A day for a trades business
From a website enquiry to a paid invoice: how a plumber, electrician or contractor keeps the office work small.
Present this storyThe story
Owner
A website enquiry lands in the Leads inbox, with an email alert. One tap turns it into a customer with a deal.
Leads and website lead capture - From website form to customer in one tap.Owner
The owner sends a quote with an expiry date. When the customer agrees, one step turns it into an invoice.
Quotes and proformas - Offer first, invoice when they say yes.Owner
The accepted job goes on the calendar with the customer, the place and the team.
Bookings and jobs - Every visit, from request to done.Owner
For maintenance customers, a standing contract tracks the yearly visits and can issue each invoice on schedule.
Service contracts and recurring invoicing - Agree once, deliver and bill on schedule.Owner
Parts and supplies sit in one stock list with reorder levels, and the items that run low are flagged.
Inventory and stock - Know what you have before you run out.Owner
When the job is done, a draft invoice with the price and any extras is waiting. The owner approves it in one tap.
Bill finished visits automatically - A checked draft invoice is waiting when the job is done.Owner
The invoice is emailed as a PDF, with a QR-bill payment slip in Switzerland, and followed until it is paid.
Invoices - Create, send and get paid.Owner
The payment is recorded against the invoice, which moves to paid. The customer gets a numbered receipt, and late invoices are reminded automatically.
Payments, receipts and reminders - Record the money, keep the receipts, chase late ones.