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Tradie Terms

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.

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.

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

Click to View Video Tutorial: HOW TO ADD CUSTOM TEXT TO INVOICE FOOTER

Click to View Help Sheet: HOW TO ADD PAYMENT BREAKDOWN TO YOUR XERO QUOTES 

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.

Click Here to View Help Sheet: FERGUS_Adding Terms of Trade and Custom Text to Quotes and Invoices_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. 

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)