Send a professional quote before the job starts, then convert it straight into an invoice the moment it's accepted — no re-entering line items.
A quote that turns into an invoice with a single click matters more than it sounds — re-typing line items when a job is accepted is where prices drift, quantities get mistyped, and a customer ends up being invoiced for something slightly different from what they agreed to.
Every quote you send includes a link your customer can open without needing to log in anywhere. From there, they can accept or decline the quote directly — no back-and-forth over email trying to confirm a verbal "yes." You see the response the moment it happens. Customers with a customer portal login can also find every quote you've sent them in one place.
Once a quote is accepted, converting it to an invoice carries across every line item, description, quantity and GST setting exactly as quoted — nothing to re-enter, nothing that can drift between what was agreed and what's billed.
| Description | Qty | Rate | Amount |
| Coffee Machine Service | 1 | $320.00 | $320.00 |
| Replacement Group Gasket | 2 | $45.00 | $90.00 |
| Call-out Fee | 1 | $85.00 | $85.00 |
See at a glance which quotes are still in draft, which have been sent, which are accepted, and which have expired without a response — so you know which ones are worth a follow-up call before the customer goes cold or takes the job elsewhere. Built for tradies who quote on site and need the paperwork done before they leave.
Quotes carry your logo, ABN and GST breakdown the same way an invoice does, and go out to the customer as a PDF attachment — a professional document rather than a rough figure typed into an email. If the accepted job is ongoing work, turn it into a recurring invoice schedule instead of re-invoicing by hand each month.
Try quotes and invoicing together. 7-day free trial, no credit card required.