One price book
Rates live in one place and every quote reads from them, so a wall is one price everywhere. An override is allowed, and it is flagged.
Quote from one rate card.
Every quote reads from the same price book, is itemised by stage, and turns into a payment schedule that can never disagree with it. Then invoice and get paid, in stages, with the numbers already right.
Quotes & invoices
A quote that becomes the contract.
Partly available The core of this is in the product today. The lists below say what works and what is still to come.
Itemised by stage
Customers get the stages priced separately instead of one lump sum, and you can back-cost a rate from a target price.
A schedule that adds up
Deposit, stage payments and retention are generated from the quote and must total 100%. Variations are separate lines with a reason.
Today
What works today.
Everything in this list is in the product now.
- A price book of the rates you quote from
- Quotes priced in stages, line by line
- Expected cost and margin before the job starts
- A payment schedule that must total 100% before a quote goes out
- Send by email or text message; customers read it and accept online
- Accepting a quote starts the job at the quoted price
- Invoices from each scheduled payment, never billed twice, with GST
- Payments that fall due when a stage is finished
- Variations that move the price, and can be billed
Still to come
- Quote options and templates
- Takeoff import
- Card payments and Tap to Pay
- Xero, MYOB and QuickBooks sync
How it will work
From takeoff to paid.
Import the quantities
Bring in a takeoff from an Excel export instead of retyping it, and price it from your price book.
Send it for acceptance
Customers accept online. Acceptance issues the agreement, insurances and the payment schedule.
Claim and get paid
Stage claims go out as invoices, card payments and Tap to Pay are taken on any phone, and it all syncs to your accounting.
What’s included
What comes with Quotes & invoices.
Compare what each plan includes on the pricing page.
- Price book with rate history
- Quote templates by job type
- Options and itemised stages
- Supplier lines with markup
- Payment schedules that total 100%
- Variations with a reason
- Invoices, card payments and Tap to Pay
- Xero, MYOB and QuickBooks sync