FROM APP CHAOS TO ONE CLEAR SYSTEM
Getting started is simple. Most tradies are fully set up and using the system within a single day. Here is exactly how it works, step by step.
01
Book a Demo
Start by booking a free, no-pressure demo call. We will walk you through the system in plain English — no jargon, no sales push. Just a clear look at what the platform does and whether it is a good fit for your business.
What this looks like
- Takes about 30 minutes
- We answer every question upfront
- No commitment needed
- Walk away with a clear picture of how it works
02
Set Up Your Account
Once you are ready to go, setup is simple. Add your business details, your existing customers, and any current jobs. We have made this as fast as possible — most people are up and running within a day.
What this looks like
- Import customers from a spreadsheet or add them one by one
- Set up your trade types and standard jobs
- Customise your quote and invoice templates
- Add your team members if needed
03
Create & Send Quotes
Start quoting jobs straight from the platform. Fill in the job details, add your pricing, and send a professional quote to the customer — all in under two minutes.
What this looks like
- Quote from your desktop or your phone
- Professional branded quote templates
- Customer receives an email quote they can accept online
- Accepted quotes automatically move to your job list
04
Turn Quotes Into Jobs & Invoices
When a quote is accepted, one tap converts it into a job. When the work is done, one tap converts it into an invoice. No re-entering details. No copy-pasting.
What this looks like
- Track jobs by status: pending, active, complete
- Assign jobs to team members
- Add notes and job photos
- Invoice the moment the job is done
05
Track Payments & Stay on Top
See exactly who has paid and who has not. Set payment reminders and follow up with a click. All your outstanding invoices are visible in one clear dashboard.
What this looks like
- Dashboard view of all outstanding invoices
- One-click payment reminders to customers
- Record cash, card, or transfer payments
- Know your weekly and monthly revenue at a glance
Simple setup. Clear process. Less stress.
We are with you through every step. If you get stuck, just call or message us — an Aussie support person will get back to you fast.
Ready to get started?
Book a free demo, and we will walk you through the whole system. No pressure, no commitment.