AT-A-GLANCE MANAGEMENT
No more remembering to chase up unaccepted estimates and quotes.
Easily identify which clients haven't paid you yet and follow-up.
Keep a running total of sent and accepted quotes,
paid and unpaid invoices, and how much you've billed.
TIME-SAVING PRICE LISTS
Create custom labour rates to support how you work
and charge for call-outs and overtime.
Sort and manage your materials using
pre-set categories for quick lookup.
Store prices for industry-specific safety certificates that you issue regularly.
GOODBYE
SPREADSHEETS
HELLO TOOLBOT
Amend the terms and conditions template,
automatically included with your quotes and invoices
upon sending, or add your own.
See all quotes and invoices in one place.
Use your personal price lists to quickly create quotes and invoices.
Add your business logos to personalise your paperwork.
DELIVER THE
BEST SERVICE
TO CLIENTS
Create your personalised address book for clients,
manage multiple addresses for landlords
and second home-owners.
Quick client lookup to see full job history.
Send clean, easy-to-read quotes and manageable invoices.
Notes for clients: e.g. parking restrictions, opening hours, or special requests.