What you get
Most trade businesses lose money in the gap between quoting and invoicing, not in the work itself. A quote goes out and nobody knows whether it was accepted. A job gets done and sits three weeks before anyone raises the invoice.
This is a single place for both. You build a quote from your own line items, it goes out as a branded PDF, and its status is visible without asking anyone. Accepted quotes become jobs with a date and an assigned person. Each job carries its own notes, photos and customer history, and moves through to invoice-raised so nothing is finished but unbilled.
The deliberate boundary is invoicing. The moment a job is marked invoice-raised, it is handed to whatever you already use for accounting. That boundary is what keeps the delivery predictable – accounting integration is a scoping conversation, not a template.
Included vs needs scoping
What's included
- Per-application document checklist from your own templates
- Secure upload link with no client account required
- Outstanding-items view across every live application
- Automatic reminders to the client on your schedule
- Upload notifications to the broker
- Access logging on every view and download
- Retention and deletion rules per document type
- Bulk download of a completed application pack
Not included / needs scoping
- Two-way sync with Xero, MYOB or practice management software
- Submitting documents to a lender or aggregator
- Document classification or data extraction from uploads
- Reading data out of uploaded statements or payslips
- Digital signature or witnessing
- Identity verification or VOI certification
- Client-side accounting or lodgement functions
- Serviceability calculation of any kind
- Migration of documents from your existing storage