Banta Features
Everything you need to run a tighter, smarter trade business.
Create and send professional, branded invoices that help you get paid faster. Features include automatic invoices, customizable invoice templates, progress invoicing, and the ability to invoice by day or by sections.
Banta helps you prepare accurate quotes quickly with kitsets, reusable templates, and multi-version quoting that lets you present up to three pricing options to your clients at once.
Provide your clients with a professional portal to send quotes, invoices, certificates, and files. Enable online payments and job creation for a seamless client experience.
Keep working even when you're offline. Banta syncs your data when you're back online, ensuring you can work anywhere, anytime.
Connect Banta with your favorite tools including Xero, Stripe, and supplier invoice ingestion to streamline your workflow and reduce double-entry.
Add reminders with repeat schedules for jobs, events, clients, and assets to keep track of what needs attention.
Access and complete industry-specific forms like Electrical Certificates directly in Banta, ensuring compliance and professionalism.
Banta scales with you. Handle simple jobs or complex multi-job projects with payment claims, variations, and retentions. The powerful features are there when you need them, without adding noise when you don’t.
Manage your suppliers with supplier price books, company price books, kit sets, and core material lists to keep your pricing accurate and competitive.
Manage multiple companies from a single Banta account, perfect for tradies with multiple business entities or divisions.
Create and manage purchase orders directly within Banta to keep track of your orders and expenses.
Track time with built-in payrules configuration for Australia, making payroll and time tracking simple and compliant.
Use the built-in map functionality to track job locations, optimize routes, and improve service delivery.
Stay organized with automatic task creation and the ability to create custom tasks. Never miss a follow-up or important deadline.
Banta’s internal chat gives your team channels and DMs to organise conversation, reduce noise, and keep everyone on the same page.
Collaborate with your team using notes and @mentions to keep everyone in the loop and improve communication.