Quote fast. Itemise clearly.
Build a job quote from saved line items, let the totals calculate themselves, and stay GST-tidy without thinking about it.
| Item | Qty | Unit | Total |
|---|---|---|---|
|
Rheem Stellar 360L
Hot water unit, gas, supply
|
1 | $1,420.00 | $1,420.00 |
|
Installation labour
3 hours, level 4 plumber
|
3 | $140.00 | $420.00 |
|
Pipe fittings + valves
GST exempt
|
1 | $0.00 | $0.00 |
Half an hour, every quote, in Word.
Custom-typing the same line items, fudging the GST, hoping the maths is right. Service Based CRM gives you a saved catalogue, a clean line-item builder, and totals that just work — so you can quote on site and move on with your day.
Built for Australian trade businesses.
Line-item builder
Name, description, quantity, unit price, and a calculated line total. Reorder to taste. Add as many lines as the job needs.
Reusable catalogue
Save your common products and services once. Drop them into any job with a click. No more re-typing pricing, no more inconsistencies.
GST-ready
Toggle GST registration on the business profile. Mark individual line items as GST-exempt. Totals calculate correctly — including the GST-exclusive subtotal.
Auto-calculated job value
Total job value rolls up from the line items automatically. Update a line, the job total updates. Pipeline reporting stays accurate.
Send via SMS or email
Once the quote is built, send it via the same templates and merge fields used everywhere else. The customer gets a clickable link.
Becomes an invoice
When the job is done, the quote rolls forward to an invoice with one click — no re-entry, no re-pricing. Then plug in your Stripe link for instant payment.
Save once. Reuse forever.
Every product or service you sell, with a name, description, default price, and GST setting. When you build a new quote, pick from the catalogue or freestyle. Prices stay consistent, descriptions stay clean, and a price rise is one edit, not fifty.
Quote in minutes. Get paid in days.
Try it free for 14 days. Set up the catalogue once.