Auto-send
Send a quote without you seeing it.
I draft it. You approve it. The customer sees nothing until you nod.
Quote, schedule, do the work, invoice, paid.
That’s the shape of your week. Mine’s the same — except I keep the Customer, Job, Quote, Invoice and record close enough that each next step starts from what already happened.
YouQuoteCapture detail
YouScheduleDrag, drop
YouDo the workThe actual job
YouInvoiceFrom the record
MeReviewMissing bits visible
QuotesSpeak it.
Speak it.
Send it. Won.
Capture the work in your own words — what the Customer asked for, what needs doing, what matters for price and timing. I keep that detail with the Job so the Quote starts from the real work, not a blank page.
- Draft Quotes from Job notes, voice notes and saved work detail.
- Keep Customer approval, Quote status and follow-up context together.
- Use previous records as a prompt, while you stay in charge of the price.
Quote context stays with the Job
You said
“Bathroom job, replace shower, new extractor, two sockets…”
ApprovedCustomer review recorded
Jobs & Diary
One day, one screen.
Today’s jobs, this week’s quotes, the bits that need a nudge — I pull them into one place. Notes, photos and customer messages stick to the right job, so whether you’re on a doorstep or walking into a meeting, everything’s to hand.
- Status at a glance — booked, in progress, ready to invoice.
- Photos, notes and voice memos pinned to each job. No more hunting through WhatsApp.
- A diary that knows your jobs, not just your free hours.
Work context stays close
NowM. Watson · BS6 · in progress
Invoices
Bill it. Get paid. Move on.
Job done? The Invoice starts from the work record, with the Customer, lines, notes and status close to hand. I keep unpaid Invoices visible so follow-up is part of the workflow, not a separate Friday-night job.
- Invoice from the finished Job, with the relevant context already nearby.
- See what has been billed, paid, overdue or still waiting for action.
- Draft follow-up wording where supported, with you reviewing before anything goes out.
Money status stays tied to the work
Just paidA. Khan · £185 · BACS
Money queue · 1stSmith & Co · 21 days overdue
Money & MTD
MTD without the panic.
Receipts, Invoices and payments stay connected to the work they came from. From that record, you can send supported records to Xero, QuickBooks or FreeAgent, invite your accountant or bookkeeper into Kwilo, or handle straightforward bookkeeping yourself.
- Records build from daily work, not from a year-end hunt.
- Your accounting package can remain the financial source of truth.
- Your accountant or bookkeeper can review the same business record as an Advisor.
- Supported Income Tax MTD workflows stay visible for review before submission.
One record, your route through the books
Q2 review3 receipts to review before submission
Be straight with you
What I won’t do.
I help with the admin around the work. I am not your accountant or tax adviser, and I do not quietly send, file or invoice on my own. Important Customer, money and HMRC actions stay reviewable before they leave Kwilo.
Auto-file
File anything with HMRC on my own.
Quarter end, you review the supported workflow before anything is submitted. No silent filing.
Auto-chase
Chase a customer in your name.
I draft the email and tell you it's ready. You change a word, send it, or tell me to leave it a week.
See where the business stands
Keep the trail from quote to paid.
The button opens the app sign-in page. That is where early access is requested while rollout is limited.
No card needed · No tie-in · Contact route before wider rollout