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Its All Sorted
Sat
June 2026
Your free month ends soon
Add your card to keep everything sorted
📋
Let's get you set up
6 quick things and you're away
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I'll do this later
🎉
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.
🔧Jobs tab is your calendar Tomorrow, this week, the whole pipeline›
Reminders
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Tell Kel
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On Site
A few things need your attention
when you get a sec, tap to see
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🌱
Let's get the first one in
Add a customer and your diary, leads and invoices all start filling in from here.
start something
👤
Add or find a customer
a new job starts here
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📝
Quote a job
someone you know, or someone new
›
🧾
Send an invoice
bill a job that's done
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🔨 Today's Jobs0
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📝 Notes0
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🌿 Leads0
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All
No leads yet - tap Lead or Type it above
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Jobs tab is your calendar
Tomorrow, this week, this month, the whole pipeline.
›
June 2026
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Sun
Mon
Tue
Wed
Thu
Fri
Sat
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.
📋 Needs Quote0
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0
⏳ Awaiting Response0
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🎉 Ready to Schedule0
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📌 Today0
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📅 Tomorrow0
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📆 This Week0
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🗓 Full calendar0
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💳 Ready to Invoice0
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📤 To Send0
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💰 Awaiting Payment0
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All Jobs
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Room
Account
Customers
🔍
Accounts
Room
G'day
What's On
…
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What's Coming
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Quotes waiting on a reply
0 leads
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What's Owing
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Waiting to come in
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👥
Customers
Add customers, book jobs, make quotes and invoices
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Money
OWED TO YOU
$0.00
Quotes
Invoices
Expenses
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 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 Founder 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
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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
Business Logo
🏢
PNG or JPG · Shows on quotes & invoices
Business Name
Preferred Name (what Kel calls you)
ABN
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.
GST Registered?
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.
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.
Cancel or change plan anytime from your account settings.
Help shape what add-ons we build next
These are optional add-ons, a little extra on top of your plan when they land (yes, even on founder pricing). Tap the ones you'd actually use and we build the popular ones first.
💳
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.
🗺️
Mileage Sorted
Log km per job automatically - tax deduction most tradies miss
⭐
Reviews Sorted
Auto-ask for a Google review after invoice is paid
📝
Contracts Sorted
Digital sign-before-we-start contracts from your quote
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
Net GST payable to ATO
$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
GST Credits
0
Receipts
📊 Export for accountant →
📂
All expenses
By BAS quarter and month · export any period
›
🤖
Reading your receipt…
Hang tight, sorting the details
🤖
Reading your receipt…
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
🗂️ Export TPAR for accountant →
🤖
Reading the invoice…
AI is extracting subbie, amount and job details
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
🎤
Tap to speak it
Just say their name and what they want
Name
What they want
Address optional
Job done!
How will this one be paid?
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.
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
🔴 Recording… tap to stop
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
Customer Address
Description / Item
Hours × Rate (NDIS)
2
×
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
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
Scope of Work
Items
Description
Qty
Price
GST
Quote Total
$0.00
Site Photos
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?
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?
🌿
Your free month has ended
Add your card to keep everything sorted at your Founder price of $29.95/month, locked in for life for as long as you keep your sub going. Add-ons you choose later are extra.
Before you go - what happened?
Genuinely useful to know. Takes 10 seconds.
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?
Why did you lose it?
Edit Account
Account Type
💙 NDIS
🏠 Real Estate
🔧 Regular
Business name
Contact name (optional)
Invoice Email
Address
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
📱
Add to Home Screen
Open like a proper app - no browser needed
🎁 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 needs doing?
Then what?
or just log it for now
New visit
What's the visit?
Hours
Date
📅 Book it in
What needs doing?
Date
Hours
2
Address
Notes (optional)
Duplicate visit
Pick the next date it's being done
Next date
Expense Details
Store / Supplier
Amount
Date
Category
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
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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
$0
Start and Stop times it for you. Forgot to hit Stop? Type the hours and tap Log it.
My Hours Today
0
hours
📋 Quote
💰 Invoice
📝 Note
👷 Subbie Payment
📸 Name This Photo
Name this site photo for warranties, insurance and proof of work
- or type a custom name -
📝 Job Note
📋 Job details
What's the job?
Job date
Hours
Address
Notes
⚡ Variations
Extra work not in the original quote. Add variations to track additional costs and invoice separately.
Add Variation
Amount ($)
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
📸 Job Completion Report
Send your customer a professional completion report with photos of the finished job.
Customer Email
Message to customer (optional)
Job 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
GST Credit
$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
How do they pay?
💵 Cash
📄 Invoice
💳 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
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.
›
🐶
Just a note or reminder?
Tell Kel and she pins it to the right job.
Add Account
What type?
💙 NDIS Account
🏠 Real Estate Account
🔧 Trade / Other
✏️ Custom
Account type name
Select a type above to continue
Business name
Contact name (optional)
Invoice Email
Address
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
7 days
14 days
30 days
15th & 30th
Add Customer
Under:
Customer Name
Address
Phone
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.