Its All Sorted
Its All Sorted
Sat
June 2026
G'day
KelTap the green bar down the bottom to sing out a lead, note or reminder.
🔧 Jobs tab is your calendar
Tomorrow, this week, the whole pipeline ›
🎤
Tell Kel
＋
start something
👤
Add or find a customer
a new job starts here
›
📝
Quote a job
someone you know, or someone new
›
🧾
Send an invoice
bill a job that's done
›
🔨 Today's Jobs 0
▼
🌿 Leads 0
▼
Open
Won
Lost
All
No leads yet - tap Lead or Type it above
🔧
Jobs tab is your calendar
Tomorrow, this week, this month, the whole pipeline.
›
June 2026
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Mon
Tue
Wed
Thu
Fri
Sat
Sun
Jobs
All Jobs
▶
Room
Room
Account manager
Customers
🔍
Account managers
Room
G'day
…
What's On
›
What's Coming
Leads · needs quote · awaiting reply · ready to book
…
›
What's Owing
›
Customers
Add, book jobs, quote & invoice
+ Add
Set up your home
Look
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
Quotes
Invoices
Expenses
Subbies
Quotes
0
Sent
0
Won
0
Lost
🔍
No quotes sent yet.
Invoices
$0
Paid This Month
$0
Outstanding
🔍
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 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 customers…
My Account
M
Email
-
Plan
Its All Sorted
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
iaS Credits
🔒
0.00
Current balance
Next billing
$0.00
Credits cover this month
CREDIT HISTORY
🎁 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
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Mates pop in your code, or just your name, when they sign up. Say it across the ute tray, no link needed.
Your Plan
✅ Lead Capture Sorted - unlimited
✅ Quotes Sorted
✅ Schedule Sorted
✅ Invoice Sorted
✅ Subbies Sorted (TPAR ready)
✅ Expenses Sorted
✅ Reports Sorted
Cancel or change plan anytime from your account settings.
Open desktop version →
 
📒 Bookkeeper Portal
Everything you have earned, invoiced and paid on the spot
Invoiced
$0
Paid
$0
Unpaid
$0
GST Summary
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.
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For Your Accountant
Everything here follows the period you picked up the top. Pick Last FY at tax time.
Expenses
✨ Included in Its All Sorted
This Month
$0
Total
$0
0
Receipts
📊 Export for accountant →
📂
All expenses
By BAS quarter and month · export any period
›
Recent Expenses
No expenses yet.
Snap your first receipt above.
Subbies Sorted
TPAR Ready
This Financial Year
$0
Paid Out
0
Unpaid
0
Subbies
🗂️ Export TPAR for accountant →
Recent Payments
No subbie payments yet.
Snap your first invoice above.
Kel
Tap & talk to Kel
a lead, a note, or ask her anything
🎤 ⌨️
New lead
🎤
Tap to speak it
Just say their name and what they want
Name
What they want
Address optional
How will this one be paid?
💰 Money
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📷 On-site
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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.
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
📍 Today
What's up
🎤 Or 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
⚠️
Something not right?
Kel
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?
🧾
Just so you know
Quotes and invoices are tax documents, so the law needs your ABN printed on them. Until it's in, those two builders won't open.
Everything else, customers, 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
Kel
G'day 👋
I'm Kel. Two quick things and you're ready to send your first invoice.
Skip for now, I'll look around first
Invoice
-
My Business
Complete your profile in Account
Invoice Date
-
Work Done
Due
On receipt
Bill To
Plan manager / Care of (optional)
Customer Email
Customer Address
Description / Item
Hours × Rate (NDIS)
2
×
Rate/hr
=
Total
$116.00
GST Free
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
Kel
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
Quote
-
Your Business Name
Add your details below
Quote Date
-
Valid Until
Quote For
Customer Email
Address
Scope of Work
The email or message that goes out with your quote
Items
Description
Qty
Price
GST
Quote Total
$0.00
Site Photos
No need to send a quote. Moves them straight to Ready to Schedule.
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 you’re 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 Founder price.
You are locked at $29.95 a month for life while your subscription keeps going. Cancel, and if you come back later you pay whatever the price is then.
What happened?
Lead
Work the lead
👤 Name
📞 Phone
✉️ Email
📍 Address
📝 What they want / confirmed
📞
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?
Edit Account
Account Type
💙 NDIS
🏠 Real Estate
🔧 Regular
Business name
Contact name (optional)
Invoice Email
Address
Hourly Rate
GST
On by default for NDIS. Tick it off if this account is billed with GST.
Payment Terms
Record payment
Payment options
Set the price
Total for the job
$
🎁 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
📅 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
⚠️ Kel only follows up quotes with status "pending". Once a customer accepts or declines, Kel stops automatically.
💰 Split Invoice
Set the percentage for each invoice. Must add to 100%.
Deposit %
Deposit amount
$0
Progress %
Progress amount
$0
Final %
Final amount
$0
✓ Adds to 100%
🔵 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
⏱ Hours
Unbilled so far
0 hrs
Add hours
📅 Book it in
What's the job?
Date
How's this one priced?
Not settled yet? Leave it - you can set the price when you invoice.
Address
Notes (optional)
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
👷 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:
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
📋 Quote
💰 Invoice
📝 Note
👷 Subbie Payment
📸 Name This Photo

Name this site photo for warranties, insurance and proof of work

- or type a custom name -
📝 Job Note
📋 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
Address
Notes
⚡ Variations
Extra work not in the original quote. Add variations to track the extra cost, then add them to the job's invoice or bill them on their own.
Add Variation
Amount ($)
Status
Variations on this job
🔁 Make it regular
Books this same job in, over and over, so you never have to remember it. The job you are looking at stays exactly where it is.
Repeat every
First one on
How many
🔨
On Site Mode
Tap your job to get started
📸 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.
📄 Letter of Engagement
Your standard terms and conditions sent with every quote. Edit below to match your business.
📋 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?
📝 Note to self
Receipt details - look right?
Store / Supplier
Amount (total inc GST)
Date
Category
$0.00
Notes (optional)
Receipt / Invoice # (optional)
Attach to Job (optional)
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?
💵 Cash
📄 Invoice
💳 Card
Notes (optional)
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 What's Coming till you quote or bin it.
›
Kel
Just a note or reminder?
Tell Kel and she pins it to the right job.
What type?
💙 NDIS Account
🏠 Real Estate Account
🔧 Trade / Other
✏️ Custom
Select a type above to continue
Business name
Contact name (optional)
Invoice Email
Address
Payment Terms
On receipt
7 days
14 days
30 days
15th & 30th
Add Customer
Under:
Customer Name
Address
Phone
Default hours per visit
Helps us improve your win rate over time.
Kel
Kel
Here to help

Kel settings

Same help either way. This just changes how much of her you see.
Full Kel

Her face and friendly nudges.

Quiet Kel

Only when you tap her. No pop-ups or motion.

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