A pending enquiry has asked for a date that falls inside a job you've already booked in.
Job schedule
From the Start/Completion dates on booked jobs.
Business overview — figures are computed from your saved Quotes, not a substitute for actual accounting or tax advice.
Pipeline (Draft / Sent)
£0
Committed revenue
£0
Profit / margin
£0
Tax set-aside
£0
Take-home split
Jo£0
Mike£0
Split set in Settings — currently based on committed (accepted or further) jobs only.
VAT threshold
—
Trailing 12 months' turnover on committed jobs vs the £90,000 registration threshold. Not tax advice — for awareness only.
Turnaround & job duration
Builds up as jobs go through the tool — early on this will mostly say "not enough data yet".
New enquiries from your Airtable forms, waiting to be turned into a quote. Photos stay in Airtable for now — open the linked enquiry there to see them.
Customers you tile for — this is your Airtable "Clients" table. Pick one on the Job tab when building a quote, or new enquiries from Airtable forms will show up there automatically.
Customers
Click a row to see previous jobs, quotes and materials used for that customer.
Name
Email
Phone
Job history
Add customer
From the enquiry
Everything on this tab is per job. Fill it in for each new quote — it flows through to Materials, Pricing and Documents automatically.
Customer & site
Measurements
Which labour tasks apply?
Tick the tasks for this job. Each uses its per-m² rate from Settings × the area.
Area comes from the Details section (0 m²). Untick materials this job doesn’t need and set each coverage driver. This produces the order list and the materials cost used in Pricing.
Materials for this job
Order list
Materials cost£0
Whole units only, rounded up. This total flows into Pricing.
Built from your Settings + the Details section + the Materials cost. Nothing to enter here — it’s the result.
Quote the customer
£0
— per m²
Take-home
£0
Park for tax
£0
Profit
£0
Where the money goes
Deposit & CIS — deposit is optional, taken as a % of the quote total. CIS applies when you're invoicing a contractor as a subcontractor (mostly trade jobs), not homeowner jobs.
Defaults to 30 days from when the quote is saved.
CIS deduction (20% of labour)-£0
Net received by Phoenix£0
The contractor withholds this and pays it to HMRC directly on your behalf — it reduces what they pay you, not what a homeowner would pay on a direct job.
Deposit covers materials
£0
% of materials held back for breakage / re-order.
Deposit taken£0
Materials cost£0
Buffer held back£0
Left after materials + buffer£0
Out of your pocket now£0
Still to invoice at end£0
A customer-facing quote document — send this before the job is accepted.
Generated from everything above.
These are your set-once business numbers. They feed every job automatically. Review them a few times a year.
Labour rates (per m²)
Matches how you price on the invoice. Tick which tasks apply per job on the Job tab.
Task
Rate
Flat labour charges
£
£
Business rates
Annual overheads ÷ chargeable days.
Fuel + van wear. HMRC rate is 45p/mile.
Mike gets the rest. Used on the Business Dashboard's take-home split.
Est. days on site (for overhead) comes from the Job tab.
Material prices & coverage
Price per unit and how much one unit covers. Drives both the order list and the materials cost.
Material
£/unit
Coverage rates are set per job on the Materials section of the Job tab (they depend on trowel notch, joint width, etc.).