Frequently asked questions

Add your business profile, tax settings, default hourly rate, payment text, and customer document theme. Then add a few price book rows or import a supplier file before quoting.

Use New quote from the main navigation. Choose the manual path, add or select the customer, enter the job and site details, then add the scope and priced lines.

Yes. Quotes, jobs, invoices, payments, stock, and reports work without an accounting connection. Connect accounting later when you are ready to sync invoices, payments, bills, and supported item lists.

Add a customer while creating a quote, or open Contacts and create the customer first. Search before adding a new customer so the history stays under one contact.

Open Business Settings, then Team. Invite the person by email, wait for them to accept, then assign their role, trade, rates, and any required permissions.

Open New quote and choose the manual path. Add or select the customer, confirm the site and scope, then add labour, materials, assemblies, discounts, deposits, terms, and customer options. Review the totals and customer document before finalising.

Manual quotes use the labour rates, price book rows, assemblies, supplier costs, markups, and sell prices your business selects or enters. Keep source prices current and check every quantity, cost, sell price, margin, and tax amount before sending.

On the eligible plan, upload a PDF or image, calibrate each page, draw lines, areas, and counts, then review and map measured ledger rows to price book items or assemblies before inserting them into a quote.

Yes. Add saved price book rows or assemblies to a quote, then review the inserted description, quantity, cost, sell price, tax treatment, and customer-facing breakdown. Availability of supporting tools varies by plan.

Check scope, quantities, labour hours, material costs, margin, tax, deposit, expiry, payment terms, and the customer PDF. Finalise only when the customer version is ready.

A job can be created manually from a quote, or automatically when an accepted quote is linked into the job workflow. The job keeps schedule, crew, costs, documents, invoices, and status together.

Use statuses to reflect the real state of work: quoting, customer reviewing, pending deposit, scheduled, in progress, invoiced, complete. Keep status changes close to the actual work stage.

Open the job and use Work or Money sections for time, materials, stock used, receipts, expenses, quoted-vs-actual, and margin.

Use variations for extra or changed work after the original agreement. A variation creates a separate customer-approved quote and, where needed, its own invoice trail.

Confirm required forms and licences are complete, check actual costs, raise or finalise the invoice, record payment, then mark the job complete when the balance is settled.

Open an accepted quote or job and use the invoice action. Review line items, tax, deposit, payment terms, and customer details before sending.

Set deposit defaults in business quoting settings or adjust them on the quote. The invoice tracks deposit, paid amount, balance, and outstanding total.

If a supported payment provider is connected and payment collection is enabled for that invoice, the customer can use its payment link. Otherwise record an external payment such as bank transfer, cash, cheque, or card manually. Provider onboarding, country, device, and account eligibility still apply.

No. Tap to Pay depends on supported mobile hardware, OS version, and payment-provider setup. If it is unavailable, use the online link or record a manual payment.

When accounting is connected, supported invoice and payment records can sync to the active accounting package. Payments recorded directly in the accounting package can also reconcile back where supported.

Use the Jobs calendar for date-based planning, or open the job and update schedule and crew. Business Planner gives a daily allocation view for crew and equipment.

Business Planner is the dispatch board for allocating crew and equipment to the day's jobs. Use the snapshot or calendar view to manage assignments.

Crew map shows opted-in crew locations, active job sites, stale markers, and dispatch context. Location sharing is controlled by each worker and the business settings available to that plan.

Service agreements and repeating jobs create scheduled visits according to their recurrence rules. They appear in calendar, jobs, and planning views as concrete visits when due.

On eligible plans, dispatch and crew-map tools can find opted-in nearby crew and send pings where enabled. Location can be stale or unavailable, and a ping is not an assignment: an Office dispatcher must confirm the worker, job details, licence requirements, and schedule.

A Field user's view is limited to allocated work and the tools allowed by the business plan, role, feature settings, and device. Office-only business, billing, reporting, and broad customer data remain outside that role.

Open the allocated job or timesheet action, record the real start, finish, and breaks, then submit the entry with the correct job and notes. Location suggestions or auto-clock settings can assist where enabled, but the submitted time still needs review.

Use Timesheets to filter by date, worker, or job. Check clocked time, job allocation, breaks, notes, and any discrepancy details, then correct, return, or approve the entry before using it for billing or payroll preparation.

Upload them from the allocated job or matching capture flow so they retain the job, customer, date, and user context. Confirm important files finished uploading before leaving the job or relying on them as complete records.

Approved time can feed the linked job's labour cost and quoted-versus-actual review using the configured worker rates. Check the job and approval state before billing or preparing a pay run.

A service agreement stores repeat scope, recurrence, customer, site, visit settings, and billing mode so concrete visits can be created and managed as jobs when due.

Active agreements create scheduled visits according to their saved recurrence. Review the generated job and date before allocating crew, equipment, or customer notifications.

Yes. Pause the agreement to stop new visits without ending the customer record, then resume when work should continue. Review existing scheduled visits separately because pausing is not a substitute for checking each job.

Use the billing mode available on the agreement, such as per visit, per period, or a configured block. Review every generated invoice, tax amount, completed visit, and customer balance before sending or recording payment.

Review upcoming visits, completed work, open invoices, unused block visits, customer notices, and any assets or compliance records that must remain available. Ending prevents future recurrence but does not replace closing existing jobs and balances.

Use Stock to add an item manually, or add from a price book row so the SKU, barcode, supplier, cost, and sell price stay linked.

Scanning receives, transfers, or uses stock depending on the selected mode. Using stock on a job books the material against that job's costs.

AllQuote keeps operational quantities. Accounting packages usually receive the money records and supported item lists, not every scan-out quantity movement.

On an eligible plan, a business can connect its own Reece maX account. Available tools can sync account pricing, search products, read branch quotes and invoices, and support purchasing flows. Access depends on the connected Reece account and returned data; AllQuote does not place an order until an authorised user confirms Send Order to Reece.

Create or open a purchase order, review quantities, supplier, prices, delivery or pickup details, then use the supplier-specific preview, check, or submit actions where available.

No. AllQuote is a record-keeping and workflow tool. Your business remains responsible for legal, licensing, safety, and regulator requirements.

Use Licences and the compliance register to record licence numbers, expiry dates, workers, and evidence. Keep documents current before assigning regulated work.

Use Compliance Hub to create or complete the required job forms, SWMS, JSA, checklists, and certificates. Store completed records against the job where possible.

Compliance gates can warn or block a step until required forms, licences, or checks are complete, depending on the feature setting and enforcement mode.

Where a form, certificate, audit pack, or PDF export exists, use the page action to download the customer, job, or business record for filing.

AllQuote has connection paths for Xero, MYOB, and QuickBooks on eligible plans. A logo or settings option does not mean the business is connected: the owner must complete the provider authorisation, select the correct organisation, grant the required permissions, and configure the supported sync direction.

A business can keep multiple connections where supported, but one active target is used for normal pushes. Check Business Settings, Connections for the active provider.

Supported records can include customers, invoices, payments, supplier bills, credits, and item lists. Operational stock scan quantities and some provider-specific records stay in AllQuote.

Connect the correct organisation, confirm the active provider, and avoid enabling duplicate supplier invoice flows if the supplier already posts directly to accounting.

Review the error on the relevant invoice, bill, connection, or integration page. Correct the mapping, permission, or provider issue, then retry the sync.

Use Billing from the account menu on the website. Native app stores may restrict purchase management, so subscription actions are handled on the web.

Feature access can depend on plan, business feature settings, role permissions, subscription state, or provider setup. The Billing and Business Settings pages show most access causes.

Yes. Use Billing to review available plans and change the subscription where the billing provider is active. Changes follow the billing provider's proration and timing rules.

Use Billing and the relevant usage screens to review available job, user, SMS, scan, storage, or other allowances exposed by your plan.

Billing changes are owner-level actions. Team members may see billing information only if their role and business permissions allow it.

The mobile app is for field workflows such as job access, photos, scanning, forms, location-aware timesheets, notifications, and payment actions where supported.

Yes. Camera access is used for job photos, barcode scanning, receipts, licence evidence, forms, and other upload flows. Browser and device permissions still apply.

Location sharing is opt-in and can be controlled by the worker. It supports crew map, dispatch, on-site context, and timesheet suggestions where enabled.

App Lock adds a PIN or biometric privacy gate inside the native app. It is separate from your AllQuote account password and can be managed in Settings.

Offline behaviour is limited. Cached mobile data can keep selected previously loaded job information available and queued uploads may resume later, but server-backed records, current permissions, invoice state, payments, and final sync status need connectivity. Reconnect and confirm sync before relying on a record as complete.

Access is controlled by business membership, role permissions, feature settings, and team scoping. Users should only be invited into businesses where they need access.

Use a strong password, enable two-factor authentication where available, keep staff roles narrow, remove old members, and use App Lock on shared or field devices.

Yes. Use Settings, Delete account, or the public delete-account page. Deletion is permanent once confirmed, so export anything you need first.

Customer data is used to operate quotes, jobs, invoices, bookings, messages, payments, reporting, and connected services you enable. See the Privacy Policy for the full policy wording.

Email support with the affected account, business, page, and a short description. Do not send passwords, full card details, or unnecessary customer files by email.