Win the work. Manage the job. Keep the proof.
Plum Works helps sole traders and 1–5 person trade businesses manage enquiries, quotes, estimates, customer acceptance, jobs, photos, documents and useful records in one simple system.Designed for mobile and on-site use. Check enquiries, send quotes, update jobs and find customer information from your phone — on site, in the van or back at home.Early access is currently limited while Plum Works Starter is in launch testing.
How Plum Works fits into your day
1. Capture a new enquiry
Customers can submit an enquiry form, or you can add the enquiry manually when they call, message or email.
2. Prepare and send quotes or estimates
Create a professional document, send it from the job record and keep everything organised.
3. Follow up and record the outcome
Plum Works sends two automatic follow-ups, while you track what is awaiting reply, won or lost.
4. Win the job and schedule the work
Move accepted work into a job, schedule visits and plan the work without losing the customer, site or quote details.
5. Complete the job and finish the admin
Record completion notes and customer sign-off. Plum Works then shows you if the job still needs invoicing — you raise the invoice in your usual system and simply record in Plum when it’s done
6. Keep the proof and find it later
Keep completed jobs, documents, photos and notes together, with a clear history you can come back to later — including renewal dates where relevant.
See Plum Works Starter in action
Follow a job from customer enquiry and quote through to work on site and completion — all from a phone.
Ready to try it?
Simple pricing
Plum Works Starter
Everything you need to keep enquiries, quotes, jobs and customer records organised — without the complexity of a larger job-management system.Early-user launch offerFirst 3 months — FREE
Then £29/month for the rest of your first year
£39/month from your second yearSetup fee: £0 for the first 5 early usersNo long contract. Cancel at any time.
Register your interest and we’ll arrange a short demo. No payment is taken when you register.
What’s included
Enquiry capture — customer form or manual entry
Professional quotes and estimates
Customer acceptance recorded against the job
Two automatic quote/estimate follow-ups
Job and site-visit scheduling
Customer and job records
Notes, photos and documents kept with the job
Completion records and customer sign-off
Prompts for completed work that still needs invoicing
Record when you’ve invoiced through your own invoicing/accounting system
Past-job history and useful renewal information
Mobile-friendly access
Register your interest and we’ll arrange a short demo. No payment is taken when you register.
Built for how you already work — just more organised
Most small trade businesses already manage enquiries, quotes and jobs in some way — through calls, texts, WhatsApp, email, memory, photos and bits of paperwork.It works, but it is easy for important details and next actions to get missed.Plum Works gives you one place to keep on top of the everyday admin around your jobs. It is designed to work well from your phone, so you can check enquiries, send quotes, update jobs and find records while you’re out working — without forcing you to change the way you run your business.
Keep new enquiries from getting lost.
Create and send quotes and estimates, then automatically follow up the ones still waiting for a decision.
See site visits, scheduled work and what needs your attention.
Keep customer details, notes, photos and documents with the job.
Record completion and customer sign-off.
See completed jobs that still need invoicing — raise the invoice in your usual system, then record in Plum that it’s done.
Keep past jobs and renewal information easy to find when you need it.
Less to remember. Less time chasing paperwork. A clearer view of what needs doing next.
Plum Works Starter is currently available to a limited number of launch testers and early customers.Start with the practical day-to-day system now, with more automation planned for later.
More automation later
Starter is designed to handle the practical day-to-day workflow now. We’re also developing additional automation, reminders, customer communications and more hands-on setup options for businesses that want to go further.
Start with Starter now and add more automation when it becomes available.
Frequently asked questions
What is Plum Works?
Plum Works is a simple job management system for small trade businesses. It helps you keep enquiries, quotes, scheduled work, customer details, photos, documents and completed jobs together in one place.
Do I need to change the way I work?
No. Plum Works is designed to fit around the way you already run your business. You can continue using your existing phone, email, calendar, accounting and invoicing systems where appropriate.
Does Plum Works work on my phone?
Yes. Plum Works is designed to be used on mobile as well as desktop, so you can check customer and job information while you’re out working.
Can I create and send quotes and estimates?
Yes. You can create professional quotes and estimates from the job record and send them to your customer. Customer acceptance is then recorded against the job.
Does Plum Works follow up outstanding quotes?
Yes. Starter includes two automatic follow-ups for quotes and estimates that are still waiting for a customer decision.
Does Plum Works do my invoicing?
No. You continue to create invoices using your existing accounting or invoicing system. Plum Works prompts you when completed work still needs invoicing and lets you record when the invoice has been raised, so it doesn’t get forgotten.
Can I keep photos and documents with a job?
Yes. Notes, photos and documents can be kept with the relevant customer and job, making it easier to find the information later.
What happens when a job is finished?
You can record completion details and customer sign-off, keep the completed job as part of the customer history, and see whether invoicing still needs to be dealt with.
Can Plum Works help with renewals?
Yes. Where a document or job has a renewal date, Plum Works can keep that information visible so you don’t have to search through old job records to find it.
Where is my business data kept?
Your operational data is held in your own business systems rather than being locked inside a Plum Works account. We set Plum Works up around those systems and only use the information needed to provide and support the service.
How long does it take to get started?
We’ll help you get Plum Works set up and show you how the workflow works. During the early-user launch we’re keeping numbers small so we can provide more direct help and gather real-world feedback.
Can I see Plum Works before deciding?
Yes. Register your interest and we’ll arrange a short demonstration using a realistic job workflow, so you can see how it works before deciding whether it suits your business.
Contact
Plum Works Ltd
England & WalesEmail: [email protected]Support is provided by email. We aim to respond within one business day,
depending on time zone.For data protection or privacy enquiries, please contact us using the email above.
You’re registered
Thanks for your interest — we’ve received your details and will be in touch with next steps.
Launch Terms
Plum Works is currently in early access.
Features may change.
Service is provided on a best-efforts basis during testing.
Users are responsible for their own business records and backups.
No guarantee of uninterrupted availability.
Plum Works LtdThis privacy notice explains how Plum Works Ltd collects and uses personal information when you register your interest in Plum Works Starter through our website.Who we arePlum Works Ltd is the controller of the personal information you provide through this form.If you have any questions about this notice or how we use your information, contact:[email protected]What information we collectWe may collect:your name
business name
email address
phone number
your interest in Plum Works Starter
details you include in your registration or message
How we use your informationWe use your information to:respond to your registration or enquiry
understand whether Plum Works Starter may suit your business
manage and follow up on early-user registrations
improve our Starter launch and registration processIf you choose to opt in, we may also use your details to send occasional updates about Plum Works products and services.Our lawful basisWe use your information because it is in our legitimate interests to respond to enquiries and manage interest in our services.If you choose to opt in, we may occasionally contact you by email regarding Plum Works updates, launch news and product information. You can unsubscribe at any time.Who we share your information withWe may use trusted service providers to help us collect, store, and manage enquiry information, such as:Carrd
Tally
AirtableThese providers act as data processors on our behalf and only process information as necessary to provide their services.Some service providers may store or process data outside the UK. Where this occurs, we take reasonable steps to ensure appropriate safeguards are in place.How long we keep your informationWe keep enquiry information only for as long as needed to manage the enquiry and any follow-up.If there is no ongoing relationship, we will normally review and delete enquiry records when they are no longer needed and normally within 12 months if no ongoing relationship exists.If you opt in to marketing updates, we will keep your details until you unsubscribe or ask us to remove them.Your rightsYou may have the right to:ask for access to your personal information
ask us to correct inaccurate information
ask us to delete your information
object to how we use your information
withdraw consent for marketing at any timeTo exercise these rights, contact:
[email protected]You also have the right to complain to the Information Commissioner’s Office if you believe your information has been handled improperly. ICO guidance and tools are available on its website.CookiesThis page may use cookies or similar technologies. If we use non-essential cookies or tracking, we will ask for consent where required. ICO guidance says non-essential cookies generally need consent under PECR.Plum Works Ltd
Registered in England and Wales — Company number 16937311
Registered office: Elm House, Dragons Lane, Shipley, West Sussex, RH13 8GD, United Kingdom