Create a quote
Quote numbers are generated only when the quote is first saved.
Customer
Job
Scope of works
Itemised breakdown
Charge rate can be a fixed amount such as 125, or a markup such as 25%. A percentage is added to Your cost.
Payment schedule
Notes / terms
Records
Paid receipts
Monthly Overheads
Enter business overheads against the month they begin. One-off items are charged once. Recurring items repeat monthly until their end month, then automatically show as Ended and stop affecting the figures.
ADD OVERHEAD
Graph
Monthly performance
Gross = receipts | Profit = gross less job costs and overheads | Tax = estimated tax on positive profit | Net = profit less tax. Negative bars show months where costs exceed income.
Settings
Business details
Choose a logo file below. It is stored inside the app and backup, and used for preview, print, PDF and Share.
Colour scheme
Choose the two colours used throughout the app and on documents. The primary colour controls headings, buttons and section bars. The secondary colour controls highlights and total strips.
Bank details
Tax / records
Estimated tax uses positive recorded profit after direct job costs and overheads. It is a business estimate, not a tax return calculation.
Document footer
Backup & restore
Backups contain all quotes, invoices, receipts, settings, overheads, branding and visual representation images. Save copies in Files or iCloud Drive.
App revision
v2 – Embedded Logo Repair