Planner
Jobs per day this week
Overdue
Visits whose date has passed and that were never done or skipped. They stay on their own date until you move them.
Customers
| Name | Address | Round | Freq. | Price | Referrals | GoCardless |
|---|
Rounds
| Colour | Name | Notes |
|---|
Quote requests
| Date | Name | Contact | Address | Referral | Status |
|---|
Invoices
| Date | Customer | Address | Description | Amount | Status | Completed by |
|---|
Searches everything below — name, address or phone.
Owing customers
Chase overdue invoices automatically
A polite reminder after 7 days, a firmer one after 21, then it stops and leaves it to you. Direct Debit customers are never chased, and paying resets the clock.
Aged debtors
| Customer | 0–30 | 31–60 | 61–90 | 90+ | Total | Oldest |
|---|
Full list
| Customer | Contact | Owing |
|---|
Messaging
Testing
Tests come to you, never the customer, with “[Test]” in the subject. Pick a customer to see their own details filled in.
Send an announcement
To everyone on the round, or chosen rounds, in one go. A link to stop them is added to the end of every one.
A shorter version for texts (optional)
{name} is their name and {business} yours.
Announcements sent
None yet.
Sent
“Sent” means Twilio or Resend took it. If something doesn’t arrive, send yourself a test and check their dashboards.
| When | What | Who | How | Result |
|---|
Email (Resend)
Invoices and messages go out from your own address once this is set up, with a free Resend account. Your domain needs adding in Resend first.
Texts (Twilio)
From your Twilio account. Texts cost about 4p a part in the UK (a part is 160 letters).
A number bought in Twilio, or a name of up to 11 letters and numbers. A name shows your business instead of a number, but customers can’t reply to it.
Expenses
| Date | Description | Category | Amount | By | Receipt |
|---|
Reports
Tax years run 6 April to 5 April. Quarters are calendar quarters.
Profit and loss
Month by month
Costs by HMRC heading (for a tax return)
Who and which round
Work done in the period, at its price. Per hour uses each visit’s planned time, not a clock.
By worker
By round
VAT return figures
Profit and loss, the breakdowns and VAT are for a full-access login or the accountant.
Sales
£0.00
£0.00
£0.00
£0.00
Expenses
£0.00
By categoryAmounts include VAT — when you import them into Xero, choose “Tax inclusive”.
Wages
Upload your bank statement — the PDF from your bank, or a CSV or Excel export. Each row gets matched against your customers by address, then name — you review and confirm before anything's recorded.
Summary
| Date | Customer | Worker | Amount | Reference |
|---|
Team
| Colour | Name | Role |
|---|
Days off and holidays
They show on the planner, and Plan a day warns you when someone’s off.
Your sign-in
Checking…
Danger zone
Delete everything
Clears every customer, job, invoice and expense. Team logins are kept so you're not locked out. A backup is taken first, but download one yourself before doing this.
Customer tags
Mark customers with things worth knowing on the doorstep — ladder needed, dog in garden, commercial. Tags show on the planner.
Off-site backup
The automatic backups live on the same disk as the database — that protects against mistakes, not against losing the server. This emails a compressed copy somewhere else, once a week.
Stored backups
Kept for 14 days: everything from the last day, then one a day after that. Tidying happens automatically, but you can force it.
Your password
Two-factor sign-in
Checking…
Round settings
VAT
Invoices dated from your registration show your VAT number and the VAT in the price. Reports show figures without VAT, and the Reports page gets your VAT return figures. The Flat Rate Scheme isn’t covered yet.
Invoices dated before this keep their VAT. If VAT was switched on by mistake, set this to the day it started.
Messages
The wording of every message (the visit reminder included), how each one goes, tests to yourself and announcements are in Messaging.
Backups
| File | Size | When |
|---|