Unit and installation separated
Show the unit, standard install and extras such as pipe runs, brackets and electrical work.
Quote split and ducted installs, services and repairs with unit, installation and extras listed clearly, then get approval online before you order the unit.
Step 1 of 5: Type your business name.
Sign up and this quote is waiting in your account, ready to send and get signed. 30 days free, no credit card.
Customers compare unit sizes, brands and installation costs. A clear quote makes yours easy to choose.
Show the unit, standard install and extras such as pipe runs, brackets and electrical work.
Send a quote for each unit size or brand so the customer can pick the one they want.
Use recurring invoices for regular maintenance customers.
The customer signs online, so you can order the unit with confidence.
Play the customer: open the quote, type a name and sign it. Then record a deposit and the final payment. It takes 30 seconds and nothing is saved.
Step 1 of 3: This is the email Ben gets. Open the quote as them.
Hi Ben, here is your quote for split system install. Total $2,711.50 incl. GST. You can review and accept it online.
The tools that protect the money on every job, all included in the same price.
Import your supplier’s price file, set your markup and see your margin on every quote. Customers never see your costs.
Extra work? The customer signs the variation on your phone or by link, and it’s added to the invoice.
Materials, hours and other costs against what you invoiced, so you can see which jobs made money.
Record the CCEW, CES or other certificate on the job, with its number and file, and show the number on the invoice.
Wattlebase emails you 30 days and 7 days before a licence, card or insurance runs out. Send the certificate to a builder in seconds.
A short email the morning after a customer pays asks for a review. Never more than once in 6 months, with a stop link.
Keep an agency’s properties, tenants and work order numbers together, with smoke alarm and safety checks due.
Add site photos to quotes and jobs, and let customers tick optional extras when they accept.
Wattlebase keeps going once the customer says yes, from booking the work to getting paid.
Every invoice can carry a Pay now button. Customers pay by card, Apple Pay or Google Pay and the money lands in your bank.
Book the job, set up repeat visits and let Wattlebase remind the customer the day before you arrive.
Invite office staff and workers. Assign jobs and give field workers their own view without the prices.
Send invoices and payments to Xero automatically, or pull a GST report for any BAS quarter.
These steps reduce questions and help customers compare quotes fairly.
List brand, model and capacity so there is no confusion.
Show the unit price and the installation price as different lines.
Extra pipe length, wall penetrations, brackets and electrical upgrades.
Note the manufacturer’s warranty and your workmanship warranty.
Include the deposit, due date and how to pay.
Quote at the site visit, get a signed yes online and invoice from the same job when the install is done.
Wattlebase keeps your certificates with the job and reminds you before your licences expire. Refrigerant handling, electrical work and compliance requirements remain your responsibility.
Yes. Create a quote for each option and send them together.
Yes. Set up recurring invoices for maintenance customers.
Yes, as a separate line, provided it is done by an appropriately licensed person.
Yes. Save default terms and notes in your settings and they appear on every quote.
Yes. Connect your own Stripe account and invoices and deposits get a Pay now button for card, Apple Pay and Google Pay. The money goes to your bank, the invoice marks itself paid, and Wattlebase takes no cut.
Yes. The Team plan is $39 AUD a month for up to 5 people. Invite staff with Owner, Office or Field access and assign jobs to them; field workers see their jobs without the prices.
Yes. There’s nothing to download from an app store. Open wattlebase.com.au on your phone and add it to your home screen in two taps, and it opens full screen like any other app.
Keep working. Quotes and customers you create with no signal are saved on your phone and upload automatically when you’re back in range. Sending and PDFs wait until you’re online.
Continue for $19 AUD per month or $190 AUD per year, or $39 AUD per month for a team of up to 5. GST is not currently charged. Every feature is included.