Quoting is the front door. Behind it is the rest of running a trade business: getting paid, running the job, staying covered, keeping the books straight. Here is all of it, 111 tools in 10 groups, each one with what it does for your business and where it lives in the app.
Core is $39 a month and Pro is $79 a month. Pro includes business risk checks, and the 10-day free trial is full Pro. Free tools need no account. Built, not switched on means the code is in the product and a third party has not approved it yet.
Price the job properly in minutes, with the arithmetic and the state rules doing the checking.
Pick the trade, type the size, tick the cost lines, drag the markup. The priced quote assembles itself.
Every line carries its own unit and rate, so the total is arithmetic you can trace, not a guess. GST, deposit and rounding are applied for you, and the server re-checks every total when you save. Start from your last quote, a sample job or a blank page.
In the app: /quotes/new
Build and price a quote with no signal at all, and it sends itself the moment your phone finds a bar.
The builder, your rates and the last few screens stay on your phone, so a new estate, a basement or a farm shed does not stop a quote. A banner says the quote is saved on your phone and names the day your rate card was saved. Save and send when you are back in range, and the quote goes by email on its own and tells you when it has. Nothing about money or your client’s page runs offline: their page is always live, and a text still goes from your own phone.
In the app: /quotes/newSince October 2026
Every trade opens with its own real 2026 Australian line items and rates, and you can change any of them.
Concreting, landscaping, fencing, electrical, plumbing and the rest each get a card of their own: labour, materials, plant, disposal and the small lines that get forgotten. The rates are guidance, not gospel, so edit them once and they stick. A regional factor adjusts the whole card for your part of the country, from the capitals to regional freight and travel.
In the app: /quotes/new
Drag your markup and the gauge tells you the moment the margin is healthy. Pricing becomes a feel.
It reads gross margin on the ex-GST price against the floor you set in your pricing defaults. A minimum price and a minimum margin sit behind it, so a quote cannot slip under your line without you seeing it. There is no AI in it: the same arithmetic runs every time, on your phone and on the server.
In the app: /quotes/new
Type or say the scope and the quantities are worked out and priced off your rate card. No AI in the maths.
One engine per trade, 16 in all. Say thirty metres of Colorbond and one gate, and the posts, rails, sheets, concrete and labour land as lines with quantities. Every figure traces back to a rate on your card, so you can see the working and change it.
In the app: /quotes/new
Offer three priced options on one quote. The client picks, and the contract total follows their pick.
Each package carries its own lines and price, so the middle option is a real scope rather than a discount. The client chooses on their phone and the accepted total, deposit and invoice follow that choice. One quote, three ways to say yes.
In the app: /quotes/new
Tickable add-ons the client accepts themselves, priced and added to the total before they sign.
Put the sealer, the extra coat or the garden lights on the quote as an extra rather than a maybe. The client ticks what they want on the public quote and the total updates on the spot. It is the upsell without the second phone call.
In the app: /quotes/new
Any line with any unit, and material lines that offer product grades, each at its own rate.
Add a line the card does not have and give it the unit you price by. Material lines carry grades, such as concrete strength, tile type or cable size, so the quote says exactly what is being supplied. Custom lines save with the quote and are there for the next one.
In the app: /quotes/new
Paste a supplier's price list and quote from it: any row becomes a line in the builder at that rate.
Load the list as a CSV, a TSV or a paste straight out of a spreadsheet; the columns are detected and every rate is stored ex GST to the cent, with inc-GST columns converted and flagged. In the builder, search the book and the row lands as a line with the supplier's rate. Your prices stay on your account.
In the app: /settings/price-books
A scanned receipt that carries a moved price offers to move the rate, so the next quote is priced on today.
Each line on a scanned receipt is matched to your price book by supplier, unit, pack size and name, and only a confident match may suggest a move. Prices moved lists what moved and by how much, with one key to accept them all or each on its own; a declined price is remembered. A line it could not match waits for you to pair it, add it to the book or ignore it. A quote still open says on its price step which of its lines moved since it was priced.
In the app: /settings/price-movesSince October 2026
Reopen an old draft and see, line by line, what today's card would price it at.
A draft that sat for a week gets a diff against the current guide card, so you take the new rates or keep yours. Beside it, a materials watch flags which cost families on this quote are moving, dated and sourced. Long jobs get priced on today's numbers, not last month's.
In the app: /quotes/new
A warning when a rate sits under the median of your own accepted jobs, before the quote goes out.
It compares each rate to what you have actually won work at, not to an industry average. A low figure gets a quiet flag with the number beside it, and you decide. The more jobs you win, the sharper the check gets.
In the app: /quotes/new
A cost-escalation clause for long jobs, worded for your state and left out where the law does not allow it.
When materials could move before the job is done, the quote can carry a clause that passes a documented rise or fall through. It is state-aware: where the law in Victoria, Western Australia or South Australia keeps these clauses off a home job, the generator says so instead of writing one. A template clause, not legal advice, and you read it before it goes out.
In the app: /quotes/new
The gap between what materials will cost you and what the deposit brings in, shown while you price.
If the deposit does not cover the materials you have to buy first, you are fronting the difference. The builder shows that number as you set the deposit, so you can move the deposit, stage the claims or price it in. No surprises at the trade counter.
In the app: /quotes/new
A warning when a job passes a QLD, NSW or VIC licence line.
In Queensland, New South Wales and Victoria, if the job total crosses the figure over which the state can require a licence or registration and no licence number is on file, you get a hard warning before the quote is sent; electricians and plumbers, licensed there at any job value, instead get a reminder on every quote until their number is on file. None of these warnings blocks, and none of it is legal advice.
In the app: /quotes/new
The material lines re-expressed as the list you read out at the trade counter, quantities and all.
One tap turns the quote into a pick list grouped the way a supplier hears it, with the quantities the takeoff worked out. Copy it into a text or read it off your phone at the counter.
In the app: /quotes/new
Clone any past quote for the next job, restore an unfinished draft, or start from a sample to learn the tool.
Repeat work should not mean retyping. Quote again copies the lines, rates and terms of an earlier job into a fresh quote with a new number. Drafts save as you go and come back where you left them.
In the app: /quotes
A score of what is missing or risky on the quote, and how often you have won at this margin.
Before you send, the health score points at the gaps: no deposit, no validity date, a rate under your usual, terms not attached. Beside it, once you have a few quotes behind you, the win-likelihood line shows how your accepted jobs have landed at this margin. Both are read from your own history, not from anyone else's.
In the app: /quotes/new
Editable templates for terms, scope notes and messages, with fields that fill from the job.
Write the wording once and reuse it: payment terms, exclusions, the note that goes with a quote, the reminder that goes with an invoice. Each template takes fields like the client name and the total, and you see a live preview as you edit. They live in Settings and every quote can pick from them.
In the app: /settings#templates
Structured formwork entries priced off your own labour, material and hire card, snapshotted onto the quote.
Slab thickness, soffit class, prop height and wall sides each become a priced line resolved to the cent from the rate card you keep in Settings. The line is snapshotted, so a later rate change never rewrites a sent quote. Formwork is the first trade with a pack like this.
In the app: /settings/formworkSince September 2026
Type your rate for a common job in your trade and see how it sits against the benchmark cost in your region.
A free public tool, no account needed. It refuses to call a rate healthy when it sits under the benchmark cost, and it says by how much. Add the rate to your book if you sign up.
In the app: /rate-check
Benchmark rates for common jobs across 16 trades, derived from the rate engine, not a survey.
Floor, healthy and premium rates per job, ex GST, with the regional spread. It is derived from the same cards the builder uses, never from user data and never from AI. A new edition ships when the rate cards move. Use it to sense-check a quote or to show a client what the work costs to do properly.
In the app: /trade-rates
One link the client reads, accepts and signs on their phone, and the follow-through when they go quiet.
One link the client opens on their phone to read, accept and e-sign. No login, no PDF attachment.
The page shows the scope, the packages, the extras, the terms and the deposit, in your branding. The client types their name, draws their signature and the acceptance is stamped with the time. You can withdraw a link and restore it, and the client can decline, which you see straight away.
In the app: /quotes
One line under your name on every quote: your licence, your ABN status and your public liability cover.
Fill in your licence, its register and your insurance once in Settings, and one line prints under your business name on the client’s quote, invoice and booking page: the register and the number, your ABN status, and your public liability cover with the month it runs to. A Queensland licence is checked against the QBCC register each week and the line says the day it was checked; every other register prints the number as you gave it, and never says it was checked. Cover that runs out, or a licence the register no longer lists, comes off the line and you are told once; the client is never told.
In the app: /settings/licenceSince October 2026
The client compares Good, Better and Best side by side and ticks the extras before they sign.
Each package shows its own scope and price, so the client sees what more money buys rather than a bare number. Extras tick on and off and the total updates in front of them. The choice they sign becomes the contract total, the deposit and the invoice.
In the app: /quotes
A branded email carries the link, with replies going straight back to you.
Sending a quote sends an email the client can act on from their inbox, with the total, the validity date and your business details. The reply-to is your address, so questions come to you, not to Sumitt. A copy of the acceptance lands with both of you when they sign.
In the app: /quotes
A valid-until date on every quote, a friendly nudge if it goes quiet, and stale quotes expired for you.
Set the number of days a quote stands and it prints on the document. If the client goes quiet, Sumitt sends a still-keen nudge after the number of days you choose, or you send one yourself, once a day at most. Past the date, the quote is marked expired overnight so your pipeline stays honest.
In the app: /quotes
One push on Sunday evening: what went quiet, what is overdue, what the week ahead is worth, one key each.
On Sunday evening, in your own time zone, one notification says which quotes went quiet and what they are worth, which invoices are overdue and what is owed, and what the week ahead holds. Tap it and the screen behind it sorts each group with one key: the still-keen follow-up for every quiet quote, the reminder or overdue notice for every overdue invoice, each in your name and never to a client who asked for no reminders. A clear week sends nothing at all.
In the app: /briefSince October 2026
Quiet quotes listed biggest money first, with a one-tap text to the client and open receipts.
The rail shows which sent quotes have not been answered and what they are worth, so you chase the one that matters. One tap opens a text with the link already in it, from your own phone number. Open receipts show when the client has looked.
In the app: /quotes
Declined and expired quotes worth another go, surfaced when the timing makes sense.
A quote that was declined on price in autumn might land in spring. Win-back lists the ones worth another look, with the value, and you decide which to re-send. It is a list, not an automatic send.
In the app: /quotes
A public link where clients request a site visit inside the hours you actually work.
Set your weekly availability and timezone once and the link offers slots inside them. A request lands on your schedule, where you confirm or decline it and let the client know yourself. Put it in your bio, your signature and your voicemail.
In the app: /schedule
Quotes and invoices itemise the work: description, quantity, rate and amount, then the totals.
Each row names the work with a short spec drawn from the quote, and every row multiplies out and adds up to the total to the cent. The quote, the invoice, each progress claim and each variation share one layout in your template and colours, with the payment schedule beside the totals on the quote and the invoice. It prints on A4 with page numbers, and the document never prints the client's private link. Where the rows would not tie to the cent, the document falls back to one row or the stored total rather than print a wrong figure.
In the app: /quotesSince September 2026
A public link where clients describe the job and add photos; it arrives with you as a draft quote.
Share your request link on your website, socials or a text. The client's details, description and photos are saved, a draft quote is created for you with the client filled in, and on Pro the Estimator drafts the scope and lines from your rate card. You get a notification and finish the quote in the builder.
In the app: /quotesSince September 2026
The deposit on acceptance, staged claims for the long jobs, and the chasing done in your name.
The deposit is requested the moment they sign, paid by card into your own Stripe account.
Set a deposit percentage in your defaults and every quote asks for it at acceptance, before you order a thing. Money settles to your Stripe Connect account, with Sumitt's platform fee shown to the client before they pay. Card-fee advice is built in: price the fee into the job rather than surcharge it, in line with Australian surcharge rules.
In the app: /quotes
An invoice with a stable number, and a link the client pays the balance on.
When the job is done, the invoice carries a sequential number, your ABN, the GST line when you are registered for GST, and the amount already paid. The client pays the balance from the same link they accepted on, and the invoice closes itself. Invoices list in one place with what is paid, owed and overdue.
In the app: /invoices
Numbered claims against the contract, each with its own pay link, capped so you never over-claim.
Stage the job into claims and send each one when the stage is done. Every claim has its own link, and the total of claims can never pass the contract total plus approved variations. Where retention is withheld, Sumitt tracks it per paid claim, with the practical-completion and defects-period dates and a reminder when release is due.
In the app: /jobs
Set the deposit and each stage of payment on the quote, with the day work starts.
Split the job into up to eight stages, each with its share and the point it falls due. The deposit is the first stage, and the quote and the invoice print every stage beside the totals, to the cent. Each later stage is requested with a progress claim from the job, and the claim starts on the next stage for you. The start day prints on the quote and the invoice, and moves with the job if it changes.
In the app: /quotes/newSince September 2026
Your client approves the payment schedule once in their bank app, and each stage is taken on its day.
Switch on Collect each stage by PayTo on the quote and give each stage its day. The client approves the schedule once in their banking app when they pay the deposit, and each stage is taken from their account on the day it falls due, never early and never more than what is owed. A stage that waits on the work, at pour or at frame, is collected on your tap from the job. The claim and its link still stand for a bank that says no, and bank-rail fees are a fraction of card fees.
In the app: /quotes/newSince October 2026
Your PayID and bank details ride on the quote and invoice, for clients who do not want to pay by card.
The client taps that they have transferred, you tap that it has landed, and the receipt, the invoice and the audit trail all update. No card fees on those payments. Card and transfer sit side by side on the same link.
In the app: /settings#payment
Friendly reminder, overdue notice, letter of demand, in your name, with what is owed sorted by age.
Each rung is a template you can read and edit before it goes, and the letter of demand always needs your confirmation. Aged receivables show what is current and what is thirty, sixty or more days out. On Pro, the reminder and overdue rungs can send themselves on the schedule you set.
In the app: /get-paid
Send the invoice or a progress claim by email, with the amount due and a Pay button, or by text.
From the job, send the invoice or a progress claim by email, by text from your own phone, or as a copied link. The client's email and mobile are filled in, and nothing goes until you pick how. The email goes in your business's name with replies to you, and it names the amount due now with a Pay button while anything is owing. A text carries the amount and the link, and every send lands on the job timeline.
In the app: /jobsSince September 2026
The client taps their card on your iPhone and the deposit lands in your own Stripe account.
The quote is accepted at the table, you open Tap to Pay on iPhone, and the client holds their card, Apple Pay or Google Pay to the top of your phone. No reader and no link to chase, with the same deposit, the same fee and the same receipt as a card paid from the link. The balance works the same way once the deposit is in, and a client who would rather pay later gets the link instead. Built and waiting on Apple's Tap to Pay approval for the app; Android follows.
In the app: /quotesSince October 2026
Reminders and overdue notices carry a Pay button, and on Pro a heads-up goes three days before the due date.
The payment reminder and the overdue notice each carry a link to the invoice and a Pay button with the amount owing. That holds whether they send themselves or you send them from Get Paid. On Pro, with automatic follow-ups on, one heads-up goes three days before the due date, once per invoice. You edit the wording of all three in Settings, and the letter of demand stays a plain letter you confirm.
In the app: /get-paidSince September 2026
Interest on overdue invoices, accrued only when the clause was in the quote the client accepted.
Turn the clause on in your policies and set the rate, and it prints on every quote from then on. Interest is worked out on the invoices where the client accepted that clause, and never on the ones where they did not. A policy, not advice: check the rate suits your state and your contracts.
In the app: /settings#policies
Turn an overdue invoice into a statutory payment claim under your state's Security of Payment Act.
For NSW, VIC and QLD today. The claim carries the endorsement wording the Act requires and the dates that matter, worked out on business days. It is a document generator, not legal advice: read it, and get advice for anything contested.
In the app: /get-paid
Cash collected, what is owed, what is in Stripe, and a payout to your bank in minutes when you need it.
The money page splits each deposit into GST to hold, money committed to materials and what is actually yours. Instant Payouts move your Stripe balance to an eligible bank account in minutes rather than days. Standard payouts still arrive on Stripe's usual schedule.
In the app: /money
Connect your own Stripe account once, and every payment settles to you as the merchant of record.
Sumitt never holds your money. Card payments go through your Stripe Connect account, so payouts, refunds and records are yours, and Stripe's own dashboard is one tap away. Setup is a guided form inside Settings.
In the app: /settings#payment
Refund a payment and the balance, the invoice and the receipt unwind with it.
A refund from Stripe reverses the payment record, reopens the balance and updates the invoice, so the books never disagree with the bank. Chargebacks that come in through Stripe are recorded the same way. You see the trail on the job timeline.
In the app: /invoices
A receipt for every payment, and one ask for a Google review once the job is paid in full.
Each payment emails a branded receipt automatically. When the last dollar lands, Sumitt sends one review request with your Google link and tracks who tapped it. Turn the ask off in your policies if you would rather send your own.
In the app: /settings#policies
Sell a recurring maintenance plan on auto-billing through your own Stripe account.
Set the plan, the price and the visit cadence, and share a link the client joins from their phone. Billing runs on your Stripe account, so the income is yours and the records are in one place. Repeat income booked before the phone rings.
In the app: /memberships
Every accepted quote becomes a job with its own paper trail: money, variations, evidence, time.
An accepted quote becomes a job with its money, variations, claims, evidence, safety docs and timeline.
Everything about the job lives on one screen and moves through scheduled, in progress and complete. Subbie work on someone else's site can be added by hand and still gets the same safety pack, variations and evidence. The paper trail is the point.
In the app: /jobs
The gauge keeps reading after the quote is won: what the job is costing against what you quoted.
Timesheets, received orders and receipts feed it as the job runs, so the margin moves with the money, not at the end. Three plain figures sit under it: the quoted cost, what is spent so far and what is left to spend. When a line runs over, one key adds a variation priced to put the margin back where the quote had it. It reads nothing until something is logged.
In the app: /jobsSince October 2026
One number for how covered the job is: deposit, signed acceptance, variations in writing, evidence, safety.
The score climbs as the paperwork lands, so you can see at a glance which job would hurt in a dispute. Each missing item is a link to fix it. It is a checklist, not a legal opinion.
In the app: /jobs
Price the extra work, send it as its own link, and the client approves or rejects in writing.
The contract total, the deposit position and the margin update when a variation is approved, and the timeline records who approved what and when. Rejected variations stay on the record too. On Pro, the Foreman can draft the variation wording from your notes.
In the app: /jobs
A dated extension-of-time notice, built from the job.
Weather, late materials or a client change can push the finish date, and the notice has to go before the contract's window shuts. Sumitt drafts it with the cause, the days claimed and the dates, and keeps it on the job. A template, not legal advice.
In the app: /jobs
Photos anchored to the stage, the quote line, the real capture time and the place, paired before and after.
Take the photo in the app and it is stamped with when and where it was taken and which line of the quote it belongs to. Before-and-after pairs sit together, and the whole set prints as one pack. It is the evidence you wish you had the last time a client disputed the finish.
In the app: /jobs
Tag a site photo with what it proves and the pack prints the claim in plain English.
Six tags, not a text box: as found, hidden condition, they asked for it, quantity, access, not our damage. Tap the ones that apply and the job screen shows the arguments your photos can actually make, with the number of photos behind each. The evidence pack prints those same sentences at the top, so a builder or an insurer reads your case before the first photo.
In the app: /jobs
Type what the job actually cost against the quoted lines and see the margin you really made.
Actual costs go in by kind: materials, labour, equipment, waste and other. The gauge re-renders on real margin, and overspend shows per kind, along with anything you spent that was never in the quote. The next quote for that kind of job starts from what you learned.
In the app: /jobs
Log hours on the job per worker and per day, so labour lands in the real margin without a notebook.
Entries are grouped the way you read them: this week, last week, per worker, on your own calendar. Give an entry an hourly cost and it lands as labour on the job's real margin; leave it unrated and it counts hours only, and the totals say which is which. Your time, on the job it belongs to.
In the app: /jobs
Raise a numbered purchase order from the accepted quote's material lines, with the takeoff's quantities.
The order is seeded from the material lines and their quantities, addressed to the supplier you choose, and totalled on the server with GST added on the order as a whole. Mark it received and its ex-GST total lands on the job's real margin as material cost. Orders move from draft to sent to received and stay on the job with the rest of the paper trail.
In the app: /jobs
One dated trail of every event on the job: sent, signed, paid, varied, claimed, photographed, signed off.
Each entry records what happened, when and by whom. It is the story you would tell an adjudicator, already written. Every job has one from the day the quote is accepted.
In the app: /jobs
A day-by-day agenda of jobs and site visits on your timezone, with booking requests to confirm.
Jobs land on the agenda when they are scheduled, and booking requests from your public link wait there for a confirm or decline. Add your own events for the things that are not jobs. It is a running agenda, not a crew calendar, and it does not yet sync with Google or Apple calendars.
In the app: /schedule
Every client with their quotes, invoices, notes and how they pay, and a reminder when they are due again.
Clients are created from quotes and de-duplicated on save, with phone and email filled in from what you already typed. While you price a repeat client, the builder shows how they paid last time, what they still owe and what the last job made. After a paid job, a come-back reminder is set on the cycle that suits the trade.
In the app: /clients
Photograph a supplier receipt and its lines land on the job's real margin, checked before you save.
Sumitt reads the supplier, date, GST and line items from the photo and proposes the cost rows. You check the numbers, tick what belongs and save; the receipt is kept as evidence on the job. If a purchase order for that supplier is open, it offers to mark it received.
In the app: /jobsSince September 2026
Tap Clock on when you start and the hours log themselves on the job's timesheet and real margin.
One timer at a time, rounded to the quarter hour, capped at sixteen hours so a forgotten timer never invents a night shift. Hours land as labour cost at the job's rate. The jobs list shows which job you are clocked on to.
In the app: /jobsSince September 2026
Send a worker a link for the job: they clock on and off and add site photos, with no account.
The link works only for that job and only until you revoke it or it expires. Hours land on the timesheet at the cost rate you set, photos land in the evidence pack, and the worker never sees a dollar figure. Sumitt tells you the first time someone clocks on each day.
In the app: /jobsSince September 2026
Safety paperwork built from the job you quoted, and a check on the business you are quoting.
One tap drafts a Safe Work Method Statement from the trade, scope, site and priced lines of the job.
Tasks, hazards and controls come from a reviewed hazard library keyed to your trade, and a Job Safety Analysis format is there for sites that want one. Quoted in Sumitt or subbing on someone else's build, the pack is drafted from the real work rather than a blank template. Sumitt prepares the paperwork; assessing the site and staying compliant remain your job.
In the app: /jobsSince July 2026
Edit the draft, sign it on your phone, and it locks. Nothing prints or exports until someone has signed.
The draft is fully editable against the actual site before sign-off. Once signed it is immutable and stamped with the signer, the time and the version, and a change means a new version rather than a quiet edit. Signed packs print and stay on the job.
In the app: /jobs
Quote a pump, a skip, demolition, excavation or waterproofing and the matching hazards are already in.
The priced lines on the quote decide part of the safety pack, so the hazards match the work you are actually doing. Add a line later and the next draft picks it up. You still read every hazard against the site.
In the app: /jobs
A record of each job's electrical and plumbing certificates, with a reminder where the rule sets a deadline.
Electrical and plumbing work carries certificate obligations that differ by state, and the record sits on the job with the number, the date and who issued it. Where the rule for your state sets a deadline, Sumitt reminds you of it; you still complete the certificate yourself, as you do today. A record, not a submission.
In the app: /jobs
Check the business behind a quote before you price it, with every reason sourced and dated.
The check reads the Australian Business Register, the ASIC company dataset, the QBCC licence register and your own ledger, and returns a band with the reasons beside it. Sole traders get the public facts and live register links only, and Sumitt never compiles adverse information about individuals. It is information to consider, not advice. Pro and the free trial include 10 checks and 10 watched businesses with nothing extra to buy, and on Core it is a $29 a month add-on, then $4 per extra check.
In the app: /riskSince August 2026
Watch a business and get told when its registration, GST status or licence changes.
Watched businesses are re-checked weekly against the same sources, and a change raises an alert in the app. Watch the builder you subcontract to, or the developer with three sites. Watches are included in the add-on's allowance.
In the app: /riskSince August 2026
A printable report with every fact, its source and the date, and a way to dispute anything wrong.
The report attaches to the quote it was run for and prints or saves as a PDF. Each fact names its register and the date it was retrieved; if one is wrong, correct it at the source and raise a dispute, and the item is held out of the band while it is reviewed. The rules behind the band are published in full.
In the app: /riskSince August 2026
The plain-English rules behind the band, the sources, what Sumitt never does, and how to dispute a fact.
Published so anyone, including the business being checked, can read exactly how a band is reached. It changes in the same commit as the code that bands. Information, not advice.
In the app: /how-risk-checks-work
Margin, cash and win rate read from real quotes and payments, not from a spreadsheet you meant to update.
Acceptance rate, average margin, time to accept, cash outstanding, overdue and days to pay, on one screen.
The numbers build from your third quote onward and are read from real quotes and payments, never estimated. Each tile links to the jobs behind it. It is the morning look that tells you whether the business is getting better.
In the app: /dashboard
Win rate by margin band, profitable trades and suburbs, upsell performance, payment health and cash leaks.
Every finding is deterministic, worked out from your own quotes, jobs and payments, so you can check the arithmetic. It also keeps a decision log: what the numbers recommended, what you did and how it turned out. Money moves are ranked by what they would be worth to you.
In the app: /intelligence
Quoted, won, invoiced and collected for any period, with the profit by trade and job type.
Pick a month, a quarter or a financial year and the period boundaries respect your timezone. Won work by trade shows where the margin actually comes from. Every report exports as CSV for your bookkeeper.
In the app: /reports
Sales ex GST, GST collected and the total inc GST for the period, on a cash basis.
It covers the sales side: what you invoiced and collected and the GST on it. Expenses and GST credits are not in it, so it is a starting point for your BAS, not the BAS itself. Not tax advice; your bookkeeper or accountant confirms the return.
In the app: /reports
Type in the jobs you did before Sumitt so the win rate and margin history start from day one.
A quick form takes the job, the price, the cost and whether you won it. Those jobs feed the same intelligence as new ones, so the dashboard is useful in your first week rather than your third month. Enter as many or as few as you like.
In the app: /dashboard
A run-sheet of what needs doing today, and five steps that take you to your first paid job.
The today panel lists quotes waiting on an answer, claims to send, visits booked and invoices overdue. The activation checklist walks a new account from rates to a sent quote to a paid deposit. Both clear as the work gets done.
In the app: /dashboard
An offsider that reads your numbers and writes the words. The money is never worked out by AI.
A floating AI offsider that reads your real numbers and the quote on screen, and offers one-click fixes.
Ask why the margin is thin, which invoice to chase first or what a repeat client paid last time, and the answer comes from your own data. Every dollar figure it shows is worked out by the same deterministic engine as the builder; the AI writes the words, never the money. Pro gets the live conversation; everyone gets the deterministic answers and deep links.
In the app: /dashboard
A photo or rough notes become a priced draft quote for your trade, with the money off your rate card.
The AI reads the scope from what you give it and proposes lines and quantities. Pricing those lines is done by the rate engine, not the model, so the numbers are yours and traceable. You edit the draft before anything is sent.
In the app: /estimate
Photos and notes from the walk-around become a confirm-on-site checklist of what to check before pricing.
It points at what a photo suggests: access, drainage, existing surfaces, services, disposal. It never diagnoses and never prices; it gives you the list to confirm with your own eyes. Reached from the Estimator.
In the app: /inspect
Speak or type the extra work and the variation wording is drafted, with the price from your rates.
The draft describes the change in plain language ready for the client's approval link. The price comes from lines you set, not from the model. You read and change it before it goes.
In the app: /jobs
A plain-English summary of a client from your notes, quotes and payment history, before you call them.
Notes are yours on every plan; the summary is Pro. It pulls together what you have quoted, what they accepted, how they paid and what you wrote down, so you walk in knowing the history. Nothing is sent to the client.
In the app: /clients
Your records go where your bookkeeper needs them, in formats anyone can open, and they stay yours.
Paid invoices land in Xero automatically, as drafts to approve or approved with the payment applied.
Each invoice arrives with the ex-GST subtotal and the GST Sumitt actually charged as an explicit tax amount, so the totals match to the cent, and the client goes across as a contact with their details. Sync runs on its own after each paid invoice, and a re-sync never duplicates. Choose Draft mode for a bookkeeper to approve, or Authorised mode where the invoice is approved and the payment is applied to the clearing account you pick. Expenses do not travel.
In the app: /reports
Download your quotes, invoices and payments as CSV for any period, or everything at once.
Payments include the platform fee, the Stripe fee and the net, so the bank reconciles. Files open in Excel, Google Sheets or your accounting software. Your data leaves in a format everyone can read.
In the app: /reports
An invoice CSV laid out in the columns Xero's sales-invoice import expects.
For businesses that would rather import than connect. The columns and tax codes match Xero's import template, so it loads without re-mapping. Your bookkeeper reviews it in Xero as usual.
In the app: /reports
A sales CSV laid out for MYOB's import, so your invoices load without retyping.
The same invoice data shaped to MYOB's sales import. There is no live MYOB connection today; the file is the bridge. Load it, and your bookkeeper takes it from there.
In the app: /reports
Your client book as a CSV: names, contact details and history, yours to take anywhere.
Every client with the details you hold on them, in a plain file. Use it for your own mailing, your accounting contacts or a move to another tool. Your clients are your clients.
In the app: /clients
One download with your quotes, invoices, payments, clients and jobs, so your data is never locked in.
A single export of the records your business runs on, in open formats. Take it for your own backups, your accountant or the day you leave. It is also how we keep the promise in the Terms that your data stays yours.
In the app: /settings#account
Every invoice for a client on one statement: what was billed, what was paid and what is still owed.
Open a client and the statement is ready to show when they ask where they stand. It reads from the same invoices and payments as everything else, to the cent, so it never disagrees with the invoice. Useful for builders and property managers who pay in batches.
In the app: /clients
Evidence packs, signed safety packs and risk reports print or save as PDF, with the job's details on them.
Each pack is built from the records on the job rather than a separate document you maintain. Print for the site, save for the file, or attach to a claim. Signed safety packs print only after sign-off.
In the app: /jobs
Delete your account and personal data yourself, from Settings, without asking anyone.
Type the confirmation and the account and its data are removed, invoices and payments included. What stays, such as Stripe's own payment records and a backup for a short time, is listed on the account-deletion page. Export first if you want a copy.
In the app: /settings#account
Built and waiting on Intuit: paid invoices, customers and payments into QuickBooks on the Xero engine.
Connect once from Reports. Invoices arrive with the exact totals and the Australian GST code, the customer is matched or created with their details, and the payment is recorded against the invoice. It is built and switches on once Intuit approves Sumitt's app for production; until then the invoices and payments CSVs map into QuickBooks' import tool.
In the app: /reportsSince September 2026
Switch it on and your whole dataset lands in your inbox as a zip, weekly or monthly, always yours.
Quotes with line items, clients, invoices, payments, jobs, variations, claims, safety documents and the bookkeeper files, sent to your login email on the schedule you pick under Settings: weekly on Monday morning, or monthly. Ask for one now from the same place. Big datasets get a link instead of an attachment.
In the app: /settingsSince September 2026
Set it once: identity, rates, policies, templates and branding, then every document follows.
Name, ABN, licence, insurance, address and GST status, checked as you type and printed on every document.
The ABN is validated live against the register, and GST registration decides whether GST is added to your quotes. Licence number and insurance text print on quotes and invoices where clients expect them. Set once, used everywhere.
In the app: /settings#business
Bank account, BSB and PayID for transfer payments, alongside your Stripe account for cards.
Details print on invoices and on the public quote so the client can pay the way they prefer. Card payments go through Stripe; transfers go straight to your bank. Change them once and every new document updates.
In the app: /settings#payment
Markup, minimum margin, deposit, rounding, validity, sundries, wastage and contingency, set once.
These defaults shape every new quote, and the gauge reads its floor from the minimum margin here. Sundries, wastage and contingency are added as percentages of the subtotal before markup, so the small costs are never forgotten. Invoice terms and your market region live here too.
In the app: /settings#pricing
Your state, deposit rules, progress payments, late interest, follow-ups, review asks and cancellation terms.
Policies are the rules your documents follow: whether a deposit is required, how progress payments are staged, whether late interest applies, which automatic emails go out and what your variation and cancellation terms say. Turn each one on or off. They apply to new quotes from the moment you save.
In the app: /settings#policies
12 document templates, 10 fonts, 8 colour presets, your logo and footer, with a live preview as you choose.
Quotes and invoices share the design so a client sees one business. Pick a template and a font, set your colours or choose a preset, upload the logo and write the footer. The preview shows the real document as you change it.
In the app: /settings#branding
Step-by-step guides inside the app for quoting, sending, staying covered and getting paid.
Each guide is short, specific to the screen it is about and personalised to your trade. Start with the first quote and the first payment; the rest are there when you need them.
In the app: /tutorials
Share your link: they get their first month free, and you get a month when they pay.
Your referral code is also your booking slug, so it is easy to say out loud. The credit lands automatically when the mate's first payment goes through. No forms, no chasing.
In the app: /refer
Give your offsider or your bookkeeper their own login, with only what their job needs.
Invite someone from Settings and they sign in with their own email. An Office seat does quotes, invoices, clients, reports and chasing, and never sees your payouts or billing. A Foreman seat does jobs, timesheets, photos and purchase orders, and never sees a price or a margin. Each seat is $15 a month on your plan, on the web, and you can remove one any time.
In the app: /more/peopleSince October 2026
Bring clients and past jobs from Tradify, ServiceM8 or Fergus exports, or any CSV, in minutes.
Paste or upload the export. Sumitt detects the source, maps the columns, merges duplicates with the clients you already have, and records past jobs the honest way: no invoices or cash are invented.
In the app: /settings/importSince September 2026
iPhone and iPad from the App Store, the web everywhere, and Android from your home screen today.
The App Store app: Sign in with Apple, haptics, universal links, and the same account as the web.
Quote on the driveway, sign on the client's phone, check the money at the counter. Subscriptions bought in the app go through Apple; the same login works on the web. Live in the Australian App Store.
In the app: /Since August 2026
The full product in any browser, phone or desktop, with nothing to install.
Everything works on the web, including the parts you would rather do on a big screen: settings, branding, reports and exports. Log in from any device and the account is the same. Public links for clients need no app at all.
In the app: /login
Add Sumitt to your Android home screen and it opens full screen like an app. Play Store app on the roadmap.
Sign up in the browser and the app shows you how to add it to your home screen in two taps. Everything the iPhone app does on the web works there. The Google Play app is built and on the roadmap, with no date promised.
In the app: /login
Quotes opened, money in, variations answered: what happened while you were working, under one bell.
Tap the bell and you get what happened without you, newest first, grouped by day, each row opening the thing itself. What you did yourself stays on the job and quote timelines instead of burying the row that needed you. The same events also go out as a branded email so you never miss a signature or a payment. Push notifications in the iPhone app are built and on the roadmap with no date promised, and nothing here is marketing: only your own business's events.
In the app: /notifications
Add Sumitt to your home screen and get accepted, paid and request notifications without an app store.
Works on Android Chrome and desktop browsers, and on iPhone when the web app is added to the home screen. Turn it on once from the install card. The iOS app keeps its own notifications.
In the app: /dashboardSince September 2026
A public page shows whether the app and database are up, probed every fifteen minutes.
It reads the live health check and lists the latest changes. No uptime figure is claimed because none is measured yet.
In the app: /statusSince September 2026
Every trade has a page of its own under For your trade in the menu, and the Trade Rate Index shows the benchmark rates the cards are built on.
Full Pro, the risk add-on included, no card to start.