Before
Quotes re-typed twice
Once to price it, again to invoice it. Every re-key is a chance to lose margin.
Built for New Zealand trades
Every quote, job and dollar in one workspace.
Systemise runs quoting, scheduling, contacts, receipts and invoicing for trade and service businesses, so the office stops re-typing the same job into five different places.
14-day trial · no card · connects to Xero
⌘K SearchRefClientIssuedStatusValue
QT-1042Example client A22 Sep 2023Accepted$48,250.00
QT-1041Example client B21 Sep 2023Sent$12,880.00
QT-1039Example client C18 Sep 2023Follow up$26,400.00
QT-1038Example client D15 Sep 2023Pending$7,190.00
QT-1036Example client E12 Sep 2023Accepted$90,200.00
Accepted value this month$184,920.00
In use acrossRoofingElectricalPlumbing & gasBuildingPaintingLandscapingHVACCivil
8
Modules, one job record
Studio
Custom reports you build and save
Xero
Contacts, suppliers and your account codes
14 days
Free, no card required
Plan inclusions and trial terms are set out in full on the pricing page.
The problem
Most trade admin lives in six places at once.
A quote in a spreadsheet, the schedule on a whiteboard, receipts in the ute, invoices in the accounting package. Nothing reconciles, and nobody knows what a job actually made.
Before
Follow-ups forgotten
Quotes sit unanswered for three weeks because nothing is tracking the days since contact.
Before
Job profit found late
The loss shows up at year end, long after the crew moved on to the next site.
The workspace
Eight modules. One record of the job.
A lead becomes a quote, the quote becomes a job, and the job becomes an invoice, carrying its client, site, line items and costs the whole way.
01
Quoting
Build a priced quote from your own rates, send a branded PDF, and watch every status from sent to accepted — with follow-ups that surface themselves.
Explore quoting →02Jobs & scheduling
Four views over one schedule — Gantt, resource, calendar and list — with unscheduled work in a panel you drag from, and profit tracked per job.
Explore jobs & scheduling →03Contacts & CRM
Clients, prospects and suppliers in one list, each with their account details and the full history of quotes, jobs and conversations.
Explore contacts & crm →04Appointments & bookings
A booking form beside the week calendar — take the details while the client is still on the phone and save straight onto the schedule.
Explore appointments & bookings →05Accounting & Smart Receipts
Drop a supplier receipt in and Smart Receipts reads the supplier, date, GST and line items — then allocates the spend to the job it belongs to.
Explore accounting & smart receipts →06Invoicing & payments
Invoice straight from the job or the accepted quote, then watch what has been paid and what is ageing — without opening the accounting package.
Explore invoicing & payments →07Reports & AI assistant
Reports across revenue, leads, quotes, jobs, profitability, labour and cash — build and save your own in Report Studio, or ask the assistant in plain words.
Explore reports & ai assistant →08Integrations
Connect Xero once, code to the accounts you already have, and keep one contact and supplier list across both systems.
Explore integrations →The flow
How a job moves through Systemise
- 01
Lead arrives
The contact is created with its source, so you can see later which channels are worth the spend.
- 02
Quote goes out
Priced from your rate book, sent as a branded PDF, tracked from sent to accepted.
- 03
Work is scheduled
The accepted quote becomes a job, dragged onto the crew's week with its line items intact.
- 04
Invoice and profit
Costs post against the job as it runs, the invoice draws from it, and the margin is known.
Xero
Your accountant keeps Xero. Systemise keeps the job.
Connect Xero once and code to the chart of accounts you already have. Contacts and suppliers stay in step across both systems, so the same client is not typed in twice under two slightly different names, and a receipt coded in Systemise keeps its accounting context against the job it belongs to.
See how the sync works
Pricing
Priced per user, billed in NZD
Per user, per month, in New Zealand dollars. Prices exclude GST.
Solo
One operator running quotes, bookings and invoices.
$39 per user / monthTalk to us- Quoting with your own rate book
- Contacts, sites and lead sources
- Appointments and the week calendar
- Invoicing, payments and aged receivables
- Xero connection
- Core report set
Team
Most chosenA crew on the tools with someone running the office.
$69 per user / monthTalk to us- Everything in Solo
- Jobs board — Gantt, resource, calendar, list
- Job P&L, quoted versus actual
- Smart Receipts and purchase allocation
- Dashboards per user
- Full report library
Business
Multiple companies, or numbers people need answers from.
$99 per user / monthTalk to us- Everything in Team
- Custom report builder
- AI reporting assistant
- Multi-company workspaces
- Granular roles and permissions
- Priority support and onboarding
Common questions
What kind of businesses is Systemise for?
Trade and service businesses in New Zealand — roofing, electrical, plumbing and gas, building, painting, landscaping, HVAC and civil. Anywhere the work is quoted, scheduled, done on site and invoiced.
Do I need to replace my accounting software?
No. Systemise runs the job side and connects to Xero, which stays the ledger. Contacts and suppliers sync between the two, and coding uses the chart of accounts you already have in Xero, so the same records are not set up twice.
How long does it take to get running?
Most teams import contacts, set up their rate book and send a live quote in the first week. Bringing historic jobs across is optional and can happen later.
Does it work on site?
Yes. There is a Systemise app for iOS and Android that runs on phones and tablets, and the browser version works on a tablet too. On site the crew can open the day's schedule, read a job and its files, record hours against it, take job photos, capture a contact from a business card and sign a job off — and the app holds changes made out of coverage until the device is back online. Building and sending quotes stays in the browser; on site a quote can be opened and read, but not created or changed.
What does it cost?
Three plans, priced per user per month in NZD, from $39. Every plan includes quoting, contacts, bookings and the Xero connection. Prices exclude GST.
Put the whole business on one system.
Start free for 14 days. Bring one live job across and see what it actually made.