Good morning, Josh
Here's what's happening with your business today.
Revenue this month
$12,480
+18% vs last month
Quotes sent
24
19 accepted (79%)
Outstanding
$3,210
4 unpaid invoices
Avg quote time
38s
AI-powered
Recent quotes
| Customer | Amount | Status |
|---|---|---|
| Mike Parrott | $1,840 | Paid |
| Sarah Nguyen | $620 | Viewed |
| Tom Delbridge | $2,100 | Sent |
| Jess Okafor | $390 | Paid |
Activity feed
Payment received — Mike Parrott $1,840
Today, 9:14am
Quote viewed — Sarah Nguyen opened your quote
Today, 8:47am
AI reminder sent — Tom Delbridge invoice overdue
Today, 8:00am
Quote generated — Sarah Nguyen hot water system
Yesterday, 4:32pm
New customer — Jess Okafor, Newtown
Yesterday, 2:11pm
Outstanding invoices
| Customer | Job | Amount | Due | Status | |
|---|---|---|---|---|---|
| Tom Delbridge | Bathroom reno, Glebe | $2,100 | 12 Mar | Overdue | |
| Sarah Nguyen | Hot water system, Surry Hills | $620 | 22 Mar | Pending | |
| Chris Babic | Switchboard, Erskineville | $490 | 25 Mar | Pending |
Quotes
AI builds the quote — you customise every line before sending.
Your business
Click to upload your logo
Labour rates
RoleAUD/hr
Job details
Quote settings
AI engine
Demo mode: Realistic sample quote shown. Enter your key from platform.anthropic.com to enable live AI.
Generate a quote to see the live preview
Quote history
| Customer | Amount | Status |
|---|---|---|
| Mike Parrott | $1,840 | Accepted |
| Sarah Nguyen | $620 | Viewed |
| Tom Delbridge | $2,100 | Accepted |
| Jess Okafor | $390 | Accepted |
| Chris Babic | $490 | Sent |
Quote templates
One tap to generate a full quote for your most common jobs.
Filter:
Supplier price list
Save your common materials and prices here. The AI uses this list automatically when generating quotes so your line items are always accurate.
Item descriptionUnitPrice (AUD)
Customers
Your full customer list and job history.
Reports
How your business is performing this month.
Total revenue
$12,480
+18% vs Feb
Quote acceptance rate
79%
+6% vs Feb
Avg job value
$657
+$43 vs Feb
Quotes sent
24
19 accepted, 5 pending
Avg days to payment
4.2
Down from 6.8 in Feb
AI reminders sent
11
$2,840 recovered
Revenue by month
Top customers this month
| Customer | Jobs | Revenue | Avg days to pay | Quote acceptance |
|---|---|---|---|---|
| Mike Parrott | 3 | $3,840 | 2.1 days | 100% |
| Tom Delbridge | 2 | $2,850 | 5.4 days | 100% |
| Sarah Nguyen | 2 | $1,620 | 3.8 days | 67% |
| Jess Okafor | 1 | $780 | 4.0 days | 100% |
| Chris Babic | 1 | $490 | — | — |
Quote status breakdown
Settings & branding
Personalise TradiFlow for your business.
Business profile
Quote branding
AI engine
Enter your Anthropic API key to enable live AI quote generation. Get one free at platform.anthropic.com.
AI payment reminders
Quote expiry reminder
Sent 3 days before quote expires — lifts acceptance rates.
Invoice due reminder
Friendly nudge 2 days before due date, written by AI in your tone.
Overdue escalation
Firmer follow-up at 3, 7, and 14 days overdue. Stops when paid.
Job anniversary check-in
Auto check-in 12 months after each job — generates repeat bookings.
Quote viewed notification
Get notified the moment a customer opens your quote link.
Plan & billing
Pro plan — $39 AUD/month
Unlimited quotes · AI reminders · PDF export · Xero sync
Plans & pricing
Simple flat pricing. No per-user fees. Cancel anytime.
Monthly
Annual Save 20%
Full feature comparison
| Feature | Free | Pro | Team |
|---|
Common questions
14-day money-back guarantee
Not happy within 14 days? Full refund, no questions asked.