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.

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© 2026 Plum Works Ltd

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Plum Works LtdLast updated: January 20261. About UsPlum Works Ltd (“Plum Works”, “we”, “us”) is a UK-registered company providing workflow automation, setup, and support services for tradespeople and small businesses.Registered in England and Wales.
Company name: Plum Works LtdSome services are delivered on a done-for-you basis and are designed to operate without live interaction.2. Our ServicesPlum Works provides:Business automation setup and configurationWorkflow tools (e.g. job tracking, quotes, calendars, notifications)Ongoing subscription services where applicableOptional add-ons such as messaging or integrationsSome services are done-for-you, others are subscription-based.Plum Works is designed for independent tradespeople and small service businesses who want to reduce time spent on admin and customer follow-up using simple, email-based workflows.Exact features, limits, and pricing are described on our website or agreed in writing.Certain services, including Done-For-You+ (“DFY+”), are delivered fully asynchronously. These services are provided via structured forms and email and do not include phone calls, video meetings, live chat, or real-time collaboration unless explicitly stated in writing.Certain workflows may include customer confirmation or acceptance steps (such as quote acceptance). Where used, these steps are intended to support operational workflow, traceability, and record-keeping and do not constitute the creation or storage of legal contracts by Plum Works.3. Subscriptions & PaymentsSubscriptions are billed monthly unless stated otherwisePayments are taken in advancePrices are shown excluding VAT unless statedYou may cancel at any time unless you are within a minimum commitment periodIf payment fails, access to services may be paused until payment is resolved.4. Done-For-You Setup WorkWhere we provide setup or configuration services:Work begins once payment is received and the required setup or intake information has been submitted, or the customer has explicitly confirmed readiness to proceed.Setup fees are non-refundable once work has started.We rely on information provided by you and are not responsible for delays caused by missing or incorrect details.Plum Works builds and configures systems strictly based on the information submitted by the customer. The submitted setup or intake information forms the agreed scope of work. Plum Works is not responsible for assumptions, omissions, or interpretation beyond the information provided.Where access to customer systems (such as email, calendar, or third-party tools) is required to perform setup or support services, such access is used solely for the purpose of providing the agreed services and is limited to the duration reasonably necessary to complete that work.5. Third-Party ToolsPlum Works uses third-party platforms (such as automation, database, messaging, or document tools).You understand that:These tools are owned and operated by third partiesTheir availability and performance are outside our controlYou may need your own accounts or subscriptionsWe are not responsible for outages, changes, or limitations imposed by third-party providers.Certain third-party tools may be used solely as short-term intake or routing mechanisms and are not intended to act as long-term records or systems of record.For example, document-generation tools may be used to produce PDFs and temporarily stage them before they are stored in the customer’s Airtable base.6. Data & Customer ResponsibilityYou remain the owner of your data.You are responsible for:Accuracy of data enteredLawful use of customer dataCompliance with GDPR and other applicable lawsPlum Works is not responsible for data entered incorrectly or actions triggered by incorrect data.Data hosting and storageCustomer job records, customer details, and attachments are stored in the customer’s Airtable base (which the customer owns and controls).For Pro and DFY+, Plum Works stores and maintains configuration and document templates (for example, quote layouts, wording blocks, and branding templates) in Plum Works-controlled systems in order to deliver and support the service. Email and calendar communications are sent using the customer’s own Google accounts.During automated document generation and delivery, Plum Works may temporarily stage files (for example, generated PDFs) in Plum Works-controlled systems for the purpose of rendering and transferring them into the customer’s Airtable base, and for sending emails where applicable. Temporary staging files are not intended to be a long-term system of record.Where operational events occur (for example, quote acceptance or customer submissions), Plum Works may record workflow audit fields such as timestamps, acceptance method, submission references, and related job or quote identifiers within customer-owned systems for traceability.Plum Works does not calculate VAT, sales tax, or other local taxes. Any tax values shown, included, or displayed within customer systems or documents are provided by the customer and presented as supplied.Customers may delete or export their data from their Airtable base at any time; archiving features within Plum Works are for organisation and do not prevent deletion.7. Service AvailabilityWe aim to provide reliable service, but we do not guarantee uninterrupted availability.Maintenance, updates, or external outages may cause temporary disruption.8. Intellectual PropertyAll content, branding, templates, workflows, and materials created by Plum Works remain our intellectual property unless otherwise agreed.You may not copy, resell, or redistribute our materials without permission.Customers are granted a non-exclusive right to use delivered workflows, templates, and materials for their own internal business operations.9. Limitation of LiabilityTo the fullest extent permitted by law:Plum Works is not liable for indirect or consequential lossesOur total liability is limited to the amount paid by you in the last 12 monthsNothing limits liability for fraud or death/personal injury caused by negligence.10. TerminationWe may suspend or terminate services if:Payments are not madeServices are misusedThere is unlawful or abusive behaviourYou may cancel at any time according to your subscription terms.Where possible, we will provide reasonable notice before suspension.11. Changes to These TermsWe may update these terms occasionally.
The latest version will always be available on our website.12. Governing LawThese terms are governed by the laws of England and Wales.

Plum Works LtdLast updated: January 20261. Who We ArePlum Works Ltd (“we”, “us”) provides business automation services for tradespeople and small businesses.We are the data controller for personal data collected through our website, onboarding, billing, and support processes.Where we access or configure customer-owned systems as part of providing services, we act as a data processor solely for that purpose.For operational customer data processed within customer-owned systems (such as job records, customer details, and attachments), the customer remains the data controller and Plum Works Ltd acts only as a data processor where applicable.2. Information We CollectWe may collect:Name, email address, phone numberBusiness detailsBilling informationUsage and technical dataCustomer data processed via third-party tools configured or connected by us, where applicable3. How We Use Your InformationWe use your information to:Provide and manage our servicesSet up and maintain your workflowsProcess paymentsCommunicate with youImprove our servicesMeet legal obligations4. Lawful Basis for ProcessingWe process personal data under:Contractual necessityLegitimate business interestsLegal obligationsConsent (where required)5. Data SharingWe may share data with:Payment providersHosting and infrastructure providersAutomation and integration platformsOnly where necessary to deliver services.We do not sell your data.6. Forms & Short-Term Processing (Tally)We use hosted online forms provided by Tally to collect enquiries, confirmations, and acceptance responses on behalf of our customers.These forms are operated and managed by Plum Works Ltd and are used solely as a short-term intake mechanism to route information into customer-owned systems (such as Airtable) as part of delivering our services.Form submissions are retained only for a limited period and are routinely deleted after a short retention window. Tally is not used as a long-term record, archive, or source of truth.Where relevant, Plum Works Ltd may record workflow audit fields at the time of submission (such as timestamps, acceptance method, submission references, and related job or quote identifiers) within customer-owned systems to support operational traceability.Long-term operational data, customer records, and documents are stored in systems owned and controlled by our customers and are retained according to their own account settings and legal obligations.Where Plum Works Ltd processes form submissions for this purpose, we act as a data processor on behalf of the customer.7. Data Storage & SecurityWe take reasonable technical and organisational measures to protect your data.Data may be stored on secure third-party platforms located in the UK or internationally, subject to appropriate safeguards.8. Data RetentionWe keep data only for as long as necessary to:Provide servicesMeet legal or accounting requirementsYou may request deletion where appropriate.Operational customer data stored in third-party tools remains under the customer’s control and is retained according to their own account settings.Audit references created as part of customer workflows may be retained within customer-owned systems as part of operational records where required for traceability or dispute resolution.Customers can delete or export their operational data directly from their own systems. Archiving features provided by Plum Works are for organisational purposes only and do not prevent deletion.9. Your Rights (UK GDPR)You have the right to:Access your dataCorrect inaccurate dataRequest deletionRestrict processingObject to processingData portabilityTo exercise these rights, contact us.10. CookiesOur website may use essential and analytics cookies.You can control cookies via your browser settings.11. Changes to This PolicyWe may update this policy from time to time.
The latest version will always be available on our website.12. Contact UsFor privacy or data queries, contact:Plum Works Ltd
Email: [email protected]

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Thanks for your interest — we’ve received your details and will be in touch with next steps.

You’re registered

Thanks — we’ve received your details.We’ll be in touch to arrange a short Plum Works demo and talk through whether it fits the way you currently manage your work

Plum Works helps busy tradespeople manage enquiries, create professional quotes, track jobs and stay organised from one simple mobile workspace.

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Problem

Running your business from memory?

What Starter does

A simple workflow for busy tradespeople

Who it’s for

Built for domestic trades

Whether you're a sole trader or a small team, Plum Works Starter helps you keep enquiries, quotes, jobs and customer records organised without the complexity of larger business management systems.

Launch offer

Plum Works Starter is opening first to a small number of domestic trade businesses.

I’m looking for early users who are willing to try the system with real enquiries, quotes and jobs, then give honest feedback on what works, what’s confusing, and what would make it better.In return, early users get direct setup help, closer support, and launch pricing.

• Register Interest

Register your interest and we’ll arrange a short demo so you can see whether Plum Works fits the way you work.

© 2026 Plum Works Ltd

• Privacy Policy

• Terms

• Contact

Terms

Plum Works LtdThis privacy notice explains how Plum Works Ltd collects and uses personal information when you submit an enquiry 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
which service you are interested in
details you include in your message or enquiry
How we use your informationWe use your information to:respond to your enquiry
understand whether you are interested in Pro, Done For You, or another Plum Works service
manage and follow up on upgrade enquiries
improve our launch and upgrade 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
Company number: 16937311

Website TermsThis page is provided by Plum Works Ltd for general information about upcoming upgrade options and services.Submitting a form on this page does not create a contract and does not guarantee availability of any service, feature, or launch date.Any information on this page is subject to change as Plum Works develops its services during launch and testing.If you submit an enquiry, we may contact you about that enquiry in line with our Privacy Notice.For questions, contact: [email protected]