See the paperwork from estimate to payment
A synthetic example. These names, figures, and decisions are illustrative; no customer record, delivery, or payment is created.
Prepare and review the scope
Two work units at $50.00 produce $100.00 of taxable work, $5.00 GST, and a $105.00 total. In your workspace, save the draft, review its PDF, deliver it yourself, and then mark it sent.
Window trim replacement
Supply and install painted trim around two windows. Existing windows remain in place.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Trim installationRemove old trim, prepare the edges, fit new trim, and leave the area clean. | 2 windows | $50.00 | $100.00 |
Trim installation
Remove old trim, prepare the edges, fit new trim, and leave the area clean.
- Quantity
- 2 windows
- Rate
- $50.00
- Amount
- $100.00
Valid until November 4, 2026
Scope changes require a revised document.
Record the decision and invoice
After confirming acceptance outside TradeOps, create an invoice from that estimate. It carries the same scope and exact figures into a new draft for review.
Record a payment received elsewhere
For this example, $40.00 has been received and recorded. $105.00 minus $40.00 leaves $65.00 due. TradeOps records the outcome; it does not collect or move the funds.
Window trim replacement
Supply and install painted trim around two windows. Existing windows remain in place.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Trim installationRemove old trim, prepare the edges, fit new trim, and leave the area clean. | 2 windows | $50.00 | $100.00 |
Trim installation
Remove old trim, prepare the edges, fit new trim, and leave the area clean.
- Quantity
- 2 windows
- Rate
- $50.00
- Amount
- $100.00
Payment instructions
Contact the business to arrange payment outside TradeOps.
Scope changes require a revised document.