Business Manager for WordPress
Carefully crafted for tradesmen, freelancers and small service businesses just like yours
Create estimates, quotes, and invoices, manage customers, track expenses and receipts, store third-party certificates and guarantees, and generate professional PDFs — all designed to make your admin faster, simpler, and more streamlined.
- Fast setup, no clutter
- Easy-to-use document creator
- Fully customisable branding & colours
- Customer management database
- File archive including search filters
- Secure third-party doc storage
- Track expenses and store receipts
- PDF export (FPDF) built in
- Send email attachments to customers
- Clear free vs pro upgrade value
- Fully whitelabel plans available
Preview
JiffyTrade™ Business Manager → WordPress Dashboard
Run your business directly from your WordPress dashboard — keeping your website and business tools in one place.
PDF invoices, estimates & quotes
Professional documents with clean templates and export.
Customer management
Store customers, reuse details, and keep organised.
Document history
Find past invoices and quotes quickly with filters.
Reports (Pro)
Understand paid vs unpaid, trends, and cashflow.
Features that actually help you to stay focused and get the job done…
Everything is designed to stay simple, fast, and practical — no bloat.
Built specifically for tradespeople, sole traders, contractors, and independent freelancers who don’t want complicated software or over-engineered systems.
JiffyTrade™ sits perfectly between DIY document tools and enterprise-level complexity. It’s intuitive, efficient, and built for real-world work — because it was originally created for a real, working business.
Invoices
Create invoices, track payment status, and export PDFs.
Estimates & Quotes
Send estimates or quotes quickly and convert them into invoices.
Letters
Produce clean PDF letters for customers when needed.
Customers
Keep customer details tidy and reuse them across documents.
Archive & filters
Find anything fast with sensible filtering and history.
Financial Reporting (Pro)
Paid vs unpaid, timelines, and deeper financial insight.
How it works
Step 1
Install JiffyTrade™
Add the plugin, activate it, and open the Business Manager menu.
Step 2
Set up branding
Add your logo and details once — reuse across all PDFs.
Step 3
Create & send
Build quotes/invoices quickly and export or email copies.
Screenshots
See what the plugin looks like in action — click to enlarge:
Try the plugin for FREE today!
Start free. Upgrade when you want deeper reporting, branding, and productivity features.
FREE
Core essentials
Ideal for getting started.
- Invoices, estimates, quotes, letters
- Branding controls
- Customer list
- PDF export
- Document archive
- Basic insights
PRO
From £99.99/yr
Advanced financial insights + professional business tools
For busy businesses that want visibility.
- Reporting & dashboards
- Advanced filters & exports
- Automation & premium templates
- Advanced business insights
- All features unlocked ✔️
WHITELABEL
From £199.99/yr
Fully white-labelled (no JiffyTrade™ branding/logos)
Building a website for a client, or running a professional business where third-party branding isn’t appropriate? The fully white-labelled edition keeps everything entirely your own.
- All pro features unlocked ✔️
- Completely white-labelled product ✔️
- Custom support routing for users ✔️
- Full control of user access (RBAC) ✔️
FAQ
Quick answers to the common questions.
Is the free version free forever?
Yes — the free tier stays free. Pro is optional for advanced reporting, branding, and productivity tools.
What does Pro add?
Pro adds deeper reporting/insights, additional branding controls, advanced filters/exports, more streamlined business automation, and premium templates.
All paid Pro licenses entitle the user to priority support direct from the plugin developer should they ever run into any issues or bugs — we aim to respond ASAP, and usually provide a solution within 24–48 hours.
Purchasing a Pro license is by no means required. Our plugin still offers a completely free version for all; however, we would recommend you upgrade if you wish to access the improved business features and priority support benefits.
Who owns my data?
You do. All customer records, invoices, quotes, expenses, and documents are stored in your own WordPress database on your own website. JiffyTrade™ does not store or control your business data.
How is my data protected?
All data is stored in your WordPress database and can be included in your normal website backups. JiffyTrade™ also includes tools to help export and restore your business data so you can protect your records.
Is JiffyTrade™ an accounting system?
No. JiffyTrade™ is a business management and document creation tool. It helps you create quotes, invoices, letters, and track business activity. Many users pair it with accounting software for bookkeeping and tax filing.
Will JiffyTrade™ slow down my website?
No. JiffyTrade™ is designed to run primarily within the WordPress admin area and does not load unnecessary scripts or assets on your public-facing website. This keeps your frontend fast and the plugin lightweight.
Is JiffyTrade™ secure?
Security is a priority. The plugin follows WordPress coding standards and stores your business data locally on your website. We also regularly review the codebase to ensure it remains secure and reliable.
What do I need to run JiffyTrade™?
You only need a self-hosted WordPress website. JiffyTrade™ works with most modern themes and hosting environments and runs entirely inside your WordPress dashboard.
Where are PDFs stored?
PDFs are generated on-demand whenever you view, download, or email a document. The underlying document data is securely stored in your WordPress database, and the PDF is created from that data only when required. This keeps your hosting storage clean and efficient.
Can I email documents to customers?
Yes. You can send documents directly to customers by email from within the plugin. Pro plan users can also automatically attach professional Terms and Conditions documents to outgoing emails.
Does it work for tradesmen and sole traders?
This is who it’s built for: professionals who need quick invoices and quotes, tidy customer records, and clear reporting on demand. It was designed around real-world workflows used by tradesmen — builders, plumbers, joiners and electricians — and it fits just as naturally for freelancers, sole traders, and small businesses delivering paid services.
Is there a whitelabel plan?
Yes! We have a whitelabel plan available which you can find on our Pricing & Plans page. Our whitelabel version is free from all JiffyTrade™ branding and credits.
Can my clients see my license information?
No. License information is never visible to your customers. Documents sent to clients only contain the branding and details you choose to include.
We also offer optional license-level whitelabel settings (available on paid plans) which can be toggled via your JiffyTrade™ account or licensing portal. Please note: license-level whitelabelling does not remove JiffyTrade™ branding — only the premium whitelabel plan does.
Will the plugin continue to receive updates?
Yes. JiffyTrade™ is actively developed and regularly updated with improvements, new features, and security updates.
Where do I get support?
Use the Support page for links to docs and help channels. Pro customers can access priority support (if subscribed).
Question not answered here? Check our helpful plugin documentation and business insights.
Ready to streamline your paperwork?
Download the free plugin and get creating clean PDFs today.