ProperTradie

Customer management for tradies

Keep customer details in one place. Add customers once, quote and invoice faster, and jump to call, text or email from customer detail.

Manage customersView pricing

Customer detail

Contact info and open quotes/invoices.

/assets/screenshots/customer-detail.png

1170×2532

What it is

ProperTradie customers is a practical directory for sole traders — individual and business customers with contact details, addresses and links to their quotes and invoices. Not a full CRM; focused on the jobs you quote and bill.

Why tradies need it

Repeat customers expect you to remember their details. Storing customers in notes or old texts wastes time every time you quote a bathroom reno or annual service.

See it in action

Call, text, email

Comms actions from customer profile.

/assets/images/customers/comms-actions.png

1170×2532

Call, text, email

Comms actions from customer profile.

Quotes and invoices

Jump to documents for this customer.

/assets/images/customers/open-orders.png

1170×2532

Quotes and invoices

Jump to documents for this customer.

Customer directory

Add individual or business customers with contact person, phone, email and Australian address defaults. Display names auto-generate on create and are editable.

Quick comms actions

From customer detail, call, text or email without hunting through your phone contacts. Handy for follow-ups on quotes and invoices.

Try ProperTradie free

Start with a free trial. Quote, approve, invoice and track payments from your phone.

Manage customersSee how it works

Quotes and invoices per customer

See open quotes and invoices for each customer. Jump straight into documents without searching the full list.

Snapshots on documents

When you create a quote or invoice, customer details snapshot onto the document. Historical records stay accurate even if you update the customer later.

What it does not do

  • Marketing automation or email campaigns
  • Lead pipeline management for large sales teams
  • Multi-user team access (single company per account)

Related pages

Frequently asked questions

Yes. Support for individual and business customer types with appropriate contact fields.
Yes. Select a customer when creating a quote or invoice. Their details snapshot onto the document.
No. ProperTradie focuses on customer records for quoting, invoicing and payment tracking — not marketing automation.

View pricing · Full FAQ

Ready to stop chasing paperwork?

Start your 14-day free trial. Built for Aussie tradies who want to spend less time on paperwork and more time on the tools.

Start free trial