Help Centre
Short, plain-English answers on quoting, getting paid, invoices, integrations and your account. Can’t find it? Email [email protected] and a real person replies.
Getting Started
Create your account and set up your business
Sign up by email, Google, or Apple; email verification; the 6-step onboarding (company, trade, contact/ABN, branding, rates, payments).
Read →Quick start — send your first quote
The fastest path to sending a first quote, plus the note that the 14-day trial starts on first quote.
Read →Supported platforms, devices, and offline use
iOS, Android, and web; one subscription across devices; offline-first with auto-sync; Tap to Pay device requirements; mobile-only features.
Read →Trades QuoteMate supports
24+ supported trades and the trade-specific touches for electricians, plumbers/gasfitters, and tilers.
Read →What is QuoteMate?
Product overview: an AI quoting and invoicing app for Australian tradies. What it does, who it's for, Australian focus, the Mate beta assistant.
Read →Quoting
Creating a quote
The quoting flow (details, customer, materials, pricing, preview), section-based quoting, and sending by email/SMS/WhatsApp.
Read →GST, labour, markup, and travel
Automatic 10% GST, labour hours/days and rate, separate materials/labour markup, and a travel adjustment with fuel estimator.
Read →How AI material suggestions work
Describe a job in plain English to get suggested materials and quantities; everything is editable; AI generation is a Pro feature.
Read →Job templates and section templates
Built-in job templates (deck, fence, pergola, stairs) and reusable saved section templates for repeat work.
Read →Live supplier pricing and your trade rates
The price-priority chain (your data first), importing supplier price lists, saving trade rates, and fixing 'no prices found'.
Read →Invoicing & Payments
Getting paid with Square (Tap to Pay, fees, payouts)
Canonical fees doc. Tap to Pay requirements, online links, the fee table (Free 1.7% vs Pro 1.0% online / 1.5% in-person), why there is no surcharge option from 1 Oct 2026, next-day payouts, refunds via Square.
Read →Invoices and converting a quote to an invoice
One-tap quote-to-invoice (idempotent, no duplicates), creating invoices directly, deposits, partial payments, and invoice statuses.
Read →Payment methods your customers can use
Square, card, cash, cheque on all plans; bank transfer, PayID, BPAY, PayPal on Pro.
Read →Tracking payments and chasing unpaid invoices
Invoice statuses, automatic overdue detection, automated invoice reminders and quote follow-ups, receipts, and GST logging for BAS.
Read →Integrations
CallKatie (call answering partner)
Third-party call-answering partner surfaced in the app, billed separately (from $149/mo). Not a QuoteMate-built feature.
Read →Connecting Square for payments
How to connect Square (onboarding or Settings), OAuth, needing a Square account on your ABN, and what you can do after connecting. Fees live in the getting-paid doc.
Read →Google Calendar integration
Connect Google Calendar in Settings. Conservative on automatic job sync pending verification.
Read →Reece maX integration
Live Reece maX integration: connect via OAuth, trade-rate pricing refreshed nightly, order to Reece from an accepted quote, on by default for plumbers/gasfitters, no extra cost.
Read →Xero integration
Connect Xero via OAuth, choose organisation, push invoices in one tap, auto-create contacts, bulk sync, CSV export.
Read →Pricing & Billing
Free trial — how it works
14-day Pro trial starting on first quote, no card needed, and what happens when it ends.
Read →Managing, upgrading, and cancelling your subscription
Upgrade in-app; billed via App Store / Google Play / Stripe by platform; cancel any time and keep Pro to period end; GST-inclusive AUD.
Read →Plans and pricing
Free (unlimited quotes/invoices) vs Pro ($49/mo, $328/yr). What each plan includes; one subscription across devices.
Read →Account & Settings
Business profile, logo, and branding
Set business name, ABN, contact details, brand colour, and logo; branding on PDFs (logo is a Pro feature); defaults and rates.
Read →Data security and privacy
Firebase storage, encryption in transit and at rest, Australian Privacy Act compliance, AI processing note, 30-day deletion.
Read →