Quotes start on the job site
Build quotes on your phone with labour, materials and fees. Pull from your reusable items catalogue or use AI assist to draft from a voice note, text prompt or job photos. Attach up to 12 photos and choose which ones customers can see on the public link.
Approval links with SMS verification
When you send a quote link, your customer opens it in their mobile browser — no app download. To approve, they verify their mobile with a one-time SMS code, accept your terms snapshot, and type their full name. You get a clear approval record with timestamp.
Quote to invoice without double handling
Approval does not automatically create an invoice — you stay in control. When the job is done, tap Accept on the approved quote and ProperTradie creates a linked invoice with the same line items, totals and customer details.
Try ProperTradie free
Start with a free trial. Quote, approve, invoice and track payments from your phone.
Invoices with bank details and payment instructions
Your company profile powers every document: logo, brand colours, ABN, GST settings, bank BSB and account number, and payment instructions. Customers open the invoice link to see what they owe and how to pay you.
Manual payment tracking — honest and practical
ProperTradie tracks payments; it does not process card payments from customers. Record cash and bank transfers in the app. Customers can report a payment from the invoice link (pending your review), and you confirm when money lands.
Expenses and job profit
Attach expenses to invoices to understand margin on a job. Upload receipt photos and use AI receipt scanning to extract supplier, amounts and GST. Useful for month-end prep — not a replacement for your accountant.
What it does not do
- Process credit card payments from customers
- Send quote or invoice links automatically via Twilio SMS
- Sync with Xero, MYOB or QuickBooks
- Handle payroll, rostering or job scheduling
- Replace your accountant or tax adviser