Quotes, invoices and capacity planning — run entirely from WhatsApp
The admin side of running a trade business — quoting, invoicing, knowing what's coming up and whether you can take it — usually means a separate app, a spreadsheet, or an evening of paperwork. Casey moves all three onto WhatsApp: voice-note the details, and the paperwork and the planning board build themselves.
Quoting: tell Casey the price by voice note — the same mechanism as a normal WhatsApp message, no quote template to fill in and no laptop required — and it turns into a proper quote sitting in TradeInsight, ready to send.
Invoicing: tell Casey the job is done and the invoice is ready in TradeInsight, already linked to that job — no re-entering the same details a second time into a separate invoicing tool.
Capacity planning: TradeInsight's Today tiles give the morning brief — today's job, materials, stale-quote nudges, and live counts for Receipts, Quotes, Invoices, Leads and booked jobs — so capacity is a glance, not a guess. A compliance board tracks CVRT, motor tax, your VAT return and insurance renewals on one red/amber/green view, with a calendar export.
None of this requires logging into anything separate to get started — Casey on WhatsApp is still the fastest way in; TradeInsight is where the same information lives when you want the fuller board.
Three real examples
"Quote Mary 650 for the hall repaint."
Casey builds the quote. It's sitting in TradeInsight, ready to send.
"Mary's job is done."
The invoice is ready in TradeInsight, already linked to the job.
"What's owed to me this week?"
TradeInsight's Money board has the real figure — no need to open the app first.
What to look for in a trade admin workflow
- Can you quote without typing — by voice, from wherever you are?
- Does the invoice reuse the same job details, or start from a blank form?
- Is there one place to see what's coming up — jobs, money and renewals together?
- Do compliance deadlines (CVRT, insurance, VAT) surface before they're due, not after?
- Does any of it need a separate login, or does WhatsApp stay the front door?
See it in the product
Sources
- src/data/tradeInsight.ts — TRADEINSIGHT_FEATURES (quotes-invoices-voice, compliance-board, today-tiles), CASEY_QUICK_ACTIONS — each checked against casey-companion-app origin/main (see that file's own evidence trail)
Ready to try it?
Message Casey on WhatsApp to get set up — no laptop, no separate login.
Message Casey