Trade job management software that runs your way.
StackLyft is the CRM that bends to your trade. Quoting, scheduling, job cards, invoicing and Xero, built for Australian sparkies, plumbers, builders and chippies, from a sole trader running the lot off their phone to a crew of thirty. If something doesn't work the way your business does, we change it. No extra charge.
Everything a trade business runs on
Every enquiry in one list with where it came from and what happened next, and a text back to a new one straight away instead of a callback on Monday. Every customer, site and contact in one place, synced with Xero so you're not keying the same details in twice. Itemised quotes out the same day: send one, see when they open it, and turn it into a job the moment they say yes, with the plans measured up on the quote itself and the quantities pushed onto the estimate at your own rates. The whole job then sits in one place: quote, schedule, materials, timesheets, purchase orders and site photos, no hunting through the ute for a docket. Drag someone onto a job and they've got the address, the scope and somewhere to log updates before they leave the yard. Stock on hand across the shed and the vans, with a floor level that warns you before you run out, the delivery docket read in on arrival, and the cost landing on the job when it's drawn. Invoices build themselves off the finished job and land in Xero, and overdue reminders go out without you chasing anyone. The customer gets their own page on the job, showing the schedule, their selections, their invoices and somewhere to ask a question, and you choose what they see, job by job. Then the numbers you'll actually use: labour markup, material margin, quote win rate, what each job made, in plain figures, no accountant needed to read them.
Trusted by Australian trade businesses
Kennett Gas Services, Bradley Trade Services, Harrison Kitchens & Cabinets and RA Resurfacing run their quoting, scheduling and invoicing on StackLyft.
Quote to paid, no double handling
Each step sets up the next one. They accept the quote and the job is already there. You finish the job and the invoice is already drafted. Xero chases the money while you knock off.
The whole job from your phone
StackLyft runs thirty-van outfits, but you don't need an office to use it. If it's just you, or you and one other, the whole job runs off the app on your phone for $99 a month ex GST, with nothing held back for a bigger plan. Standing in the customer's kitchen, add them as a customer, put the site in and build the quote off your own rates. Send it by text or email before you're back at the ute, and they sign it on their own phone. Turn it into a job with the scope and materials already on it. Take the deposit there and then: put up a QR code and they pay by card into your own Stripe account. When the work's done, invoice it from the same phone and it lands in Xero. Put someone on later and you add a seat, not a new system. Being straight with you: if it'll only ever be you, there are cheaper apps, and our comparison pages name them. What the $99 buys is every feature, with unlimited jobs and a local team that picks up seven days. Texting is optional and pay as you go: $15 a month for your business number once it's on, then 12c a text.
A day of visits, in driving order
Route Optimisation on the phone puts each day of quote visits, job appointments and supervisor visits in an order that drives, a week at a time, and keeps every visit exactly as long as it was booked. Calendar entries, pinned visits and anything you cannot move stay put, and a day on the tools is left alone. Drive times come from Google with live traffic for up to 25 places in a day, and a labelled straight-line estimate otherwise. Confirm, and it offers to text each customer whose visit moved.
Paid online, and chased for you
Connect Stripe and customers pay by card from the Pay now button in the invoice email, or a QR code on your phone, straight into your own Stripe account. Chase overdue invoices in one go, or switch on automatic follow-ups: up to three reminders per invoice, which stop once it is paid.
Email the customers you already quoted
Pick customers off the map, narrow them by quote or job status, cost centre, dates and value, and email them from your own Gmail or Outlook. Then see which quotes and jobs each email brought in, and what they have been invoiced and paid.
Momo, the AI inside your CRM
Ask your business a question in plain English. Momo reads your live jobs, quotes, invoices and timesheets and answers from the real numbers, and it never changes data without asking. It's a paid add-on per Full Access user, and free for your 14-day trial.
Built and supported in Adelaide
Setup is done in an afternoon and there's no credit card to start. Support is the small team who built StackLyft, on the phone seven days, 7am–9pm ACST. Start the 14-day free trial and keep it if it earns its keep.
Questions
How much does trade job management software cost?
Ours is $99 a month ex GST for the platform, and that includes your first Full Access user. After that it is $69 a month for each extra Full Access user and $29 for each Mobile Only user, which is the seat for people who work off a phone and never open the office side. There are no tiers and nothing is held back for a bigger plan. Most job management software in Australia charges a full rate for every user, so the comparison usually turns on how many of your crew only ever need a phone. Texting is optional and pay as you go: $15 a month for your business number once you switch it on, then 12c a text, with replies free.
Does it work with Xero?
Yes, and the sync runs both ways as things happen. Customers, invoices and payments move in both directions, so an invoice raised on a finished job is in Xero straight away and a payment reconciled in Xero shows as paid in StackLyft. Xero is the only accounting package we connect to today. There is no MYOB or QuickBooks sync, and if that is where your books live it is a fair reason to look elsewhere.
Can I use it on my phone?
Yes. StackLyft is on the App Store and Google Play, and it is the same app on iPhone and Android, so nobody is stuck with a cut-down version. On site it does the day's schedule and job briefs, GPS clock on and off, site check-in, JSAs and safety forms signed on the phone, job photos and notes, materials and expenses from the van, and marking a job done. If you're the one quoting, you can also add the customer, send the quote, get it signed, take the deposit and invoice the job from the phone. Offline support is limited, so you want coverage or Wi-Fi.
Does it handle enquiries before they're customers?
Yes, that's the leads side of it. An enquiry sits in its own list with where it came from, what they want, who's on it and how it ended, whether it arrived off your website form, by email, or as a call you took standing on site. New ones can get an automatic text back under your name, and there is an agent that will hold the whole conversation by text and hand over to a person when it is worth one. When it turns into work the customer, the site and the quote build off the enquiry rather than being typed again, and the reporting tells you which sources are actually worth what you pay for them. We have not published pricing on the AI tools, so ring us about those.
Can it keep track of stock?
Yes. There is a Stock page carrying what is on hand, where it is kept (shed, van or bay), a minimum level per item, a reorder quantity, and an alert to a named person when something runs low. Every movement sits on a ledger so you can see what went where and why. Goods In reads a delivery docket and matches the lines against what was ordered, and Reorder turns everything that is low into one purchase order per supplier. Two limits worth knowing before you switch: the quantity is one figure per item rather than a separate count held against each van, and there is no barcode scanning.
How long does setup take?
Most crews are running by knock-off the same day. Send us your customer list, connect Xero, and we walk you through the rest on a call, one on one, rather than pointing you at a help article. If you are bringing job history across from another system, we do that migration with you.
Do I need a contract?
No. It is month to month, there is no setup fee and there is no lock-in. Add a seat when you put someone on and remove it when they leave, and it stops billing on the next cycle. The trial is fourteen days of the full platform with no credit card, so there is nothing to cancel if you decide against it.
What happens to my data if I leave?
You take it with you. Export the lot whenever you like, and if you are leaving, tell us and we will do the export for you rather than making it hard. Your data is hosted in Australia and encrypted at rest, and it stays yours the whole time, not just on the way out.
What does "100% customisable" really mean?
If a button, a field, a form or a report doesn't suit how you work, tell us and we change it for your account. No extra charge, usually inside a week. Anything bigger, a whole instance built around your business, is a separate job and we price it separately.