Welcome. Let's get you sorted.

You still run the show. Kel just makes sure the admin doesn't run you. Talk to her like you'd talk to your bookkeeper, and she keeps the fiddly bits ticking over so you can get on with the actual work.

Set-up takes about ten minutes, most of it once and never again. Here's the run of it.

First month's on us

Getting in

Log in any time at itsallsorted.com.au/login.html with the email and password you set up at sign-up. Forgot it? Tap "Forgot password?" on the login screen and you'll get an email to set a new one.

First time you open it on your phone, your browser will usually offer to add Its All Sorted to your home screen. Say yes and it sits there like any other app, one tap to open. If it doesn't pop up, open your browser menu and pick "Add to Home screen".

The first time you open a fresh account, Kel walks you through the essentials right on screen - your business details, your ABN, your bank, and adding your first customer. Skip any of it and pick it back up any time from Account.

Finding your way around

Four tabs along the bottom:

🏠 Home – your day at a glance: what's on today, what's coming (leads, quotes, jobs to book), and what's owing.
👥 Customers – everyone you work for: private customers, and accounts (plan managers, agencies, builders) with their jobs underneath.
💰 Money – invoices, expenses, and your reports: GST for BAS, profit, the lot.
👤 Account – your business profile, ABN, bank details and logo.

And the green Tap & talk to Kel bar sits along the bottom wherever you are.

The whole loop, start to paid:

1 Tell the app who you are 2 Add who you work for 3 Talk to Kel 4 Quote it, send it 5 Book the job 6 Mark it done 7 Send the invoice 8 Get paid 9 Come tax time

Tell the app who you are

Kel's opening walkthrough gets most of this done for you. The one bit worth knowing: when you add your ABN, you just type the number in and the app looks your business up on the government register - filling in your name and GST position for you. No typing it all out.

You can do or redo any of it in Account → business profile: ABN and GST, phone, your bank details for the bottom of invoices, and your logo. Set it once and it flows onto every quote and invoice from then on.

Why it matters: a tax invoice has to show your ABN and GST position, so the app makes sure they're in before you send. No ABN yet? Everything else still runs, and you can add it in about fifteen seconds whenever you're ready.

Add who you work for

Open Customers. There are two kinds of people you bill:

A private customer you bill direct. Add them and pop in their details.
Someone you bill through an account, an NDIS plan manager, a real estate agency, or a builder or trade account. Tap + Add account first, then add the participants or properties underneath it.

Good to know: a real estate client is a property (saved by its address), and an NDIS client is the participant. The invoice still goes to the agency or plan manager, the app sorts that for you. Got a whole contact list already? Import it in one go from a laptop (see the end).

Talk to Kel

This is the one you'll use most. The green Tap & talk to Kel bar sits along the bottom of the app wherever you are. Tap the mic, say it out loud – the name, the number, what they want – and it's logged in seconds. Kel sorts what you said into a lead, a note or a reminder for you.

Tell Kel a lead, hands-free while you've got a breather.
Tell Kel a note or a reminder, anything you don't want to forget.
Type it if you'd rather thumb it in, or to ask Kel a straight question.

Straight up: Kel doesn't answer your phone, so you'll still cop the odd missed call. What she does is catch the lead the second you've got a moment, and give you a poke if one's sitting there going cold.

Quote it, send it

Open a lead and tap Quote it, or start a fresh quote from the customer. Build it, then send it your way: email it (the customer gets a tidy email with a green Accept button and the PDF attached), or share it straight to text or WhatsApp.

The moment they tap accept, you're told and it becomes a job ready to book. No chasing paperwork.

It keeps at it: if a quote goes quiet, the app can chase it for you by email, on a schedule you set, so you're not the one nagging. And if it's a no, the customer picks a reason, so you learn what's costing you the work.

Book the job

Pop the job in with a date, and a time if you want one. It shows up under What's On on your Home screen for the day it's booked, earliest first.

Need to move it? Open the job and tap Reschedule to pick a new date.

Mark it done

When you've finished on site, tap the job open and mark it done. That drops it straight into Ready to Invoice. Done for cash instead? Tell it that and it's settled on the spot, no invoice needed.

Out on the job: the job card has a Map button for directions, a spot to snap before-and-after site photos, and a place to photograph receipts as you buy. All from the ute, phone half in your pocket. No sitting at a desk later trying to remember.

Send the invoice

Open the job from Ready to Invoice. The invoice is already filled in, and it's built the right way for who you're billing:

NDISBills the plan manager, GST-free, hours by rate, participant number and support-item code on it.

Real estateBills the agency, the property is the job, itemised with GST.

PrivateBills the customer direct, itemised, GST if you charge it.

Give it a once-over, hit send, and the PDF goes out attached, by email, text, WhatsApp, or however you talk to your customers. Your invoice numbers climb on their own. Want to see it first? There's a Preview PDF before anything's sent.

Get paid

When the money lands, open the invoice and mark it paid. That's it.

Once an invoice is past due (that's the terms you set, On receipt or 7, 14, 30 days), it shows up as Overdue with a Send reminder button. Tap it and a polite reminder goes out, worded right and sent to whoever the invoice went to.

You're always in charge: nothing goes out on its own – you tap to send. You can also ask Kel "who owes me?" and she'll show you the lot, ready to chase.

Come tax time

Expenses: snap a photo of a receipt in Expenses. Kel reads the store, amount and GST off it for you.
Subbies: log what you pay a subcontractor with their ABN, ready for TPAR.
Reports: your GST for BAS, your profit, job-by-job profit and loss, and clean exports for your accountant, all in one spot.

The payoff: when BAS or tax rolls around, the numbers are already sitting there. No shoebox of receipts.

Meet Kel

Kel's your offsider. Tap her anytime and ask her in plain words. She'll tell you where things are at, and set jobs up for you to tap and confirm. She never fires anything off on her own, and you can tap through the whole app yourself without her if that's more your style.

What's on today? Who owes me? What's ready to invoice? Add a lead Mark a job done

On a laptop?

Open Its All Sorted on a computer and you get the desktop version, same login, same data. It's the one for a sit-down: a dashboard of how you're tracking, bulk-importing your whole contact list from a spreadsheet, and pulling reports for the accountant. It swaps to desktop on its own when you're on a computer.

That's the lot. You've got this.

First month's free. It's $29.95 a month after that. Sign up before 31 October 2026 and that price is locked in for life, for as long as you keep your subscription going.