Quote, then invoice
Send a quote and convert it to an invoice when the customer accepts, so the price you agreed is the price you bill.
INDUSTRIES · AUSTRALIA
Accounting for trades
For electricians, plumbers, builders and HVAC businesses in Australia: quote the job, turn the quote into an invoice, code materials and subcontractors properly, and keep GST and the bank in step.
Five things that take your time, and how Plain helps
Materials you recharge
Separate the materials you buy from the materials you recharge to customers, so your margin on parts is visible.
Subcontractors
Record subcontract trades against their own account and keep their bills, approvals and payments together.
Getting paid
Let customers pay invoices online by card (AUD). Today shows who is overdue.
Paying suppliers
Pay approved supplier bills in one batch with an ABA file for your bank.
Starter accounts for your trade
Choose Electrical, Plumbing, Building and renovation, or HVAC during setup. Each adds accounts such as:
- Labour and call-out income
- Materials recharged
- Call-out and service fees
- Materials and parts
- Subcontract trades
- Tools and small equipment
- Vehicle and travel costs
- Licences and permits
What Plain doesn't do yet
Plain doesn't do job costing by project or progress claims yet. If you need those, keep them in your job management tool and bring the invoices and costs into Plain.
Moving from another system
Read the guides for moving from Xero, MYOB or QuickBooks.
Questions
Can I send quotes from Plain?
Yes. Quotes are documents in Plain and can be converted into invoices.
Does Plain handle the taxable payments annual report (TPAR)?
Not as a report today. Code subcontractor payments to their own account so the figures are easy to pull together.
Do I need a card to try it?
No. The trial is 14 days free and you don't need a card to start.