Time-Saving Business Tool for Tradespeople

Work faster, quote smarter, and manage customer relationships—right inside Google Sheets with the QuoteMaster add-on.

CRM

Built-in CRM

Manage your entire customer lifecycle. From lead capture to quote history, everything is organized automatically.

PDF

Instant PDF Generation

Professionally formatted estimates and invoices, uniquely numbered and ready to send.

Google

Google Integration

Seamlessly works with Drive, Calendar, and Forms. No extra software needed.

How It All Works Together

Your entire business workflow automated in one seamless system

Google Forms
Forms Client Intake (Optional)
Google Sheets
Google Sheets with QuoteMaster add-on installed
WhatsApp WhatsApp
Gmail Gmail
Google Drive Drive
Google Calendar Calendar

1. Client Management

Capture leads through linking Google Forms. Your CRM automatically organizes client enquiries into the system.

2. Quote Generation

Access client history, create professional quotes, and track all customer interactions with your integrated CRM system.

3. Automated Actions

Your CRM handles the rest—filing documents, preparing messages, scheduling jobs, and maintaining customer relationships automatically.

Save Hours Every Week

Save 6-10 Hours Every Week

Spend less time on paperwork, more time on your business

Save 2-3 hrs/week

Quote & Invoice Creation

  • Generate professional PDFs in seconds, not minutes
  • Auto-fill client details & pricing instantly
  • One-click quote to invoice conversion
Save 1-2 hrs/week

Document Management

  • Automatic file organization & naming
  • Never lose a document again
  • Instant access to client history
Save 2-3 hrs/week

Client Communication

  • Send quotes via WhatsApp in one click
  • Professional email templates ready to go
  • Auto-filled messages save typing time
Save 1-2 hrs/week

Business Management

  • Automatic calendar scheduling
  • Instant revenue reports & tracking
  • VAT calculations done for you

Complete Revenue Tracking & Accounting

Keep your finances organized automatically with built-in accounting features

Real-Time Dashboard

  • Track revenue by day, week, month & year
  • Profit breakdowns for each invoice
  • Spot trends and prioritize high value jobs

Tax Ready

  • Automatic revenue & expense tracking
  • Automatic profit margin calculations
  • Automatic VAT calculations

Smart Exports

  • Export to PDF, Excel, or CSV formats
  • Custom date ranges & filtering options
  • Add other business expenses before exporting

💰 Know Your Numbers

Track every quote, invoice, and payment in real-time. Get instant insights into your business performance with visual dashboards and detailed reports.

📊 Tax Time Made Easy

When tax season comes, export everything your accountant needs in seconds. No more sorting through paper receipts or spreadsheets.

What Tradespeople Are Saying

D

Daryl W.

Painter

"Absolute game-changer for my painting business. Used to spend hours juggling supplier prices and sussing everything out. Now I just bang out all my paper work with ease."

J

John D.

Plumber

"Used to spend my Sundays doing paper work. Now I'm done and dusted in minutes. Customers are chuffed with how quick I get back to them, and I'm winning way more work because of it."

S

Sarah M.

Electrician

"The calendar bit is ace. Got all my jobs lined up with addresses and client details. No more digging through texts trying to find where I'm supposed to be at 8am on a Monday."

M

Mike R.

Carpenter

"This thing is packed with features, so much value in one tool, love how the end of year stuff is sorted, VAT calculated, every invoice payment tracked. Saved me a fortune in accounting fees alone."

Ready to get your time back and streamline your business?

No hidden features. No extra software. One-tier pricing.