Built for installs and services
Deposit, then stages PRO
Deposit on the boiler install, balance on commissioning — or up to five stages with due dates. Mark each received; the balance updates itself.
Quote → invoice in one tap
Accepted quote becomes the invoice with the same items and client. Nothing retyped.
VAT right first time
VAT-registered? Your VAT number, rate and totals appear on every invoice automatically. Not registered? A clean, compliant invoice without VAT lines — and you switch VAT on the day you register.
Saved items & clients
“Annual service”, “landlord safety check”, “boiler install — labour”, parts — save them once, add them in two taps.
Site visits & call-backs PRO
Book the install day and the return visit against the job; they sync to your phone calendar and remind you.
Overdue chasing
Home shows what’s outstanding and what’s overdue; from any unpaid invoice, Remind client sends a ready-written reminder — amount due and your bank details — by WhatsApp, SMS or email.
From quote to commissioning
- Price it on site. Open a quote, add the boiler, labour and saved items, set the deposit and the balance.
- Send the PDF from the driveway. Share by WhatsApp, email or LINE with your logo and terms; the customer gets a proper document, not a text message.
- Accepted → invoice, schedule attached. Convert the quote in one tap; the invoice carries the deposit and stages, with your bank details on it.
- Mark each stage received. Deposit, then each stage as it’s paid; the running balance is always visible.
- Issue the receipt. Record part-payments or the balance; a receipt PDF is one tap.