Money in this month
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Outstanding
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Expenses this month
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Out for quote
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Needs your attention
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Money in — last 6 months
Quick actions
Notes
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Worth a ring
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Site visits
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This week
Jobs
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Assign jobs to your crew. They log in on their phones and see only what's theirs.
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Quotes
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Invoices
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Open leads
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Quoted, waiting
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Won this month
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Leads
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Add a worker
They log in on their phone with this email and password, and only see jobs you assign them.
Log crew hours
Hours logged on the phone out on site land here too. This is the sit-down way to catch up the week.
Cost
$0.00
Your crew
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Hours logged
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Spent this FY
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GST credits claimable
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This month
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Expenses
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Paid to subbies this FY
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Subbies
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This month
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Come tax time, the taxable payments report (TPAR) groups all of this by ABN. Export it from Reports →
Payments
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Income (paid)
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Expenses
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Net profit
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income minus expenses
GST position
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to set aside for BAS
Income vs expenses — last 6 months
IncomeExpenses
GST summary (for BAS)
GST collected on sales—
GST credits on expenses—
Net GST to pay—
A guide only, not tax advice. Your BAS is what counts.
Quote results
Quotes sent
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Won
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Lost
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Win rate
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Why you're losing them
No lost quotes in this period.
For your accountant
Income — all invoices
Every invoice in the period, with GST. Click to preview.
Expenses — all receipts
Every expense in the period, by category. Click to preview.
Subbie payments (TPAR)
Subcontractor payments grouped by ABN. Click to preview.
Quote results and loss reasons
Every quote in the period, won, lost and why. Click to preview.
Profit & loss summary
The whole picture on one page. Click to preview.
Business profile
This is what shows on your invoices and quotes.
The rate is used on any job that is not under an account manager. An account manager's own rate always wins for its customers. New invoices open on these terms.
This code prints on every NDIS invoice line so plan managers can claim it. Still changeable per line on any invoice.
Bank details
Printed on invoices so customers know where to pay.
GST
Sets whether invoices are a "Tax Invoice" and whether GST is charged.
Logo
Appears on your invoices and quotes.
No logo yet
PNG or JPG, square works best
Billing
Its All Sorted · $29.95/mo
Active subscription
$0.00
iaS Credits
Payment method management is coming with Stripe billing.
Nothing is deleted if you go. Your data stays right here and you can download it any time.
Your data
Download the lot as spreadsheets: customers, account managers, leads, jobs, quotes, invoices, expenses, subbies, crew hours and notes. One zip, one file per thing. Yours to keep, or hand straight to your bookkeeper. No lock-in.
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Your code
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Mates enter your code, or just your name, when they sign up. Copy the invite to paste into a text or email, or just tell them your code.
