Invoice details
Client (Bill To)
Start typing a name, address, email or phone to find a saved client.
Line items
Report
What was found, what was done and what needs doing. Printed under the totals.
Recommendations (quoted, not in total)
Optional/quoted work, e.g. reline the drain. Shown separately with its own total – never added to the invoice total.
Survey report pages (photos, diagram)
Attachments & page order
Add the camera report PDF, a diagram PDF/image or anything else. Use ▲▼ to set the order. Everything is merged on this phone – nothing is uploaded.
Import job (JSON)
Paste a job drafted as JSON (format in README). It fills the form; nothing is saved until you tap Save job.
Adds clients from a file (e.g. an Invoice2go client export). Clients with the same name and email are not added twice; nothing is deleted or overwritten.
Your saved jobs/services with your own prices. The two EXAMPLE items are placeholders at £0.00 – edit or delete them.
Business details (printed on every invoice)
Only choose the link option once the terms page is live.
Backup & restore
Everything lives only on this phone. Back up regularly (e.g. save the file to iCloud Drive or email it to yourself).