Quotes to invoices
Quotes built from your catalogue or rate card become jobs, then invoices, without retyping. Deposits, progress invoices and credit notes included.
Quotes, clients, stock, staff, jobs and invoices on one set of data, so a change in one place shows up everywhere it matters. Sized for an SME, built in phases, and shaped around the way your business already works.
An SME usually ends up with a quoting spreadsheet, an invoicing app, a calendar, a stock sheet and a WhatsApp group for the team. The work is in moving information between them.
Pick the ones you need. Each is built around how your team already works, then joined up on one set of data.
Quotes built from your catalogue or rate card become jobs, then invoices, without retyping. Deposits, progress invoices and credit notes included.
Client records, contracts, renewals and documents, with reminders before anything expires.
Live stock across locations, barcode or QR labels, low-stock alerts and purchase orders to suppliers.
Jobs with stages, checklists and sign-off, on a calendar the whole team can see.
Rotas, leave, GPS clock-in and timesheets, with a phone app for the team on site.
Sales ledger, expenses with receipt capture, VAT summaries and exports for your accountant.
Clients see their statements, documents and orders and raise requests, instead of emailing the office.
Revenue, overdue invoices, capacity and pipeline, live, for the people who need them.
A storage and logistics company’s whole operation: quotes, invoicing, warehouse map, crew app and customer portal.
Read the case study Construction · Live · portal v1Nathan Fenech ConcretingA quote-to-cash portal for a contractor: inbox, takeoff, pricing, jobs, schedules and progress invoices.
Read the case study Education · LiveMCMAAn academy run end to end: admissions, scheduling, payments and portals on one system.
Read the case studyThe same five steps on every project, sized to yours.
Tell me how the business runs today: the tools, the workarounds, the bit that drives you mad. The quote builder takes about five minutes and gives me a scoped brief.
I reply with a fixed price and a phase plan. The must-haves go first, so you are using the system while the rest is still being built.
You see the real system on a private link while it is being built, with your own data in it as early as possible. Changes are cheap at this stage, so this is where we make them.
Spreadsheets, an old system, email threads: the data comes with you, checked against the source so nothing is lost on the way.
Your team gets a walkthrough, and I stay on for fixes and new features, either on a monthly support plan or pay as you go.
A CRM manages customers and sales. An ERP runs the operation behind them: stock, jobs, staff, purchasing and finance. For an SME the line is blurry, so I build the parts you need on one database rather than selling you two products.
Yes, when it is built in phases. The first phase covers the work that costs you the most time, usually quotes, clients and invoicing, and the rest is added while you are already using it.
Those are configurable products: you adapt your process to their modules, and you pay licences per user. A custom system is built to your process from the start and you don’t pay per seat. If one of those products fits you well, I’ll say so.
Yes. Everything works in a mobile browser, and a field app for iPhone and Android can run on the same backend. Storex’s crew use an installable Android app with GPS clock-in and job checklists.
It is migrated and checked against the source before the switch: spreadsheets, an older system or exports from the apps you use today.
Custom software is an eligible cost under the scheme. Approval depends on your business and the current call, and work can only start once the grant is approved, so check the Malta page and mention it in your brief.
Enquiries, clients, pipeline and follow-ups in one place, shaped to how you sell.
Quoting & invoicingQuotes from your rate card, invoices with VAT, deposits and automatic chasing.
Client portalsA secure login for clients: invoices, documents, bookings, payments and messages.
IntegrationsWix, Shopify, Gmail, WhatsApp, Stripe, calendars and accounts, synced both ways.
How pricing works · Digitalise Your SME grants · All case studies
The quote builder opens with the parts on this page already switched on. Add or remove what you like, and I reply with a fixed quote.