Jobs & money
New enquiries
Jobs
Tap a job to open it. Tick Completed, Invoiced and Paid as each happens.
Supplies to order
Job calendar
Take-home split
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".
Record of work, by tax year
Straight from the documents: estimates sent and invoices issued (6 April – 5 April). "Invoiced" isn't the same as paid — old invoices don't record payment. CIS is only what's printed on the invoice. Tap a year to see its documents.
| Tax year | Estimated | Invoiced | CIS held back | Invoiced after CIS |
|---|---|---|---|---|
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Jo's JS Tiling invoices to Phoenix aren't counted — Phoenix invoiced the same work to the customer. Don't add Estimated and Invoiced together: a job usually appears in both.
Customers
Click a row to see previous jobs, estimates and materials used for that customer.
| Name | Phone |
|---|
Add customer
Describe the job
Tell the assistant about the job in your own words — rooms, measurements, tiles, prep. Tap the microphone on your phone's keyboard to talk instead of typing. It will ask about anything missing, then fill in the estimate for you to check.
Customer & site
Travel
For the whole job (all rooms). Type the figures in — no upper limit, so large commercial jobs fit too.
Extras & other work
One-off jobs not in the lists above — tiling a step, refixing a coping stone, boarding & tiling a manhole cover. Type what was done and the price. Each one is listed as its own labour line on the estimate and invoice, under the area you pick.
The price is charged as-is; tick “mark up” to add contingency + margin on top like a cost.
Supplied tiles, thresholds, step treads — anything not in a room’s materials. Priced as a cost (marked up like the rest).
This estimate’s pricing
Where the money goes
Optional extra (with/without pricing)
Tick "optional" next to any material/task above and give it a label to show two prices on the estimate — 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 estimate.
Tile Supply
Only when we supply the tiles. The customer price goes on the estimate and invoice as it is (no margin added). Our price is what the supplier charges us — the difference is our tile profit. Leave blank if the customer is buying their own tiles.
Email to customer
Only changes who the invoice says it’s to (both invoices if split). The customer on the job stays the same. Save the estimate to keep it.
Email to customer
Split the money
Once the job's paid, put in what came in and what the materials cost. It starts with the estimate's figures — change them to the real ones. Nothing here is saved.
Add receipt
Tax year
| Date | Supplier | Category | Total |
|---|
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
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.).
Your business details (for invoice)
JS Tiling details (for split invoices)
Used on the JS Tiling half when a CIS job's invoice is split. Save with the button above.