Every customer. Every site.
One customer can have many sites. Each keeps its own address and postcode.
For trades firms in the United Kingdom
From the first call to paid.
Customers, jobs, quotes and invoices in one place. For plumbers, gas engineers and electricians.
The office loop
One job, start to finish.
Six steps, and every one of them on the same record.
Plan the job. Book the visits.
A job holds the work. Each visit puts someone on the diary, at the site, on the day.
03
Accepted on their own page.
Your customer gets a link to the quote. They read it, pick any extras and accept it right there. No account. No app.
04
Emailed, with its PDF.
The invoice goes out in your business’s name, with the PDF attached. When your customer replies, it comes to you.
Paid.
Record the payment the way it came in: cash, card or bank transfer. What is still owed is chased by email.
Month end, in one download.
- Invoices
- Credit notes
- Statements
- Sales, VAT and payments
- What is missing, and why
One ZIP file for your accountant. Anything that could not be included is listed, with the reason.
For the office
The whole office, in your browser.
Nothing to install. Sign in from any computer.
What needs doing today, on one screen.
Every job, and where it stands.
Who is where, and when.
Priced, sent and answered.
Issued, emailed and paid.
Where you work
Made for the United Kingdom.
Pounds, to the penny.
Every price and every total is held exactly, in sterling.
Postcodes, and the nation.
England, Scotland, Wales or Northern Ireland is asked for. Never guessed from a postcode.
UK VAT, set up for you.
The UK rates are in place from the day you sign up.
CIS, recorded properly.
Tax a contractor holds back is recorded against the payment. Never as a discount on the invoice.
Work over the border.
A job in Ireland is saved and flagged for your accountant. Never refused.
Built around the way you certify.
Gas Safe,NICEIC,NAPIT
Scheme names are used only to say which work the product is shaped around. No affiliation with, or endorsement by, any scheme is claimed.
Field app
Coming to iPhone and Android.
For the people in the van and on site.