Quotes, invoices and receipts

Money on a job follows a simple path:

  1. Quote — the tradesperson builds a quote with line items and totals. The client reviews and accepts it before any work starts.
  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.