Create a quote
Quote numbers are generated only when the quote is first saved.
Customer
Job
Status updates automatically after invoicing and payment. Cancelled and Lost remain manual overrides.
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. Direct-cost VAT is set below each Your cost field; enter the amount actually paid and choose Includes VAT where applicable.
Payment
Payment schedule
Notes / terms
Records
Outstanding invoices
Paid receipts
Purchase & Expense Ledger
Record what the business buys and spends - supplier, category, receipt photo and payment status - as well as ongoing overheads. One-off items are charged once. Recurring items repeat monthly until their end month.
ADD EXPENSE
Linking a job is for reference and filtering only - it does not change that job's own costs or profit figures, which still come only from its items.
EDIT EXPENSE
REFUNDS
Money the supplier gave back on this expense - returned goods, an overcharge corrected, a warranty claim. Reduces the net cost and any VAT reclaimed above.
Business Mileage Log
Allowance uses HMRC's simplified mileage rates: cars and vans 45p a mile for the first 10,000 business miles in the tax year, then 25p; motorcycles 24p; bicycles 20p. Only business journeys count - not your normal commute to a permanent workplace. If you claim mileage this way for a vehicle, you can't also claim its fuel, running costs or capital allowances, so don't also enter that vehicle in the Asset Register or its fuel as expenses. Rates are HMRC's at the time of writing - check gov.uk before filing. The log is included in the Accountant's Package; it does not change the profit figures in Records.
Bank Reconciliation
Import your real bank statement and match it against what the app already knows - receipts, paid expenses and expense refunds - to catch anything missing or wrongly recorded. Nothing here connects to your bank automatically; it works entirely from a CSV you export yourself.
IMPORT STATEMENT (CSV)
Paste the contents of a CSV exported from your bank, or choose the file. The first row should be a header row with Date, Description and Amount (or separate Debit/Credit) columns.
ADD TRANSACTION MANUALLY
Not yet on a statement
Receipts, paid expenses and refunds with no matching bank line - worth double-checking these actually happened.
Graph
Monthly performance
Gross = receipts | Profit = gross less job costs and overheads | Tax = estimated tax on cumulative profit for the year (a loss month can show a credit) | Net = profit less tax. Negative bars show months where costs exceed income.
Directory
Customers are added automatically when you save a quote. Tap a customer to view their totals, jobs and linked documents.
ADD CUSTOMER
CUSTOMER DETAILS
Changes here update the Directory only. Existing quotes, invoices and receipts keep the details they were issued with.
WORK COMMENCEMENT STATEMENT
Send this if you're starting work before or without a quote, so the customer can expressly consent to starting before the 14-day cancellation period ends. Once confirmed, it's attached automatically to this customer's next quote - no extra step needed there.
CONTACT
JOBS
DOCUMENT HISTORY
Terms and Conditions
Core is always available and can be edited but not deleted. Add job-specific terms below, then attach them to a quote when you create it.
ADD JOB-SPECIFIC TERMS
EDIT TERMS
Tokens fill in automatically wherever this is attached: {{business_name}}, {{business_address}}, {{business_email}}, {{business_phone}}.
Quote Templates
Save a quote's scope, items, payment terms, notes and terms & conditions as a reusable template from the create-quote screen, then load it back into any new quote. Job title is used as the template name.
TEMPLATE
Scope of works
Itemised breakdown
Payment terms
Notes
Terms & conditions
Asset Register
Capital purchases - equipment, vehicles, machinery - get tax relief differently to everyday expenses. Most small purchases qualify for 100% relief in the year of purchase (Annual Investment Allowance); anything else is claimed as a percentage each year, with the unclaimed balance carried forward. This register tracks that per asset - see the note on each asset's schedule for how it compares to HMRC's pooled calculation.
ADD ASSET
EDIT ASSET
DISPOSAL
Fill this in once the asset is sold, scrapped or given away. Leave blank while you still own it.
ALLOWANCE SCHEDULE
Settings
Business details
Paste a direct image link, then press Embed Logo From URL.
This stores the logo inside the app so preview, print, PDF and Share all use the same embedded image.
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
Invoice payments
New invoices use the default number of days. You can change an individual invoice's due date in its editor.
VAT
New quotes use these settings when created; each document then keeps its own VAT treatment permanently, even if you change these settings later. Net, VAT and Gross are shown on quotes, invoices and receipts. VAT period start only needs one date from any VAT quarter you've filed (or your registration date) - the app works out the current quarter from it. Direct job costs and overheads can each record reclaimable input VAT.
Tax / records
Only the day and month of the tax year start matter - the app rolls it forward each year automatically. Estimated tax uses positive recorded profit after direct job costs and overheads, excluding VAT. It is a business estimate, not a tax return calculation.
Document footer
Tax year reports & backups
Year to date
End of year (whole current tax year)
Receipt exports include a summary cover and Page X of Y numbering, followed by each receipt oldest first. Invoice exports include each invoice and any linked document numbers, ready for your accountant or tax records.
Accountant's year-end package
Everything above, plus credit notes, the Income and Expense transaction CSVs, the VAT Period Summary if you're VAT registered, the mileage log, the asset register with this year's capital allowances, your bank reconciliation, and every receipt/refund/asset evidence photo as a separate file - all in one zip, for the whole current tax year. This can take a little while to build; keep the app open until it finishes.
End of year backup
Start new tax year
This does not delete or move anything - all existing quotes, invoices and receipts stay exactly where they are. It only clears the tax-year-end reminder and unlocks once an End of Year backup has been made for the year that is finishing.
Transaction exports (CSV / Excel)
A plain transactions register - Net, VAT and Gross for every receipt, credit note and expense - laid out for handing to an accountant or for your own records. Not a PDF report; this is raw data for import into accounting software or review in a spreadsheet.
CSV gives one file per register - Income Transactions or Expense Transactions - for import into accounting software (most browsers block two automatic downloads from a single button, so these are separate). Excel gives one workbook with Income, Expenses and a Summary sheet, ready to open and review.
Backup & restore
Backups contain all quotes, invoices, receipts, settings, overheads, branding and visual representation images. Save copies in Files or iCloud Drive.