HELP CENTRE

Our mission is to Get you set up and sorted

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

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 for your Country and Follow the Steps

Click to View Helpsheet: AUS REGISTERED COMPANY

Click to View Helpsheet: AUS SOLE TRADER

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

ADD TERMS OF TRADE TO YOUR QUOTES,ESTIMATES, BOOKING FORMS & INVOICES

You must link your Terms of Trade to your Quotes, Estimates and to Online Booking Forms so that they apply to your services.

You may also want to refer back to your Terms of Trade in your invoices and remind your customers of your late or unpaid invoice fees, costs and charges.

In our helpsheets below we include sample footer text to use in your online quoting or job management software settings (e.g. XERO, MYOB Essentials, Fergus, Tradify, SimPro, ServiceM8, Aro Flo)

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. 

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)