Close More Jobs.
Chase Less Paperwork.
Smart workflow automation for solar, heating, cooling, and hot water companies. From custom quote forms to bank transfer verification — every step, automated.
Recent Quotes
3 awaiting response
Wilson Family Solar
6.6kW Solar System
$8,400
ViewedMetro HVAC Solutions
Ducted Air Con Install
$4,200
AcceptedSunrise Hot Water Co.
Heat Pump Upgrade
$3,100
SentGreenPower Installs
Solar + Battery Bundle
$14,800
InvoicedThis Week
$31,500
+18% vs last week
Quotes Sent
24
12 opened today
Jobs Active
9
3 due this week
500+
Australian companies
98%
Quote open rate
3×
Faster payments
$2.4M
Quotes sent monthly
Trusted by leading trades businesses across Australia
Everything you need
One platform. Every part of the job.
Build and share branded quote forms in minutes
Create tailored forms for solar panels, air conditioning, heat pumps, and more. Generate a unique shareable link per customer — no app download, no login, just a clean link.
- Drag-and-drop form builder
- Branded with your logo & colours
- Unique link per customer
- Mobile-optimised by default
Know the exact moment your customer opens a quote
Live engagement analytics show when a customer views your quote, how many times they've opened it, and how long they spent reading. Call at exactly the right moment.
- Instant open notifications
- Time-on-page analytics
- Multiple-view detection
- Forwarding & share tracking
Quote Engagement
Solar Quote · Wilson Family
4
Opens
6m 12s
Time on page
2
Views today
Wilson opened quote
Just now
Scrolled to pricing section
2m ago
Shared link with company
8m ago
Quote was delivered
1h ago
Live notification sent
Wilson is reading your quote right now
Quote accepted → invoice sent automatically
The moment a customer approves your quote, JobFlow generates and sends a professional invoice. No copying, no re-typing — automated from acceptance to payment request.
- Instant invoice generation on accept
- Custom invoice templates
- Automated follow-up reminders
- GST & tax calculation built in
6.6kW Solar System (supply + install)
$7,800
Electrical switchboard upgrade
$420
Grid connection application
$180
Total incl. GST
$8,400.00
Auto-sent 0.3s after acceptance
Metro HVAC Solutions · 14 Jan 2025
Accept bank transfers with proof-of-payment verification
Australian trades prefer bank transfer. Customers upload their payment screenshot, you verify with one click before marking paid. No gateway fees, no chargebacks.
- Screenshot upload by customer
- One-click verification workflow
- Zero payment gateway fees
- Full payment audit trail
Payment Received
Awaiting your verification
payment_screenshot.png
Uploaded by customer · 2m ago
Amount
$8,400.00
Reference
JOBFLOW-0094
Date
14 Jan 2025
Reject
✓ Verify Paid
Transaction fees
$0.00
Assign jobs to the right installer, instantly
Once a job is booked, assign it to any installer in your team with a single tap. Installers see everything they need — address, scope, customer notes, and scheduled time.
- Team roster management
- Job detail packs for installers
- GPS job location links
- Real-time status updates
Assign Job
GreenPower · 14 Maple St, Brisbane
Jake Morrison
2 active jobs
Sam Chen
1 active jobs
Ryan Patel
3 active jobs
Assign to Jake Morrison
Job pack sent to Jake
Scope, address & contact details
Monitor every sale from lead to completion
A single dashboard tracks every opportunity — from first quote to final payment. Know what's open, what's stalled, and what's ready to close at a glance.
- Visual Kanban pipeline
- Revenue forecasting
- Conversion rate tracking
- Custom stage configuration
Sales Pipeline
Live
Leads
8AquaHeat Systems
Bright Energy AU
+6 more
Quote Sent
5Wilson Family Solar
Metro HVAC
+3 more
Accepted
3GreenPower Installs
+2 more
Job Booked
4Sunrise Hot Water
+3 more
Pipeline value
$148,200
Simple by design
From zero to fully automated in three steps
Build your quote form
Use the form builder to create a customised quote template for each of your services — solar, ducted AC, heat pump, hot water. Add your branding, pricing sections, and custom questions.
Share the link with your customer
Every quote gets a unique link. Send it via SMS, email, or WhatsApp. Your customer fills it in on any device — no account required. You're notified the moment they open it.
JobFlow handles everything after that
Acceptance triggers automatic invoice delivery. Payment screenshot uploads for your verification. Assign to an installer. Mark complete. Every step logged, every payment tracked.
What our customers say
Trades businesses love JobFlow
“We used to spend two hours a day chasing quote follow-ups. JobFlow handles all of that automatically. Our conversion rate jumped from 34% to 58% in the first month.”
James Tran
Owner · Brisbane Solar Co.
Brisbane, QLD
“The bank transfer verification is brilliant. Our customers already prefer paying by transfer, and now we're not losing 2% to payment gateways on every single job.”
Sarah Kowalski
Managing Director · CoolBreeze HVAC
Melbourne, VIC
“Seeing when a customer opens my quote is a genuine game changer. I call them at exactly the right moment now. I close nearly every job I quote on.”
Michael Pereira
Solar Installer · GridEdge Energy
Sydney, NSW
Simple, transparent pricing
No hidden fees. No surprises.
Starter
Perfect for sole traders and small operators just getting started.
- 1 user seat
- Up to 20 quotes per month
- Custom quote forms
- Shareable quote links
- Real-time open tracking
- Bank transfer payments
- Email support
Professional
For growing teams that need full automation and job management.
- Up to 5 user seats
- Unlimited quotes
- Auto-invoicing on acceptance
- Job assignment to installers
- Payment screenshot verification
- Sales pipeline dashboard
- GST & tax calculation
- Priority email & chat support
Scale
For established companies managing high volume across multiple teams.
- Unlimited user seats
- Unlimited quotes & invoices
- White-label quote forms
- Custom branding throughout
- Advanced reporting & export
- API access
- Dedicated account manager
- Phone support
All plans include a 14-day free trial. No credit card required.
Got questions
Frequently asked questions
Still have questions? Email us — we reply within one business day.
Ready to automate?
Start closing more jobs today.
Join 500+ Australian solar and HVAC companies who've replaced manual quoting with JobFlow. 14-day free trial, no credit card required.