Here's what it does.
The things that aren't in yet are card payments, a live Xero sync past the CSV, texts sent from our end instead of your phone, and recurring jobs.
One page per job, with everything that happened on it.
Notes, photos off the phone, and a timeline of who did what and when.
Quotes come straight off your price list.
The customer gets a link and accepts on their phone, and you see it straight away.
Q-00031Draft
Sarah Whitfield, 14 Derby St, Penrith NSW 2750
Switchboard upgrade
| Line | Qty | Unit | Ex GST |
|---|---|---|---|
| Labour, licensed electrician | 3 hour | $110.00 | $330.00 |
| Clipsal 20A RCBO | 2 each | $86.00 | $172.00 |
| Call-out fee | 1 each | $60.00 | $60.00 |
- Subtotal ex GST
- $562.00
- GST
- $56.20
- Total
- $618.20
Valid until 22 October. The customer accepts it from the link.
Send quoteA column for each person, and you drag jobs between them.
On the phone the tech sees a Today screen with the address, the customer's mobile and one big button for whatever's next.
Week of 6 October
Tran Plumbing
Tax invoices the way the ATO wants them.
Anything unpaid shows up on the outstanding list sorted by days overdue, so the one that's been sitting there 47 days is at the top.
One customer, as many sites as they've got.
A strata manager with eleven blocks is one customer and eleven sites.
Sarah Whitfield
Customer since September 2026
Billing address
14 Derby St
Penrith NSW 2750
Site
Home, 14 Derby St, Penrith NSW 2750
The side gate is open. The switchboard is in the garage behind the fridge.
- Jobs
- 4
- Quotes
- 3
- Invoices
- 3
- Owing
- $555.50
Your prices, typed in once.
Quotes and invoices pull from the list, so a switchboard upgrade costs the same whether the boss quotes it or the apprentice does.
Price listElectrical
30 starter items, ex GST
| Item | Kind | Unit | Ex GST |
|---|---|---|---|
| Call out fee | Fee | visit | $95.00 |
| Labour, per hour | Labour | hour | $110.00 |
| Labour, after hours | Labour | hour | $165.00 |
| Electrical safety certificate | Fee | each | $45.00 |
| Double power point, white | Material | each | $28.00 |
| LED downlight, 10W dimmable | Material | each | $35.00 |
| RCBO, single pole, 20A | Material | each | $65.00 |
Material prices are estimates until you check them against your supplier.
New itemWho owes what, and what came in.
Every report exports to CSV, and there's a file your bookkeeper can drop straight into Xero's import.
Outstanding by age
Tran Plumbing, as at 8 October 2026
| Age | Invoices | Amount |
|---|---|---|
| Current | 3 | $2,845.00 |
| 1 to 30 days | 2 | $1,310.50 |
| 31 to 60 days | 1 | $924.00 |
| 61 to 90 days | 0 | $0.00 |
| Over 90 days | 1 | $385.00 |
| Total outstanding | 7 | $5,464.50 |
The CSV has one row per invoice with the customer, the due date, the days overdue and the amount owing.
Four drafts you can take or leave.
Turn the add-on on and a button appears beside four fields.
Site notes
Replace the old board with an 18 pole surface mount, six RCBOs, test and tag the existing circuits and lodge the cert. Allow the half day plus a couple of hours.
Draft lines from these notesDraft
- Assumed 2 hours on top of the half day, the notes said a couple.
- Assumed the certificate is the standard safety certificate.
- Switchboard, 18 pole, surface mount1 each$180.00
- RCBO, single pole, 20A6 each$390.00
- Labour, half day1 lot$440.00
- Labour, per hour2 hour$220.00
- Electrical safety certificate1 each$45.00
- Test and tag existing circuits1 eachSet a price
Draft subtotal ex GST$1,275.00
Nothing is saved until you keep the draft.
Texts you don't have to type at the lights.
Tap send and it goes through your own phone's messages or mail app, so it comes from your number and the reply comes back to you.