Lead capture
Connect your lead sources. See where enquiries came from, avoid duplicate records and give every opportunity a next step.
Every enquiry is a chance to win the work
How long do your leads
wait to hear from you?
Don’t let the next customer wait until you put the tools down. Sophie answers and helps get them booked. Recovery follows up the quote. Tools to Pay keeps the whole journey connected—from raw lead to confirmed appointment, signed contract and final payment.
£49per month · Core
Your connected back office starts here.
Add Recovery with Growth. Choose AI Office for Sophie.
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 demoMeet Sophie · AI receptionist
Your next customer
shouldn’t have to wait
for your next free minute.
You’re driving, with a customer or halfway through a job. The phone rings. Another enquiry comes in. Sophie gives your customers a friendly first conversation and a route into your diary, while you keep working.
Show me Sophie in actionBuilt for 24/7 response
No holidays to cover.
No sick leave to arrange.
No office closing time.
- Answer with your business in mind. Your company’s information, services and booking rules.
- Turn interest into an appointment. Check available times, collect the details and confirm once the booking saves.
- Give customers a choice. A phone conversation, a video demo, an email or an SMS booking link.
- Keep the team informed. The enquiry, conversation and appointment stay connected in your company workspace.
Sophie is part of AI Office. Your phone line, calendar and messaging connections are set up for your business, with usage allowances and spending controls.
One enquiry. One connected journey.
From raw lead to confirmed booking.
From first quote to final payment.
Getting a lead is only the start. Tools to Pay brings the conversation, diary, paperwork and follow-up together, so you can keep moving the opportunity towards a finished, paid job.
01
Raw lead
Capture enquiries from your connected ads, forms and website. Keep the source and customer details together.
02
Real conversation
Sophie finds out what they need, collects the right details and helps them take the next step.
03
Confirmed appointment
Offer checked availability. Book a phone call, video demo or visit, with a confirmation your customer can keep.
04
Professional quote
Turn the customer’s requirements and reviewed survey notes into a clear, branded quote.
05
Follow-up
Recovery keeps unanswered quotes in play, with follow-ups that respect replies, bookings and opt-outs.
06
Signed agreement
Send a secure contract. Let the customer review and sign online. Keep the agreed details with the job.
07
Invoice and payment
Issue the invoice, track deposits and balances, and record payments against the right customer.
Less chasing.
See my business inside
More momentum.
Recovery · Your quotes deserve a follow-up
You paid to get the lead.
You took the time to quote.
Don’t let silence end the sale.
A customer who hasn’t replied isn’t always a customer who said no. Recovery brings unanswered quotes back into focus and follows up using your approved timing and messages.
- Keep opportunities visible instead of buried in an inbox.
- Use personal follow-ups connected to the customer’s quote.
- Stop scheduled reminders when they reply, accept or book.
- Take over the conversation whenever your team needs to.
Available with eligible plans and a connected sending service. Your business controls the automation.
Show me how Recovery worksMore than another CRM
The tools to win the work.
The control to run the business.
Sophie AI receptionist
A friendly British voice for incoming calls and requested callbacks. Collect details, answer within your company’s rules and help customers book.
Email and SMS booking
Let customers reply, choose a time online or ask Sophie to call. Keep the conversation with the enquiry instead of in someone’s memory.
Calendars and video demos
Use your company’s availability for calls, visits and video appointments. Send confirmations and a meeting link for connected video bookings.
Customers and deals
Keep contact details, notes, documents and the sales pipeline in one place, so your team knows what happened and what comes next.
AI survey assistant
Record with consent, capture photos and organise the evidence. Review the details before using them in a quote.
Quotes and Recovery
Present your prices professionally. Follow up unanswered quotes with the timing and wording your business approves.
Contracts and signatures
Move from an accepted quote to an agreement your customer can review and sign securely online.
Jobs and team schedules
Bring appointments, sales visits and installation dates into view. Keep your team and the customer’s job connected.
Invoices, payments and VAT
Track deposits, outstanding balances and recorded payments. Apply your company’s VAT settings and keep the figures clear.
Your AI assistant, connected
Connect a supported assistant through MCP and the API. Let it read and prepare work within the permissions you grant, with review for sensitive actions.
Your brand. Your control.
Your logo, colours and company documents. Separate company workspaces, staff permissions, activity records and spending controls.
Choose the plan and connections your business needs. Provider availability, usage allowances and company permissions apply. You control pricing, approvals and customer commitments.
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.
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.
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.
You’ve done the hard part: won the enquiry and prepared the quote. Recovery helps you follow up at the right time, keep unanswered opportunities visible and turn more conversations into a next step.
Find the opportunity.
Make the next move.
Your timing. Your approved messages. Automation you can pause or take over.
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
Your business branding, ready to reviewLive 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 gets your back office organised. Growth adds AI survey assistance and Recovery. AI Office adds Sophie and more capacity. Email, calendar and phone services need your company’s own connections; provider approvals, setup and usage charges apply. We’ll confirm the connections you need during setup.
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
- 200 Sophie receptionist minutes per month
- Incoming enquiries, requested callbacks and appointment booking on your activated business line
- Company spending controls 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?+
Recovery can automatically follow up on sent quotes when your company enables it and connects an available email service. Your company controls the timing and message. Further scheduled quote reminders stop when the client replies, accepts or books. Separately enabled AI replies can answer within your approved rules or flag the conversation to your team; they cannot invent discounts. You can pause automation and take over. Email-provider availability and setup must be checked before relying on this workflow.
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.
What does Sophie do for my business?+
Sophie is the AI receptionist in AI Office. She answers your connected business line, collects enquiry details and helps callers book against your company’s availability. Customers can also request a callback, use a booking link or continue by email or SMS. Your company’s phone, calendar and messaging connections are set up before activation, with usage and spending limits.
Will Sophie work outside office hours?+
Sophie is built for 24/7 response, including evenings, weekends and holidays. You set when calls can be handled and when appointments can be booked. Your plan’s minute allowance, spending controls and connected providers apply; round-the-clock availability does not mean unlimited calls.
Do I stay in control of what AI does?+
Yes. Your company controls services, availability, approved wording, staff access and spending. AI assistants work within the permissions you grant. Pricing, sensitive actions and customer commitments remain subject to your approval rules.
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