Getting Started

Get started with Automate The Trades

From your first quote to your first invoice - here's everything you need to know.

Explore the Demo Organisation

Not ready to commit? Poke around a pre-loaded demo org first. Everything's real - real quotes, real jobs, real data.

Quotes

See example quotes in various states - draft, sent, and accepted.

Jobs

Active and completed jobs with line items, status tracking, and notes.

Contractors & Timesheets

Staff assigned to jobs with time logged and hours summarised.

Invoice Inbox

Supplier invoices auto-matched to jobs by the AI - zero manual sorting.

Analytics

Revenue by job, contractor utilisation, and outstanding invoices at a glance.

Explore the Demo

No credit card required - free to explore

Your step-by-step guide

Follow these eight steps to go from sign-up to a fully running trade business - all powered by Mate.

1

Create your organisation

Set up your business in ATT - add your name, trade type, and connect Xero if you have it. Takes about two minutes.

You can connect Xero later - your quotes and jobs will still sync once you do.
Xero integration setup
2

Create a quote with Mate

Open the Mate AI chat and say something like "Create a quote for John Smith for interior painting at 12 Main Street." Mate will guide you through the details and generate a professional quote ready to send.

Try it - Mate handles the back-and-forth. You don't need to fill in a form.
3

Create a job

Once a quote is accepted, tell Mate "Convert that quote to a job" or create a new job directly. Mate handles the details and sets everything up in seconds.

4

Schedule a contractor

Tell Mate "Schedule Alex for the Smith job on Tuesday at 8am." Mate will create the job assignment and send a calendar invite automatically.

Calendar invites go out to your contractor's email - no app install needed.
Contractor schedule calendar
5

Update job progress from email

Your contractors can reply to their job sheet email to update progress. Those updates flow straight into ATT - no app needed for your team in the field.

Great for teams who aren't tech-savvy. Just reply to the email.
Contractor email job update flow
6

Check timesheets

Head to Contractors → Timesheets to see logged hours across all jobs. You can add or edit entries from here too.

Timesheets overview
7

Send invoices to the inbox

Forward supplier invoices (materials, subcontractors) to your ATT inbox email. The AI reads them, categorises the cost, and matches them to the right job automatically.

Your ATT inbox email is in Organisation Settings. Forward anything - PDFs, images, plain text.
Invoice inbox showing AI-categorised invoices linked to jobs
8

Check analytics

Visit Analytics to see revenue by job, contractor utilisation, and outstanding invoices - all in one place.

Analytics dashboard

Ready?

Ready to get started?

Join NZ trade businesses already saving hours every week. Start your free 14-day trial - no credit card required.

Start Free Trial