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Quote Loop Admin Portal
Admin Portal
▪ Platform Overview
▪ Activity
▪ Health
▪ Users
Settings
▪ Back to App

Platform Overview

Users, signups, revenue

USERS
—
Total Users
—
New (7 days)
—
New (30 days)
—
Total Clients
MONEY (ALL USERS)
—
Paid This Month
—
Paid Lifetime
—
Outstanding Now
Recent Users
Last 5 accounts created
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Activity

Quotes, invoices, jobs

QUOTES
—
Last 30 Days
—
Lifetime
INVOICES
—
Last 30 Days
—
Lifetime
JOBS
—
Lifetime

Health

Live service status

◌
Checking...
Running checks...

Users

Search, view & manage

Invite Codes

Generate and manage access codes

Generate New Code
Each code is single-use and unique
NEW INVITE CODE
All Codes
Code Label Status Used By Created Actions
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Beta Registrations

Everyone who filled out the early access form

Name Email Trade Jobs/wk Pain Point Platform
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Profiles Table

Full Supabase profiles data — every column, every user

SHOW:
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Edit Profile

🔑

One More Step

You're signed in with Google. Enter your invite code to access Quote Loop.

Signed in as:

Your invite code was provided by the Quote Loop team.

← Sign in with a different account

Almost ready

How do you want to
get set up?

Both paths give you full access. In Depth gives the AI a head start so your first insights are sharper.

Quick
~5 minutes · 5 steps
Get started fast. The AI learns as you use the app.
Account · Trade · Business · Location · Struggles
In Depth
~10 minutes · 9 steps
Train the AI upfront. First insights within 24 hours.
+ AI SETUP
+Numbers · Habits · Benchmark · Goals
Step 1 of 5

Where is your business based?

We'll set the right language, currency, and benchmarks for your region.

🇦🇺 Australia
🇳🇿 New Zealand
🇺🇸 United States
🇬🇧 United Kingdom
🇨🇦 Canada
🇮🇪 Ireland
🇩🇪 Germany
🇳🇱 Netherlands
🌍 Other
Step 2 of 5

What's your trade?

We'll set up your templates and AI insights for your specific trade.

⚡ Electrician
🔧 Plumber
🏗️ Builder
🎨 Painter
🌿 Landscaper
❄️ HVAC / Aircon
🚗 Auto / Mobile
🧹 Cleaning
🔩 Handyman
🏠 Carpenter
🛡️ Security
📡 Antenna / AV
Other...
Step 3 of 5

Your business details.

This appears on your quotes and invoices automatically.

Skip — add this later in Settings

Step 4 of 5

Where are you based?

Used to benchmark your business against similar operators in your area.

Skip

Step 5 of 5

What's your biggest headache?

Select all that apply. The AI will watch for these things first.

💸 Chasing payments
📋 Forgotten follow-ups
🧾 Late invoicing
📊 No visibility on revenue
⏰ Admin takes too long
📱 Running everything from memory
📉 Quotes not converting
👥 Losing track of clients

Skip

All done!

You're all set. 🎉

Your account is ready. The AI is set up and watching your business. Your 7-day free trial has started.

Your account is ready
✓ Quote templates configured for your trade
✓ AI Business Pulse is active
✓ 7-day free trial started — no card required

You can complete AI setup any time from Settings to get sharper insights faster.

Step 6 of 10 — AI Setup

Your numbers.

Helps the AI understand your business from day one. All approximate — you can update later.

Skip

Step 7 of 10 — AI Setup

How you work.

The AI uses this to personalise your insights and spot patterns specific to your way of working.

Skip

Step 8 of 10 — AI Setup

How you compare.

Here's how similar tradies in your area perform. See where you stack up.

Calculating your benchmark...
Avg quote conversion rate—
Avg days to get paid—
Avg follow-up rate—
Avg weekly revenue—
Avg job value—

Benchmarks are calculated based on your trade, location, and work type using Australian industry data. The AI will flag when your numbers drift above or below these.

Step 9 of 10 — AI Setup

Set your goals.

The AI will track your progress and surface insights that help you hit these targets.

📈 Increase revenue
💸 Get paid faster
📋 Win more quotes
⏰ Save time on admin
👥 Grow my client base
📊 Understand my numbers
🔁 More repeat business
📉 Reduce overdue invoices

Skip

Step 10 of 10 — All done

The AI is ready. 🚀

You've given the AI a proper baseline. Expect your first real insights within 24 hours of logging your first job.

AI is configured
✓ Quote templates configured for your trade
✓ AI Business Pulse is active with your baseline
✓ Benchmark comparison loaded
✓ Goals set — AI will track your progress
✓ 7-day free trial started — no card required
Quote Loop
AI Business Pulse

Good morning 👋

Revenue MTD
$0
Outstanding
$0
Pipeline
$0
Win Rate
—
Active Jobs
0
Clients
0
What needs your attention
QL

Add your first job or quote to get started.

Recent Invoices
Client Amount Due Status
No invoices yet
Recent Quotes
Client Value Sent Status
No quotes yet
💡 AI Advisor
Ask about pricing, chasing payments, winning work — your AI knows your numbers.
Active Jobs
No active jobs
Cash Position
Paid this month $0
Awaiting payment $0
Overdue $0
Quote pipeline $0

Quotes

$0
Pending Value
$0
Approved
0%
Conversion
QT

No quotes yet.

Invoices

$0
Total Unpaid
$0
Overdue
$0
Paid
INV

No invoices yet.

Jobs

0
Active Jobs
0
Completed
0
Total
JOB

No jobs yet.

Clients

CLI

No clients yet.
Add your first client to get started.

Your AI Assistant

AI

One-tap help with the parts of running your trade that eat your evenings.

💡
AI Advisor
Ask anything about your business
›
💸
Chase Overdue Invoices
Draft polite payment reminders
›
📋
Follow Up on Quotes
Nudge quotes that went quiet
›
✨
Business Brief
A plain-English snapshot of today
›
📈
Cash-Flow Outlook
What is coming in over 30–60 days
›
📅
Month Summary
How the month is tracking
›
🏆
Win More Work
Tips to improve your quote conversion
›
⚡
Pricing Tips
Price your jobs better and earn more
›
🎨
Document Design
Style your quotes & invoices with AI
›
AI Advisor
Document Design
Current Design
Logo size 80px
✨ Design with AI
Colours
Font
Layout
LOGO POSITION
HEADING SIZE
TITLE STYLE
Rounded corners
Content
Show ABN
"Generated by Quote Loop"

Reports

$0
Paid This Month
$0
Outstanding
—
Quote Win Rate
0
Active Jobs
Revenue
Paid invoices, last 6 months
Quotes Sent
Per month, last 6 months

Template Settings

These details appear on the quotes and invoices you send to clients.

Business Details
No logo
PNG, JPG or WebP. Appears on your quotes and invoices.
Payment Methods
Shown on invoices so clients know how to pay. Enable the ones you accept.
🏦 Bank Transfer
💳 BPAY
Set each client's BPAY reference number in the client editor. It appears on that client's invoices.
⚡ Stripe — Online Payments
COMING SOON
Accept card payments directly from your invoices. Clients click a link and pay instantly.
Default Terms & Conditions
Appears at the bottom of your quotes and invoices. (Uploading a terms file is coming soon.)
Document Design (AI)
Tell the AI how you'd like your quotes and invoices to look. It adjusts colours and fonts — your details and layout stay neat and intact. Nothing is applied until you confirm.
Preview
📦 Storage Loading...
Photos you add to jobs count toward your storage.
Email Signature
Added to the bottom of payment reminders and emails sent to your clients. Write it how you'd sign off an email.
Terms & Conditions (PDF)
Upload a PDF to attach when you email quotes or invoices. A note pointing to it is added to the document.
Quote Terms
None uploaded
Invoice Terms
None uploaded
🔒
Admin Portal
Manage app-wide data and settings
›
New Quote
Client
Quote Details
Line Items
Description Qty Unit $ Total
$0
Subtotal$0.00
GST (10%)$0.00
Total$0.00
New Invoice
Client
Invoice Details
Line Items
Description Qty Unit $ Total
$0
Subtotal$0.00
GST (10%)$0.00
Total$0.00
New Job
Job Details
Schedule
Financials
Status
New Client
Contact Details
Business Details
Address
BPAY
Confirm your business email

This is the email shown on your quotes & invoices, and where client replies go. Add the address you'd like clients to use.

Quote Loop v1.4.12 Web Prototype · Beta
Terms of Service Privacy Policy Acceptable Use Refund Policy © 2026 Quote Loop Pty Ltd
📧 Email Client
👤
Client Name
email@address.com
Reason for emailing
Select job
Subject
Message

Tip: Use {name} to insert the client's first name automatically.

Preview
✓ Email sent successfully!
Send via
📬 Default Mail App
Gmail
Outlook
Yahoo Mail
Apple Mail
📋 Copy to clipboard
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In Final Development

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