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Enter your email and we'll send you a link. New here? That link starts your 30 days free — no card needed.
Everything in. No tiers, nothing locked.
Checking your plan…
Cancel any time from here — no phone call, no retention offer. Your documents stay downloadable for 12 months after.
Built by a trades company, for trades people. If something's wrong, a tradesperson reads it.
It arrives with your business name on it — you never explain your setup. No bot, and no chat window: we read every message and reply within a day, and a reply that comes beats a box you type into.
Asked most oftenFill in what you know now — the brain asks for the rest as jobs come in, and offers to save it here.
Only needed if you use Xero. Copy the names exactly as they read in Xero → Accounting → Advanced → Tax rates — we won’t guess them, and a wrong one imports the wrong VAT.
For the QuickBooks exportOnly needed if you use QuickBooks. Copy the tax code names exactly as they read in QuickBooks → Taxes — we won’t guess them, and a wrong one codes the wrong VAT.
Turn on the ones you want reviews on — their links go on the end of every review ask automatically.
CSV: first column = item name, second column = unit price.
Save client details to reuse on your paperwork.
No clients saved yetAdd a client or import your existing list.
CSV columns: name, VAT registered (yes/no), CIS status, end user (yes/no), payment terms.
Nothing saved yet — every finished document is added here automatically.
Worked out from your saved documents. Mark invoices paid and quotes won or lost as you go and these fill in. Older documents may not have a tracked amount.
FreeAgent doesn't offer a self-serve invoice import the way Xero/QuickBooks do — this is a plain CSV your accountant can enter from.
Plain questions about your own saved paperwork — "how much am I still owed?", "what did I invoice Thompson last year?", "what's my quote win rate?". Answers come only from your records — if it's not in there, it'll say so.
A read-only record of past questions and answers — for a fresh one, just start talking on Home.
Nothing saved yet — start a conversation on Home and it'll show up here.
Site photos, organised by job.
No photos yet — add one from a job, or from here.
Tap the photo to place a label. Tap a mark to edit or delete it.
Nothing here is measured — you measure it and type the number. Nothing is computed.
Receipts added from photos appear here. You can also add or edit them manually.
Nothing filed to this job yet.
A quick notepad — reminders, to-dos, anything worth not forgetting. Not tied to a job or a document.
Nothing here yet.
Missed a call? Log the number and get a text-back drafted in your name, ready to send — it never invents prices. You send every message yourself.
Forward your unanswered calls to an Out The Van number. Miss a call and the caller gets a text straight back, in your name, without you touching your phone.
Included in your subscription. You can turn it off whenever you like.
Your Out The Van number
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Now tell your phone to send unanswered calls here. Open your keypad and dial:
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That forwards calls you don't pick up. Calls you answer are unaffected. To stop it later, dial ##61#.
This number auto-texts on a missed call — their replies land here on their own. This one's yours to approve before it sends.
No jobs yet. Make a document and tap "Add to a job", or start one with + New job.
Nothing filed to this job yet. On any finished document, tap "Add to a job".
Tick these off as you go — jobs with anything left get flagged.
Dimensions as you take them on site — fill in whichever of width/depth/height apply, leave the rest blank. Photos of the space live in Your Photos — caption them to match.
No photos of this job yet.
Build up measurements as you go — reuse them when you price the job.
Contract value is always ex VAT, so margin compares like with like. Costs are net amounts too.
Nothing listed for this job yet. Add what needs doing under Outstanding details on the job.
Use a finger. Tap clear to start again.
No Google review link saved yet, so the ask goes out without one. Add it under Your Business and it rides on the end from then on.
Checking for photos of this job…
Sent a fortnight after, so it doesn't land on top of the review ask.
Friendly is a light nudge. Firm sets a pay-by date and, for a business client, notes that interest becomes chargeable if it stays unpaid. Formal is a final notice — dated, with the full statutory interest and compensation basis stated.
One client, more than one address — a landlord's rentals, a facilities client's units. The first one is used as the main address.
Used on their paperwork. Customer type above is just a label for you — it never decides VAT or CIS on a job.
No documents linked to this client yet. On any finished document, tap "Add to a client".
No jobs linked to this client yet.
Nothing here yet — morning briefings and quote alerts will collect here as they're sent, so you can always come back and read them.
It never deletes an alert to make the list look tidier.
Nothing matches that yet.
Searches documents, jobs and clients already saved on this device. Photos aren't included yet — they're only fetched when you open Your Photos.
Select a date to see your schedule.
Nothing booked this day.