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Quick Start Guide

Get up and running in 3 simple steps

1

Create Your Account

Sign up in 60 seconds. Add your business details, logo, and payment info.

Start Free Trial
2

Upload Your First Job

Snap photos of the job site. Our AI generates a professional quote instantly.

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3

Send & Get Paid

Send the quote to your client. Track when they view it and get paid online.

See How It Works

Video Tutorials

Watch step-by-step guides to master MtaPlannerPro

6 videos
Getting Started: Complete Setup Guide
8:42

Getting Started: Complete Setup Guide

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Creating Your First Quote in 60 Seconds
3:15

Creating Your First Quote in 60 Seconds

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How to Send Invoices & Get Paid Faster
5:28

How to Send Invoices & Get Paid Faster

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Mobile App Tutorial: Work From Anywhere
6:50

Mobile App Tutorial: Work From Anywhere

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Scheduling Jobs & Managing Your Calendar
4:35

Scheduling Jobs & Managing Your Calendar

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Integrating with Xero & MYOB
7:12

Integrating with Xero & MYOB

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Frequently Asked Questions

Find answers to common questions about MtaPlannerPro

Getting started is easy! Sign up for a 7-day free trial (no credit card required for the first 5 quotes). Download the mobile app, upload your first job photos, and our AI will generate a professional quote in under 60 seconds. Watch our "Getting Started" video tutorial for a complete walkthrough.
Simply snap photos of the job site using your phone. Our AI analyzes the images, identifies materials needed, calculates quantities, and pulls real-time pricing from 50+ Australian suppliers (Bunnings, Reece, Mitre 10, etc.). It then generates a detailed, professional quote with line items, GST, and your branding—all in under 60 seconds.
Your clients can pay via credit/debit card, bank transfer, or direct debit. All payments are processed securely through Stripe with bank-level encryption. Funds are deposited directly into your nominated bank account within 1-2 business days.
Absolutely! Our mobile app is available for iOS and Android. You can create quotes, send invoices, track jobs, manage schedules, and receive payment notifications—all from your phone on the job site. The app works offline and syncs when you're back online.
Our supplier pricing is updated daily at 6am AEST from 50+ partners including Bunnings, Reece, Mitre 10, Total Tools, Tradelink, and Stratco. We maintain 99.8% price accuracy across 95,000+ products. Prices include your trade discount where applicable.
After your 7-day trial (which includes 5 free quotes), you'll be automatically enrolled in the Starter plan at $49/month unless you cancel. You can upgrade to Pro ($99/month) or Enterprise (custom pricing) anytime. All plans include a 30-day money-back guarantee.
Yes! Add your logo, business colors, terms & conditions, payment terms, and custom line items. You can also create quote templates for common jobs (e.g., "Bathroom Renovation", "Hot Water System Install") to save even more time.
Use the built-in calendar to schedule jobs, set reminders, and block out unavailable times. You can sync with Google Calendar or Apple Calendar. Clients receive automatic SMS/email reminders 24 hours before their appointment.
Yes! We integrate with Xero, MYOB, QuickBooks, and other accounting software. Invoices and payments sync automatically, saving you hours of manual data entry. Set up takes less than 5 minutes.
We offer 24/7 live chat support, email support (response within 2 hours), phone support (1300 123 456), and a comprehensive video tutorial library. Pro and Enterprise plans include priority support and a dedicated account manager.
Yes! Pro and Enterprise plans include GPS tracking, team scheduling, and real-time job status updates. See where your team is, track travel time, and monitor job progress—all from your dashboard.
Absolutely. We use bank-level 256-bit encryption, store all data on Australian servers (AWS Sydney), and perform daily automated backups. We're ISO 27001 certified and fully GDPR compliant. Your data is never shared with third parties.

Still Need Help?

Our support team is available 24/7 to assist you

Live Chat

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Email Support

support@mtaplannerpro.com

Phone Support

1300 123 456