Quotes the customer accepts online
A quote goes out as an email attachment, the reply is a phone call or nothing, and when the job's done nobody can find what was agreed.
Build the quote from your services or fees, or type it, and send it with a private review-and-accept link. The customer accepts or declines online; their acceptance is recorded with the exact text they saw, their name, when and from where. Sent quotes don't change — a revision is a new version under the same number. The accepted quote becomes the draft invoice once, and the customer can book the work from the same page. Call it a quote, a proposal or an estimate — your word.
What was agreed is on the record before the work starts, and the invoice is already half written.
Invoicing that follows the work
Invoicing gets done at month end from the roster, by hand, by someone tired. Work gets missed, and that's money you simply never receive.
Send a quote built from your services for the customer to accept online — their acceptance is recorded, and the accepted quote becomes the draft invoice. Raise invoices from the work already recorded, including shifts covering several clients at once. Line items, PDFs, and a payment link so customers can pay by card from the invoice itself. Overdue invoices are chased automatically on a schedule you set, and everything syncs to your accounting system.
The work you delivered is the work you bill, and the chasing happens without anyone feeling awkward.
Recurring revenue from your clients
Predictable income means billing clients on a repeating schedule, and doing that by hand is both tedious and unreliable.
Plans your clients sign up to, billed weekly through to six-monthly. Card payments run automatically, or run plans manually for cash and bank transfer. Include a number of sessions per period, with rollover if you allow it. Failed payments are chased for you, clients paying by transfer can upload proof, and your team can set a plan up for someone directly.
Revenue that collects itself, and no more discovering three months late that someone's card expired.
The books and the BAS
The receipts are in a shoebox and the accountant charges to sort them out.
An income and expense ledger with categories. Photograph or upload an invoice or receipt and we pull the details out of it. Produces a BAS-ready summary and exports to spreadsheet.
Quarterly BAS stops being a weekend, and your accountant's bill reflects advice rather than data entry.
Passes on the phone
Proving someone is who they say they are, or that a booking is genuine, usually still means paper.
Issue passes to Apple Wallet and Google Wallet for membership, staff identity, bookings and shifts, with public verification pages. Passes update on the holder's phone when the detail behind them changes.
A membership card, staff ID or booking confirmation that lives on the phone and is always current.
