01
Set up your business desk
Add your business details and start organising client records, products and the information your team uses every day.
02
Create a quote or job card
Capture the request, the work to be done and the relevant customer details. Keep repair work visible while it is in progress.
03
Convert the work into an invoice
Use the quote-to-invoice workflow where appropriate, then track the invoice status and outstanding balance.
04
Review money and follow-ups
Record payments and expenses, follow up on outstanding invoices and use reports to review activity in the desk.
Keep the context
Less retyping. Fewer loose ends.
When customer details, work records and invoices live in the same workspace, it is easier to see what happened, what is in progress and what needs attention next.
- Customer and work details stay connected.
- Accepted quotes can continue into invoicing.
- Invoice statuses and follow-ups remain visible.
- Operational records support reports and reviews.