Quotes & Invoices tracks money owed and money out the door — every quote through to accepted, invoiced and paid, with references, amounts and payment-due dates in one pipeline.
Switch on Quotes & Invoices from the App Store and your team gets a purpose-built finance register that lives alongside Tickets, Properties and Contractors. A quote raised against a job carries its property and contractor with it, so the paper trail from request to payment never breaks.
It's built on the shared toolkit, so you get list, board and calendar views out of the box — work the pipeline as a status board, or watch payment-due dates roll up on a calendar. Custom fields, import/export and photo or document attachments come standard, and Theo can surface what's overdue without you hunting for it.
No — it's an operational register for tracking quotes and invoices against jobs and properties. It keeps the pipeline visible to your team; your bookkeeper still owns the ledger, and you can export any view for them.
Yes. Records carry their property and contractor, so the trail from the original ticket through to the paid invoice stays connected across the registers.
Each invoice has a payment-due date that surfaces on a calendar view; anything past its date flags as overdue so you can act before suppliers chase.
Access follows your role permissions — managers and finance see full detail, while committees can be given read-only oversight.