Prepare quotes with less retyping
Reuse customer and job details, agreed rates and standard scope notes to prepare a draft quote. Check quantities, exclusions, GST and pricing before it goes to the client.
ADELAIDE & REGIONAL SA · TRADIES · CONTRACTORS · SMEs
Less admin for tradies, contractors and SMEs.
Quotes waiting to go out. Invoices to prepare. Job details scattered across messages and paperwork. We help simplify those processes, with practical AI training and automation where it makes the work easier.
Built around the way your team works.
Whether you work on the tools, run a contracting crew or manage a small to medium business, start with the admin that keeps piling up. We map how a job moves from enquiry to quote, completion and invoice, then improve one handover at a time. That might mean a better template, a simpler process or a connection between the tools you already use.
Turn completed jobs into draft invoices
Carry the accepted quote, approved variations, labour, materials and completion records into invoice preparation. Check the totals and pass the approved record to your accounting system where supported.
Keep follow-ups moving
Build a list of unanswered enquiries, open quotes and overdue invoices, with reminders and draft messages. Agree when your team reviews and sends them so useful follow-up happens consistently.
Capture receipts and job information once
Bring receipts, dockets, timesheets, photos and job notes into a consistent record. Suggest the right job and flag missing or uncertain details for checking.
Take the repetition out of office work
Simplify recurring emails, filing, copying details between systems and preparing routine reports. Use clear templates and agreed rules for repeatable tasks, with AI where information needs to be extracted or drafted.
Help the team use the system
Work through real tasks with the people doing them. Leave practical instructions and reusable templates, then check whether the new process saves effort and is easy to keep using.
ILLUSTRATIVE WORKFLOW
Example: one job record from quote to invoice.
- 01
Capture the enquiry once, then prepare a quote from checked job details and rates.
- 02
Record acceptance, approved changes, labour, materials and completion against the same job.
- 03
Prepare the draft invoice, check it against the agreed work and update the accounting record through a supported process.
Check whether it makes a difference.
Compare quote preparation time, delay between completing a job and preparing its invoice, repeat entry and corrections. Check the result with the people using it before rolling it out further.
Try the sample quoting workflowAgree the checks before the build.
We confirm what your existing software can support before promising a connection. Agree which system holds the official financial records and who checks quotes, variations, invoices and client messages. Test a sample job first, reconcile the figures and keep a manual fallback. The aim is a useful workflow your team can manage.
The proposal sets out deliverables, account access, testing, handover and support. Read the security and privacy safeguards and service terms.
Practical questions.
Can a sole trader or small crew start with one problem?
Yes. Bring the task that takes too much time: preparing quotes, invoicing completed work, chasing details or filing receipts. The free initial chat helps identify a useful first step; any paid work is scoped and quoted before it starts.
Do we need a whole new business system?
We look at simpler processes, templates and the features in your current software first. A supported connection or small tool may be enough. A larger custom system is considered only where the work calls for it.
Will it work with our accounting or job management software?
We check the product, plan, available interfaces and permissions during scoping. That may lead to a supported integration or a controlled import and export process. Your accounting system remains the agreed source for official financial records.
Will AI send quotes or invoices without us checking?
The starting workflow prepares drafts for your team to review. Any automatic action must be specifically agreed, tested and given clear limits. Your team keeps control of pricing, changes to the work and client commitments.