Built for How Trade
Contractors Actually Work
Not adapted from generic accounting software. Every tool in QuoTrak was designed around the way contractors quote jobs, manage costs, and collect payment.
Know Your Margin
Before You Send
Most contractors find out if a job was profitable after it's done. QuoTrak shows you your exact margin in real time as you build every quote — so you never send an underpriced job again.
- Live margin % updates as you add or edit line items
- Internal "Workshop" cost panel — never visible on customer PDFs
- Set a target margin and see at a glance if you're hitting it
- Per-line and overall margin breakdown in one view
Professional Quotes,
Fast
Build detailed, itemised quotes with grouped sections, drag-to-reorder line items, and a full status workflow from draft to accepted. Your clients get a clean, professional PDF — you get a job won.
- Grouped line items with collapsible sections
- Auto-generated quote numbers and expiry dates
- Status lifecycle: draft → sent → accepted / declined
- One-click PDF export with your branding
- Convert accepted quotes to invoices instantly — no re-typing
Invoice and Collect
Without the Back-and-Forth
Create invoices in seconds from accepted quotes. Add a Stripe payment link and your client pays by card online — the invoice marks itself paid automatically. No chasing cheques.
- One-click conversion from accepted quote to invoice
- Stripe payment links — clients pay by card or bank transfer
- Deposit and milestone billing support
- Automatic paid / partial / overdue status tracking
- Email invoices directly from QuoTrak (Pro)
See If You Actually Made
What You Quoted
Link your quotes, invoices, and real costs to a project. QuoTrak compares your quoted margin to what you actually earned — so you know which job types are worth bidding on.
- Quoted vs actual cost and margin comparison
- Revenue, paid, and outstanding amounts at a glance
- Tabs for quotes, invoices, actual costs, files, and notes
- Log materials and labour against any project
Stop Re-Typing
the Same Line Items
Build a catalog of your standard labour rates, materials, and services — with your internal cost and sell price already set. Add any item to a quote with a single click.
- Internal cost and sell price stored per item
- Search and add to any quote in one click
- Unit of measure, supplier info, and notes per item
- Separate catalogs for products, services, and materials
Quote Faster with
Saved Templates
Save any quote or invoice as a reusable template. Next time a similar job comes in, start from your best work — line items, sections, costs, and structure all pre-loaded.
- Save any quote or invoice as a template in one click
- Separate template libraries for quotes and invoices
- All line items, groups, and costs auto-populate
- Edit freely — templates are never modified
Set It Once,
Get Paid Every Time
For maintenance contracts, retainers, or any recurring work — set up a schedule and QuoTrak generates the invoice automatically. Send it straight away or queue it for review first.
- Weekly, monthly, quarterly, or annual schedules
- Auto-send or draft for review before sending
- Full invoice history per customer
- Pause, edit, or cancel any schedule at any time
Works With the Tools
You Already Use
QuoTrak connects to your accounting software, payment processor, and automation tools — so you never have to do double entry. Paid invoices sync to QuickBooks or Xero automatically.
- QuickBooks Online — paid invoices sync automatically
- Xero — two-way accounting sync
- Stripe — online card and bank payments
- Zapier & Google Sheets for custom automation
Start Quoting Smarter Today
Free plan — no credit card, no time limit. Upgrade when you're ready.