Quotes · jobs · Melbourne
Quotes, jobs and invoices scattered across WhatsApp, Sheets and Xero, connect the job path.
Tradies and contractors lose time when leads, quotes, job photos and invoices live in different apps. I fix workflow and CRM plumbing, forms, Stripe, Xero handoffs, field tools, so Melbourne trade businesses spend less time chasing admin.
Fixed-price workflow rescues from A$699 · Often a 48-hour window once scope is agreed · Melbourne-based delivery
- Melbourne-based · AEST-friendly
- Reply within one business day
- Fixed-price options where scope allows
- You own the data, code and systems
Pain pointsWhat usually hurts
01
Leads die in the inbox
Website or Meta leads do not create jobs in your CRM or job management tool.
02
Quote → job → invoice gaps
Accepted quotes do not spawn jobs or invoices in Xero without someone copying fields.
03
Photos and notes lost in chat
Site photos and scope changes sit in WhatsApp instead of the job record.
04
Field tools do not match the office
What the crew updates on site is not what finance sees at month-end.
StackTools you probably use
- Xero
- Stripe
- HubSpot
- Zoho
- Typeform
- Google Sheets
OutcomesWhat improves
- Lead and job data in one reliable path
- Fewer missed invoices and duplicate entries
- Fixed-price rescue for the worst broken pipe
- Practical automations your office can maintain
RECOMMENDED PATH
Start with Workflow & CRM fixes, or one of the related offers below.
- Workflow & CRM fixesFixed-price rescue work for broken Stripe, Firebase, CRM and internal workflows.Learn more →
- Website design & development from $900Clean, focused brochure sites for Melbourne businesses and organisations.Learn more →
- Website fixesTargeted fixes for broken layouts, slow pages, unreliable forms and tracking issues.Learn more →
HOW WE START
- Email what hurts, which tools you use, and what “done” looks like.
- Short call or async alignment, I confirm fit and rescue vs build.
- Written next step: fixed-price rescue, phased dashboard, site, or retainer.
FAQCommon questions
- Can you connect our website lead form to Xero or job software?
- Often yes, depending on what you run today. I map the lead → quote → job → invoice path and fix or build the integration layer, or tell you if a vertical-specific product is a better fit.
Project brief
Walk me through quote to invoice
Name your tools and where jobs fall apart, I will suggest a fixed-price fix or phased build.
- I reply within one business day — or say honestly if I am not the fit.
- Fixed-price rescue, phased build, or retainer — clear next step either way.
- Prefer phone? Call 0428 474 145