
Document Settings
Deposit / Terms
QUOTE
Doc No:
Date:
Phone Number
Email Address
Website
Scope of Work
| Description | Total |
|---|
Staged Payment Schedule
Elemental EstimatingAuto-calculated pricingBuild estimates by trade element (labour, materials, subcontractors). Profit and margin recalculate automatically as you add items. Estimates can be exported as quotes or pushed into the Job Builder.
Tax Compliance: UK CIS Mode
Step 1: Establish Your Rates
Step 2: Build Your Estimate
Step 3: Document Details
Financial Summary
Bill To
INVOICE
Number: ---
Date: ---
| Description | Total |
|---|
⏱ Time TrackingEdge tier — automated trackingEach staff member gets a unique, token-secured clock-in link you send by email. When they clock in or out, the time is recorded automatically and appears in their Timesheets — no app download needed.
Staff management, weekly timesheets & payroll export
| Payroll # | Name | Hours | Rate | Total Pay | Status |
|---|---|---|---|---|---|
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No previous exports
Business Overheads & Work ScheduleFeeds into every quoteYour labour rates, overhead costs, and working days set here are applied automatically to every new job. Change a rate once and it updates across all future quotes — no need to re-enter per job.
Input your monthly running costs to calculate your minimum daily overhead rate.
Add Business Expense
Operating Settings
Job Set-Aside Calculator
From this job you need to set aside into a separate account:
Labour RatesAuto-applied to all quotesRates set here flow automatically into every new job's cost calculations. The "Charge" rate is what you bill — the difference between Charge and Actual Pay is your labour margin, shown in real-time.
Breakdown
True Daily Rate
£0.00
Global Vehicle Metrics
Efficiency & Units
Fuel Market Price
Cost Per Mile/KM:
£0.00
Fuel cost only — Distance & Parking added per job
New Job
Link to existing quote (optional)
Certificate Record
AI-extracted — review, edit, then save
Assign VAT Rate
Apply this rate to all imported items:
Purchase Order
Company Settings
Branding & Logo
Business Information
Request Account Deletion
This submits a formal right-to-erasure request under UK GDPR. We will process it within 30 days and email confirmation.
Financial records retained for HMRC compliance
Quotes, invoices, and expenses are kept for 6 years by law. All other personal data will be removed.