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.

Download on the App Store View pricing

Customer detail

Contact info and open quotes/invoices.

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.

Call, text, email

Comms actions from customer profile.

Quotes and invoices

Jump to documents for this customer.

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.

Download ProperTradie

Download ProperTradie from the App Store and start with a 14-day free trial. 20 ProperCredits included when your company first signs up.

Download on the App Store See 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.