Loading your desk…

Dashboard

Your business at a glance
View
Money in this month
 
Outstanding
 
Expenses this month
 
Out for quote
 

Needs your attention

Loading…

Money in — last 6 months

Quick actions

Notes

Loading…

Worth a ring

Loading…

Site visits

Loading…

This week

Jobs

Loading…
Assign jobs to your crew. They log in on their phones and see only what's theirs.
 
Loading…

Quotes

Loading…

Invoices

Loading…
Open leads
Quoted, waiting
Won this month

Leads

Loading…
Loading…

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

Loading…

Hours logged

Loading…
Spent this FY
GST credits claimable
This month

Expenses

Loading…
Paid to subbies this FY
Subbies
This month
Come tax time, the taxable payments report (TPAR) groups all of this by ABN. Export it from Reports →

Payments

Loading…
Income (paid)
 
Expenses
 
Net profit
income minus expenses
GST position
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
Won
Lost
Win rate
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.

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
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.
Kel
Kel
Here to help
Report

Preview

This is the exact PDF that gets attached to the email. Nothing has been sent or saved yet.

Preview

This is the exact PDF that gets attached to the quote email. Nothing has been sent or saved yet.

Book a site visit

A look before you price it. It does not go on the job list or the schedule, it sits here until you are ready to quote it.

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.

New account manager

On by default for NDIS. Untick it if this account is billed with GST.
Kel

Import contacts

Kel
G'day! Drop me a contacts file and I'll sort your customers in. A CSV out of Xero, MYOB, ZipBooks, a spreadsheet or your phone, whatever you've got. I'll work out which bits are names, numbers and the rest.
Drop your CSV here
or click to pick a file