Notion Workspace for Trade Businesses

Most trade businesses run on a mix of WhatsApp messages, paper quotes, phone call notes, and a spreadsheet nobody fully trusts. It works, until it doesn’t — until a quote goes missing, a job gets double-booked, or you can’t remember what you charged a customer last time.

Notion is a free tool that keeps everything in one place: jobs, quotes, clients, expenses, photos, notes. I’ll build a workspace set up for how your business actually works, then walk you through using it. No technical knowledge needed — if you can use your phone, you can use Notion.

What’s included

• Job tracker — log every job, status (enquiry / booked / complete / invoiced), date, location, notes
• Quote log — record what you quoted, whether it was accepted, and the follow-up date
• Client database — one record per customer with full history of jobs and contact details
• Expense tracker — materials, van costs, tools, categorised for end-of-year reference
• Configured to match your workflow — not a generic template
• One-hour walkthrough so you know exactly how to use it
• Mobile-friendly — works on iOS and Android via the free Notion app
• 30 days of minor tweaks included after handover

How it works

Pricing

Notion itself is free for sole traders. If you have a team, the Notion Plus plan is £8 per month per member — I’ll advise on what you actually need when we speak.

Frequently asked questions