Up and running in a few taps.
Here's how to set up a job, add your people, and get your first quote and invoice out the door. Plain steps, the way you'd actually do them on site.
Quote it, bill it, track every cost — without leaving the job.
Create a project for the job.
A project is one job, the kitchen remodel, the roof, the fit-out. Everything for that job lives inside it: the tasks, the costs, the hours, the photos. Start here and the rest slots in.
- Open the Projects tab and tap the + in the top corner.
- Give it a project name you'll recognise, like the address or the customer's name.
- Set a budget and budgeted hours if you want to track them against what you actually spend. You can leave these blank and add them later.
- Tap Add Client to link the customer, or skip it for now and add one later.
- Pick a cover photo so the job is easy to spot in your list, then save.
In a hurry? Start from a template when you create the project and the common tasks are filled in for you. Treat them as a starting point and tweak them to suit the job.
Add the jobs and tasks inside it.
Open a project and you'll see sections for tasks, photos, notes and more. Break the work into tasks so you can tick them off and see how far along you are.
- Tap a project from your list to open it.
- Find the Tasks section and tap add to create a task, like "rip out old units" or "first fix".
- Set a due date and break bigger tasks into subtasks if it helps.
- Attach site photos, drawings and notes to the project so everything's in one spot.
- Tick tasks off as you finish them. The project's progress moves as you go.
Add a client.
A client is your customer. Add them once and you can link them to jobs, quotes and invoices, so you always know who the work is for and who owes you.
- Open the People tab and switch to Clients.
- Tap + to add a new client.
- Tap Import Contact to pull their details from your phone, or type the name, company, phone, email and address in yourself.
- Save. From now on you can pick this client when you create a project, estimate or invoice.
Add a worker.
Workers are the people on your crew. Add them and you can put them on jobs and track the hours they put in.
- Open the People tab and switch to Workers.
- Tap + to add someone.
- Use Import Contact or fill in their first name, last name, phone and email.
- Save, then assign them to a project's team so their hours go against the right job.
Write an estimate.
An estimate is the quote you send before the job starts. List out the work, the app adds it up and works out the tax, and you send a clean copy from your phone.
- Open the Finance tab and stay on Estimates.
- Tap + to start a new estimate.
- Pick the client and write a short description of what the work is.
- Add your line items, one per bit of work or material, with a quantity and price. Add a discount if you're offering one. The totals and tax add up for you.
- Attach photos if it helps explain the job, then save and share the estimate with your customer.
Build it once. Save line items you use a lot to your library and pull them straight into the next estimate instead of typing them again.
Send an invoice.
When the work's done, the invoice is the bill. The quickest way is to turn an accepted estimate into one, so you're not typing the same lines twice. You can also start an invoice from scratch.
- From an estimate: open the accepted estimate and choose convert to invoice. Same client, same lines, same totals, no retyping.
- From scratch: open Finance, switch to Invoices, and tap +.
- Pick the client (this one's required) and check the invoice number.
- Add or tidy up the line items and add any remarks for the customer.
- Save, then send the PDF by text, email or however you normally reach your customer.
Log expenses and receipts.
Log what you spend against the job so you know your real costs at the end. Snap a photo of the receipt to keep with it. You type the amount and details yourself, and the app keeps it filed against the right job.
- Open the project the cost belongs to and find the Expenses section.
- Add a new expense and give it a name.
- Snap or attach a photo of the receipt so you've got the proof.
- Type in the amount and pick a category. Add separate line items if one receipt covers a few things.
- Save. The cost now shows against that job's totals.
Track worker hours.
Log the hours your crew puts in against the job, so the labour stacks up next to your costs and you know what the work really took.
- Open the project and find the Timesheets section.
- Add a timesheet and pick the worker it's for.
- Set the day and the hours they put in.
- Do this per worker and the labour totals build up against that job.
Track your mileage.
Mileage isn't something you type in after the fact. The app tracks the trip live by GPS while you drive, then works out the distance and what it's worth at your rate, so the claim is ready the moment you arrive.
- Open the project the drive is for and go to the Trips section.
- Start a new trip and set your rate (your price per mile or km), then confirm it.
- Mark the trip Billable or Non-billable depending on whether you're charging it on.
- Tap Start before you set off. The app follows your route and shows distance, time, speed and cost as you drive.
- When you arrive, tap Stop Trip and confirm. The trip is saved with the route, miles and cost worked out for you.
Set it once. Choose miles or km and your default rate in Settings, and every new trip starts from those. You can still change the rate on any single trip.
Save items you bill again and again.
Most jobs share the same lines, a callout fee, an hourly labour rate, the materials you always fit. Save them once and drop them into any estimate or invoice in a tap, instead of retyping the name, price and tax every time.
- Add a line item the normal way, with its name, price, unit and whether it's taxable. Once you've used it, it's remembered as a saved item.
- Next time, use the Saved Items row at the top of the add-item screen and tap one to drop it straight in, name, price, unit, quantity and tax all filled.
- Start typing in the item name to filter your saved items down to the one you want.
- Tap Browse all to see your whole saved-items library when you're not sure of the name.
- Adjust the quantity or price after you drop it in, the saved item is just a head start, not locked.
Build it as you go. You don't set saved items up in advance, they pile up naturally from the lines you already use. After a couple of jobs your common work is one tap away.
Pick a template that looks like you.
The invoice your customer sees is a clean, branded PDF, not a screenshot. Choose a layout, drop your logo on it, and every invoice goes out looking consistent and professional.
- Add your logo, company name and contact details in Settings first, they flow onto every template automatically.
- Open an invoice and tap Preview to see it as the finished PDF.
- Browse the templates and pick the layout you like, classic, modern, with a coloured sidebar, and so on.
- Check it reads right: your line items, the tax breakdown and the total due are all laid out for you.
- Share the PDF by text or email, or save it. The customer gets a tidy document, not a list of taps.
Set it and forget it. Once your logo and details are in, every new invoice uses them, so you're not rebuilding your branding each time.
Ask for a deposit before you start.
On bigger jobs you'll often want money up front to cover materials. Set a deposit on the estimate and the app works out the amount for you, so the customer knows exactly what's due to get going.
- Open the estimate and set a deposit, either a percentage of the job or a fixed amount.
- The deposit is worked out on the grand total including tax, so the number the customer sees is the real amount to pay.
- It shows clearly on the estimate, so there's no confusion about what's due before work starts.
- When you convert the estimate to an invoice, the deposit and the rest of the figures carry over, no retyping.
Cover your costs. A deposit that matches your material spend means you're never out of pocket waiting to be paid.
Export a report for any job.
Every project keeps a running picture of budget, spend, hours and billing. When you need it on paper, for the customer, your accountant, or just your own records, export it as a clean PDF or a spreadsheet in a couple of taps.
- Open the project and go to its Summary.
- Tap Export and choose PDF or CSV.
- The PDF is a polished report: budget vs spend, labour cost and hours, task progress, billing and plain-English insights on where the job is heading.
- The CSV gives you the raw numbers, ready to drop into a spreadsheet.
- Share or save it like any other file.
Labour counts too. The report adds your workers' time to materials, so "spent" reflects the real cost of the job, not just the receipts.
That's the whole flow.
Set up a job, add your people, quote it, bill it, keep the costs straight. All from your phone.
