Features / How It Works

Simple tools for UK self-employed and small service businesses: fast quotes, professional invoices, cloud sync across devices, and optional AI assistance to speed up the writing — without losing control.

Create Quotes Faster

Enter the job scope, room sizes or tasks. Add materials, images and notes. Totals and VAT are calculated automatically with a clean, UK-friendly layout.

  • Clear trade-style structure (labour + materials)
  • Room-by-room notes and attachments
  • Instant totals, VAT and tidy formatting
  • Professional PDF output (English)

Convert Quotes to Invoices

Turn an accepted quote into an invoice in one click. Numbering, dates and VAT follow automatically, so you don’t retype the same job twice.

  • Automatic invoice numbering
  • Status tracking: Draft, Sent, Paid, Overdue
  • Client history: quotes, invoices, corrections
  • PDF generation ready to send

Cloud Sync Across Devices

Work on desktop, web and mobile under one account. Your documents stay consistent because the server holds the master copy and prevents conflicting edits.

  • Master copy stored securely on the server
  • No duplicates, no “lost changes”
  • Safe multi-device workflow (conflict prevention)
  • Always up-to-date client and document history

Online Payments (Stripe)

Offer clients a simple way to pay online. Share a payment link and keep your records cleaner with payment status updates.

  • Card payments via Stripe
  • Status updates: Paid / Failed / Refunded (where available)
  • Secure, PCI-compliant processing

Note: payment availability depends on your account setup and connected services.

AI Assistant for Trades

Built-in AI can help draft professional scope and line items from a short description. Suggestions are optional and fully editable — you stay in control of pricing and wording.

  • AI Draft: generate a structured quote from a short job description
  • Scope suggestions: task and room breakdown ideas
  • Materials ideas: draft lists to review and adjust
  • Flags potential underpricing (review prompts, not guarantees)

Client Management

Keep clients, addresses and business details in one place — with full job history linked to each customer. Designed for sole traders and small teams.

  • Search by name, address or contact
  • Client timeline: quotes, invoices, payments
  • Quick overview: Active / Paid / Overdue

UK-Ready by Default

UK-friendly fields and formatting out of the box, so your documents look right for local clients and accountants.

  • Supports VAT, UTR, NIN and CRN fields
  • GBP formatting and UK document layout
  • Professional PDFs generated in English

Try it free. No contracts. Upgrade only when you need higher limits.

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