Features
Everything a trades business runs on.
Customers, jobs, quotes, invoices and payments on one record. Every plan does the whole job.
What it does.
Quotes
Priced from your price book and accepted online by typed name. A card deposit is optional.
Invoices and getting paid
Invoices emailed with the PDF, paid by card or transfer, and chased by email when late.
Schedule
Visits by person and by day. The board checks registrations as you book.
Service reminders
The yearly service on each appliance with a schedule, and an email three weeks before.
Certificates and sheets
Sheets you write, filled in and signed on the job, and kept against the address.
Job costing
What each job has cost so far, by person and by bill, and what it made once invoiced.
Enquiry form
A form on your own link. One press makes an enquiry a customer, a job or a quote.
Exports
The accountant’s ledger, invoices and credit notes as ZIPs, even after you stop paying.
Tax and tools in the United Kingdom.
CIS
CIS deductions recorded on the payment and totalled by tax month.
Domestic reverse charge
Construction VAT the contractor accounts for. Stated on the invoice, never charged.
CIS calculator
The CIS deducted from one payment and what you are paid, worked out from the labour.
VAT calculator
VAT added to a price or taken out of a total, at 20%, 5% or 0%, to the penny.
Markup and margin calculator
Profit, markup on cost and margin on price, and the price that earns the margin you want.
Invoice and quote templates
One of each for every trade, printed or saved as a PDF.
Switching.
Moving from Tradify
The Tradify customer export and price list, read by their own columns and checked first.
Moving from ServiceM8
The ServiceM8 client list and materials export, read by their own columns.
Moving from Jobber
Jobber’s CSV files brought in as spreadsheets, their columns matched by name and checked.
Moving from Fergus
Fergus’s customer export, price book and invoice report, read as any other spreadsheet.
Moving from Powered Now
Powered Now’s contacts and unpaid invoices, brought in as CSV files and checked first.
Moving from YourTradebase
YourTradebase’s customer and invoice CSVs, read as spreadsheets and checked first.
Moving from Commusoft
Commusoft’s spreadsheets saved as CSV, with each work address filed as a site.