From Quote to Final Accounts in One System

Create a quote. Win the work. Deliver the job. Invoice the customer. Run payroll. File accounts. All without leaving one platform — and without typing anything twice.

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The Full Lifecycle — One System

Every step feeds the next. No exports, no imports, no reconciliation.

1
Win the Work

Track leads in the CRM. Create professional quotes with labour, materials, travel and subcontractor costs. Customer e-signs to accept.

2
Deliver the Job

Quote converts to a job automatically. Assign tasks, track time, issue materials from stock, raise purchase orders, manage subcontractors.

3
Invoice & Get Paid

Raise invoices from the job — line items pre-populated. Send with a payment link. Customer pays via Stripe. Payment posts to the accounts automatically.

4
Pay Your People

Timesheets feed payroll. Run PAYE, NI, student loans and pensions. Submit RTI to HMRC. Payroll journals post to the GL. CIS deductions handled automatically.

5
Reconcile & Report

Bank feeds via Open Banking. Match transactions with one click. VAT return compiles automatically. Trial balance, P&L and balance sheet ready in real time.

6
File Accounts

Generate statutory accounts and file to Companies House. Capital allowances, corporation tax computation and CT600 preparation — all from the same data.

Why Multiple Tools Break This Flow

Data Silos

Your job tool doesn't talk to your accounting software. Your payroll doesn't know which job the hours were for. Your CRM has no idea what's been invoiced.

Double Entry

Every system boundary means typing the same information again. Customer details, invoice amounts, timesheet hours, expenses — entered two, three, four times.

No Single Truth

Which system has the right number? When the job tool says one thing and Xero says another, you spend hours hunting for the discrepancy.

Ready for the Full Lifecycle in One Place?

Quote, job, invoice, payroll, accounts — one seamless flow, zero rekeying.

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