TradedocComparison
TradeDoc AI vs Workever: per-user FSM or free documents?
Workever is field service management priced per user — scheduling, timesheets, customer portal, from ~£15/user/month. TradeDoc AI is documents only, with AI-generated quotes and every UK compliance cert — free for your first 100 docs a month, flat £15/month Pro. Here's the honest comparison.
No card required
The 30-second verdict
Pick Workever if…
- • You run 2+ engineers and need shared scheduling
- • You want timesheets and team permissions
- • You need a live customer portal
- • You already use Xero, QuickBooks, or Sage and want sync
Pick TradeDoc if…
- • You're a sole trader or very small crew
- • You issue UK compliance certs (CP12, EIC, EICR, MW, PAT)
- • You want one flat price at scale, not per-user
- • You'd rather pay nothing up front — Free covers 100 docs/month
If you have staff, Workever's scheduling earns its price. If you don't, you're paying for features that sit unused on your invoice each month.
Feature-by-feature
Pricing reflects Workever's public pricing page. Features may have changed — email josh@tradedoc.co.uk if anything is out of date.
What are you actually paying for?
Workever's per-user model rewards bigger teams. TradeDoc's flat model rewards sole traders and lean crews.
- Shared engineer scheduling and diary
- Timesheets and team permissions
- Live customer portal with job progress
- Full Xero / QuickBooks / Sage sync
- Custom form builder for any document type
- Genuinely free tier — 100 docs/month, no card at sign-up
- AI-generated quotes from a one-line job description
- Dedicated UK compliance cert builders — not generic forms
- Flat Pro price at £15/month — no per-user escalation
Moving from Workever to TradeDoc
The usual sequence most sole traders follow. Under 30 minutes of active work.
- 1Export your customer list from WorkeverSettings → export customers to CSV. Under UK GDPR you're entitled to your own data.
- 2Download any past quote / cert PDFs you'll wantSave locally before cancelling so you keep historical records accessible.
- 3Sign up to TradeDoc (no card required)Free from day one, every document type unlocked from minute one.
- 4Import your customer listCSV upload takes about two minutes. No retyping.
- 5Run both in parallel for one billing cycleKeep Workever active through one full month while TradeDoc handles new documents. Cancel Workever at the end of the cycle if TradeDoc covers what you actually use.
Frequently asked questions
Is Workever worth the per-user cost for a one-man band?+
Probably not. Workever's pricing is designed for teams — once you're two engineers, you're paying £30+/month for scheduling and customer portal features a sole trader rarely needs. TradeDoc skips the per-user model entirely: Free covers 100 docs a month for anyone, Pro is flat £15/month for unlimited. If your main pain is paperwork speed rather than team coordination, TradeDoc is the lighter fit.
What does Workever do that TradeDoc doesn't?+
Job scheduling across a team, timesheets, a real customer portal, and integrations with accounting platforms (Xero, QuickBooks, Sage). If you're running two or three engineers and want a single tool covering scheduling and invoicing as well as quotes, Workever is built for that. TradeDoc deliberately doesn't.
What does TradeDoc do that Workever doesn't?+
A genuinely free tier (100 docs/month, all doc types, no card at sign-up), AI-generated quotes from a one-line job description, and dedicated UK compliance cert builders — CP12 with every Regulation 36 field, EIC and EICR aligned to BS 7671 A2:2022, Minor Works, PAT. Workever's custom forms can be configured to resemble these, but you do the compliance lift yourself.
I work with one mate — should we each get TradeDoc or one Workever seat?+
Two TradeDoc Free accounts (or one Free + one Pro) will almost certainly be cheaper than two Workever seats, unless you need shared scheduling. If scheduling is the problem, Workever earns it. If not, two TradeDoc Free accounts cost £0 and handle all the documents.
Can I export my Workever data?+
Yes — Workever lets you export your customer list as CSV (settings → export). Under UK GDPR you're entitled to your own data. Past quote / invoice PDFs can be downloaded individually or in batches from the Workever dashboard. Save what you need locally before cancelling.
How long does moving from Workever to TradeDoc usually take?+
About 30 minutes of active work. Export customers, download past PDFs, sign up to TradeDoc (free, no card), import the CSV. Run the two in parallel for one billing cycle so you can confirm TradeDoc covers what you actually use before cancelling Workever. Most sole traders never look back, but the parallel month protects you either way.
TradeDoc is free. Upgrade only if it earns it.
First 100 documents a month are free — every doc type a UK tradesman sends. Pro at £15/month adds custom branding, one-tap customer email, and unlimited docs. No card at sign-up.