QUOTE  →  JOB  →  PAID

Job management software for HVAC.

Quoting, scheduling, maintenance and payments: Kelpie runs your whole air con business from one app. Quote the ducted install, take tap-to-pay on site, and book the next service before you leave.

  • No card needed
  • 30 days free
  • Set up in 10 minutes
  • Cancel anytime
app.kelpiehq.com/dashboard
The Kelpie dashboard: today's visits on a map, this week's jobs, outstanding balance and cashflow at a glanceKelpie's quotes screen, acceptance rate, pipeline value and every quote's statusKelpie's jobs screen, active jobs, profit stats and the full job listKelpie's week schedule, every job and crew member on one boardKelpie's invoices screen, outstanding balance, payments collected and every invoice's status
The Kelpie app dashboard on a phone: the day's schedule and key numbers at a glanceA quote open in the Kelpie app on a phoneA job open in the Kelpie app on a phoneThe Kelpie app schedule on a phone: the day's jobs as a listAn invoice open in the Kelpie app on a phone
See what's booked, what's owed and what's next, all on one dashboard.
“Kelpie put my whole business on my phone. I quote on site, the invoice goes out the second the job's done, and the money lands without me chasing it. Game changer for a small team.”
@hakeaprojects
Alex Tasseron
Hakea Projects · Fairfield, VIC
Alex Tasseron

From the no-cool callout to paid and rebooked.

However the day goes (a ducted quote, a run of split-system services or a breakdown in a heatwave), it all runs from the one app.

Running✓ Done
Ducted quotedQUO-0024
7.1 kW + runs · $6,200
Running✓ Done
Sent to clientEmail
To Rachel Kim
Running✓ Done
AcceptedWon
Book install

Quote the ducted install on the spot.

Quotes

Size it up, price the kit and the runs from your price book, snap the space, and let the customer accept it from their phone before you've packed up the ladder.

Quote accepted · Install booked
Today's run4 on
#012No-cool calloutOn site
#013Split serviceEn route
#014Ducted installScheduled
#015Filter swapDone

Pull up last visit's notes before you're on the roof.

Jobs

Your breakdown callouts and scheduled services all sit on the one board. Open the customer's last job and your notes are right there (make, model, serial, what you did last visit) so you know what you're walking into. Note the refrigerant charged and recovered as you go.

Paid this month$24,200▲ 12%
Recent payments

Get paid, and book the next service in.

Invoices

Mark the job done and the accepted quote becomes a ready-to-send invoice: GST and your ABN already on it. Take tap-to-pay on the spot, drop the next quarterly service straight onto the calendar before you leave, and it all syncs straight to Xero.

“I used to do quotes and invoices at the kitchen table well after I clocked off. Now it's knocked out from the ute before I've pulled out of the driveway, I've got my evenings back.”
Luc Dunbar
Luc Antony Garden Designs · Keilor East, VIC
Luc Dunbar

Master your business like you've mastered your trade.

Kelpie is the all-in-one job management software for trade businesses: from capturing enquiries to quoting with kits, scheduling your crew and tracking timesheets. You focus on the tools, we'll sort the admin.

A form on your website or a link you share captures leads 24/7 and pings your phone the second one lands, reply first and book the work.

Put a Pay Now button on every invoice so clients pay by card, Apple Pay or Google Pay, and the money lands in your bank automatically. Powered by Stripe.

Drag jobs onto the calendar, assign the right crew, and see the whole week at a glance, with no double-bookings.

Add your crew in minutes and put the right people on the right jobs. Every seat gets every feature.

Bundle materials and labour into reusable kits, save whole jobs as templates, and price repeat work in a few taps.

Meeting summaries

Moreabout Meeting summaries

Record a client meeting with their consent, and Kelpie writes a summary you review and send: scope, prices and next steps, all captured.

Snap a supplier invoice or shop receipt and Kelpie reads the details into a draft bill or expense. You review it before anything is saved.

Reports & insights

Moreabout Reports & insights

Live dashboard and 16 built-in reports across Financial, Jobs, Sales and Team: export to PDF, Excel or CSV.

Questions, answered

What HVAC techs ask before switching.

Yes. Book quarterly, seasonal and annual services onto the calendar and duplicate a service job in a tap rather than rebuilding it, so the maintenance work that pays the bills stays on the schedule instead of slipping through the cracks.

Yes. Record a unit's make, model, serial and what you did in the job notes. Next time you're booked in, open the customer's last job and it's all there: what you fitted, what gas it takes and what you did last visit.

Yep. Kelpie's the same full app on your phone, tablet and laptop, iPhone or Android. Quote from the ute, run the service round on site, send the invoice and take payment, then pick it up on the laptop back home. Everyone gets the full app, not a stripped-back mobile version.

Yes. Import your customers and price-list items from a CSV in a few clicks, so you're not rekeying them one by one, and our team's happy to give you a hand getting set up.

Yes. Kelpie runs your quoting, jobs, maintenance and payments, then syncs every invoice to Xero: GST and your ABN carried across, so nothing's typed twice and your BAS stays organised for the next tax period.

Keep Xero. It's great at the books. But Xero doesn't quote a ducted install, run your maintenance round, keep your service notes on the job or take payment on site. That's everything before the money hits your accounts, and it's exactly what Kelpie does. Then it syncs straight to Xero, so the numbers land without you typing them twice.

It is. ABN and GST are built into every invoice, your service notes and photos live on the job, and it works with Australian accounting software and your accountant. It speaks tradie out of the box.