Quotes and Invoices
Create polished quotes fast and turn approvals into invoices instantly.
- Reusable line items and professional formatting
- One-click quote to invoice conversion
- Track sent, viewed, paid, and overdue states
Features built for real business flow
EZBiz combines sales, operations, and finance workflows so tradies and service teams can run cleaner businesses with less admin drag.
Jobs and Scheduling
Keep jobs moving with status tracking and clear team context.
- Job timeline from booked to completed
- Attach notes and service details per job
- Reduced admin switching across tools
Expenses and Receipt Capture
Capture receipts in the field and keep expense records tidy.
- Fast mobile-friendly expense input
- Category support for cleaner reporting
- Centralised record history for audits
Clients and Communication
See every client interaction in one timeline and follow up confidently.
- Single client record across jobs and invoices
- Clear payment follow-up context
- Professional communication consistency
Reports and BAS Confidence
Stay closer to your numbers with practical reporting views.
- Revenue and expense trend visibility
- GST and BAS-ready summaries
- Faster month-end preparation
AI Assistant
Generate drafts, reminders, and insights without leaving your workflow.
- Draft quote descriptions and job notes
- Generate payment follow-up messaging
- Surface useful business insights from your data
Security and reliability included
Ready to run your workflow from one system?
Start your EZBiz trial and set up your first quote, invoice, and job workflow in under 10 minutes.