Xero quoting software should help NZ tradies create clear quotes, manage customer follow-up, and carry accepted work into job and invoicing workflow. ATT is strongest when you want the quoting process to sit in a trade workflow first, then connect invoicing to Xero on the Professional plan.
Page last updated: May 2026
For most trade businesses, the quoting problem is not just creating a document. It is making sure the accepted quote can become real work without duplicate admin.
| Quoting need | Xero-only or manual process | ATT quoting workflow |
|---|---|---|
| Trade-specific quote creation | Often starts from generic invoice/accounting structure or separate templates | Built around quotes, customer records, job context, and repeatable trade workflow |
| Site visit notes and scope | Usually captured in emails, notes, photos, or spreadsheets | Can stay closer to the customer and quote workflow |
| Customer follow-up | Often manual calendar reminders or inbox checking | Quote and customer history sit together for easier follow-up |
| Accepted quote handoff | Job and invoice details are commonly recreated later | Quote acceptance can feed the job and Xero-connected invoice path on Professional |
| Painter-specific examples | Requires custom manual wording | Better fit for repaint, maintenance, staged commercial, and variation-heavy quoting |
| AI assistance | Not the core quoting workflow | ATT includes AI-assisted quoting context for trade work |
Most NZ tradies do not need another accounting screen. They need quotes that move cleanly into customer follow-up, job records, and Xero-connected invoicing. That is a workflow problem, not just a document problem.
Xero is the accounting system. ATT is the trade workflow layer around it: enquiry details, site notes, quote scope, customer history, acceptance, job handoff, and the later invoice path.
Quoting directly in Xero can be useful for simple work, but trade businesses usually need more context than an accounting quote holds. A painter may need preparation notes, surface condition, access details, exclusions, colour decisions, site photos, subcontractor assumptions, and follow-up reminders before the quote is accepted.
If those details sit in texts, emails, spreadsheets, and memory, the quote may look fine while the workflow remains fragile. ATT is built to hold the operational quote context before the invoice reaches Xero.
ATT Quoting is the best starting point when quote speed, consistency, and customer workflow are the bottlenecks. The quote is created in the same system that holds the customer and job record, which means accepted work has a cleaner path into operations.
When the business needs the full accounting handoff, ATT Professional adds Xero-connected invoicing workflow. That gives the business a practical path from quote creation to accepted job to invoice without forcing Xero to do the operational work.
A strong Xero quoting workflow should cover more than the final quote document:
Read lead management software NZ and customer follow-up software NZ if the quoting issue starts before the invoice stage.
Repeatable quoting matters for painters because similar jobs still need consistent structure: interior repaint, exterior repaint, roof painting, touch-ups, commercial maintenance, plaster repair, access hire, preparation, primer, finish coats, exclusions, and GST.
A template is useful, but software becomes stronger when the quote template connects to the customer, follow-up, job record, and Xero-connected invoice path. If you need manual structure first, read painting quote template NZ and how to write a quote NZ.
Get connected with local tradies who can quote your job.
Use ATT to quote faster, win more work, and run your painter business.
This is where ATT beats a manual or accounting-only process. Once the customer accepts, the quote should not become a static PDF that someone decodes later. The customer, scope, price, notes, deposit requirement, and billing plan should carry forward into the job workflow.
If the bigger problem is after approval, read quote-to-invoice software NZ for the dedicated handoff page.
Good quoting should improve future pricing. If a quote allowed too little for prep, paint, subcontractors, or access, the business needs to see that later. ATT's workflow is strongest when quotes, supplier costs, job records, and invoices can be reviewed together instead of being split across accounting and spreadsheets.
Read job costing software NZ for the margin-control layer around Xero.
ATT has public pricing, a focused NZ trade workflow, quoting and Professional plans, and related pages for Xero trade workflow, quote-to-invoice handoff, and progress invoicing. The product is positioned around operational quoting before the accounting record, which is the part Xero-only workflows usually leave exposed.
For accounting context, see Xero NZ. For the trade workflow around it, evaluate ATT with a real quote from your own business.
Xero quoting software is software that helps a Xero-using business create quotes and carry accepted work toward Xero-connected invoicing without losing customer and job context.
It can be enough for simple jobs, but many tradies need more operational detail: site notes, quote follow-up, accepted-job handoff, progress billing, variations, and job costing.
ATT handles quote creation, customer records, follow-up, and job workflow first. ATT Professional then adds Xero-connected invoicing workflow after the quote is accepted.
Yes. ATT Quoting is designed for faster, more consistent quote creation with customer and job context around the quote.
ATT keeps quote and customer workflow closer together, which helps prevent accepted work and follow-up tasks from being buried in separate inboxes or spreadsheets.
The accepted quote can carry into job workflow, and on ATT Professional the invoicing path connects with Xero so the business avoids rebuilding the same information manually.
No. Xero remains the accounting system. ATT is the trade quoting and workflow layer around Xero.
ATT is a strong fit when repeat quote structure, customer records, and workflow consistency matter more than sending a one-off document.
Use ATT Quoting if quote creation is the main problem. Use ATT Professional if the quote needs to carry through to Xero-connected invoicing workflow.
Read quote-to-invoice software NZ if your handoff is weak, or Xero trade workflow software NZ for the wider accounting-connected workflow.
Get connected with local tradies who can quote your job.
Use ATT to quote faster, win more work, and run your painter business.