Guides
Practical invoice and quote guides for UK tradespeople
Clear advice for tradespeople who want cleaner invoices, organised job evidence and less admin after work. No accounting jargon or overcomplicated software talk.
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Choose a topic for examples, steps and things to check before sharing your paperwork.
Templates and spreadsheets (4)
Quotes and agreed work (17)
- Check a rough price before making a quote
- Keep the quote with you on an iPhone
- Make the scope as clear as the price
- Price the job while the details are fresh
- Give the customer a quote they can read and keep
- Garden quotes before the next job
- Building quotes from spoken job notes
- Electrical quotes from spoken job notes
- Quote app for UK trades who price jobs on site
- Turn a site visit into a quote you can check
- Carry an accepted quote into the final bill
- Know which quotes need a reply
- Self-employed quote app for UK jobs
- Send quotes from your phone as professional PDFs
- Small business quote app for customer-ready pricing
- Make the quoted VAT treatment clear
- Explain the work before you price the quote
Payments, VAT and records (13)
- UK invoice records for accountant review
- Quotes and invoices for deposits, stages and final balances
- Simple invoices for non-VAT registered tradespeople
- Keep unpaid invoices easier to spot
- VAT invoice drafts from spoken job notes
- VAT invoice drafts for registered tradespeople
- Give your accountant records they can check
- Chase the right invoice, not a customer who already paid
- Find existing work without making another invoice
- Invoice payment terms for UK tradesmen
- Review the month before handing over the records
- See what still needs following up
- Check the tax treatment before sharing
Customers and repeat jobs (3)
Phone, PDF and sharing (9)
- Install the iPhone app and keep the right account
- Check the PDF, then choose how to send it
- Get started on your iPhone
- Make and find invoices from your phone
- Mobile invoicing made for the job site
- Create professional PDF invoices by voice
- Choose the recipient and finish the send yourself
- From spoken job note to invoice PDF
- Create a proper invoice PDF and send it by WhatsApp
Speaking and job notes (3)
Business and paperwork guides (24)
- What to look for in an invoice app for tradesmen
- Easy invoices for people who do not want laptop admin
- The fastest invoice is the one you make while the job is fresh
- Invoice app for busy business owners
- Call-out invoices that explain the visit clearly
- Commercial cleaning invoices for repeat work
- Day-rate invoices without typing up the week
- Domestic cleaning invoices made easy
- Invoice labour and materials clearly
- Maintenance contractor invoices for visits, contracts and extras
- Invoice app for people on the go
- Property maintenance invoices for mixed jobs
- Self-employed invoices from your phone
- Invoice app for site work and mobile jobs
- Invoices for small trade businesses that move fast
- Invoice app for UK trades who work from site
- Invoice generator app for small business work
- Bill the completed job without missing an agreed extra
- Simple invoices without the laptop admin
- Simple invoices for sole traders
- Keep the paperwork for each job together
- Stop forgetting invoices after busy jobs
- UK invoice generator from spoken work notes
- Work invoice app for clearer payment follow-up