Your First Quote
in 2 Minutes
Simple step-by-step guide to getting started with QuoteMate. From download to your first professional quote in under 10 minutes total.
(30 sec)
(90 sec)
(4 min)
Step-by-Step Guide
Follow these simple steps to create your first professional quote
Download & Install QuoteMate
Get the app on your phone and open it up
What to Do:
Pro Tips:
- •Works on Android 8.0 and newer
- •Requires about 50MB of storage
- •Grant camera and storage permissions when asked
Avoid These Mistakes:
- •Forgetting to grant permissions - you'll need them for photos
Set Up Your Business Profile
Add your business details so quotes look professional
What to Do:
Pro Tips:
- •Your logo appears on all PDF quotes - makes you look pro
- •Can skip logo for now and add it later in Settings
- •All this info stays private on your phone only
Avoid These Mistakes:
- •Skipping this step - your quotes won't have your branding
- •Uploading a low-quality logo - use at least 500x500px
Create Your First Quote
Let's create a real quote to see how fast it is
What to Do:
Pro Tips:
- •Be specific: '50m of 1.8m Colorbond fence' works better than 'fence'
- •AI understands tradie language - talk naturally
- •You can edit any material AI suggests
- •Start with a simple job for your first quote
Avoid These Mistakes:
- •Being too vague: 'deck' instead of '5x4m deck with stairs'
- •Forgetting to add labour - materials alone don't make a quote!
- •Not reviewing AI suggestions - always double-check quantities
Attach Photos (Optional)
Add job site photos to your quote for extra professionalism
What to Do:
Pro Tips:
- •Take 'before' photos to show what needs doing
- •Wide shots show the full scope of work
- •Photos can increase your quote acceptance rate
Avoid These Mistakes:
- •Dark/blurry photos - use good lighting
- •Photos of unrelated things - keep it relevant
Review & Send Quote
Preview your professional quote and send it
What to Do:
Pro Tips:
- •Always preview before sending
- •Email is most professional but SMS is fastest
- •You can save PDF and send multiple ways
- •Quote is also saved in your quote history
Avoid These Mistakes:
- •Sending without previewing - check for typos!
- •Wrong customer email - double-check before hitting send
Example First Quotes by Trade
See what happens when you create your first quote
Deck Builders
AI lists: Merbau decking boards, joists, bearers, posts, concrete, galv bolts, stairs timber, handrail posts & rails, screws. Gets Bunnings prices. You add labour. Done in 4 minutes.
Fencers
AI calculates: 21 posts, 63m of rails (top/bottom/mid), 25 Colorbond sheets, post mix concrete, tek screws, caps. Bunnings prices added. You add install cost. Quote ready.
Landscapers
AI works out: 36 sleepers (3 high), 12 H4 posts, galv coach screws, aggregate for drainage. Gets prices. You add earthworks labour. Professional quote done.
Carpenters
AI calculates: 75 palings (150mm @ 200 spacing), galv nails, gate hardware if needed. Bunnings prices fetched. You add removal & install time. Send quote.
Quick Tips for Success
Get the most out of QuoteMate from day one
Use Templates for Common Jobs
After a few quotes, save your frequent jobs as templates. Next time you need a '3.6m deck' quote, select the template and it's 90% done.
Work Offline on Job Sites
QuoteMate works fully offline. Create quotes on-site without internet, then sync prices when back online. No excuses to delay quotes!
Adjust AI Suggestions
AI is smart but you're the expert. If AI suggests 6 posts but you know you need 7, just tap and change it. You're always in control.
Set Your Default Markup
Go to Settings and set your standard markup % (e.g., 30%). QuoteMate will auto-apply it to materials, saving you time on every quote.
Take Photos While On-Site
Don't wait until you're home. Take photos during the site visit and add them directly to the quote. Send the quote before you even leave!
Send Quotes Immediately
The faster you send, the more likely you win the job. Strike while the iron is hot - send quotes within hours, not days.
Troubleshooting Common Issues
Quick solutions to common first-time problems
Can't find a specific Bunnings product
Use the custom item feature to add any product manually. Enter name, price, and quantity. Or use the Bunnings search within the app.
AI suggests wrong materials
AI is good but not perfect. Simply tap the material and change it, or delete it and add your own. You're always in control.
Bunnings prices seem off
Prices are fetched real-time but can vary by location. You can override any price manually if needed. Check Bunnings website for your local store.
Quote PDF looks wrong on preview
Make sure you've set up your business profile fully. Check logo size (should be square-ish). Tap 'Refresh Preview' to regenerate.
Can't send quote via email
Check you have an email app set up on your phone. Alternatively, save PDF and attach it manually, or send via SMS/WhatsApp.
App running slow
Close and reopen the app. Clear cache in Settings if needed. Make sure you have the latest version from Play Store.
Still Need Help?
Our Australian support team is here to help. Contact us via the app or at [email protected]
What to Do Next
Your journey with QuoteMate has just begun
Start Your 7-Day Free Trial
Use your free trial on real jobs. Get a feel for the app. See the time savings firsthand.
Set Up Job Templates
After your first few quotes, save common jobs as templates for even faster quoting.
Explore Advanced Features
Try custom quote builder, multi-section quotes, quote tracking, and customer database.
Upgrade When Ready
After your 7-day trial, upgrade to Pro for unlimited quotes at $29/month. Worth every cent.
Ready to Create Your First Quote?
Download QuoteMate now and have your first professional quote ready in under 10 minutes. 7-day free trial with unlimited quotes.