Create customer service agreements
Set up agreements with included services or entitlements, prepaid or per-event billing, monthly billing with billing days, and agreement start and expiry dates. Share a public link for customer approval.
Digital signature approval
Customers open a secure public link, review the agreement, accept terms, enter their full name and draw their signature. Optional mobile verification is available when you enable it. Signed agreement PDFs contain signature evidence.
Scheduled events and work evidence
Schedule planned work under an agreement. Record completed events with notes and photos. Customers can view agreement activity where appropriate. Turn completed events into invoices with included services and extra work line items.
Download ProperTradie
Download ProperTradie from the App Store and start with a 14-day free trial. 20 ProperCredits included when your company first signs up.
Edit active agreements safely
Edit active and paused agreements. Safely deactivate included services without deleting billing history. Preserve unbilled events. Search and filter agreements from your agreement list and calendar.
Amendments and reapproval
When an active agreement changes, ProperTradie keeps a clear amendment history. Customers can review what changed, acknowledge minor updates or sign again where a material change requires approval — such as pricing, billing model, included services or agreement dates.
Recurring and monthly invoicing
Support prepaid agreements, per-event billing and monthly billing. Prepare draft monthly invoices for review or enable automatic monthly invoice emails when a customer billing email is set.


