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See how Kwilo helps keep the whole job moving.

A customer gets in touch. You work out the price, put the work in the diary, do the job, send the invoice and keep the records. Kwilo is the practical assistant for the business, carrying the useful details from one step to the next.

  1. Customer asksKeep their details with the job.
  2. Send a quoteThey can check and approve it.
  3. Book the jobPut the work in your diary.
  4. Do the workKeep notes and changes together.
  5. Send the invoiceUse the details already saved.
  6. See what’s paidKnow what still needs chasing.

A customer gets in touch.

Ava Bell needs a boiler pressure check. Her contact details, address and the new job sit together, ready for the conversation about what needs doing.

When Ava gets back in touch, the details are already with the job instead of being left in a message or notebook.

Take a closer look at customers and jobs
Kwilo customer record for Ava Bell showing contact details, notes and a connected boiler pressure job
Customer record · the person, the details and the work

Work out the price while the job is fresh.

Open Magic Quote from Ava’s job, speak or type what the work involves, including any agreed extras, then check the suggested lines. Nothing joins the quote until you review and add it.

Kwilo Magic Quote entry for Ava Bell’s boiler pressure check job, with voice and typed-note choices
Describe the work from inside the job.
Kwilo Magic Quote showing suggested lines ready to review for Ava Bell’s boiler pressure check job
Check the suggested lines before adding them to the quote.

Put the work in the diary.

The diary shows where visits fit across the working week. Each booking keeps the customer, time and work together, with the available space left clear.

When the day changes, move the visit without having to recreate the job details around it.

Take a closer look at the diary and visits
Kwilo diary showing five heating-service visits across three days
Diary · the customer, time and work in one view
Kwilo overdue invoices view showing three invoices that need attention

Send the invoice. See what still needs chasing.

Use the details already kept with the work, then check which invoices are settled and which are overdue. The customer and amount stay beside the payment status.

Receipts and business costs can be reviewed in Kwilo too, so the records do not all wait until the end of the day.

The important decisions stay with you.

Kwilo keeps the details together and shows the next action beside the work. You remain in control of what goes to a customer and what is relied on for money or tax.

You check a quote before it goes to the customer.

Kwilo can suggest quote lines from what you speak or type. You review the detail and decide what belongs in the quote.

You decide when customer messages are sent.

A useful draft can save time, but the decision to edit, send or leave it for later stays with you.

You review important money and tax records.

Kwilo helps prepare and organise supported records. It does not replace an accountant or tax adviser, and it does not currently file quarterly updates or Final Declarations with HMRC.

Keep the job moving without saving all the admin for later.

See the current product first, then ask to join when you are ready. New businesses are being added gradually.

Explore the productGive Kwilo a try