As i flow CRM: Jobs & Invoices

As i flow CRM is the CRM with quotes and invoices built in, made for solo tradespeople and field service operators: plumbers, electricians, handymen, cleaners and gardeners. Keep your clients and jobs, send a quote, turn it into an invoice in one tap and see who owes you. No separate invoicing app needed. There is no account to create and nothing to sign in to. Your client list, jobs and invoices are stored on your device, encrypted, and never uploaded to us. QUOTES AND INVOICES, BUILT IN • Three invoice designs to choose from (Classic, Modern or Bold) with your own accent colour, and a live preview as you build each invoice • Your logo and business details on every invoice: ABN or tax number, address, phone, email and website • "Tax invoice" wording and your tax number printed automatically where the law requires it (Australia and New Zealand) • Bank details and a scan-to-pay QR code for your own Stripe, PayPal or Square link • Turn an accepted quote into an invoice in one tap • Save the products and services you bill often • Tax label and currency set for your country (GST, VAT, sales tax) • Share as PDF, or email straight from the app using your own email account • Automatic numbering and paid/unpaid/overdue tracking CLIENTS • Every client in one place: contact details, jobs, quotes, invoices, photos and notes • A timeline of calls, emails, meetings and notes for each client • Tap to call, text or email, and the call is logged for you • Scan a business card to add a new client in seconds (read on your device) • Bring your existing clients across from a CSV file JOBS AND TASKS • Track every job from lead to done • Board view: drag jobs between status columns, or move several at once • Attach before/after photos to jobs and clients • Tasks with due dates, plus one-tap "Add to calendar" • Add your own custom fields, like a permit number GET PAID ON TIME • A Today screen showing what needs attention: jobs due, quotes waiting for a reply and overdue invoices • Follow-up reminders for quotes that have gone quiet • Ready-to-send reminder messages for overdue invoices • Due-date notifications, scheduled on your device MONEY AND REPORTS • Record expenses by category and subcategory, with a ready-made list for trades (materials, vehicle, tools, insurance and more), and add your own • Reports for this month, last month, this quarter, this tax year or any date range • GST/VAT summary with sales before tax, tax collected and every paid invoice listed • Revenue, expenses, aged receivables (who owes you and for how long), sales by client, sales by item and quotes won • Every report prints or shares as a multi-page PDF with proper tables, totals, your business details and page numbers, ready to hand to your accountant PRIVATE BY DESIGN • No account, no sign-in, no tracking and no ads • Encrypted database on your device • Encrypted backups that you save wherever you choose (subscription) • Optional app lock with fingerprint, face unlock or your device PIN • Hide amounts on screen with one tap when a customer is looking over your shoulder SWITCHING FROM ANOTHER APP? Import clients, products and services, and expenses from CSV files, with a preview before anything is saved. Subscribers can also import past jobs and invoices. MADE FOR TABLETS, WORKS ON PHONES Built for a tablet on the passenger seat or the workbench, with a two-pane layout that shows your list and details side by side. On a phone it switches to a simple one-screen layout. FREE TRIAL AND SUBSCRIPTION Try it free for 7 days, including up to 4 invoices. A monthly or yearly subscription unlocks unlimited invoices, backups and importing past invoices, and is needed to keep adding new records after the trial. Your existing data always stays viewable, and your reports and PDFs stay available, whether or not you subscribe. Questions or feedback: [email protected]