HELP CENTRE
Our mission is to Get you set up and sorted
- Set Up Steps
- Access to Expert Guidance on Adding Terms of Trade to your Quotes, Estimates, Invoices and Booking Forms
- FAQs on Terms of Trade
- You get your Terms of Trade Templates Set Up so you can Protect your Profits and Your Rights to Get Paid for Every Job, Every Time
GET SET UP WITH TRADIE TERMS
Check out our range of Helpsheets
DOWNLOAD AND SAVE YOUR TERMS OF TRADE TEMPLATE
It's essential to save your Template to your Laptop or PC
Click to View Helpsheet: HOW TO SAVE YOUR TERMS OF TRADE TEMPLATE
ADD YOUR BUSINESS DETAILS TO YOUR TERMS OF TRADE TEMPLATE
You must 'fill-in-the-blanks' in your Template with your Business Details
Select your Business Structure and Follow the Steps
Click to View Helpsheet: NEW ZEALAND REGISTERED COMPANY
Click to View Helpsheet: NEW ZEALAND SOLE TRADER
ADD TERMS OF TRADE TO YOUR WEBSITE
If you have a website, you can load your Terms of Trade Template to your Site
This makes it easier to add a link to the webpage to your Quotes + Invoices
Click to View Helpsheet: HOW TO ADD TERMS OF TRADE TO YOUR WEBSITE
Click to View a Sample: PDF VERSION OF DEMO DRAINS TERMS OF TRADE
ADD TERMS OF TRADE TO YOUR QUOTES,ESTIMATES, BOOKING FORMS & INVOICES (ALL SOFTWARE)
You must link your Terms of Trade to your Quotes, Estimates and to Online Booking Forms so that they apply to your services.
The help sheets below are GENERAL and can be followed for any business.
Click to View Helpsheet: HOW TO ADD TERMS OF TRADE TO QUOTES, ESTIMATES & INVOICES
Click to View Helpsheet: HOW TO LINK TO TERMS OF TRADE TO AN ONLINE BOOKING FORM
Click to View Helpsheet: HOW TO OFFER TERMS OF TRADE FOR PHONE BOOKINGS
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
XERO SET UP GUIDES
Browse the help sheets with accompanying videos below to get your terms of trade set up inside the Xero settings.
STEP 1 LOAD YOUR TERMS OF TRADE TO YOUR QUOTES
Option 1: Add Full T&Cs to Back Pages of a Custom Theme Quote Template. This makes the quotes longer but is useful for clients or customers who need to see the full set of terms (e.g. commercial or municipal clients).
Click to View Help Sheet: HOW TO ADD TERMS OF TRADE TO BACK PAGES OF XERO QUOTES
Click to View Helpsheet: HOW TO UPLOAD YOUR NEW CUSTOM THEME QUOTE TEMPLATE
Need to add a payment breakdown or customise a welcome message?
Click to View Help Sheet: HOW TO ADD PAYMENT BREAKDOWN TO YOUR XERO QUOTES
Option 2: Load Terms of Trade to Website and Insert URL of your Webpage into Footer Text of Quotes and Invoices. This makes the quotes shorter.
Click to View Helpsheet: HOW TO REFER TO YOUR TERMS OF TRADE WEB-PAGE IN QUOTE FOOTER TEXT
STEP 2 REFER TO YOUR TERMS OF TRADE IN YOUR INVOICE FOOTERS
Click to View Video Tutorial: HOW TO REFER TO TERMS OF TRADE IN INVOICE FOOTERS
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
Note: We are not Xero specialists or Xero certified trainers. If you need specific Xero support, please contact your bookkeeper, accountant or a certified Xero specialist.
FERGUS SET UP GUIDES
Browse the help sheets below to get your terms of trade set up inside Fergus.
IT IS ESSENTIAL YOU REFER TO YOUR TERMS OF TRADE IN THE FOOTER OF YOUR QUOTES AND INVOICES.
Click Here to View Help Sheet: FERGUS_Adding Terms of Trade and Custom Text to Quotes and Invoices_Helpsheet
WANT TO ADD A PROFESSIONAL ‘WELCOME MESSAGE’ TO THE TOP OF YOUR QUOTES IN FERGUS?
Click here to View Helpsheet: FERGUS_Adding A Welcome Message to Quotes_Helpsheet
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
Note: We are not Fergus specialists. If you need specific Fergus support, please contact your bookkeeper, accountant or a certified Fergus specialist.
MYOB SET UP GUIDES
Browse the help sheets below to get your terms of trade set up inside Fergus.
Click Here to View Help Sheet: MYOB Essentials_How to Add your Terms of Trade to your Quotes + Invoices
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
Note: We are not MYOB specialists. If you need specific MYOB support, please contact your bookkeeper, accountant or a certified Fergus specialist.
BONUS HELPSHEETS
These help sheets offer extra guidance on common FAQs
Click to View Helpsheet: HOW TO CHARGE FOR CALL OUTS
Click to View Helpsheet: HOW TO MANAGE COST INCREASES
Click to View Helpsheet: HOW TO WORK WITH COMMERCIAL CLIENTS
Click to View Helpsheet: HOW TO CHARGE FOR TRAVEL TIME
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
CAN'T FIND WHAT YOU'RE LOOKING FOR?
Get in touch with us at support@tradieterms.com
Or schedule a free 15-minute support chat
NEED 1 on 1 HELP?
We get it. From time to time, you need a little extra help.
You can book a one-on-one consultation with our Terms of Trade Expert for additional support
Common Consulting Services Include:
Footer Customisation
XERO Quote Layout Customisation
Schedules of Rates
Private consults start from $295 per hour (+GST if applicable)
