Customer Setup Form
Step 1 of 4
Your Business
Basic details about your company. This goes straight into your quote headers and documents.
Company Information
Address & Registration
Quote Settings
days
Your Plan
🤖
Yes — AI Quoting Engine
🔧
No — another tool

* Required fields

Your Trade
Select all trades that apply — you can pick more than one.
What trades do you work in?
🛣️
Tarmac & Surfacing
🌿
Landscaping
🏗️
General Builder
🔧
Other Trade
Do more than one? Select all that apply and you'll see pricing questions for each.
Your Prices
Your material costs, labour rates and margins. These go directly into your quoting engine. Use your actual numbers — the more accurate, the better your quotes.
How You Work
Your productivity rates — how fast your crew works. If you're not sure on exact numbers, give your best honest estimate. Rob will sense-check everything before go-live.
Grab a brew for this one. These are the questions that make your quotes accurate rather than just plausible. If you get stuck, leave it blank and we'll work through it on a call.

You're all set.

Rob will review your details and be in touch within 48 hours. Your Clerk login invite is on its way to your inbox separately.

If you need anything in the meantime, call or text directly.