Got Questions?
Everything you need to know about TaskDrop — the WhatsApp invoicing tool built for UK tradespeople.
TaskDrop works entirely through WhatsApp — the app you already use every day. You type a command like QUOTE or INVOICE, answer a few quick questions, and within 30 seconds you have a professional branded PDF ready to send to your customer.
There's no app to download, no website to log into, no laptop needed. Just WhatsApp.
No. TaskDrop works through WhatsApp, which you already have. The only setup required is a quick 5-minute profile setup after you subscribe — you add your business name, logo and bank details once, and every document uses them automatically from then on.
About 2 minutes for your first one. Once you've used it a few times and your customer details are saved, repeat jobs take under a minute. The AI asks exactly what it needs — nothing more.
Yes — 7 days free on both Starter and Pro plans. Your card is required to start but you won't be charged until day 8. Cancel anytime before then and you pay nothing.
Quotes — Professional price breakdowns with labour, materials and VAT.
Invoices — Full invoice with your bank details, payment terms and sequential HMRC reference numbers.
Job Site Reports — Written records of site visits, inspections and work completed. Pro plan only.
Yes — type CONVERT after completing a quote and all the details carry over automatically. You just add your bank details (or type SKIP to use your saved ones). Done in 30 seconds.
Yes. During onboarding you upload your logo and enter your business name, address, email and VAT number. Every document you generate is automatically branded with these details — you never have to enter them again.
Yes. Every invoice gets a unique sequential reference number — INV-2026-001, INV-2026-002 etc — which is exactly what HMRC expects for proper record keeping. Quotes get QUO-2026-001 and job reports get RPT-2026-001.
Yes — type WHATSAPP to send the PDF directly to your customer on WhatsApp — instant delivery, no junk folder. Or type SEND customer@email.com to email it instead. You're automatically copied in so you always have a record of what was sent.
Yes — this is one of our most powerful features. At 7, 14 and 21 days overdue, TaskDrop sends you a WhatsApp notification about each unpaid invoice. You just type REMIND followed by the invoice reference and we send a professional payment chase directly to your customer — via WhatsApp or email. No more awkward phone calls.
Type PAID INV-2026-001 (using your invoice reference number) and it's marked as paid instantly. Your dashboard updates automatically showing the correct paid/outstanding totals.
Type OUTSTANDING on WhatsApp to see every unpaid invoice with the customer name, amount and how many days overdue it is. Type EARNINGS for a breakdown of this month vs last month — total invoiced, paid and outstanding.
Starter — £19/month: 15 documents per month, quotes and invoices.
Pro — £39/month: Unlimited documents, all document types, automatic payment reminders, job reports, earnings tracking and customer address book.
Both plans include a 7-day free trial. Cancel anytime.
Yes — cancel anytime from your dashboard or by typing CANCEL on WhatsApp. Your access continues until the end of your current billing period. No penalties, no questions asked.
Yes — upgrade anytime from your dashboard under My Plan. You'll get a WhatsApp confirmation and your new features are unlocked immediately. Your existing documents and profile settings stay exactly as they are.
Yes. Your data is stored securely in Supabase (EU West — Ireland), protected by UK GDPR. All connections are encrypted via HTTPS. We never store your card details — payments are handled entirely by Stripe. You can export or delete all your data at any time from your dashboard.
No — job reports are written records of work completed, not official regulatory certificates. They do not replace Gas Safe certificates (CP12), EICRs, or other legally required documentation. Always issue official certificates through your relevant regulatory body. Every report includes a clear disclaimer explaining this.
Yes. Log into your dashboard, go to My Plan → Your Data Rights and you can export a copy of everything we hold about you, or permanently delete all your data and close your account. We also automatically anonymise data for cancelled accounts after 90 days.
Your account is linked to your WhatsApp number, but migrating is straightforward.
If you still have your old phone: type TRANSFER +447XXXXXXXXX on your old number, then CONFIRM [code] on your new number. Done in 30 seconds.
If you've lost your phone entirely: go to your dashboard on any device and use the number migration tool. Or email [email protected] with your name, business name, and the email you signed up with — we'll migrate your account manually, usually within a few hours.
Important: Save the TaskDrop WhatsApp number in your contacts so you can find it easily.
One account is linked to one WhatsApp number. If you want a second engineer to use TaskDrop, they need their own subscription. The Business plan (£89/mo) covers up to 5 engineers under one account — contact us for details.
Log into your dashboard at taskdrop.co.uk/dashboard and go to Profile. You can update your business name, logo, bank details, and email address at any time. Changes apply to all future documents immediately.
TaskDrop keeps your digital income records automatically — every invoice gets a sequential HMRC-compliant reference number and is logged in your records. This satisfies MTD's digital record-keeping requirement.
For the actual quarterly submission, you download your CSV from the dashboard and share it with your accountant or any HMRC-approved bridging software. TaskDrop is not a bridging tool itself — it's the record-keeping layer that feeds into one.
TaskDrop also sends you reminders before HMRC submission deadlines.
Making Tax Digital for Income Tax (MTD ITSA) applies to self-employed sole traders and landlords earning over £50,000 from April 2026, and over £30,000 from April 2027.
Even if you're below the threshold now, keeping digital records from day one means you won't have to scramble later — and it makes doing your tax return significantly easier.
Yes. Send a voice note to TaskDrop describing the job — for example: "Invoice for Mrs Smith at 42 Oak Lane, bathroom refit, 8 hours at £65" — and TaskDrop will extract the details automatically. It'll ask you to confirm or fill in anything it couldn't pick up. Useful when you're on site with dirty hands.
CIS (Construction Industry Scheme) invoices are used by subcontractors working for contractors. The invoice shows the gross amount and the CIS deduction separately, so the contractor knows how much to deduct before paying.
TaskDrop supports CIS invoices on all plans. When creating an invoice, it asks whether it's a CIS job — reply YES and the PDF will be formatted correctly with the CIS deduction clearly shown.
Yes. Type EXPENSE £45 fuel to log an expense, or MILEAGE 32 boiler service Mrs Smith to log mileage at the HMRC approved rate of 45p/mile. Both are included in your quarterly CSV export and your monthly earnings summary.
On the Starter plan (30 documents/month), you'll be notified when you're getting close. If you hit the limit mid-month, you can either upgrade to Pro for unlimited documents, or wait for your limit to reset at the start of the next month. Type MANAGE on WhatsApp to upgrade instantly.
The HISTORY command shows your last 10 documents. For older documents, log into your dashboard at taskdrop.co.uk/dashboard where you can search and filter your full history, download PDFs, and export records.
Yes — TaskDrop works via SMS on all plans for commands like PAID, OUTSTANDING, EARNINGS, HISTORY and HELP.
Creating documents (QUOTE, INVOICE, JOB REPORT) via SMS requires the Pro plan. On Starter, document creation is WhatsApp only — open WhatsApp and message the TaskDrop number.
If you have a basic handset without WhatsApp, upgrade to Pro and all document creation works via SMS. PDF links are sent as URLs in the text message.
Yes — there's no limit on how many documents you create in a single day, only a monthly total (30 on Starter, unlimited on Pro). Each time you finish a document, TaskDrop is ready for the next one immediately. Just type INVOICE or QUOTE again.
For quotes, type REVISE ref (Pro plan) — this creates a revised version and marks the original as superseded. The customer will need to be sent the new quote manually.
For invoices, create a new invoice and note in the job description that it replaces the previous one. The old invoice will remain in your history but you can ignore it.
If you caught the error before sending, just type RESET to start over.
Yes. While you're going through the JOB REPORT questions, just send photos via WhatsApp at any point — they'll be embedded in the PDF automatically. Useful for gas certificates, EICR inspections, before/after shots, or anything you want documented on site.
INVOICE+ is a multi-rate itemised invoice — useful when a job has several different components at different prices. For example: call-out fee, labour at one rate, specialist work at another, plus materials. Each line item appears separately on the invoice with its own total.
For a standard job at a single hourly rate, use the regular INVOICE command. Use INVOICE+ when you need to break it down.
Set your default rate in your dashboard at taskdrop.co.uk/dashboard under Profile. Once saved, when TaskDrop asks for your hourly rate during an invoice or quote, type SKIP and it will use your saved rate automatically. You can still override it any time by typing a different number.
Yes — when you send a quote to your customer (using WHATSAPP or SEND), it includes an "Accept This Quote" button. When they click it, you get an instant WhatsApp notification and the quote is marked as accepted in your dashboard.
Your customer can also just reply — their reply goes straight to your business email address. Most tradespeople find this is how acceptance happens in practice.
Your data is retained for 90 days after cancellation. During that time you can log back in to your dashboard and export everything — invoices, expenses, tax summary CSV. After 90 days your data is permanently deleted from our servers.
To cancel, type MANAGE on WhatsApp or visit your dashboard.
Any phone that can run WhatsApp. That includes all modern Android and iPhone handsets, and older Android phones running Android 5.0 or later.
If you have a basic handset without WhatsApp, TaskDrop also works via SMS — you send text messages to the same number and receive PDF links by text.
Type REFER on WhatsApp to get your personal referral link. Share it with other tradespeople. When they sign up and activate a paid plan, you automatically get one free month added to your subscription — no admin, no waiting, it happens instantly.
There's no limit on how many people you can refer.
Yes — on the Pro plan, when you mark an invoice as paid using PAID ref, TaskDrop shows you a job profitability breakdown: revenue, material costs, and net profit margin. This helps you understand which types of jobs are most profitable over time.
Available on Pro plan — upgrade here.
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