Create quotes and invoices on the move right from your smartphone or tablet. Your invoices and quotes will be prefilled to save you time based on your location.
Product & services catalogue
Our extensive catalogue system operates seamlessly as you prepare your invoices and quotes. As you add new items, you are presented with suggested products and services that have been registered with your active product and services catalogue. Creating a catalogue can dramatically speed up invoice and quote creation.
Invoice & quote attachments
Add extra detail to your quotes and invoices by taking photos, adding plans, terms or specifications. Attachments are also a great way to prove the work was completed as requested.
Start an invoice and share it with your staff so they can add items into it also. Great for jobs with multiple tradesmen, each of whom need to add hours or consumables onto the invoice.
Customised invoice & quote templates
Create PDF and HTML templates that suit your business’ style. Add your logo, custom fields and terms. You can have different templates for invoices and quotes. You can also prepare new templates without interrupting the existing ones.
If you’re regularly invoicing or providing quotes for the same individual or business, you can add your customer to your customer management data. This not only speeds up creation of your invoices, but also allows you to gather reports and statistics on them. You have the option of adding customers explicitly or to automatically create them when adding them for the first time on an invoice or quote.
Automatic tax calculations
We’ve made taxation simple for you by providing you with one of the most advanced taxation systems available today for invoicing. Choose between our preset tax rates for your country or region, or customise these per product category. You can mix and match your product catalogue’s taxation and it all just works for you when you need it.
Staff access & permissions
Whether your business is a one-man company or a business with hundreds of staff, you can structure your users as you need. You can add as many users onto your account as you need, each assigned to different or multiple user groups. Each user can link as many devices as they need. You can even block devices that you know are lost or stolen.
With Family Sharing set up, up to six family members can use this app.