QuoteTrades

Help Centre

Everything you need to know about Quote Trades

Getting Started

Walk me through it

Short guided runs on the real screens. Nothing is sent and nothing is charged — you can stop at any point and pick it up later.

Build your first quote
Put a real quote together, step by step. Nothing gets sent — it saves as a draft you can delete afterwards.
5 steps
Send your first invoice
Turn finished work into an invoice that chases itself. Nothing is sent until you press send — it saves as a draft.
5 steps
Chase what you're owed
Find the money that's late and send the reminder, in about four taps. Nothing is sent without you pressing send.
4 steps
Find work and quote it
How jobs reach you, how to filter to the ones worth your time, and how to get a quote in.
4 steps
Get the week in the diary
Put jobs, site visits and run sheets on one calendar so nothing gets double-booked.
3 steps
Log spend and claim it back
Snap a receipt on site, flag what's deductible, and hand your accountant a clean list at tax time.
3 steps
Work the leads you haven't won yet
Every enquiry on one board, moving left to right, so nothing goes quiet without you noticing.
4 steps
Read the scores, pick the right jobs
What the score is actually measuring, and how to sort for the jobs you're likely to win.
4 steps
See which quotes actually land
Your win rate, what's still in play, and the drafts you forgot to send.
4 steps
Find out which jobs actually made money
Quoted against actual, job by job, so the ones quietly losing you money stop being invisible.
4 steps
Keep the crew straight
Who's on today, who's off, whose ticket is about to expire, and where the hours came from.
4 steps
Know what's on the van
Stock across the shed, the vans and the job sites — and a warning before you run out mid-job.
4 steps
Get the hours down
A week at a time: what was worked, what's billable, and what still needs approving.
4 steps
Set up the day's run
What the crew is doing today, in the order they'll do it, printable and out the door.
3 steps
Keep track of your subbies
Who's working, whose insurance is about to lapse, and who you'd have back.
3 steps
Understand your recurring work
Contracted, scheduled work — the income that arrives without you quoting for it.
3 steps
Order materials on paper
Purchase orders, so what turned up and what you were charged can be checked against what you asked for.
2 steps
Keep the safety paperwork current
SWMS, risk assessments and toolbox talks, with expiry dates the app watches for you.
2 steps
Creating your account

Sign up for Quote Trades to start posting jobs or submitting quotes. It's free to create an account.

1 Go to the Register page
2 Enter your name, email, and password
3 Choose Customer (to post jobs) or Tradie (to quote on jobs)
4 Verify your email address via the link sent to your inbox
Pro tip: Use your business email for your tradie account — it builds trust with customers.
Go to Register
Setting up your profile

A complete profile helps you win more jobs. Customers see your photo, business name, and reviews before choosing a tradie.

1 Go to your Profile page
2 Upload a professional profile photo
3 Add your business name, ABN, phone number, and service areas
4 Write a short bio highlighting your experience and specialties
Pro tip: Tradies with complete profiles and photos get 3x more quote requests.
Go to Profile
Becoming a verified tradie

Earn verification badges by uploading your trade licence, insurance certificate, and police check. Verified tradies rank higher in search results.

1 Go to Verification under the Business section
2 Upload your trade licence (validated against state licensing bodies)
3 Upload your certificate of insurance (PDF auto-verified)
4 Optionally upload your police check for the trust badge
Pro tip: Keep your documents up to date — you'll get email reminders 30 days before expiry.
Go to Verification
Understanding subscription tiers

Quote Trades offers three tiers: Free, PRO, and Business. Each unlocks more tools to grow your trade business.

1 Free — Browse jobs, submit quotes, basic invoicing, messaging
2 PRO — Smart Leads, Quote Builder, Run Sheets, Time Tracking, Job Costing, and more
3 Business — Everything in PRO plus Team Management, Fleet Tracking, Multi-Warehouse Inventory, Takeoffs
Pro tip: Start with Free and upgrade when you need the advanced tools. You can upgrade anytime from the Subscription page.
Go to Subscription

Still need help?

Can't find what you're looking for? Our support team is here to help.

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