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Quote the job
Build the quote from reusable items like labour, materials, and call-out fees, then email it to the client, even from site.
Quotes and invoices for South African trades and service businesses
From quotes before the job to invoices after completion, MyEasy Invoice helps service businesses track customers, documents, and payments in one place.
Free 14-day trial · No credit card required · Cancel anytime
Why service businesses need a clear quote-to-payment workflow
Trade and service work has a rhythm of its own: see the job, price the job, get the go-ahead, do the work, invoice it, and get paid. Every job repeats that cycle, and every step that runs through scraps of paper, WhatsApp voice notes, and memory is a step where money leaks out.
A quote that never gets sent is a job lost to whoever quoted first. A verbal go-ahead becomes a dispute when the invoice lands. A deposit that was never recorded means chasing a client for money they already paid.
MyEasy Invoice puts the whole cycle in one place, so the paperwork keeps pace with the work, even when you are on site all day.
Create quotes before work starts
A plumber pricing a geyser replacement or an electrician quoting a DB board upgrade can build the quote from reusable line items (call-out, labour, materials) and email it before leaving the client's driveway. VAT is calculated where configured, and the document carries your logo and business details.
Your client gets a secure link and can accept or decline the quote online from their phone. No printing, no scanning, no "I'll confirm next week" that never comes. The response lands in your workspace, on record against the quote.
Convert approved work into invoices
When the job is done, the invoice is one click away: the accepted quote converts into an invoice with the same line items, so a contractor finishing a bathroom renovation invoices exactly what the client agreed to. No retyping, no "that's not what we discussed".
Need a deposit before materials are ordered? Send the invoice up front and record the deposit as a partial payment; the outstanding balance stays visible until the final payment comes in.
Track payments and customer history
Every payment is recorded in Rand against its invoice, so you always know which jobs are paid, which are partly paid, and which need a follow-up. Reports show your paid, unpaid, and overdue invoices across all customers at a glance.
Repeat customers build up a history automatically. A cleaning business serving the same office park every month, or a maintenance contractor with a portfolio of body corporates, can see every past quote, invoice, and payment for a client before pricing the next job.
Who this is for
Built for businesses that quote first and invoice after
If your work starts with a price and ends with a payment, MyEasy Invoice fits how you already operate:
- Plumbers and electricians quoting repairs and installations
- Builders and contractors invoicing on completion or in stages
- Installers of solar, security, aircon, and fittings
- Repair and maintenance businesses with call-out work
- Cleaning and garden services with recurring customers
- Any service provider who quotes the job before doing it
How it works
Job to payment in three steps
2
Get the go-ahead online
Your client accepts the quote from any device, and the approval is recorded where you can see it.
3
Invoice and track payment
Convert the quote to an invoice in one click, record deposits and payments in Rand, and follow up on outstanding balances.
Want more detail on each part? See our pages on quote software and invoice software for South African businesses, or our VAT invoice guide if you are VAT-registered.
FAQ
Trades and services questions
Can I create a quote from my phone while on site?
Yes. MyEasy Invoice runs in your browser, so you can create and send a quote from a phone, tablet, or laptop, including from the client's premises.
Do my clients need an app to approve a quote?
No. Clients get a secure link by email and can accept or decline the quote from any device, with no account or app required.
Can I track deposits and partial payments?
Yes. Record a deposit as a partial payment against the invoice and the remaining balance in Rand stays visible until the job is fully paid.
Can I keep a history of work for repeat customers?
Yes. Every quote, invoice, and payment is stored against the customer, so regular clients build up a complete document history over time.
Can my invoices show VAT?
Yes. If you are VAT-registered, add your VAT number and tax rates and your documents display VAT clearly. Confirm your specific requirements with your accountant.
Do I have to rebuild the invoice after a quote is accepted?
No. An accepted quote converts into an invoice in one click with the same line items, so the client is invoiced exactly what they agreed to.
Is this accounting software?
No. MyEasy Invoice handles quotes, invoices, customers, payments, and agreements. There is no payroll, ledger, or bank reconciliation to learn. Your accountant handles that side.
What does it cost to start?
Every plan starts with a 14-day free trial, priced in Rand, and you can cancel anytime.
Quote today's job before you leave the site
Start your 14-day free trial and send your first quote or invoice in minutes. No credit card required.