Instant digital download
Fully editable templates
Built for Australian businesses
No ongoing subscription
Simple instructions included
Great on the Tools. Overwhelmed by the Admin?
Running a trade business is demanding enough — but after a long day on the tools, you're still facing scattered job details, unfinished quotes, unpaid invoices, unexpected expenses and hours of paperwork that just keeps piling up.
Disorganised Jobs
Job details scattered across texts, emails and scraps of paper. No clear record of what's been done, what's pending or what still needs to be scheduled.
Quotes Not Followed Up
Quotes sent and forgotten. No system to track which ones were accepted, declined or just left hanging — costing you jobs and revenue.
Overdue Invoices
Chasing payments manually, unsure what's been paid and what's outstanding. Cash flow suffers and admin time blows out.
Expenses Hard to Track
Job costs, overheads and unexpected expenses go unrecorded. At tax time you're scrambling to piece it all together.
Your Back Office—Already Built.
Instead of building spreadsheets, documents and processes from scratch, you get practical, ready-to-use systems — designed specifically for how trade businesses actually operate.
Manage jobs and schedules
Track customers and communication
Monitor quotes and invoices
Record job costs and overheads
Understand monthly and yearly performance
Build repeatable business processes
Reduce repetitive admin with AI
FEATURED — COMPLETE BUNDLE
Everything You Need to Organise Your Trade Business.
$149 AUD
$310 AUD
The Complete Ultimate Tradie Bundle brings together every toolkit into one done-for-you back office — jobs, customers, quotes, invoices, expenses, SOPs, onboarding and AI tools, all in one place.
What's included
Master Business Dashboard
Job & Schedule Planner
Customer Database
Quote & Invoice Tracker
Expense Tracker
SOP & Onboarding Templates
AI Prompt Guide
Requires Microsoft Excel or Google Sheets (free).
Instant digital download — delivered straight to your inbox after purchase. Nothing physical is shipped.
See Your Whole Business in One Place.
The Master Business Dashboard gives you a live, at-a-glance view of everything that matters in your trade business — from individual jobs right up to overall profitability.
Monthly reporting
Track income, expenses and profit each month
Annual reporting
Year-to-date performance at a glance
Jobs and revenue
See every job, its status and what it earned
Quote conversion
Understand how many quotes are turning into jobs
Paid and outstanding invoices
Know exactly what's been paid and what's still owed
Job expenses
Record and monitor costs against each job
Wages and salaries
Keep staff costs in one organised place
Software subscriptions
Track your recurring software costs
Business overheads
Monitor all regular running costs
Business-wide profit
See your real profit after all costs
Editable dropdown lists
Customise categories and labels to suit your business
Browse the Toolkits
Individual toolkits for every part of your business admin — or grab the Complete Bundle and get everything.
How It Works
These are digital products — nothing is physically shipped. Everything is delivered straight to your inbox.
1
Choose Your Toolkit
Pick the individual toolkit that fits your needs, or grab the Complete Bundle for everything in one go.
2
Download and Customise
Get instant access after checkout and personalise the templates with your own business details.
3
Start Getting Organised
Put your new systems to work straight away and spend less time on admin, more time running your business.
Built for Trade and Service Businesses
Whatever trade you're in, if you're tired of scattered admin, these systems are built for you.
Electricians
Plumbers
Builders
Carpenters
Landscapers
Painters
HVAC Businesses
Maintenance Businesses
Other Service-Based Businesses
About the Creator
Hi — I'm an Australian administration professional with five years of experience in office management and executive assistance across a range of industries.
In that time, I've seen first-hand how much time and energy business owners spend wrestling with scattered paperwork, inconsistent processes and admin systems that were never properly set up.
I created these toolkits because I know what good business administration looks like. That's why I founded TradeFlow Business Systems — to make those systems available to trade and small-business owners who are brilliant at their work but just don't have the time to build everything from scratch.
Every template in this range is practical, ready to use and built with real business needs in mind. No fluff, no filler — just straightforward systems that actually work.
Please note: these resources are administration tools only and do not constitute accounting, legal, safety or financial advice.
Frequently Asked Questions
You'll receive digital files (Excel and/or Google Sheets spreadsheets, PDF guides and templates depending on the product) delivered straight to your inbox after checkout. Nothing physical is shipped.
Yes — every product on this site is a digital download. As soon as your payment is confirmed, your files are delivered automatically so you can get started straight away.
Most templates are built in Excel and work smoothly in Google Sheets too. Where a product is Excel-only or Google Sheets-only, this is noted on the individual product page.
Absolutely. Every template is fully editable — update categories, dropdown lists, colours and layout to suit the way your business works.
No advanced experience is needed. Each toolkit comes with simple instructions, and if you can enter information into a spreadsheet cell, you can use these systems.
Your purchase includes a single-business licence for personal use within your own business. Templates can't be resold, redistributed or shared as your own product.
Because these are digital products delivered instantly, we're unable to offer refunds once files have been downloaded. If you run into an issue with your order, get in touch and we'll help sort it out.
No. These are practical administration tools designed to help you get organised — they are not a substitute for professional accounting, legal, financial or safety advice specific to your business.
If you have any trouble accessing or opening your files, contact us and we'll help get you sorted as quickly as possible.
Ready to Take Control of Your Admin?
Get the ready-made systems that help you spend less time on paperwork and more time building your business.
Explore the Toolkits
Instant digital download • No subscription • A TradeFlow Business Systems product