Customers, jobs and quotes
Keep customer and job details together. Prepare quotes, record accepted work and create an invoice draft when you are ready.
Invoicing and business tools for trades and service businesses
You’ve done the work. Let’s get you paid.
Create quotes and invoices, manage jobs, bills and payments, and keep your business organised. Use Tockly on its own or connect Xero, MYOB or QuickBooks Online.
Example work noteIllustrative example
Tockly prepares the line items
Invoice draftReview before sending
DescriptionQtyUnit priceAmount
Patio clean2$85.00$170.00
Materials1$42.00$42.00
Subtotal$212.00Sales taxTo reviewTotal before taxUSD 212.00
Add online payment when Stripe is connected
From a work note to work paid.
Explore how a quote, completed work and an invoice stay connected. The sample below uses fictional details.
TocklyIllustrative example
Garden maintenance · Example customer
QTE-001 USD 350.00
Before taxStart with a clear quote.
Labour3 × $95.00
Materials$65.00
Sales taxTo review
Total before taxUSD 350.00
Record the customer’s acceptance, then turn the agreed work into an invoice draft.
United States · USDBefore-tax illustration. Set the applicable tax for your business.
From the first quote to the final payment.
Keep the everyday work of your business together, with a clear record from customer enquiry to completed work.
Capture and Dictate
Photograph your work notes or speak the job details. Turn them into an editable invoice draft.
See notes become an invoicePayments, credits and statements
Record part payments and credits, prepare customer statements and offer online payment with a connected Stripe account.
Supplier bills and purchases
Keep supplier bills, purchase orders and recorded costs together. Track what you owe as well as what customers owe you.
Reports and business details
Review sales, costs and cashflow from your records. Manage the business details, invoice currencies and tax settings you need.
Reminders and credit control
Schedule follow-up when an invoice needs attention. Keep payment promises, customer queries and the next action with the invoice.
See how follow-up worksSome features and allowances depend on your plan. Compare all plans and allowances
Keep your accounting. Connect your invoicing.
Bring customers and unpaid invoices into Tockly, upload confirmed and sent Tockly invoices, and refresh payment status.
Keep your accounting software for your wider accounts and tax reporting. See each connection’s details for account requirements and available sync options.
Ask about your accounting connectionHow follow-up works
A reminder that leaves room for a conversation.
Customers can use the response links in your reminder to report payment, promise payment or raise a query. Their response stays with the invoice.
See plans and allowancesI’ll pay within 48 hours.
The customer’s promise stays with the invoice. Routine reminders pause so you can decide the next step.
A clear first step, with help close by.
- Set up your business
Choose your currency, tax settings and invoice details. Create a draft before contacting a customer.
- Bring your work together
Add customers, prepare a quote or create your first invoice. Connect supported accounting software if you use it.
- Review, then send
Review your invoice, amounts and recipients before sending. Use the help centre or contact Tockly with setup questions.
Know your ongoing price
Start free. Grow when you’re ready.
Free$0.00 USDper month
5 new invoices and 5 email reminder sends per month.
Growth$19.00 USDper monthUnlimited new invoices and email reminders.
Business$39.00 USDper monthGrowth features, team access and advanced reporting.
Start free, or try a paid plan for 30 days without a card. NZ subscription prices include GST; your final price and currency are confirmed before subscribing.
Compare all plans and allowancesMake your next job easier to manage.
Start free with a customer, a quote or an invoice. Try a paid plan for 30 days when you need more.