What's new in Teamsmith

Bill a big job in stages instead of waiting until the end. Ask for a deposit on the quote, raise it as an invoice the moment the job is won, then claim progress payments as the work goes on.

• Claim a percentage of the quote or a set amount
• Teamsmith tracks what's been claimed and what's left, and won't let you over-claim
• Every claim invoice shows the client the contract total, what they've already paid and the balance to come

Stop chasing invoices by hand. Teamsmith emails the client a friendly reminder before the due date and again when it's overdue, and stops the moment they pay.

• Set your own schedule under Settings → Invoices
• Pause reminders on any individual invoice
• The invoice PDF and pay-online link ride along with every reminder

Line prices are now always entered excluding GST, with the GST shown as its own line on quotes and invoices. One consistent way to price, and no more guessing whether a figure includes tax.

Get paid without chasing. Every emailed invoice now carries a Pay Online button, and on-site you can show a QR code your customer scans to pay by card there and then.

• Payments are recorded on the invoice automatically
• Money settles straight to your own bank account
• You're notified the moment a customer pays

Emailing a settled invoice now sends a receipt, so your customer has a record the job is squared away.

Connect your accounting software and stop re-keying. Your clients stay in sync automatically, and invoices push across ready for the books.

• Two-way client sync, matched on name, email and phone
• Push any invoice to Xero or MYOB in one tap
• Connect under Settings → Integrations, one or the other

Skip the password entirely. Sign in securely with Face ID, Touch ID or a hardware security key, on web and iOS.

• Works alongside your existing password
• Add multiple passkeys per account

Line items load instantly and totals recalculate as you type. Building a 40-line quote now feels effortless.

A new aged-receivables report buckets every unpaid invoice into 30 / 60 / 90+ days, so you know exactly who to chase.

Project margin on open jobs from your task estimates and tracked time, before the job is even finished.

Jobs can now be billed as fixed fee, time & materials, retainer or non-billable, with invoices that understand each type.

Declined quotes no longer linger in the profitability forecast once a job has moved on.

Turn an accepted quote into a sent invoice in one tap, with GST, branding and line items already done.

• Progress claims and deposits for bigger jobs
• Automatic overdue reminders

Track your suppliers, raise work orders straight from quote items and email them a branded PDF.

Log time against jobs from web or iOS, with rates snapshotted at entry so historical costs stay accurate.

Resolved a slowdown when opening the schedule on weeks with 100+ appointments.

Tap the ? on any screen in the web app for help articles about exactly what you're looking at, without leaving what you're doing.

• Answers scoped to the screen you're on
• The full help centre is a tap away