See margin before month-end
Live job risk on cost and schedule — not a traffic light someone forgot to update.
Built for trade & construction SMEs
See the money before the job costs you.
One accurate record from enquiry to final account — so margin and cash show up while you can still act.
Job portfolioLive
- Job-11Stockroom RepairGreen
- Job-03Show Homes Ph.2Amber
- Job-04Warehouse Fit-OutRed
What changes
Problems show up while you can still fix them
Commercial control on one record — risk, cash and the job in the same place.
Cash from the bank, not a guess
Forecast anchored to real balances, with what-ifs on quotes before you commit the win.
Enter it once
Quote through certified valuation without retyping into the ledger your accountant already runs.
How it works
One record, from lead to paid
Every stage of the job feeds the next — nothing gets retyped, nothing gets lost between spreadsheets.
- 01
Lead comes in
Capture it once — site, postcode, contact — no retyping into a second tool.
L21 · Bright Retail Group
- 02
Quote goes out
A fast path for small jobs, a full cost build-up for bigger ones — then see cash impact before you win it.
Q21 · Labour / Materials / Prelims
- 03
Job runs
Valuations, variations, retention and subcontractor CIS — tracked as it happens.
Job-11 · Green · Cost only
- 04
Certified and paid
Applications sync to your accounts when connected. No second entry, no chasing.
£75,000.00 · Synced
See problems before they cost you
A live risk view, not a month-end surprise
Every job carries a real-time cost and schedule status — so a job that’s quietly losing margin shows up while there’s still time to fix it.
Job RAG status
Green, amber, red on cost and schedule — computed from real valuations and programme data.
Cash-flow forecast
Anchored to your actual bank balance, not a spreadsheet guess — see what’s coming in and going out.
Receivable exposure
Late payments tracked against valuations, netted correctly — not buried in an aged-debtors export.
Stop double-entering everything
One source of truth, synced to Xero
From the first quote to the certified valuation, nothing gets retyped — and CIS, VAT and retention are handled the way HMRC expects.
Leads & quotes
A fast 3-section flow for small jobs, a full cost build-up for bigger ones — same pipeline, right amount of process.
Jobs & programme
Task hierarchies, baselines, and live schedule variance against what you promised.
Valuations & applications
Application, certified, invoice — with retention and CIS deductions computed correctly at every step.
0
Double entry
3
Sections to quote a small job
Same-day
Xero sync on certified valuations
Live
Job risk visibility, not month-end
Runs from the site, not just the office
A field app your team will actually use
Photos, stage sign-off and approvals from a phone — built to work with patchy signal, not around it.
Offline-first field PWA
Capture photos and sign off a stage with no signal — everything syncs when the connection’s back.
Approvals from anywhere
The right person signs off from site without waiting to get back to a desk.
In-app chat, on the job
Project-linked conversations with photo and drawing attachments — decisions stay on the record.
Running maintenance or M&E service contracts as well as projects? See the M&E solution — assets, PPM and dispatch are covered there, not jammed into this page.
Trusted by
Built with a real trade contractor
Valuations, CIS, retention, programme and field capture were shaped against live work at Trinity Building Services UK — Valtrail’s design partner, not a synthetic demo tenant.
Trinity Building Services UK— Design partner
Named with permission pending written sign-off before public launch.
FAQ
Common questions
Do I need to be on Xero already?+
Valtrail syncs to Xero rather than replacing it, so your accountant keeps working the way they already do. Further accounting providers are on the launch roadmap. Book a demo if you’re not on Xero yet.
Does it handle CIS?+
Yes. CIS labour and materials deductions are computed on subcontractor applications and mapped through to your connected accounts.
What if most of my jobs are small and simple?+
Small jobs get a genuinely fast 3-section quote — Labour, Materials, Prelims — rather than the full cost build-up a bigger job needs.
Can my site team use it without a laptop?+
Yes. The field app runs as a PWA on phone or iPad, works offline, and syncs photos and sign-offs when there’s signal again.
Can I model cash before I win a job?+
Yes — quote-linked what-ifs are part of the launch product so you can see facility headroom before you bid. Walk through it on a demo.
Is Valtrail live today?+
This site and product are in build and sign-off — not a live public service yet. Book a demo to walk the build with us.
Walk the build with us — book a demo.
Product and site are in build and sign-off — not a live public service yet.