How do I turn the job into a quote?
Start from the job, speak or type the rough details, then review the editable lines Kwilo suggests before adding them.
Price the work. See which invoices need chasing.
Turn the rough details of a job, including the extra bit the customer asked for, into quote lines you can check. Once the work has moved on, see which invoices are settled, still outstanding or need chasing.
Start with what the work involves and what was agreed.
Magic Quote opens from Ava Bell’s boiler pressure job. Speak or type the rough details, then check the suggested lines, prices and note before choosing whether to add them to the quote.
See what is overdue without hunting for it.
The invoices view separates what has been invoiced, what is still outstanding and what has been settled. Filter it to overdue and the customers and amounts that need attention come to the front.
The list shows three invoices past the configured 14-day payment window, including INV-103 for Maya Shah. The status sits beside the real customer and amount, not in a separate reminder.
Questions about the quote and getting paid.
What am I actually sending?
You check the scope, prices, customer note and any agreed extras before anything is added to the quote or goes to the customer.
Which invoices need chasing?
Filter the invoices to see what is open or overdue, with the customer, amount and payment state kept together.
Next, keep the receipts and costs ready to review.
See what has been sorted, what still needs you and how the records stay close to the work.