Your business 👷
Step 1 of 3 — used on all your quotes and invoices
Business name
ABN — auto-fills when you pick from the list above
Business type
▾
Step 2 of 3
Your logo 🖼️
Appears on all your quotes and invoices
Tap to upload your logo
PNG, JPG or WEBP — under 2MB
Step 3 of 3
Bank details 🏦
Shown on invoices so customers know where to pay
Account name
BSB
Account number
Bank name (optional)
🎉
You're all set!
Offsider is ready 24/7.
Tap Chat to create your first quote.
Fine-tune your profile in Settings anytime.
Email
Password
or
Offsider
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Approvals
–
Outstanding
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Today's jobs
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Overdue invoices
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This week's revenue
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Unanswered quotes
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Overdue jobs
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Stale customers
Step 1 of 3
Choose a customer
Search an existing customer, or add a new one below
Step 2 of 3
Add items
Search your catalog, or type a custom line
Step 3 of 3
Review & confirm
Check everything before creating the quote
Customer
Items
Total (inc. GST)$0.00
Step 1 of 3
The essentials
Just a name to start — add the rest if you have it
Name
Phone (optional)
Email (optional)
Step 2 of 3
A few more details
All optional — skip anything you don't have yet
Company name
ABN
Customer type
Tier
Tags
Address
Marketing opt-in
OK to send promotional messages
Step 3 of 3
Review & confirm
Check everything before creating the customer
Step 1 of 2
New catalog item
A reusable name your catalog can offer next time
Type
Name
Unit (optional)
Step 2 of 2
Review & confirm
Check everything before adding it to your catalog
Step 1 of 3
The essentials
Title and date — everything else is optional
Job title
Date
Step 2 of 3
A few more details
All optional — skip anything you don't have yet
Start time (optional — leave blank for all-day)
Job site address
Notes / Description
Step 3 of 3
Review & confirm
Check everything before scheduling the job
Services & Rates
Services
0
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Materials
0
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Approvals
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Documents
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Customers
Customer
Follow-ups
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Reports
Revenue over time
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New customers
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This month vs last month
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Admin
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Companies
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Settings
Profile complete — 0%
General
Business identity & branding
›
Business name Required
Your trading name
Required
ABN Optional
Enter ABN or search by name below
Invalid ABN
Search by business name Optional
Type name to find ABN automatically
Licence no. Optional
Trades licence number
Insurance Optional
Policy number or provider
Website Optional
Logo Optional
Appears on invoices & quotes
Tap to upload logo
PNG or JPG
Brand colour Optional
Contact & Address
Phone, email, location
›
Mobile Optional
04xx xxx xxx
Enter valid AU mobile (04xx)
Office phone Optional
02 / 03 / 07 / 08 numbers
Enter valid Australian number
Business email Optional
For customer communications
Enter valid email address
Street address Optional
Start typing to search
Suburb Optional
State Optional
Postcode Optional
4 digits required
Financial
GST, bank, payment terms
›
GST registered Required
10% GST on all invoices
Payment terms Required
Default invoice due date
Quote validity Optional
Days quote remains valid
Currency Required
Bank name Optional
Pick from list or type your own
BSB Optional
Format: 062-000
6 digits required
Account number Optional
6–10 digits
6–10 digits required
Account name Optional
Documents
Invoice, quote & job sheet defaults
›
Invoice footer Optional
Shown at bottom of all invoices
Terms & conditions Optional
Appears on quotes and invoices
Default inclusions Optional
Pre-filled in new quotes
Default exclusions Optional
Pre-filled in new quotes
Email signature Optional
Auto-archive old documents
Paid or converted documents with no activity for a while
Archive after
How long without activity before archiving
Archive abandoned quotes
Quotes never approved or converted, with no activity for a while
Offsider Behaviour
Language, voice, automation
›
Reply language Required
Offsider replies in this language in chat
Offsider voice Optional
Saves, but no voice feature is active yet
Voice speed Optional
Saves, but no voice feature is active yet
Auto follow-up invoices Optional
Chase overdue invoices
Follow-up after Optional
Debtor reminders Optional
Automatically follow up overdue invoices
Remind after Optional
Days overdue, comma-separated (e.g. 7, 14, 30)
Reminder channel Optional
Send automatically Optional
Off = review each reminder before it sends (recommended)
Auto-reply customers Optional
Reply to new enquiries
Morning briefing Optional
Daily summary on startup
Briefing time Optional
Work start Optional
Work end Optional
Absence mode Optional
Offsider handles all messages
Absence message Optional
Notifications
What to notify and when
›
New customer message
Payment received
Invoice overdue
Job reminder
Before scheduled job
Reminder before job
Approval needed
When Offsider needs your OK
Quiet hours
No notifications during these hours
Quiet from
Quiet until
Notify via WhatsApp
Notify via Telegram
Notify via Email
Channels
Connect WhatsApp, Telegram & more
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WhatsApp Optional
Receive & reply via WhatsApp
WhatsApp number Optional
Telegram Optional
Chat via Telegram bot
Telegram username Optional
Email Optional
Receive & reply to emails
Channel email Optional
Instagram DM Optional
Web chat widget Optional
Embed on your website
Security
PIN, password, auto-lock
›
PIN Code
Set PIN Code
Enter your password to set or change PIN
Change Password
Password protected
Enter your current password to change it
Trades & Catalog
Your trade types and saved items
›
Manage your trades, AI-generated suggestions, and your services & materials catalog in Services & Rates.
0 trades selected 0 services 0 materials
Customer Tiers
Your own labels, e.g. Gold / Silver / Bronze
›
Define the tier labels you use for customers. Renaming or removing a tier here does not change tiers already saved on existing customers.
Tiers
0
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AI Usage
Messages, tokens & estimated cost
›
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Account
Plan, email, billing
›
Email
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App version
Offsider v1.0
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Starter Plan
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