Job Management Guide

Job Scheduling for Tradies

Schedule every accepted quote on your phone, see the week ahead, and stop double-booking jobs you accepted three weeks ago and forgot.

Or try it on the web →

Most tradies schedule jobs on a whiteboard, a paper diary, or 'I'll fit you in next week'. None of these survive contact with a busy fortnight. QuoteMate turns every accepted quote into a scheduled job in two taps. Pick a start date, optionally an end date, and the job lands on your calendar with the customer, scope, materials, and deposit status all attached.

Why whiteboard scheduling falls over

Whiteboard jobs disappear the moment they get rubbed off, paper diaries get lost in the ute, and 'I'll fit you in next week' is the line every tradie regrets by Tuesday. The cost isn't just embarrassment when a customer rings to ask where you are. It's the second job booked over the top of the first, the materials ordered for a day you can't actually do, and the deposit you've already taken on a job you've forgotten. A scheduled job that lives with the quote — same record, same phone, same place — fixes all three problems.

How scheduling works in QuoteMate

When a customer accepts a quote, QuoteMate prompts you to schedule it. Pick a start date and (optionally) an end date — the duration is read straight from the labour hours you priced on the quote, so for a one-day fence install the end date defaults to the start. Add the address (already filled from the quote) and any notes for the day. The job moves to the 'Scheduled' stage automatically, lands on your in-app calendar, and (if you've connected Google Calendar) syncs to your phone calendar within seconds. The customer also gets an emailed confirmation of the start date if you want.

Avoiding the double-booking trap

QuoteMate's week view shows every scheduled job laid out by day, with the job duration in hours pulled from the quote's labour figure. Before accepting a new quote you can see whether the day is already taken — including jobs scheduled across two days that overlap your gap. For multi-day jobs (a kitchen reno, a long fence run) the schedule sheet lets you pick a date range, so the calendar shows the job blocking the right number of days instead of just the start. If you ever need to reschedule, the customer details, materials list, and deposit history all move with the job — no copy-pasting between apps.

Frequently Asked Questions

Yes. Connect your Google account in Settings → Integrations and every scheduled job lands in Google Calendar within seconds, with the customer name, address, and a link back to the job in QuoteMate.

Yes. The schedule sheet lets you pick a start date and an end date so the calendar blocks the full range. The default duration is read from the labour hours on the quote, so a one-day fence install fills one day automatically.

Open the job, tap the schedule sheet, and pick a new date. The Google Calendar event updates, the job timestamps update, and the customer can be notified by email if you want.

Yes. You can schedule a job with no signal — the schedule writes locally and syncs when you're back online, including to Google Calendar.

Yes. The Jobs screen has a week view showing every scheduled job by day, with duration pulled from the quote's labour figure, so you can see whether you're already booked before you commit.