Every enquiry that's come in, and where it came from.
Follow-ups Due
Quotes
Every quote sent, ex-VAT and inc-VAT.
Projects
Accepted jobs, on site or complete — with full profit tracking.
Financials
Revenue, costs and profit — ex VAT.
End of Year Forecast
Monthly Revenue vs Costs vs Net Profit
What Can I Do Better?
Monthly Breakdown
All Costs (labour & materials)
Settings
Company details, targets, lists and data backup.
Company & Targets
Data & Backup
Your data lives in this artifact's storage and stays put between visits. Export a backup regularly just in case.
Importing replaces current data — export a backup first if unsure.
Monthly Overheads (fixed running costs)
Your recurring monthly costs — wages, insurance, marketing, software etc. These get subtracted from project profit each month to work out true net profit against your target.
Cost
Amount (£/mo)
VAT?
Total monthly overheads: £0
Import Your Existing Spreadsheets (CSV)
Save any tab of your Excel/ODS files as CSV (Excel: File → Save As → CSV. LibreOffice/ODS: File → Save As → Text CSV), then drop it in below. Download the template first if you want to match column names exactly — the importer is flexible on naming, but closer is safer.
Projects no longer need a linked quote — client name, job type and value go straight on the project. Costs match to a project by client name. Importing is additive — it never deletes existing data.