How-to Guides

Setup and onboarding

Invite staff, map permissions, and seed your first clients and leads in a single guided session.

10 min 5 steps

Importing your existing data

Migrate clients, projects, and contacts from spreadsheets or other systems.

15 min 7 steps

Customising your organisation profile

Add your logo, business details, and default settings for quotes and invoices.

5 min 4 steps

Inviting team members

Add staff, assign roles, and set up permissions for your crew.

8 min 6 steps

Creating your first quote

Build professional quotes with line items, GST calculations, and client details.

8 min 6 steps

Adding and managing line items

Add materials, labour, and services manually or from your catalog. Edit quantities, prices, and descriptions.

6 min 5 steps

Using quote sections

Organise your quote into logical sections like "Demolition", "Electrical", or "Finishes" for clearer presentation.

5 min 4 steps

Adding optional items

Include optional extras that clients can choose to add, with automatic total recalculation.

4 min 3 steps

Quick-add from catalog and kits

Speed up quoting by adding pre-configured catalog items and bundled kits in one click.

5 min 4 steps

Setting payment terms and deposits

Configure deposit requirements, payment schedules, and terms like Net 14 or payment on acceptance.

5 min 4 steps

Applying discounts

Add percentage or fixed-amount discounts to your quotes with automatic subtotal adjustments.

3 min 3 steps

Configuring tax rates

Set up GST or other tax rates, with support for tax-inclusive or tax-exclusive pricing.

4 min 3 steps

Sending quotes to clients

Email quotes directly, generate shareable links, and set up PIN protection for sensitive quotes.

6 min 5 steps

Client quote acceptance

How clients view, review, and accept quotes online with digital signatures.

5 min 4 steps

Quote versioning and revisions

Create new versions of quotes, track changes, and manage revision history.

6 min 5 steps

Converting quotes to invoices

Turn accepted quotes into invoices with all line items and details carried over automatically.

4 min 3 steps

Using custom branding

Apply your business logo, colours, and branding to quote PDFs for a professional look.

5 min 4 steps

Previewing and downloading PDFs

Generate professional PDF quotes for printing, emailing, or sharing with clients.

3 min 2 steps

Creating an invoice

Generate professional invoices with line items, payment terms, and automatic calculations.

6 min 5 steps

Invoicing from accepted quotes

Convert accepted quotes into invoices with one click, carrying over all details automatically.

3 min 2 steps

Setting payment terms

Configure due dates, Net 7/14/30 terms, and payment on acceptance options.

4 min 3 steps

Tracking invoice status

Monitor draft, sent, paid, and overdue invoices from your dashboard.

4 min 3 steps

Sending invoices to clients

Email invoices directly to clients with payment links and reminders.

5 min 4 steps

Recording payments

Mark invoices as paid and track partial payments against outstanding balances.

4 min 3 steps

Lead to job workflow

Capture leads, send quotes, accept payments, and convert them into jobs without leaving 33 Trade.

12 min 8 steps

Managing client records

Keep client information organised with contact details, job history, and notes.

6 min 5 steps

Setting up lead capture forms

Embed forms on your website to automatically create leads in 33 Trade.

10 min 7 steps

Tracking lead sources

Understand where your best leads come from to optimise your marketing spend.

5 min 4 steps