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
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 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.
JOBS
DOCUMENT HISTORY
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.
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.
Backup & restore
Backups contain all quotes, invoices, receipts, settings, overheads, branding and visual representation images. Save copies in Files or iCloud Drive.