Getting Started
From your first quote to your first invoice - here's how New Zealand painting and decorating businesses can set up rates, GST, currency, Xero, and the quote-to-job workflow.
A few reliable business details make the first quote, schedule, and invoice much faster to produce.
Have your trading name, contact details, logo, payment terms, and usual customer information ready. ATT uses these details across quotes and invoices, so check spelling and decide who should receive customer replies before inviting the team.
Gather your labour rates, common material items, markup approach, call-out charges, and standard exclusions. Confirm whether your prices include GST and how long a quote remains valid. New Zealand defaults help with currency and addresses, but your own accountant remains the right source for tax treatment.
List active jobs, contractor email addresses, working hours, and the person responsible for scheduling. If you use Xero, make sure the correct organisation and account access are available. Start with one real job, test the full quote-to-invoice workflow, then add the rest of the team.
Not ready to commit? Poke around a pre-loaded demo org first. Everything's real - real quotes, real jobs, real data.
See example quotes in various states - draft, sent, and accepted.
Active and completed jobs with line items, status tracking, and notes.
Staff assigned to jobs with time logged and hours summarised.
Supplier invoices auto-matched to jobs by the AI - zero manual sorting.
Revenue by job, contractor utilisation, and outstanding invoices at a glance.
No credit card required - free to explore
Follow these eight steps to go from sign-up to a fully running trade business - all powered by Mate.
Set up your business in ATT - add your name, trade type, and connect Xero if you have it. Takes about two minutes.
Open the Mate AI chat and say something like "Create a quote for John Smith for interior painting at 12 Main Street." Mate will guide you through the details and generate a professional quote ready to send.
Once a quote is accepted, tell Mate "Convert that quote to a job" or create a new job directly. Mate handles the details and sets everything up in seconds.
Tell Mate "Schedule Alex for the Smith job on Tuesday at 8am." Mate will create the job assignment and send a calendar invite automatically.
Your contractors can reply to their job sheet email to update progress. Those updates flow straight into ATT - no app needed for your team in the field.
Head to Contractors → Timesheets to see logged hours across all jobs. You can add or edit entries from here too.
Forward supplier invoices (materials, subcontractors) to your ATT inbox email. The AI reads them, categorises the cost, and matches them to the right job automatically.
Visit Analytics to see revenue by job, contractor utilisation, and outstanding invoices - all in one place.
Ready?
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