Quote & Invoice Manager

Create a quote

Quote numbers are generated only when the quote is first saved.

Date Reference

Customer

Name Address Email Telephone

Job

Job title

Scope of works

Itemised breakdown

Project total £0.00

Charge rate can be a fixed amount such as 125, or a markup such as 25%. A percentage is added to Your cost.

Payment schedule

Notes / terms

Records

Paid receipts

Monthly Overheads

Enter business overheads against the month they begin. One-off items are charged once. Recurring items repeat monthly until their end month, then automatically show as Ended and stop affecting the figures.

ADD OVERHEAD

Start month Description Amount

Overhead type

Applied once in the selected month.

Graph

Monthly performance

Gross = receipts | Profit = gross less job costs and overheads | Tax = estimated tax on positive profit | Net = profit less tax. Negative bars show months where costs exceed income.

G GrossP ProfitT TaxN Net

Settings

Business details

Business name Contact name Address

Telephone Email

Company number VAT number Logo image URL

Paste a direct image link to your logo, or choose a file below. A chosen file is stored inside the backup and used for preview, PDF and Share.

Logo file

Colour scheme

Primary colour Secondary colour

Choose the two colours used throughout the app and on documents. The primary colour controls headings, buttons and section bars. The secondary colour controls highlights and total strips.

Bank details

Account name Account number Sort code

Tax / records

Tax year start Tax rate %

Estimated tax uses positive recorded profit after direct job costs and overheads. It is a business estimate, not a tax return calculation.

Document footer

Backup & restore

Backups contain all quotes, invoices, receipts, settings, overheads, branding and visual representation images. Save copies in Files or iCloud Drive.

Import Backup

App revision

v7 – Embedded Logo + Controls Repair