Trade job management software that runs your way.

Everything a trade business runs on

Every enquiry in one list with where it came from and what happened next, and a text back to a new one straight away instead of a callback on Monday. Every customer, site and contact in one place, synced with Xero so you're not keying the same details in twice. Itemised quotes out the same day: send one, see when they open it, and turn it into a job the moment they say yes, with the plans measured up on the quote itself and the quantities pushed onto the estimate at your own rates. The whole job then sits in one place: quote, schedule, materials, timesheets, purchase orders and site photos, no hunting through the ute for a docket. Drag someone onto a job and they've got the address, the scope and somewhere to log updates before they leave the yard. Stock on hand across the shed and the vans, with a floor level that warns you before you run out, the delivery docket read in on arrival, and the cost landing on the job when it's drawn. Invoices build themselves off the finished job and land in Xero, and overdue reminders go out without you chasing anyone. The customer gets their own page on the job, showing the schedule, their selections, their invoices and somewhere to ask a question, and you choose what they see, job by job. Then the numbers you'll actually use: labour markup, material margin, quote win rate, what each job made, in plain figures, no accountant needed to read them.

Which one are you?

StackLyft has a page for each kind of business. Sole trader: the whole job off your phone. Trade crew: schedule, timesheets and costing. Builder with subbies: plans, subbies and retention. Make or sell products: production, stock and shopify.

For the work that crosses into other businesses

StackLyft Network: Send and receive RFQs, work orders and purchase orders with other businesses on StackLyft, and turn what comes in into quotes and jobs. Partner Pipeline: Won a quote someone else will do? Hand it to partner businesses, follow their visits and progress, and pick who gets the job. Production and Shopify: Make or sell products? Recipes, production runs, stock and dispatch, with Shopify orders coming in as jobs.

Trusted by Australian trade businesses

Kennett Gas Services, Bradley Trade Services, Harrison Kitchens & Cabinets and RA Resurfacing run their quoting, scheduling and invoicing on StackLyft.

Quote to paid, no double handling

Each step sets up the next one. They accept the quote and the job is already there. You finish the job and the invoice is already drafted. Xero chases the money while you knock off.

Before it's a job, it's a phone call

Every enquiry lands in one list: off your website form, by email, or taken standing in somebody's driveway. You can see where it came from, what they asked for, who's chasing it and how it ended, and when it becomes a job the customer, the site and the quote carry across instead of being typed again. A new enquiry gets a text back straight away, under your name and from your number, instead of a callback on Monday after they've rung the next bloke. Switch on the AI lead agent and it holds the conversation by text, puts the answers on the record and hands over to a person the moment it needs one. Out of the box it won't put a price in a text, and converting the lead, raising a quote or booking a visit waits for your approval.

From first price to signed job

Quotes build off your own labour rates and supplier price lists, with saved items for the jobs you do every week, so a standard job takes minutes. Send it, see when they open it, and they sign it on their phone. The moment it is signed the job exists, with the scope, the materials and the labour already on it. Variations work the same way. Price it, send it, get it signed, and it lands on the job as extra work that gets invoiced, which is the difference between a variation you get paid for and one you absorb.

Measure the drawings where you quote

Plans go straight onto the quote or the job. Set the scale off one dimension you know, measure lengths, areas and counts on the drawing itself, and push them onto the estimate as material and labour lines at your own rates. Prices come from your own price list, not a live feed from your merchant.

What the app does on site

StackLyft is on the App Store and Google Play, and it is the same app on iPhone and Android, with no cut-down version for half the crew. GPS clock on and off builds the timesheet from where someone actually was, and JSAs and safety forms are signed on the phone and filed against the job. Photos, materials and expenses go straight onto the job, and when the work is done they mark it finished and the office sees it at once. One honest limit: offline support is thin, so you'll want coverage or Wi-Fi.

A day of visits, in driving order

Route Optimisation on the phone puts each day of visits in an order that drives, and keeps every visit exactly as long as it was booked: only the start times move. Anything from your calendar, anything you pin and any day you're on the tools stays where it is. Drive times come from Google with live traffic, predicted for when the day starts, for up to 25 places in a day, and from a straight-line estimate that says it is one otherwise. When you confirm, it offers to text each customer whose visit moved.

Knowing what the job actually made

Every hour and every dollar lands on the job as it happens: labour off the timesheets, materials off the purchase orders, and subcontractor invoices, hire and tip fees against the job rather than in a pile at the end of the quarter. While it is still running you can see committed and actual cost against what you quoted, which is when a job going backwards is still fixable. Across the business you get labour markup, material margin, quote win rate and what each job made, with profit by estimator and by supervisor, in plain figures rather than a report you need an accountant to read.

Paid online, and chased for you

Connect Stripe and customers pay by card from the Pay now button in the invoice email, or a QR code on your phone, straight into your own Stripe account. Chase overdue invoices in one go, or switch on automatic follow-ups: up to three reminders per invoice, which stop once it's paid.

Invoices and quotes that chase themselves

Send an invoice and it offers to book the follow-ups in behind it: up to three, by email, text or both, at the time you pick, each carrying the invoice link and, with Stripe connected, a Pay now button. A payment, a credit, Mark as Paid, the invoice turning up paid in Xero, or archiving or deleting it stops the rest. Every text ends with a line to opt out. Up to four follow-ups on a quote, at least 48 hours apart, by email or text, and they stop when the customer answers. Make them compulsory and the send screen asks for them every time.

Two-way Xero sync that ends the double entry

The Xero connection runs both ways, as things happen. Raise an invoice on a finished job and it is in Xero before you have closed the tab; mark it paid in Xero and StackLyft knows it is paid. Your bookkeeper works in Xero the way they always have. Being straight with you: Xero is the only accounting package we sync with today. If your books are in MYOB or QuickBooks, that is a real reason to look at something else.

Subbies, compliance and what you owe them

Subcontractors get a proper work order with the scope and the agreed price on it, and they open it, answer it and upload their paperwork through a portal, without you paying for a seat for them. Insurances, licences and their expiry dates sit on the contractor record, so you know before they're on site. Their invoice is matched against the work order and against what was actually done, and retention is recorded per claim as you go, which is the only way anybody ever gets it back.

RFQs and work orders, business to business

Switch on the StackLyft Network and other businesses on StackLyft can send you their RFQs, work orders and purchase orders, and you can send them yours from the pickers you already use. Your price and your signature go in from inside your own StackLyft, and what you receive becomes a quote or a job without being typed again. ABNs are checked against the Australian Business Register, and the business that sent a work order can rate it once it's signed, so the stars next to a name come from real work. It stays off until you switch it on.

Email the customers you already quoted

Pick customers off the map, narrow them by quote or job status, cost centre, dates and value, and email them from your own Gmail or Outlook. Then see which quotes and jobs each email brought in, and what they've been invoiced and paid.

Momo, the AI inside your CRM

Ask your business a question in plain English. Momo reads your live jobs, quotes, invoices and timesheets and answers from the real numbers, and it never changes data without asking. It's a paid add-on per Full Access user, and free for your 14-day trial.

Built and supported in Adelaide

Setup is done in an afternoon and there's no credit card to start. Support is the small team who built StackLyft, on the phone seven days, 7am–9pm ACST. Start the 14-day free trial and keep it if it earns its keep.

Questions

How much does trade job management software cost?

Ours is $99 a month ex GST for the platform, and that includes your first Full Access user. After that it is $69 a month for each extra Full Access user and $29 for each Mobile Only user, which is the seat for people who work off a phone and never open the office side. There are no tiers and nothing is held back for a bigger plan. Most job management software in Australia charges a full rate for every user, so the comparison usually turns on how many of your crew only ever need a phone. Texting is optional and pay as you go: $15 a month for your business number once you switch it on, then 12c a text, with replies free.

Does it work with Xero?

Yes, and the sync runs both ways as things happen. An invoice raised on a finished job is in Xero straight away and a payment reconciled in Xero shows as paid in StackLyft. Xero is the only accounting package we connect to today. There is no MYOB or QuickBooks sync, and if that is where your books live it is a fair reason to look elsewhere.

Can I use it on my phone?

Yes. StackLyft is on the App Store and Google Play, and it is the same app on iPhone and Android, so nobody is stuck with a cut-down version. On site it does the day's schedule and job briefs, GPS clock on and off, site check-in, JSAs and safety forms signed on the phone, job photos and notes, materials and expenses from the van, and marking a job done. If you're the one quoting, you can also add the customer, send the quote, get it signed, take the deposit and invoice the job from the phone. Offline support is limited, so you want coverage or Wi-Fi.

Does it handle enquiries before they're customers?

Yes, that's the leads side of it. An enquiry sits in its own list with where it came from, what they want, who's on it and how it ended, whether it arrived off your website form, by email, or as a call you took standing on site. New ones can get an automatic text back under your name, and there is an agent that will hold the whole conversation by text and hand over to a person when it needs one. When it turns into work the customer, the site and the quote build off the enquiry rather than being typed again, and the reporting tells you which sources are actually worth what you pay for them. We have not published pricing on the AI tools, so ring us about those.

Can it keep track of stock?

Yes. There is a Stock page carrying what is on hand at each location, shed, van or bay, and by lot where you track them, with a minimum level and a reorder quantity per item and an alert to a named person when something runs low. Every movement sits on a ledger so you can see what went where and why. Goods In reads a delivery docket and matches the lines against what was ordered, and Reorder turns everything that is low into one purchase order per supplier. If you make what you sell, there are recipes, production runs and dispatch too. Two limits worth knowing: a draw onto a job takes reserved stock first, then the oldest, rather than a van you pick, and barcode scanning finds a product on a quote rather than counting stock.

How long does setup take?

Most crews are up and running the same day. Send us your customer list, connect Xero, and we walk you through the rest on a call, one on one, rather than pointing you at a help article. If you are bringing job history across from another system, we do that migration with you.

Do I need a contract?

No. It is month to month, there is no setup fee and there is no lock-in. Add a seat when you put someone on and remove it when they leave, and it stops billing on the next cycle. The trial is fourteen days of the full platform with no credit card, so there is nothing to cancel if you decide against it.

What happens to my data if I leave?

You take it with you. Export the lot whenever you like, and if you are leaving, tell us and we will do the export for you rather than making it hard. Your data is hosted in Australia and encrypted at rest, and it stays yours the whole time, not just on the way out.

What does "100% customisable" really mean?

If a button, a field, a form or a report doesn't suit how you work, tell us and we change it for your account. No extra charge, usually inside a week. Anything bigger, a whole instance built around your business, is a separate job and we price it separately.