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 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
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
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
Click to View Video Tutorial: HOW TO ISSUE A XERO CUSTOM QUOTE WITH T&Cs ON BACK PAGES
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
ISSUING XERO QUOTES AND ESTIMATES
These video tutorials troubleshoot the most common XERO questions.
Click to View Video Tutorial: HOW TO ADD TERMS OF TRADE TO BACK PAGES OF XERO
Click to View Video Tutorial: HOW TO UPLOAD XERO CUSTOM THEME TEMPLATE
Click to View Video Tutorial: HOW TO ISSUE A XERO CUSTOM QUOTE WITH T&Cs ON BACK PAGES
Click to View Video Tutorial: HOW TO CHANGE TITLE OF QUOTE TO ESTIMATE
Click to View Video Tutorial: HOW TO ADD CUSTOM TEXT TO INVOICE FOOTER
Click Here to View Video Tutorial: HOW TO USE TITLE AND SUMMARY FIELDS IN XERO QUOTES
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
BONUS HELPSHEETS
These help sheets offer extra guidance on common FAQs
Click to View Helpsheet: HOW TO ADD PAYMENT BREAKDOWN TO YOUR XERO QUOTES
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)
