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.
Job Book