One system for quoting, booking, invoicing and your tax records, for $99 a month. Try it for just $10. Send us the paperwork and it comes back filed, dated, with the reminder set and the job on your board, in a system built around how your business already runs, with a team on the other end of it.
Paperwork does not arrive one way. The docket on the dash gets photographed. The supplier invoice turns up as a PDF. The licence renewal is a file on the laptop, and the job is scrawled on the back of a receipt. Point the camera at it or upload the file, and it comes back the same way every time: filed and dated, the cost against the right job, the reminder set, the work on your board. Because the system is built around your business, it comes back in your names for things, not ours.
Your Tailor-made System is built for your business, not configured from a template. The jobs you run, the trades you quote, the way you name things. It opens on your phone on site and on a laptop in the office, and it is the same system in both.
This is what a quote looks like coming out of it. Line items, GST worked out, a total, and a status you can see at a glance. Matching payments back to their job or order number, so the books reconcile themselves, is part of what the partnership sets up for you.
Oliver walks you through a week on a plumbing business, from the paperwork landing to the money coming in. Just under three minutes. The business is made up. Everything running in it is not.
G'day, Oliver here, one of the guys behind Clientyr. Our team replaces your job and accounting software with one system custom built around your business, and we stay on the other side of it. Here's a few minutes of one doing a real week's work. It's a made up plumbing business in Bendigo, but everything running is the real thing.
It starts with paperwork, because that's where the evening goes. A docket off the dash, a supplier invoice off the passenger seat. He points the camera at it and sends it, and that's the whole job. Photos, PDFs, a file off the office laptop, all the same. Then we read it and it comes back filed and dated, with the tax off it and the cost against the right job. Every figure sits next to the words it was read out of, so checking it takes only a second.
Then the day itself. Three jobs on, and the burst pipe at Golden Square has been running since half past seven, so it sits up the top. Her name, the address, the time, typed once on the day she rang. Tap the address and it opens in the map, and every job he has sits on one board with what each one's worth.
Now the money. This quote went out a fortnight back, a bathroom fit out for a builder. Seven lines, the mixer tap through to the compliance certificate, in his pricing and his wording. $2,398, tax in. He sent it once and the system did the rest. Chased it at three days, chased it again a week in, and the builder came back happy with the price. Go ahead.
Job's done, so it becomes an invoice. Same seven lines, same numbers straight off the quote. Nothing retyped, and no Friday night at the kitchen table. And because it isn't due yet, the payment reminder went out on its own.
This is the half most job software leaves for you to sort out yourself. What the work cost, what's still to pay, and the tax sitting inside it, all read off the paperwork he already sent in. It even tells him what's missing before the quarter will add up. At the end of it, that comes out as a BAS his accountant can use. We're not lodging anything. We're making sure the numbers are there when it's due.
And this is the part that matters most. The system is only half of what he's paying for. When something in there isn't how he'd do it, he messages us on this screen. That goes to someone else in our small team, or me. Not, and never, to a help desk. We build everything he needs. We tell him straight when something is going to take a little longer to deliver, and it's all included in our low cost partnership model.
Ten bucks to have yours built. It comes back in 48 hours with your own jobs and your own wording in it, and one of us walks you through it. You get 14 days on it before you decide anything else. After that, it's $99 a month including tax. The Fit Check is underneath this. Two minutes and you'll find out whether we can work together.
The site details are already there, so a quote takes a couple of taps on the way back to the ute. Your pricing, your wording, your logo on it.
Job finishes, invoice goes out. Same numbers, no re-keying, no second system, no Friday night catch-up.
Quotes get followed up, unpaid invoices get a polite nudge, and you can see exactly what was sent and when.
Jobs done, money out the door, what is still owed. It takes about ten seconds to see whether the week was actually any good.
Most software hands you a login and leaves. We stay on it. Your Tailor-made System keeps changing because your business keeps changing, and that is included, not quoted for.
$10 to build it. Your 14 days start the day it goes live, then $99 a month including GST. Over 20 people, we talk through pricing with you first.
We would rather tell you now than take your $10.
If the answer is no, it says no.
Still wondering? Real people on the other end. Talk to a founder
Written by Samuel Lucas, co-founder. Sam ran an HVAC business before Clientyr, so the system is shaped by the paperwork he used to do at the kitchen table. Questions about any of this go straight to him.
