ProperTradie

Electronic quote approval for tradies

Get written quote approval without chasing signatures. Send a link, customer verifies their mobile by SMS, accepts your terms and types their full name to approve.

Public quote page

Customer views line items, totals and terms in mobile browser.

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What it is

ProperTradie public quote links let customers review your quote in their browser and approve electronically. SMS verification confirms the approver's mobile number. Terms and full name are captured as part of the approval record.

Why tradies need it

Verbal OKs and screenshot approvals are hard to prove later. A clear approval record helps you start work with confidence and reduces disputes about what was agreed.

See it in action

SMS verification

One-time code to customer mobile before approval.

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SMS verification

One-time code to customer mobile before approval.

Terms and full name

Customer accepts terms snapshot and types legal name.

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Terms and full name

Customer accepts terms snapshot and types legal name.

Approval confirmed

Confirmation with approver name and timestamp.

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Approval confirmed

Confirmation with approver name and timestamp.

Public quote links customers can open anywhere

Generate a secure tokenised link for each quote. Your customer sees your branding, line items, totals, terms snapshot, and any customer-visible job photos. They can view or print a PDF-style document from the link.

SMS OTP verification on approval

Before approving, the customer requests a verification code sent by SMS to the Australian mobile number on file (+614 format). Twilio Verify handles this step — it is only used for quote approval, not for sending your quote links.

Terms acceptance and full name

The customer must accept your terms snapshot (checkbox) and type their full legal name to approve. After approval, they see confirmation with approver name and timestamp. Quote status updates to approved.

Try ProperTradie free

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

Photos and scope on the quote

Attach job photos to quotes and control which ones customers see on the public page. Useful for painters, landscapers, builders and anyone who wants the customer to see the scope visually.

Convert approved quotes to invoices

Approval does not auto-create an invoice. When work is complete, you convert the approved quote into an invoice in one step. Line items and customer details carry over without retyping.

Designed for a clear approval record

ProperTradie is designed to help you keep a documented approval trail. It is general business admin tooling — not legal advice. For contract questions, speak with a qualified professional.

What it does not do

  • Automatically create an invoice when a quote is approved
  • Send quote links via automated SMS from ProperTradie
  • Guarantee legal enforceability of electronic approvals
  • Require customers to download an app

Frequently asked questions

Yes. Customers verify their Australian mobile with a one-time code during the public quote approval flow.
No. You convert an approved quote to an invoice when you are ready to bill.
Yes, for photos you mark as customer-visible. You control visibility per photo.
Yes. Terms templates snapshot onto each quote. Customers must accept terms before approving.
ProperTradie helps you keep a clear approval record. For legal questions about electronic approvals, speak with a qualified professional.

View pricing · Full FAQ

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