Trade Profile Help
Master trade-specific invoicing with licenses, certifications, and industry fields. Create professional invoices that meet industry standards and compliance requirements.
Supported Trade Types
Choose from our comprehensive range of trade profiles designed specifically for different industries
Electrician
Electrical contractors with safety compliance and licensing requirements.
- Electrical license number
- Safety compliance certificates
- Emergency call-out fees
- After-hours rates
Plumber
Plumbing contractors with backflow prevention and licensing.
- Plumbing license number
- Backflow prevention license
- Emergency call-out fees
- Materials tracking
Builder
Building contractors with warranty insurance and workcover.
- Building license number
- Warranty insurance details
- Workcover information
- Travel costs & call-out fees
General Trade
Other trade professionals with customizable fields.
- Trade license number
- General insurance details
- Warranty periods
- Custom trade fields
How to Setup Your Trade Profile
Follow these simple steps to get your trade profile up and running
Start with Business Profile
Create your business profile first with basic company information, contact details, and business type selection.
Configure Trade Settings
Set up trade-specific fields like license numbers, insurance details, callout fees, and travel costs.
Create Your First Invoice
Start invoicing with your new trade profile. All trade-specific fields will be automatically included.
Why Use Trade Profiles?
Discover the benefits of specialized trade profiles for your business
Professional Credibility
Display your licenses, certifications, and compliance documents to build trust with clients and demonstrate your expertise.
Legal Compliance
Ensure all required licenses, insurance details, and compliance certificates are properly documented and up to date.
Accurate Pricing
Include callout fees, travel costs, and after-hours rates automatically in your invoices for transparent pricing.
Time Savings
Pre-fill all trade-specific information so you can focus on your work instead of paperwork.
Client Trust
Show clients you're a legitimate, licensed professional with proper insurance and compliance.
Industry Standards
Meet industry requirements and standards for professional trade businesses in Australia.
Best Practices for Trade Profiles
Follow these guidelines to create professional and compliant trade profiles
Keep Information Updated
Regularly update your licenses, insurance details, and compliance certificates to maintain accuracy and legal compliance.
Document Everything
Maintain copies of all licenses, insurance certificates, and compliance documents for easy reference and renewal.
Set Realistic Rates
Establish fair and competitive rates for callout fees, travel costs, and after-hours work that reflect your expertise and costs.
Regular Reviews
Review your trade profile monthly to ensure all information is current and reflects your current business operations.
Client Communication
Clearly communicate your rates, fees, and warranty terms to clients before starting work to avoid misunderstandings.
Compliance Monitoring
Set up reminders for license renewals and insurance updates to maintain continuous compliance with industry regulations.
Compliance & Legal Requirements
Understand the legal obligations and industry standards
Important Legal Information
Trade profiles help you meet industry compliance requirements, but it's your responsibility to ensure all information is accurate and current.
- License Display: Many states require trade licenses to be displayed on invoices
- Insurance Verification: Clients may request proof of insurance
- Warranty Terms: Clearly stated warranty terms protect both you and your clients
- Rate Transparency: Clear pricing helps avoid disputes
Common Issues & Solutions
Quick answers to frequently encountered problems