Dashboard
— Total Customers — Invoices — Quotes — Proformas — Active Products — Conversion Rate
Recent Documents · View all
Needs attention
Customers
New person?
Customer 360 ·
Add Customer
Name + phone is enough to start. The rest can wait.
Contact Details
Notes
Doc prefix
Issued numbers never change — a new prefix applies to future documents only.
New Quote
Agree the price before work starts. A quote takes no number — approving it later makes the tax invoice.
Details
Line Items
Notes
Quotes take no number until approved — approval makes the numbered tax invoice.
New Deposit Request NOT a tax invoice
Ask for part of the money upfront. Becomes a numbered document on issue — still not a tax invoice.
Details
Line Items
Notes
Invoice numbers are sequential with no gaps — drafts take no number until issued.
New Invoice
Bill for finished work. Check the lines, then issue — it takes the next number in order.
Details
Line Items
Notes
Invoice numbers are sequential with no gaps — drafts take no number until issued.
New Work Agreement
Agree the full job first: parties, scope, price, deposit %.
Details
Line Items
Notes
Quotes take no number until approved — approval makes the numbered tax invoice.
New Variation
Price change after signing? Each approved variation raises or lowers the contract value.
Details
Increase raises what the customer owes, decrease lowers it. The original stays untouched.
Line Items
Quotes take no number until approved — approval makes the numbered tax invoice.
New Progress Claim
Bill the work done so far.
Details
Line Items
Notes
Quotes take no number until approved — approval makes the numbered tax invoice.
Invoice / quote view
Record Payment
Pick the invoice, type what they paid, attach the proof. The same proof twice gets stopped.
Details
Upload proof of payment (POP deduped by hash)
Who owes me
Month-end totals
Same month, two views: this is the breakdown — Dashboard tiles show the totals at a glance.
Audit log (money actions)
Payment chase
Due / Overdue
Upcoming
Cold leads (48h+ no pay)
Billing profiles (weekly/monthly)
First-run date anchors the schedule — weekly or monthly drafts generate from that date.
Docs vault
Expiry radar — act now
Act-now rows need a fresh upload before the date shown. Everything is kept 5 years for SARS.
Reports
Top Customers
Top Products
Summary
Share of quotes that became a numbered invoice. Revisions do not inflate it.
Customer statement
Month-end (detail)
Three ways out, overlapping on purpose: VAT CSV for your accountant, Statement CSV for customers, Audit-pack .zip for SARS.
Payment-speed scores
Higher is faster — average days from invoice to paid, per customer.
Field jobs
The person on site reports back — where they were, what's done, photos, hours. Mark done and the invoice draft is waiting in the office the same day.
+ Add a job
Open jobs
Everything saves itself as you type — nothing is lost if you walk away.
Done — invoiced same day
Settings / team
Tick this only if SARS-registered for VAT. Untick hides all VAT fields.
Document system
Simple: quote → invoice. Contractor adds work agreements, variations and progress claims under WORK.
Contractor workflow
Tick the steps you use.
Themes
A swatch changes the whole app at once — saved on this device, synced with your profile.
Dark colours for night use — softer on your eyes. On = dark, off = light. Flipping it switches auto off.
Tick this and the app turns dark by itself from 7pm to 6am. Your colour stays — only light or dark changes.
Company profile — prints on every doc
VAT & Defaults
Document Terms
Each doc prints its own terms — quote, proforma, invoice. A blank falls back to the default.
Banking
Prints on every invoice — ask customers to use it as their payment reference.
Company logo — prints on every doc
Document design
Pick the look for every invoice, quote and receipt. Your logo, colours and bank details print on all of them.
Builds a one-page sample from your own details — nothing is saved.
What this role may do
Owner can void, restore and delete. Staff and bookkeeper are blocked from money-danger actions.
Backups (7 kept)
This-device backups restore instantly, even offline. Cloud sync copies the vault when you are online.
POPIA: customer file
The law gives every customer the right to see or erase what you hold on them. Pick a customer to download their full file, or erase it if they ask.
App lock (PIN on this device)
PIN locks this device only. With cloud sync on, your sign-in password replaces the PIN.
Cloud sync (Supabase)
The built-in key just works. Override it only if Ron hands you a different key.
Concierge — client workspaces (Ron only)
Setup mode: pick a business to edit its vault. Every change is audited under your email, and the client sees it in their Audit Log.
Danger zone
Price book — pick into invoices
Product Details
Documents — quotes, invoices & statements
Audit log — read only
Approvals — who gets in
Ron only. Approve after payment confirmed: the applicant gets a sign-in link and the decision (you, time, payment flag) lands in the audit log.
Decided
Reconciliation — payments vs invoices
Every recorded rand matched against its invoice. Unmatched rows dangle — nothing auto-fixes, a human confirms.
Returns — credit notes
A return never deletes the sale — voiding keeps the number on the books.