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How it works

Quote work, agreements, events, invoice and get paid — step by step.

Customer, quote, approval, invoice, payment, expenses, feedback and your monthly pack — one connected workflow on your phone.

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Customer quote approval with digital signature
Invoice detail with amount owing
Quote builder with customer and line items

Customer approved

SMS verified · terms accepted

Payment tracked

Know what is still owing

The full job flow

Quote work, manage agreements, schedule events, invoice customers and keep records ready for month end.

  1. 1Customer
  2. 2Quote
  3. 3Approval
  4. 4Agreement
  5. 5Event
  6. 6Invoice
  7. 7Payment
  8. 8Job complete
  9. 9Feedback
  10. 10Monthly pack

Step 1

Add the customer once. Use them on every quote and invoice.

Create a customer

Add customer details once. Use them across quotes and invoices — snapshots stay on each document.

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Step 2

Build the quote on site. Line items, GST, photos and terms.

Build a quote

Line items, GST, photos and terms from your phone. Reuse saved items or draft with AI assist.

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Quote builder with line items

Step 3

Send the link. Customer signs digitally to approve.

Customer approves online

Send the link. Customer accepts terms, enters their full name and draws their digital signature. Optional mobile verification when enabled.

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Customer quote approval page

Step 4

Set up repeat work with included services and customer approval.

Create a service agreement

Add included services, terms and billing. Share a public link for customer approval. Invoices and events link back to the agreement.

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New service agreement

Step 5

Schedule planned visits, complete work and invoice from events.

Schedule and complete events

Plan work under an agreement. Mark completed services, add extra line items, upload photos and create an invoice from the event.

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Events calendar

Step 6

Convert the approved quote when you are ready.

Invoice when you are ready

Convert the approved quote in one step. Bank details, totals and customer details carry over.

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Invoice detail with bank details

Step 7

Record payments and see what is still owing.

Track payments

Record cash and bank transfers. Review customer-reported payments. Optional Stripe for card payments on invoice links.

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Payment tracking in ProperTradie

Step 8

Link costs to the job and keep receipts with the work.

Keep expenses tidy

Link costs to the job. Upload receipt photos. AI can read receipts — you review before saving.

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AI expense receipt scan

Step 9

Mark the job complete and send a feedback link.

Collect feedback

Mark work complete and send a feedback link. Invite Google reviews when connected.

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Step 10

Month-end records land in your inbox, ready to forward.

Monthly Business Pack

Each month, get an email with invoices, payments and expenses — review and forward to your accountant.

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Job profit and records summary

Ready to stop chasing paperwork?

Download ProperTradie from the App Store and start with a 14-day free trial. Your company receives 20 ProperCredits to try assisted features.

Download on the App Store