For Trades
Tradespeople use Custlio to quote, get paid, and follow up — from their phone.
Mobile-friendly quoting and payment collection. No laptop required on the job site.
From site visit to payment
Four steps that keep jobs moving and cash flowing.
01
Visit the site, assess the job
On-site with the client. Open the app on your phone and add notes, photos, and measurements to the contact record.
02
Send the quote from your phone
Build the quote on the go with line items and totals. The client gets a hosted page to review and accept.
03
Client accepts, invoice goes out
One-click conversion from quote to invoice. The client pays online through the payment page.
04
Payment reminder flow kicks in
If the invoice goes unpaid, an automated flow sends reminders at intervals you set — no chasing required.
Modules that matter most
Four modules built for the field.