CoolEdge helps Australian trade and service businesses manage customers, quote, schedule work, manage jobs and get paid. Use the web dashboard in the office and the CoolEdge mobile app in the field to keep your whole team connected from the first enquiry to the final invoice.
Built for air conditioning, electrical, plumbing, roofing, painting, carpentry and building, landscaping, cleaning, pest control, solar and other trade businesses.
QUOTE WITH CONFIDENCE
- Create itemised quotes using your price list, labour, materials and reusable kits.
- Build plumbing and electrical quotes from task catalogues with parts, products, favourites and add-ons.
- Use dedicated split, ducted, multi-head, VRV and repair quoting tools for air conditioning.
- Load saved templates or duplicate existing quotes.
- Add site photos, drawings and sketches to branded quote PDFs.
- Send online quote links so customers can view, approve, sign and pay online.
MANAGE JOBS AND TEAMS
- Turn accepted quotes into jobs, schedule visits and assign staff.
- View and manage schedules from the dashboard while field staff access their jobs through the mobile app.
- Manage job phases, variations and progress, and send on-the-way SMS updates.
- Keep customer details, site information, notes, photos and documents together.
- Complete forms and checklists, capture photos and signatures, and create branded PDF records.
- Track time against jobs and review team timesheets.
- Manage leads and link quotes and jobs back to enquiries.
COMMUNICATE WITH CUSTOMERS
Manage email and SMS conversations in a shared customer inbox. Attach files, share document links, use message templates and track delivery status.
Listen to voicemail recordings and view available transcripts and summaries.
GET PAID AND TRACK COSTS
- Create invoices from quotes and jobs or raise standalone invoices.
- Take card payments on site or send online payment links.
- Record deposits and part payments and track outstanding balances.
- Capture receipts with automatic extraction of supplier, date and total.
- Manage purchase orders, supplier bills, expenses and job profitability.
- Sync eligible invoices with Xero or QuickBooks Online and monitor sync status.
RUN YOUR BUSINESS FROM ONE PLATFORM
Use the CoolEdge web dashboard for administration, scheduling, reporting, quoting, invoicing and business management, while your team uses the mobile app to manage work from the field.
Apply your business branding to customer documents, control access with team roles and permissions, and manage GST-aware pricing built for Australian businesses.
Available features depend on your industry, plan, enabled services and team permissions.
Questions or feedback? Contact hello@cooledge.com.au
