Steel Funnel System
Quoting, invoicing and payments for tradies
Get quotes accepted faster and collect deposits instantly on your phone.
Book a 15-minute system callThe reality for most tradies
The problem
Paper quotes take days to write up after dinner, deposit collection is awkward, and unpaid invoices drag on for weeks.
The Steel Funnel build
Our fix
Connect professional mobile quoting and instant card/EFT payment collection straight into your CRM pipeline.
Quote to cash, on the phone
Mobile quote
Built on site, not after dinner
1-click approval
Customer taps accept
Deposit link
Card or EFT via SMS
Invoice paid
Overdue reminders sent for you
Syncs cleanly with Xero or MYOB
What's included in this build
Engineered specifically for Australian trade conditions and customer behaviour.
- 01Mobile quote builder with 1-click customer approval
- 02Instant deposit payment links via SMS and email
- 03Automated overdue payment reminders
- 04Syncs cleanly with Xero or MYOB
- 05Eliminates paper invoice hassle
Common questions
Can I send a quote from the job site?
Yes. The quote builder runs on your phone and the customer approves in one click, so you can quote standing in front of the work instead of at the kitchen table that night.
How do deposits get collected?
A payment link goes out by SMS and email, so the customer can pay by card or EFT straight away rather than waiting on bank details.
Does it work with my accountant's software?
It syncs with Xero and MYOB, so invoices do not have to be entered twice.
What about customers who do not pay on time?
Overdue reminders are automated, which takes the awkward chasing off your plate and out of your evenings.
Works alongside
Photo & Video Content
Real work, filmed properly. The biggest lever on trade ad performance.
Read more →Websites & Conversion Funnels
A site built to produce enquiries, not to exist.
Read more →Lead Capture & Qualification
Every enquiry captured, scored and sorted before you pick up the phone.
Read more →Want this in your business?
Book a 15-minute call. We'll map out how this fits into your current workflow without disrupting your team on-site.