Taki Sales
Early accessQuotes and invoices for trades and services
Quotes out the same day and invoices paid sooner, without the paperwork piling up at night.
Built by Taki in New Zealand, and ready for its first Taki Sales businesses. Early access: It works today. We set it up with a few businesses at a time while it grows.
A 30-day free trial. We set it up with you and tell you what happens at the end before you start. No card needed.
Made for
- Trades and services that quote each job and invoice when the work is done
- Owners who want quotes followed up and invoices chased without doing it themselves
- Small teams who want every quote, invoice and client in one place
Not the right fit for
- Shops selling off-the-shelf products at a till or online
- Businesses that need crews, job scheduling and timesheets: Taki Sales is quotes, invoices and clients
- Anyone who needs the customer's signature on the quote today: accepting is one tap for now
What it does today
- Quotes and invoices as PDFs with your name and logo, emailed from your own email address
- Two or three options on one quote plus extras to tick, and the customer accepts from their own page
- Shows you when the customer has opened the quote, and reminds you to follow it up
- Part invoices for a deposit or a stage, then the final invoice for the rest, with GST worked out on each
- Customers can pay by card from their page through your own Stripe account, or by bank transfer
- Sends invoices and payments to Xero
- Overdue reminders by text and email, and one Google review request after a paid job
- Clients, a sales pipeline, tasks, and text or email campaigns with an unsubscribe link
- Brings your clients and invoices across from Jobber or a spreadsheet, and exports all your data any time
- Each person has their own login, and salespeople can be limited to their own clients
Not in it yet, on the list: customers sign the quote with their name or signature, accept a quote with your terms of trade attached.
Works in the browser on any phone, tablet or computer. Nothing to install.
Price
$49 a month + GSTincluding your first login, plus $10 for each extra login + GST. Every feature, no tiers.Logins are for whoever quotes and invoices: the owner, the office and salespeople. Your field crew don't need one. Setup is quoted for your business: we load your price list and letterhead.Starts with a 30-day free trial, no card needed. No minimum term: month to month with 30 days' notice. Or pay yearly: 12 months for the price of 10.
$10 a month off for each paid app over $40 a month after the first, Website Care included. Work out your price
What it costs, worked out
| Example | A month + GST | Incl. GST | Yearly + GST |
|---|---|---|---|
| Taki Sales with 2 logins (two salespeople) | $59 | $67.85 | $590 |
| All three together: Sales with 2 logins, Safety for 5, HR for 5Separately $232, together $212: you save $20 a month | $212 | $243.80 | $2,120 |
Starts with a 30-day free trial, no card needed. No minimum term: month to month with 30 days' notice. Or pay yearly: 12 months for the price of 10.
Level Scaffolding: Quotes and invoices, priced the way the owner prices. Read the story
Two ways in
Start it yourself
A free trial with guided setup, at your own pace.
A 30-day free trial. We set it up with you and tell you what happens at the end before you start. No card needed.
Done for you
- Your data brought acrossWe move your records over from whatever you use now, so you do not start from scratch.
- Working on day oneYour staff, rates, price lists and hazards already loaded.
- Your own addressYour apps on your own branded web address, like apps.yourbusiness.co.nz.
- Training for you and your teamOn site or by video, for the owner and the staff.
- A real person, not a help pageVern by name, and a faster fix if something breaks.
- Set up the way you workYour forms, your quote layout, your checklists.
Good questions
- Who owns the software?
- Taki builds and owns the app. Your business gets a licence to use it, set out in Taki's terms before you start. Your own records are yours.
- Is there a minimum term?
- No. Try it free for 30 days first, no card needed. If you carry on, it is month to month: cancel with 30 days' notice. Or pay yearly and get 12 months for the price of 10.
- Do I need to install anything?
- No. It runs in the browser on a phone, tablet or computer.
- Can I see it first?
- Yes. Book a free walkthrough and Vern will show you Taki Sales on your own kind of work.
- Is it shared with other businesses?
- No. Each business gets its own private copy, so your staff, customers and numbers are never shared.
See Taki Sales on your own work
Half an hour with Vern, free. If it is not the right fit, he will tell you straight.
Book a free walkthrough