๐ต You're offline - changes will sync when you reconnect
Its All Sorted
Sat
June 2026
Your free month ends soon
Add your card to keep everything sorted
๐
Let's get you set up
6 quick things and you're away
▸
I'll do this later
๐
You're all sorted
Business details in, bank details in, first invoice away. Kel's got the rest.
tap to dismiss
G'day
Tap the green bar down the bottom to sing out a lead, note or reminder.
๐งJobs tab is your calendar Tomorrow, this week, the whole pipeline›
Reminders
๐ค
Tell Kel
๏ผ
On Site
A few things need your attention
when you get a sec, tap to see
0▸
Let's get the first one in
Add a customer and your diary, leads and invoices all start filling in from here.
start something
๐ค
Add or find a customer
a new job starts here
โบ
๐
Quote a job
someone you know, or someone new
โบ
๐งพ
Send an invoice
bill a job that's done
โบ
๐จ Today's Jobs0
โผ
๐ Notes0
โถ
๐ฅ Leads0
โผ
Open
Won
Lost
All
No leads yet. Tap Kel below and say who called and what they want.
๐ง
Jobs tab is your calendar
Tomorrow, this week, this month, the whole pipeline.
›
June 2026
Loading...
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Jobs waiting to be scheduled
Monday 22 June
Jobs
Nothing booked yet
Your pipeline lives here. Get your first customer in and it starts filling up.
๐ Needs Quote0
โถ
0
โณ Awaiting Response0
โถ
๐ Ready to Schedule0
โผ
⚠ Overdue0
▼
๐จ On now0
▼
๐ Today0
โผ
๐ Tomorrow0
โถ
๐ This Week0
โถ
โญ Later0
โถ
๐ Full calendar0
โถ
๐ณ Ready to Invoice0
โผ
๐ค To Send0
โผ
๐ฐ Awaiting Payment0
โผ
💵 Part paid0
▼
All Jobs
▶
Room
Room
Account manager
Customers
🔍
Account managers
Room
G'day
…
You're all sorted.
Nothing overdue, nothing to chase. Nice work.
Have a go with Kel · 5 min
Kel walks you through your first job on the real app. Nothing you do here is real.
×
1 · Work to win
To quote and book
Enquiries, quotes and won jobs to book
…
…›
2 · Booked work
Booked jobs
…›
3 · Get paid
Owed to you
…›
Set up your home
Money on open
Headline
Practice mode
A safe sandbox to try things out. Nothing you do here touches your real business, money or reports.
Kel walks you through your first job - customer, invoice, receipt - on the real screens, all in practice.
Wipes everything in practice for a clean run. Your real business is never touched.
Money
OWED TO YOU
$0.00
SPENT THIS MONTH
$0.00
SUBBIES THIS MONTH
$0.00
Quotes
Invoices
Expenses
Subbies
Quotes
0
Sent
0
Won
0
Lost
🔍
No quotes sent yet.
Invoices
Outstanding
$0
Paid this month
$0
🔍
No invoices sent yet.
Billing
Current Plan
Its All Sorted
Monthly cost
$29.95/month
Next billing date
-
Next charge
$29.95
iaS Credits balance
0.00
Payment Method
No card on file - add one to continue after your free month
Billing History
Its All Sorted - Month 1
Free month - no charge
$0.00
Full billing history will appear here
Your subscription ends -
Everything keeps working until then. Your data stays here after that, you just cannot add anything new.
Come back before then and you keep your current price.
Your Data
Download the lot as spreadsheets - customers, jobs, quotes, invoices, expenses, subbies, crew hours, the works. Yours to keep, or hand straight to your bookkeeper. No lock-in.
Cancel
Nothing is deleted if you go. Your data stays right here and you can download it any time.
Customers
Loading customersโฆ
My Account
M
Email
-
Plan
Its All Sorted
Billing ›
Member since
-
Business Profile
Business Name
-
ABN
Not set
Address
Not set
Phone
Not set
Bank Details
Not set - add for invoices
Your hourly rate
Not set
Payment terms
On receipt
GST Registered?
Not set
Business Logo
๐ข
PNG or JPG ยท Shows on quotes & invoices
Business Name
Preferred Name (what Kel calls you)
ABN & GST
๐งพ
Tap to set up
Your ABN & GST for invoices
โบ
Licence numbers (print on every quote and invoice)
Electricians, plumbers and builders usually have to show these. Leave blank if your trade doesn't need it.
Address
Phone
Bank Name
BSB
Account Number
Your Hourly Rate (optional)
Used on jobs that are not under an account manager. An account manager's own rate always wins for its customers.
Default Payment Terms
Every new invoice opens on this. Still changeable per invoice.
Your own invoice numbers (optional)
Your own quote numbers (optional)
Coming from another system? Type the next number you want and we'll carry on from there (MGD001057, MGD001058...). Leave blank to use ours.
If you do NDIS work, what do you provide?
This code prints on every NDIS invoice line so plan managers can claim it. You can still change it per line on any invoice.
Do other kinds of NDIS work too? Tick them
These show as quick buttons when you book an NDIS job, so you pick what the job is in one tap. Leave them all off if you only do one kind.
iaS Credits
๐
0.00
Current balance
Next billing
$0.00
Credits cover this month
CREDIT HISTORY
๐ Welcome - first month free
Month 1
Once a mate you refer pays their first month, earn $5 in credits every month they stay subscribed. Refer 6 paying tradies and yours is free for as long as those six stay subscribed.
Get it free
Bring 6 paying mates and your subscription's free. $5 off every month each one stays subscribed.
0 of 6 mates
$0/mo off
6 more and your $29.95 is covered, for as long as they stay.
YOUR CODE
Loadingโฆ
Mates pop in your code when they sign up. Short enough to say across the ute tray.
Cancel or change plan anytime from your account settings.
Help shape what we build next
Tap the ones you'd actually use and we build the popular ones first.
๐ณ
Card Payments
Get paid on the spot - no more "I'll transfer it"
Customer taps your phone, pays by card instantly. No card reader needed - just your phone.
Would you use this if it cost 1.7% per transaction?
This is Stripe's standard processing fee - not our fee. We don't take a cut of your payments.
๐บ๏ธ
Mileage Sorted
Log km per job automatically - tax deduction most tradies miss
โญ
Reviews Sorted
Auto-ask for a Google review after invoice is paid
๐
Contracts Sorted
Digital sign-before-we-start contracts from your quote
๐งพ
BAS Sorted
Quarterly GST summary ready for your accountant
๐ฅ
Second User
Give your partner or bookkeeper their own login
๐ Bookkeeper Portal
Everything you have earned, invoiced and paid on the spot
Invoiced
$0
Paid
$0
Unpaid
$0
GST Summary
Count GST when:
GST Collected (invoices)
$0
GST Credits (expenses)
$0
Your GST position so far · your accountant finalises your BAS
$0
Invoices
Expenses
-
GST credits claimable
Subcontractors (TPAR)
-
Paid to subbies this FY
Reports
This month
Income (paid)
$0
Expenses
$0
Net profit
$0
income minus expenses
GST for BAS
$0
to set aside
Money In
Invoiced
$0
Paid on the spot
$0
Paid on the spot is jobs settled without an invoice. It counts in your Income, Net profit and GST the same as an invoice, and it is kept as its own figure because it never went through the bank, so your bookkeeper knows it will not appear on the bank reconciliation.
Quote Results
0
Sent
0
Won
0
Lost
-
Win Rate
Why You're Losing Jobs
No lost quotes in this period.
Recent Quotes
No quotes in this period.
Job Profit & Loss
Income minus receipts minus subbies minus crew hours, job by job.
Loading...
For Your Accountant
Everything here follows the period you picked up the top. Pick Last FY at tax time.
Expenses
Included in your plan
This Month
$0
Total
$0
0
Receipts
๐ Export for accountant โ
๐
All expenses
By BAS quarter and month ยท export any period
โบ
๐ค
Reading your receiptโฆ
Hang tight, sorting the details
๐ค
Reading your receiptโฆ
AI is extracting the details
Recent Expenses
No expenses yet. Snap your first receipt above.
Subbies Sorted
TPAR Ready
This Financial Year
$0
Paid Out
0
Unpaid
0
Subbies
๐๏ธ Export TPAR for accountant โ
๐ค
Reading the invoiceโฆ
Pulling out the business, ABN, amount and invoice number. Takes a few seconds - hang tight.
Recent Payments
No subbie payments yet. Snap your first invoice above.
Tap & talk to Kel
a lead, a note, or ask her anything
New lead
๐ค
Tap to speak it
Just say their name and what they want
Name
What they want
Address optional
Job done!
How are you getting paid for this one?
๐ฐ Money
Loading...
๐ท On-site
Loading...
Paid on the spot
What did you take?
$
Hours on the job
Only used to work out what the job really earned you.
Send a payment reminder?
Send a reminder to this customer for $0?
This goes straight to your customer and can't be unsent. Make sure it's the right one.
Chase this one up
Something not right?
Tell Kel what looks off. She can't fix anything herself, but she'll log it and flag it straight to Mark so he can sort it.
Where
๐ Today
What's up
๐คOr say it out loud
Tell Kel
Talk to catch a new job, jot a note or set a reminder. Tap Type to ask her anything, like what's on today or who owes you.
Reminders
๐ด Recordingโฆ tap to stop
โ ๏ธ
Something not right?
Tell us what went wrong or felt off. Even half a sentence helps. It comes straight to Mark and we jump on it.
Cancel
Skip your ABN?
๐งพ
Just so you know
Invoices are tax documents, so the law needs your ABN printed on them. Until it's in, the invoice builder won't open.
Everything else, customers, quotes, jobs, scheduling, works fine. It's about 15 seconds and you can do it any time from your profile.
ABN & GST
We'll confirm it with the business register
Your ABN
Is this your business?
Your ABN
โ
GST STATUS, from the register, change if needed
Registered
Not registered
Enter a different ABN
G'day ๐
I'm Kel. Two quick things and you're ready to send your first invoice.
Skip for now, I'll look around first
Your business
Two things make your invoices valid. Tap to sort them, about 15 seconds.
๐งพ
ABN & GST
Tap to set up
โบ
I'll do this later
Getting paid
So your customers can pay you. These print on every invoice as the transfer details.
Account name
BSB
Account number
I'll add this later
๐
You're all set
Now the fun part, let's get your first customer in.
I'll do that in a sec
Invoice
-
My Business
Complete your profile in Account
Editing
Not sent yet - edit it freely, then send it. It keeps the same number.
Corrected copy
Replaces cancelled invoice . Fix what was wrong and send it - it gets its own new number.
Invoice Date
-
Work Done
Due
On receipt
Bill To
Plan manager / Care of (optional)
Customer Email
NDIS support item code
Customer Address
Invoice heading (one line at the top; the items go below)
Hours ร Rate
2
ร
Rate/hr
=
Total
$116.00
GST Free
Extra items (optional)
Description
Qty
Price
GST Free
Total Due
$116.00
Job Photos
Payment Details
Complete your business profile in Account to add bank details
Terms: On receipt
Take a deposit
Deposit
The rest bills when the job is done.
Deposit amount
$
Cancel
Quote messages
The email or message that goes out with your quote: a warm intro plus your deposit, terms and the small print that keeps you covered. Build one, save it, reuse it on every quote.
Your saved messages
What do you want in it? Tick what matters for this one. We only ask about what you tick.
A few quick details. All pre-filled, change what you like.
Here's your message and terms. The message goes out with the quote (email or text); the terms print as dot points on the quote. Tweak anything, then use it.
Terms, as dot points on the quote (one per line)
Quote
-
Your Business Name
Add your details below
Editing quote
This saves over the same quote. The number stays the same. First sent -.
The client is still looking at the old figures, so re-send it once you have changed the money.
Quote Date
-
Valid Until
Quote For
Customer Email
Address
Job title (optional, heads the quote)
Scope of Work
Goes in the body of the email, WhatsApp or text
Items
GST
Quote Total
$0.00
Site Photos
Shows you the finished quote before anything is sent.
No need to send a quote. Moves them straight to Ready to Schedule.
Check your quote
Tap the quote to see it full size. This is exactly what they get.
Your message in the email, WhatsApp or text
Not ready? Close it. It's saved in Quotes as a draft.
Quick one-time setup
A tax invoice has to show your ABN and state your GST position. Set these once and every invoice from here on is valid, no business customer having to withhold tax on you.
Your ABN
Do you charge GST?
Add your bank details
So your customer can actually pay you. These print on every invoice as the transfer details. Add once and youโre set.
Account name
BSB
Account number
Cancel your subscription?
You keep full access until the end of the month you have paid for. Nothing gets deleted.
Heads up, you would give up your current price.
Your price stays put while your subscription keeps going. Cancel, and if you come back later you pay whatever the price is then.
What happened?
Your free month has ended
Add your card to keep everything sorted for $29.95 a month. Cancel any time.
Before you go - what happened?
Genuinely useful to know. Takes 10 seconds.
Lead
Work the lead
๐ค Name
๐ Phone
โ๏ธ Email
๐ Address
๐ What they want / confirmed
๐
No number saved yet. Pop it in above and you can call them straight from here, even if the job's down the track.
Who's this for?
Private
Account
A normal cash job. Tap Account to bill an NDIS plan manager or a real estate agency.
What's next?
Why did you lose it?
Edit Account
Account Type
๐ NDIS
๐ Real Estate
๐ง Regular
Business name
Contact name (optional)
Invoice Email
Address
Who's on the invoice?
The accountagency on top
A named personperson on top
Getting paid
Pay you direct
Invoice only
Reference code on invoices
None
Needs a code
How do they pay you?
Per joba price for the work
By the hourhours × a rate
Invoices are itemised: the job's price, the work described.
Hourly Rate
GST
On by default for NDIS. Tick it off if this account is billed with GST.
Payment Terms
Record payment
How did they pay?
How much did they pay?
Payment options
Set the price
Total for the job
$
Is GST in that price?
Not sure yet? Tap Skip. You can price it when you invoice.
๐ฑ
Add to Home Screen
Open like a proper app - no browser needed
๐ Gift iaS Credits
Send your credits to a fellow tradie. Great for a mate having a slow month.
Their email address
How many credits?
Job
All expenses
๐ Book it in
Schedule for date
Time (optional)
Price (optional)
Notes (optional)
Turn on "Kel" for this customer?
"Kel" will automatically follow up unanswered quotes by email. Set how many days after sending each follow-up fires.
Follow-up 1
days
Follow-up 2
days
Follow-up 3
days
โ ๏ธ Kel only follows up quotes with status "pending". Once a customer accepts or declines, Kel stops automatically.
๐ฐ Split Invoice
Set the percentage for each invoice. Must add to 100%.
Deposit %
Deposit amount
$0
Progress %
Progress amount
$0
Final %
Final amount
$0
โ Adds to 100%
๐ต Book Site Visit
Visit Date
Visit Time (optional)
Notes (optional)
New job
What's the job?
Then what?
or just log it for now
New visit
What's the visit?
Hours
Date
โฑ Hours
Unbilled so far
0 hrs
Add hours
DateHours eachWorkers
๐ Book it in
What's the job?
Date
Time
How's this one priced?
Not settled yet? Leave it - you can set the price when you invoice.
Price
$
Charging by the hour instead?
Hours
2
Hourly rate ($ per hour)
The hours you log on this job get invoiced at this rate.
NDIS support item (what kind of work this job is)
Goes on the invoice so the plan manager can claim it. Change it if this job is a different support (a ramp or rail is not yard work).
Address
Notes (optional)
You'll set how often (weekly, fortnightly, monthly) the moment you book it.
Duplicate visit
Pick the next date it's being done
Next date
Expense Details
Store / Supplier
Amount
Date
Category
Linked job (optional)
Receipt # (optional)
Notes
๐ท My Workers
Workers log in with their own email and only see jobs assigned to them. Perfect for on-site use.
$0
Crew cost this financial year
0h
Hours logged
Add New Worker
Worker Name
Their Email (they use this to log in)
Temporary Password (they can change it)
Pay Rate ($/hr, optional)
Your Workers
Loading...
Crew hours cost your jobs, not your BAS. They show in Job Profit & Loss, never in the GST figures, because wages are not a receipted expense.
Assign Job to Worker
Select a worker for this job:
Track hours
Job Status
Crew on this job
Hours
Rate
Cost
$0
Start and Stop times it for you. Forgot to hit Stop? Type the hours and tap Log it.
My Hours Today
0
hours
๐ Quote
๐ฐ Invoice
๐ Note
๐ท Subbie Payment
๐ธ Name This Photo
Name this site photo for warranties, insurance and proof of work
- or type a custom name -
๐ Job Note
๐ Job details
What's the job?
Job date
Approx days (optional)
Leave blank for a one-day job. Set it if it runs longer, so nothing chases you while it's still on.
Hours
NDIS support item code
Printed on this job's invoice so the plan manager can claim it.
Address
Notes
โก Extra work
Work that wasn't in the quote, like the tree root you hit. Add it with a photo and the price, send it to the customer to approve with one tap, and approved extra work goes on the final bill.
Add Variation
Amount before GST ($)
Status
Variations on this job
๐ Make it regular
Books the next visit only. Each time you mark one done, I offer the one after, so your calendar never fills up with visits that move.
Repeat every
Next one on
How many
๐จ
On Site Mode
Tap your job to get started
๐ธ Photo update
Send your customer a batch of photos as one tidy PDF. Progress shots, something you spotted on site, finished work - whatever you need them to see.
Customer Email
Message to customer (optional)
Photos
Both send the same PDF. Share goes from your own WhatsApp, Messages, whatever you like, and needs no email address.
๐ Letter of Engagement
Your standard terms and conditions sent with every quote. Edit below to match your business.
๐ Quote Templates
Save your common jobs as templates. Load them instantly when quoting.
Save Current Quote as Template
Saved Templates
No templates saved yet
What are you adding?
๐ Note to self
Check the receipt
Store / Supplier
Amount (total inc GST)
Date
Category
$0.00
Notes (optional)
Receipt / Invoice # (optional)
Attach to Job (optional)
Subbie invoice - look right?
Editing this payment. Saving updates the same record, no second copy, and your TPAR total moves with it.
Subbie / Business Name
Their ABN
Amount (total inc GST)
Invoice Date
Their Invoice Number
Attach to Job
Description (optional)
Status
What are you adding?
Add Customer
Name
Address
Phone
Email
Account manager
How do they pay?
๐ฐ Cash
๐ Invoice
๐ณ Card
Notes (optional)
Who's this for?
Under an account? Add them in Customers →
Which job are you invoicing?
Pick a finished job and it fills the invoice for you.
Add
Everything you make starts with who it's for
👤
Customer
A private, direct customer. Then book, quote or invoice them.
›
🏢
Account manager
NDIS, real estate or a trade account, with its people under it.
›
✨
Lead
Just a name and what they want. Sits in To quote and book till you quote or bin it.
›
Just a note or reminder?
Tell Kel and she pins it to the right job.
Add Account
What type?
๐ NDIS Account
๐ Real Estate Account
๐ง Trade / Other
โ๏ธ Custom
Account type name
Select a type above to continue
Business name
Contact name (optional)
Invoice Email
Address
Who's on the invoice?
The accountagency on top
A named personperson on top
Getting paid
Pay you direct
Invoice only
Reference code on invoices
None
Needs a code
For accounts that need a claim or reference code on each invoice.
How do they pay you?
Per joba price for the work
By the hourhours × a rate
Invoices are itemised: the job's price, the work described. No hourly rate needed.
Hourly Rate
Payment Terms
On receipt
3 days
7 days
14 days
30 days
15th & 30th
Add Customer
Under:
Customer Name
Address
Phone
Email (optional)
NDIS number
Default hours per visit
Why did we lose it?
Helps us improve your win rate over time.
💬
Kel
Here to help
Kel settings
Same help either way. This just changes how much of her you see.
Standard
Kel speaks up only when money or work is at risk. Otherwise she waits till you tap her.
Proactive Kel
Kel can run more of your business. She checks in, suggests the next job and chases what's unfinished.
Just chat
No dog. A plain help button.
Clear chat history
Something not right? Tell us →
✕
The Toolbox
How to do anything in IAS
←
How-to
from The Toolbox
Walk around and talk it
Say what needs doing: how many, how long, how big. Pause whenever you like. Say heading and a name to start a section, then rattle off the jobs. Say a price and Kel uses it. e.g. “Heading, yard tidy up. Mow, edge, clear all pathways, remove green waste, 150 dollars.”