Set your business numbers once. Manage customers. Build a costed quote, save it, and turn it into an invoice.
Split set in Settings — currently based on committed (accepted or further) jobs only.
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Trailing 12 months' turnover on committed jobs vs the £90,000 registration threshold. Not tax advice — for awareness only.
Builds up as jobs go through the tool — early on this will mostly say "not enough data yet".
Click a row to see previous jobs, quotes and materials used for that customer.
| Name | Phone |
|---|
Tick the tasks for this job. Rates come from Settings — most price per m², some per length/item, some are a flat tiered price.
Whole units only, rounded up. This total flows into Pricing.
Tick "optional" next to any material/task above and give it a label to show two prices on the quote doc — e.g. tick everything underfloor-heating-related, label it "Underfloor heating", and the customer sees both a with and without price. Leave blank for a normal single-price quote.
Matches how you price on the invoice. Tick which tasks apply per job on the Job tab.
| Task | Rate |
|---|
Est. days on site (for overhead) comes from the Job tab.
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.).