Quotes, invoices and receipts

Money on a job follows a simple path:

1. Quote (optional): the tradesperson builds a quote with line items and totals on the job's Quote tab, and the client reviews and accepts it before any work starts. Quoting isn't required — see below.
2. Work: the job runs; time and expenses can be tracked against it.
3. Invoice: when the work is done, the invoice is built from the agreed quote plus tracked time, materials, and any extra charges (travel, callout, tool rental, or changes that came up along the way). The client reviews and approves it, extras included, before paying.
4. Receipt: once paid, both sides have a receipt in the job thread.

Everything is itemised, so there are no surprises: the client sees what they're paying for and the tradesperson has a clean record.

Not every job needs the full path. Quoting is a tab, not a gate: a tradesperson can write an invoice by hand from the job's Invoice tab — New invoice opens a blank one to fill in, with no quote or tracked time required. The Quote tab links straight across to it (Skip the quote — invoice directly) for jobs that don't need pricing up front. A hand-written invoice is a private draft until it's sent, and it's reviewed and paid exactly like any other. Sending it moves the job to Awaiting payment, so the tradesperson can mark it paid and close the job out as soon as the money lands.

Skipping the approval step. Step 3's approval round-trip is the default, not a requirement. On the Finish job wrap-up a tradesperson can tick "Finish without client approval" to finalize the invoice on the spot — useful when they've run the job end-to-end and are collecting by cash or e-transfer. The client still gets the invoice and can still pay it online; they just aren't asked to approve the wrap-up first.

Jobs that never went through the app. On a job with no client attached (you invited one who hasn't joined yet, or you're keeping the client off-app), you can close the job out from any status. The jobs list offers Complete job and the Invoice tab shows the wrap-up card even if the job was never started in the app, so work that happened entirely offline can still be invoiced and completed. Sending an invoice on one of these jobs also doesn't require Stripe payouts to be set up, since you're collecting the money yourself and recording it with Mark as paid. The same status menu also lets you move these jobs by hand: Start work, Put on hold and Resume. And once the job is done, the banner on the job offers a review link to send your client, so they can sign in with one tap and leave you a review.