Auto-send
Send a quote without you seeing it.
I draft it. You approve it. The customer sees nothing until you nod.
Quote, schedule, do the work, invoice, paid.
That’s the shape of your week. Mine’s the same — except I keep the Customer, Job, Quote, Invoice and record close enough that each next step starts from what already happened.
YouQuoteCapture detail
YouScheduleDrag, drop
YouDo the workThe actual job
YouInvoiceFrom the record
MeReviewMissing bits visible
QuotesStart from the Job.
Start from the Job.
Build the Quote.
Open Magic Quote from the Job, then speak or type what the work involves. I suggest Quote lines for you to review, and you add them to the Quote only when you are happy with them.
- Start with the Customer and work already saved on the Job.
- Speak or type the detail you want turned into suggested Quote lines.
- Review the lines, then add them to the Quote when they are right.
You review before anything joins the Quote
Jobs & Diary
Every Job, next step clear.
New enquiries, Quotes, scheduled work, Visits and Jobs ready to invoice stay in one list. Each row keeps the Customer, date, stage and next action together, so you can see what needs moving without opening every Job.
- See new enquiries, scheduled work and Jobs ready to invoice.
- Search by Job or Customer, then filter the list you need.
- Open the Diary with the same Customer and Job context close by.
Work context stays close
Invoices
Bill it. See what is overdue. Get paid.
The overdue view keeps late Invoices visible with the Customer, amount and payment window close to hand. Follow-up stays part of the work instead of becoming a separate Friday-night job.
- See what has been invoiced, settled and still outstanding.
- Filter to the three Invoices past the configured 14-day payment window.
- Review each Customer and amount before choosing the next action.
Money status stays tied to the work
Expenses
Receipts in. Business costs sorted.
Receipts arrive in the Expenses inbox for review. Once checked, business costs stay sorted and, where relevant, connected to the Job they came from; everyday overheads stay clear too.
- Review receipts and fill in the details that still need checking.
- See five sorted business costs with their category and receipt evidence.
- Connect a cost to the right Job, or keep it as a business overhead.
Receipt-backed costs stay close to the work
Be straight with you
What I won’t do.
I help with the admin around the work. I am not your accountant or tax adviser, and I do not quietly send, file or invoice on my own. Important Customer, money and HMRC actions stay reviewable before they leave Kwilo.
Auto-file
File anything with HMRC on my own.
Quarter end, you review the supported workflow before anything is submitted. No silent filing.
Auto-chase
Chase a customer in your name.
I draft the email and tell you it's ready. You change a word, send it, or tell me to leave it a week.
See where the business stands
Keep the trail from quote to paid.
The button opens the app sign-in page. That is where early access is requested while rollout is limited.
No card needed · No tie-in · Contact route before wider rollout